Added to YB: 2026-06-23
Pitch date: 2026-06-20
CXT [neutral]
Crane NXT, Co.
Author Info
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Company Info
Crane NXT, Co. operates as an industrial technology company that provides technology solutions to secure, detect, and authenticate customers’ important assets.
Market Cap
$2.4B
Pitch Price
N/A
Price Target
N/A
Dividend
1.70%
EV/EBITDA
N/A
P/E
19.05
EV/Sales
N/A
Sector
Electronic Equipment, Instruments and Components
Category
value
$CXT: the authentication spin de-rated to ~$42, and the CEO just bought
CXT (overview): Crane NXT, 2023 banknote/authentication spin de-rated to ~$42 (~$2.5B cap) despite raising FY26 guide. CEO Saak bought ~$1M shares 6/12. FY26: sales +15-17%, adj EPS $4.10-4.40. Antares Vision (€362M) adds ~$200M rev. Oppenheimer FCF ~$252M, possible buyback. Risk: integration, soft vending, big adj-GAAP gap ($0.60 vs $0.11 Q1), no hard catalyst.
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