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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS INVESTOR INSIGHTS FORGED FOR GROWTH
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS ALLOYS TO ADVANCE World-class solutions for high-value markets Advanced manufacturers have trusted Carpenter Technology to develop and produce highly specialized alloys since 1889. We solve industry’s most complex materials challenges.
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS 3 Difficult-to-replicate capabilities 500+ SPECIALIZED ALLOYS generating more than 15k SKUs of made-to-spec products WORLD-CLASS MANUFACTURING ASSETS designed and qualified for producing advanced alloys ADVANCED PLANNING AND PROCESS KNOWLEDGE to coordinate each unique process flow
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS WHERE INNOVATION TAKES FLIGHT Target airplane build rates are 30–35% higher than the pre-COVID high, driven by soaring global air traffic and 14k+ plane backlogs at Boeing and Airbus. MRO activity is also at an all-time high with an aging fleet. For both original equipment manufacturing and ongoing MRO support, Carpenter Technology delivers high-performance alloys to build and maintain the aircraft of today AND tomorrow. Qualified materials on 100% of aircraft in flight Broadest portfolio of aerospace alloys Industry-leading material quality and reliability INVESTOR INSIGHTS
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS START YOUR ENGINES Today’s aerospace engines are larger and run at higher temperatures than ever before, demanding more of the advanced alloys we are known for. Our materials are essential to powering platforms like LEAP and GTF, and the engines of the future will continue to depend on the performance, durability, and innovation only Carpenter Technology alloys can deliver. INVESTOR INSIGHTS Engines Strength at high temperatures and pressures, plus superior fatigue, wear, and corrosion resistance • Discs and shafts: 718 and Waspaloy • Rings and cases: 718, Waspaloy, CTX-909, and C-263 • Bearings: M-50, CBS-50 NiL, 52100, 330, 440C, BG-42, and CBS-600 • Gearboxes and transmissions: Pyrowear® 53 alloy, Pyrowear® 675 alloy, Nitralloy, 9310, and CBS-600 • Combustors: Waspaloy and C-263 • Fuel nozzles: PowderRange® CCM® alloy
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS FUTURE GENERATION OF ENGINES Aerospace engines will continue to evolve in response to growing demands for: • Greater efficiency • Uncompromising quality and reliability • Resilience to extreme temperature environments • Enhanced strength-to-weight performance At the same time, new propulsion technologies and the shift towards sustainable aviation fuels are reshaping the landscape of future engine design. Carpenter Technology is addressing tomorrow’s engine challenges with our deep metallurgical expertise, unique set of capabilities, and relentless pursuit of innovation.
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS TIP TO TAIL Carpenter Technology supports all major platforms and supply chain activity — Boeing and Airbus, narrow body and wide body, OE and MRO, engines and beyond. Structural High-strength, wear-resistant, and corrosion-resistant alloys to withstand extreme stresses • Landing gear: AerMet® 100 alloy and Custom 465® alloy • Thrust links: 15Cr-5Ni • Slat/flap tracks: Custom 465® alloy and NiMark® 250 alloy • Other high-torque, high-stress applications: Custom 465® alloy Fasteners Optimal strength-to-weight ratio to hold fast • Engine fasteners for high temperatures, corrosion resistance, and strength: Waspaloy, 718, and MP35N®¹ alloy • Structural fasteners for strength and weight performance: Ti 6AI-4V and A-286 Avionics High-performance soft magnetic alloys for efficient power conversion, signal integrity, and electromagnetic shielding • Electrical motor performance: Hiperco® 50 alloy • Magnetic and tape cores: Hiperco® 50A alloy • Shielding applications for flight controls: HyMu 80 alloy INVESTOR INSIGHTS 1 Registered trademark of SPS Technologies, Inc.
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS MISSION-CRITICAL MATERIALS Advanced alloys give defense engineers a strategic advantage: the strength, corrosion resistance, and high-temperature performance needed to design lighter components that can endure more operating hours with less field failures. Carpenter Technology delivers next-generation metallurgy for protecting today’s warfighters on land and sea, in air and space. Critical supplier to the U.S. Department of Defense and OEMs U.S. made for peak performance and supply chain security Quality first, lab-tested and battle-proven in the most extreme conditions INVESTOR INSIGHTS
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS Armor Engineered for long-term performance and strength under fire • Structural: HP 9-4-30, 300M, 4340, Custom 465® alloy, AerMet® 100 alloy, and D6AC DEPLOYED ASSETS Carpenter Technology metallurgists, research scientists, and engineers work closely with the defense industry’s best to continually define and redefine the leading edge of materials technology. We are uniquely qualified to create the alloys needed for stronger, faster, lighter, and enhanced life cycle equipment. Unmanned aerial vehicles Soft magnetic alloys for faster, more resilient eyes in the sky • Power-dense motors: Hiperco® 50A alloy Fixed wing aircraft The fatigue strength, toughness, power, and corrosion resistance to soar • Structural: 300M, 4340, Custom 465® alloy, AerMet® 100 alloy, and AerMet® 310 alloy • Afterburners: Pyromet® 41 alloy, Waspaloy, and Ferrium® M54®¹ alloy • Tailhooks: Ferrium® M54®¹ alloy and AerMet® 100 alloy Marine Tougher, more powerful metallurgy for naval applications • Structural components: AerMet® 100 alloy, HY-180, and Ferrium® M54®¹ alloy • Motors and generators: Hiperco® 50A alloy, Hiperco® 27 alloy, and Hypocore® alloy INVESTOR INSIGHTS 1 Ferrium is manufactured and sold under license from QuesTek Innovations LLC.
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS LIFE-CHANGING INNOVATION According to the World Health Organization, 1 in 6 people worldwide will be over age 60 by 2030, fueling demand for implants, cardiovascular devices, and medical instruments. Carpenter Technology leads the industry in high-performance, biocompatible materials for better patient outcomes. Tailored portfolio of medical-grade alloys Ultra-clean microstructure and alloy purity Long-lasting performance for superior treatment outcomes INVESTOR INSIGHTS
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS FULL-BODY IMPACT Materials play a critical role in advancing medicine to improve patient outcomes, reduce procedural costs, meet the demands of new regulatory frameworks, and support an aging population. Our products and innovations empower less invasive surgeries, longer lasting implants, fewer complications, and faster recoveries. Cardiology Structured heart components • Stents: MP35N®¹ alloy, L-605, and Conichrome® alloy • Catheter and lead wires: MP35N®¹ alloy, L -605, and BioDur® 316LS alloy Orthopedics Critical materials for patients with nickel sensitivities • Trauma, spinal fixation, and bone plates: BioDur® 108 alloy • Joint replacement and fracture fixation: Micro-Melt® BioDur® CCM Low Nickel alloy Instrumentation Setting the standard in medical instrumentation • Surgical, orthopedic, orthodontic, and dental instruments: Custom 465® alloy Dental High strength and stability for smaller implants • Dental implants with excellent osseointegration: Carpenter Ti-Zr alloy INVESTOR INSIGHTS 1 Registered trademark of SPS Technologies, Inc.
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS ALLOYS TO POWER THE FUTURE As digital infrastructure expands and artificial intelligence becomes more deeply integrated into every industry, the global demand for energy is rising at an unprecedented pace. Carpenter Technology delivers critical engineered materials for industrial gas turbine builds and MRO activity to meet the need. Trusted supplier to power system designers since 1889 Highly specialized alloys for traditional and additive manufacturing Surging demand in a margin-rich environment INVESTOR INSIGHTS
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INTRODUCTION AEROSPACE DEFENSE MEDICAL ENERGY INVESTOR INSIGHTS HARNESSING ENERGY The turbines that generate power are every bit as complex and demanding as jet engines, requiring precision-engineered materials. Our alloys advance the efficiency and potential of power systems for breakthrough performance. Turbines Designed to maximize performance in high-temperature environments • Shafts: 718 • Wheels and spacers: 706 • Disks and rings: 718 and Waspaloy • Blades and vanes: 901 and 355 Fasteners Optimal strength-to-weight ratio to hold fast • Critical bolting and fastening: 718 Complex components Metal powder optimized for high-temperature strength and printability in additively manufactured complex parts • Fuel nozzles, heat shields, and burners: PowderRange® CCM® -MC alloy and PowderRange® X alloy
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