single or sole-source suppliers
“10-K Item 1A: 'we rely on single or sole‑source suppliers for certain critical materials and components'”
Updated
The most significant concentration Crane NXT discloses is single or sole-source suppliers, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Crane NXT’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1A: 'we rely on single or sole‑source suppliers for certain critical materials and components'”
“10-K Item 1A: 'Net sales by destination outside the U.S. were 50% of our consolidated amounts in 2025'”
The company's concentration profile presents two distinct dimensions — a supply-side dependency and a geographic exposure — that operate independently and deserve separate consideration. On the supply side, the company relies on single or sole-source suppliers for certain critical materials and components, a high-share concentration by disclosed size and one with a dependency character. This is the more idiosyncratic of the two exposures: a disruption at any of these singular supply relationships could affect production without a ready substitute, representing the kind of event-driven risk that is harder to hedge through broad economic positioning. The geographic dimension is more moderate. Net sales by destination outside the United States were 50% of consolidated amounts in 2025, a medium share by disclosed size with a structural character. International revenues at that level reflect broad end-market diversification rather than reliance on any single foreign customer or country, and the filing does not single out a specific geography as the dominant contributor. This exposure channels mainly through currency translation and regional demand cycles rather than through counterparty-specific risk. Together, the two exposures do not compound each other directly: supply-chain dependency is a discrete operational risk while international sales diversity is a macro-cyclical one. The dominant watchpoint for investors is the single-source supply chain, where an idiosyncratic disruption could affect margins more abruptly than the relatively balanced international footprint would.
For the engine’s reasoning on CXT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CMI | Cummins Inc. | 2 | 1 | 0 | 3 |
| AOS | A.O. Smith Corporation | 1 | 1 | 1 | 3 |
| CXT● | Crane NXT, Co. | 1 | 1 | 0 | 2 |
| CR | Crane Company | 0 | 1 | 0 | 1 |
| AME | AMETEK, Inc. | 0 | 0 | 1 | 1 |
| BW | Babcock & Wilcox Enterprises, I | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.