US · Industrials · Metal Fabrication
EPS came in at 2.09 against a street estimate of 1.97 — a beat of 6.1%.
Analysts rate Commercial Metals Company a buy (8 buy, 4 hold, 0 sell out of 12) with an average price target of $79.09.
CONFIDENT CMC reported strong FY26 growth, expanding margins and lower leverage. FY27 benefits from TAG and lower CapEx, though seasonal weakness and West Virginia startup costs affect Q1. Q4 FY26 North American steel benefited from pricing, mix and TAG; Europe is recovering but faces higher energy costs and variable CO2 credits. Analysts focused on precast’s run rate, import competition, West Virginia ramp-up and Q1 guidance. Management emphasized durable demand, disciplined trade conditions and a gradual mill startup. 2026-10-15…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.76% |
| State Street Corp | 6.25% |
| Dimensional Fund Advisors, Inc. | 6.09% |
| FMR Inc | 5.48% |
| Vanguard Portfolio Management, LLC | 5.28% |
| Vanguard Capital Management, LLC | 4.51% |
| Boston Partners Global Investors, Inc | 3.38% |
| Geode Capital Management, LLC | 2.78% |
| Document | Date |
|---|---|
| Annual report FY2026 HEADLINE NUMBERS • Fiscal year ended August 31, 2026; CMC is a U.S.-based steel, recycling and construction-solutions company. • Market value held b | 2026-10-16 |
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Fiscal 2026 net earnings were $655.8 million, compared with $84.7 million in fiscal 2025. • Fiscal 2026 consolidated core EBITDA | 2026-10-15 |
| Company announcement · Q1 FY2027 HEADLINE NUMBERS • Commercial Metals Company (NYSE: CMC) declared a regular quarterly cash dividend of $0.20 per share. • The dividend will be paid | 2026-10-13 |
| Reg FD disclosure · Q4 FY2026 COMMERCIAL METALS COMPANY (CMC) - 8-K SUMMARY HEADLINE NUMBERS • Share repurchase program increased by $600.0 million • Total current share repurcha | 2026-08-05 |
| Quarterly report · Q3 FY2026 COMMERCIAL METALS COMPANY (CMC) – 10-Q SUMMARY Quarter Ended May 31, 2026 --- HEADLINE NUMBERS • Net sales (9 months): $6,735,570 thousand ($6.74 b | 2026-06-29 |
| Results announced · Q4 FY2026 CMC THIRD QUARTER FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net earnings: $173.0 million ($1.55 per diluted share); adjusted earnings $193.0 m | 2026-06-25 |
| Company announcement · Q4 FY2026 COMMERCIAL METALS COMPANY (CMC) – FORM 8-K SUMMARY HEADLINE NUMBERS • Regular quarterly cash dividend declared at $0.20 per share • Payment date: Ju | 2026-06-24 |
| Board / officer change · Q3 FY2026 COMMERCIAL METALS COMPANY (CMC) – 8-K SUMMARY OTHER NOTABLE POINTS • New Board Director Appointed: Michael R. Dumais appointed as Class II director, | 2026-04-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.20 / share ex-date Oct 28, 2026 · pay Nov 11, 2026 | 2026-10-28 |
| Dividend | $0.20 / share ex-date Jul 6, 2026 · pay Jul 15, 2026 | 2026-07-06 |
| Dividend | $0.20 / share ex-date Apr 6, 2026 · pay Apr 15, 2026 | 2026-04-06 |
| Dividend | $0.18 / share ex-date Jan 16, 2026 · pay Feb 2, 2026 | 2026-01-16 |
| Dividend | $0.18 / share ex-date Oct 30, 2025 · pay Nov 13, 2025 | 2025-10-30 |
| Announcement | Date |
|---|---|
| Board authorizes $600 million increase to share repurchase program Commercial Metals Company (CMC) announced on August 5, 2026 that its board of directors authorized a $600 million increase to its share repurchase program. This brings the total available ca | 2026-08-05 |
| Company completes acquisition; bridge financing commitment terminated Commercial Metals Company completed an acquisition on December 15, 2025. The company had secured $1.85 billion in bridge financing from Bank of America and Citigroup to fund the deal. This b | 2025-12-15 |
| Company completes acquisition of Concrete Pipe Precast business Commercial Metals Company completed an acquisition on December 1, 2025. The company purchased Concrete Pipe Precast, LLC (operating as Eagle Corporation/ECPP, LLC) through an Equity Purchase | 2025-12-01 |
| Proposed offering of notes; acquisition of Foley Products Company Commercial Metals Company (CMC) announced on November 12, 2025, a proposed offering of notes (debt securities) by Foley Products Company, LLC, a subsidiary or related entity. The company fil | 2025-11-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.