Commercial Metals

CMC

時価総額 $71.9億

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Commercial Metals Company ( CMC ) Q4 2026 Earnings Call October 15, 2026 11:00 AM EDT Company Participants Andy Larkin - Vice President of Investor Relations Peter Matt - CEO, President & Director Paul Lawrence - Senior VP & CFO Conference Call Participants Samuel McKinney - KeyBanc Capital Markets Inc., Research Division Sathish Kasinathan - BofA Securities, Research Division William Peterson - JPMorgan Chase & Co, Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Nicklaus Cash - Goldman Sachs Group, Inc., Research Division Richard Garchitorena - Barclays Bank PLC, Research Division Tristan Gresser - BNP Paribas, Research Division Presentation Operator Good morning, and welcome to the Commercial Metals Company Fiscal 2026 Fourth Quarter Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.

Commercial Metals Company remains a cyclical steel producer with limited upside, despite recent M&A and strong 4Q26 results. CMC's 4Q26 outperformance was driven by favorable steel spreads and lower scrap costs, not sustainable volume or margin improvements. The $2.5B precast acquisition adds diversification but does not materially reduce cyclicality or justify a higher valuation multiple.

Commercial Metals NYSE: CMC reported stronger fiscal 2026 fourth-quarter and full-year profitability, citing margin expansion, benefits from its Transform, Advance and Grow, or TAG, program, and contributions from its recently acquired Precast operations.

The headline numbers for Commercial Metals (CMC) give insight into how the company performed in the quarter ended August 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Commercial Metals (CMC) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.97 per share. This compares to earnings of $1.37 per share a year ago.

Fiscal 2026 net earnings of $655.8 million. Consolidated core EBITDA increased to $1.4 billion, from $837.3 million in fiscal 2025.

IRVING, Texas, Oct. 13, 2026 /PRNewswire/ -- Today, October 13, 2026, the board of directors of CMC (NYSE: CMC) declared a regular quarterly cash dividend of $0.20 per share of CMC common stock. CMC's 248th consecutive quarterly dividend will be paid on November 11, 2026, to stockholders of record as of the close of business on October 28, 2026.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Commercial Metals (CMC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended August 2026.

Commercial Metals (CMC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.