Commercial Metals

CMC

Market cap $8.25B

CMC posted Q1 FY26 revenue and EPS beats, triple-digit earnings growth, strong North America margins, and upside from recent acquisitions.

Commercial Metals (CMC) is well positioned to outperform the market, as it exhibits above-average growth in financials.

CIEN and CMC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 9th, 2026.

Commercial Metals Company (CMC) Q1 2026 Earnings Call Transcript

The headline numbers for Commercial Metals (CMC) give insight into how the company performed in the quarter ended November 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Commercial Metals heads into Q1 earnings with sharply higher profit estimates, steady steel margins and an attractive valuation after a strong year.

First quarter net earnings of $177.3 million, or $1.58 per diluted share and adjusted earnings of $206.2 million, or $1.84 per diluted share Consolidated core EBITDA of $316.9 million in the first quarter grew by approximately 52% on a year-over-year basis and resulted in core EBITDA margin of 14.9% Capitalized on favorable market conditions across the North American footprint through solid operational execution and enhanced commercial discipline Successfully launched several new operational and commercial initiatives under the Transform, Advance, and Grow ("TAG") program; goal of exiting fiscal 2026 at an annualized run-rate EBITDA benefit of $150 million Closed acquisitions of CP&P and Foley in December, establishing an important new growth platform in the precast concrete industry by deploying over $2.5 billion of capital Renamed Emerging Businesses Group to Construction Solutions Group, which will include precast, to better reflect the business composition of the segment and align with the strategic priorities of the segment and CMC more broadly IRVING, Texas, Jan. 8, 2026 /PRNewswire/ -- Commercial Metals Company (NYSE: CMC) today announced financial results for its fiscal first quarter ended November 30, 2025. Peter Matt, President and Chief Executive Officer, commented, "The first quarter marked an exceptional start to 2026 for CMC as we built on the strategic groundwork laid during fiscal 2025 and continued to advance our goal of meaningfully and sustainably enhancing our financial profile and earnings power.

PAHC and others highlight how PEG-based GARP picks blend value and growth as markets hit 2026 highs amid rate uncertainty and valuation sensitivity.

Commercial Metals Company (NYSE: CMC) will release earnings results for the first quarter, before the opening bell on Thursday, Jan. 8, 2025.

BWMN, CIEN and CMC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 7th, 2026.