CMC has posted a sharp cyclical upswing, with quarterly revenue growing 25.7% YoY to $2.7 billion and gross margin expanding 640 basis points from the 12.5% trough in 2025Q2 to 18.9% in 2026Q4, reflecting wider scrap-to-rebar spreads and powerful fixed-cost leverage at its micro-mills.
Price trend, volume and key moving averages
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Revenue inflection reversed a two-year contraction, swinging from -11.4% YoY in 2024Q3 to +25.7% in 2026Q4, lifting operating income 5.2x to $270.6 million as gross margin widened to 18.9%.
CMC reported a sharp turnaround from a net loss to net income of US$177.28 million in Q1 2026, alongside higher sales and improved earnings per share.
CMC's Q2 and six-month results to February 2026 showed higher sales of US$2,132.02 million and US$4,252.33 million, respectively, with net income of US$270.31 million.
In a bull case scenario, CMC could achieve fiscal 2026 EPS above $5.00 if steel margins improve and precast operations realize synergies ahead of schedule.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 15, 2026 | $2.09+7.2% vs $1.95 | $2.7B+3.7% vs $2.6B |
Q3 2026 Jun 25, 2026 | $1.73+1.8% vs $1.70 | $2.5B+3.4% vs $2.4B |
Q2 2026 Mar 26, 2026 | $1.16-9.4% vs $1.28 | $2.1B+2.1% vs $2.1B |
Q1 2026 Jan 8, 2026 | $1.84+18.7% vs $1.55 | $2.1B+3.3% vs $2.1B |
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies that changed their dividends. Companies with upcoming ex-dividend dates.
- Resubmission includes Chemistry, Manufacturing, and Controls (CMC) data from new drug product (DP) manufacturing vendorMountain View, CA, Oct 22, 2026 - (ACN
State of Alaska Department of Revenue grew its position in Commercial Metals Company (NYSE: CMC) by 78.6% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,095 shares of the basic materials company's stock after buying an
Commercial Metals generated $1.4 billion in core EBITDA for fiscal 2026. Capital expenditures will drop by nearly $200 million in fiscal 2027.
Benchmark CMC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Commercial Metals Company (CMC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $62.28 | $6.89B | 84.16 | -1.61% | 1.09% | 1.99% | 1.15% | |
| $244.97 | $55.79B | 32.58 | 5.73% | 9.26% | 15.63% | 0.91% | |
| $222.90 | $32.15B | 27.90 | 3.63% | 8.82% | 21.07% | 0.88% | |
| $417.00 | $21.29B | 29.83 | 3.32% | 6.38% | 15.05% | 1.16% | |
| $11.46 | $6.54B | -3.82 | -3% | -2.36% | -7.84% | — | |
| $58.85 | $31.58B | 15.82 | -4.33% | 15.89% | 11.14% | 2.94% |
Commercial Metals Company (CMC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Commercial Metals Company (CMC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 15, 2026·SEC
Oct 13, 2026·SEC
Jun 25, 2026·SEC
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Commercial Metals Company (CMC) stock FAQ — growth, dividends, profitability & financials explained
Commercial Metals Company (CMC) reported $9.39B in revenue over the trailing twelve months. Revenue was $7.80B in fiscal year 2025. That is 236% more than the $2.32B of fiscal year 1996.
Commercial Metals Company (CMC) revenue fell by 1.6% in fiscal year 2025, compared with the prior fiscal year.
Yes. Commercial Metals Company (CMC) earned $655.8M in net income over the trailing twelve months (a 7.0% net margin).
Yes. Commercial Metals Company (CMC) pays a dividend that yields 1.15% at the current price, a moderate yield.
Commercial Metals Company (CMC) had a return on equity (ROE) of 2.0% in fiscal year 2025. That is below the market's typical 10-15%.
Commercial Metals Company (CMC) generated $479.1M in free cash flow over the trailing twelve months.
