Core & Main's growth story is shifting from top-line expansion to margin optimization, as revenue growth decelerated to just 2.5% in 2026Q2 while operating margins expanded to 10.6% through SG&A discipline.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to 2.5% year-over-year in 2026Q2, but operating margin has expanded to 10.6% on a stable gross margin base, highlighting a shift from top-line growth to operational leverage.
The provided search snippets do not contain information about Core & Main, Inc. (CNM); they refer to unrelated entities such as scholarly infrastructure, a game editor, court records, and charities, so no CNM-specific bullish drivers can be extracted.
A credible bull case for Core & Main would require snippets covering its waterworks distribution market exposure, infrastructure spending tailwinds, pricing discipline, and margin trends from company filings or analyst coverage.
Trailing total returns as of 11/8/2026, 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 Sep 9, 2026 | $0.94+3.4% vs $0.91 | $2.1B+0.4% vs $2.1B |
Q3 2026 Jun 10, 2026 | $0.57+6.7% vs $0.53 | $1.9B+0.8% vs $1.9B |
Q2 2026 Mar 24, 2026 | $0.38+14.2% vs $0.33 | $1.6B-0.5% vs $1.6B |
Q4 2025 Dec 9, 2025 | $0.72+2.9% vs $0.70 | $2.1B+0.3% vs $2.1B |
Core & Main (CNM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
In the closing of the recent trading day, Core & Main (CNM) stood at $45.15, denoting a +2.03% move from the preceding trading day.
In the most recent trading session, Core & Main (CNM) closed at $42.33, indicating a +2.17% shift from the previous trading day.
Corient Private Wealth LP cut its stake in shares of Core and Main, Inc. (NYSE: CNM) by 75.1% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,417 shares of the company's stock after selling 16,327 shares during the
Benchmark CNM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Core & Main, Inc. (CNM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $45.97 | $8.61B | 19.37 | 2.77% | 5.96% | 22% | — | |
| $112.71 | $4.99B | 29.47 | 3.62% | 3.49% | 9.98% | — | |
| $220.06 | $5.93B | 24.75 | 1% | 7.87% | 34.75% | 1.47% | |
| $62.54 | $6.73B | 165.80 | -7.38% | 0.28% | 0.99% | — | |
| $113.27 | $6.33B | 28.49 | 6.37% | 5.55% | 15.86% | 3.06% | |
| $52.99 | $60.81B | 42.97 | 8.67% | 15.62% | 35.13% | 1.65% |
Core & Main, Inc. (CNM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Core & Main, Inc. (CNM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 9, 2026·SEC
Jun 10, 2026·SEC
Apr 10, 2026·SEC
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Core & Main, Inc. (CNM) stock FAQ — growth, dividends, profitability & financials explained
Core & Main, Inc. (CNM) reported $7.70B in revenue over the trailing twelve months. Revenue was $7.65B in fiscal year 2025. That is 126% more than the $3.39B of fiscal year 2019.
Core & Main, Inc. (CNM) revenue fell by 0.5% over the trailing twelve months, compared with the twelve months before.
Yes. Core & Main, Inc. (CNM) earned $459.0M in net income over the trailing twelve months (a 6.0% net margin).
Core & Main, Inc. (CNM) had a return on equity (ROE) of 22.0% over the trailing twelve months. That is well above the market's typical 10-15%.
Core & Main, Inc. (CNM) generated $628.0M in free cash flow over the trailing twelve months.
