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Core & Main (CNM)
NYSE:CNM
Earnings Data
Report Date
Mar 24, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.39Last Year’s EPS
0.33Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call reveals a mixed sentiment with positive aspects such as net sales growth, gross margin improvement, and strategic investments being balanced by challenges like softness in the residential market, declining PVC pipe prices, and increased SG&A expenses due to inflation.Company Guidance
Net Sales Growth
Net sales increased by 1% to $2.1 billion, with acquisitions contributing approximately 1 point of growth.
Gross Margin Improvement
Gross margin improved by 60 basis points year-over-year to 27.2%, driven by private label initiatives and disciplined purchasing and pricing execution.
Strong Cash Flow Generation
Operating cash flow was $271 million, highlighting nearly 100% conversion from adjusted EBITDA.
Share Repurchase Authorization Increase
The company announced a $500 million increase to its share repurchase authorization, reflecting confidence in growth outlook and free cash flow generation.
Municipal Market Strength
Municipal projects remain strong, supported by favorable funding environments, with significant state-level funding like Texas authorizing $20 billion for new water supply projects.
Successful Growth Initiatives
Product initiatives like fusible HDPE, treatment plant solutions, and geosynthetics each achieved double-digit growth in the quarter.
Expansion into Canadian Market
Completed the acquisition of Canada Waterworks, expanding into a $5 billion Canadian market.
CNM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CNM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 09, 2025 | $50.52 | $51.56 | +2.06% |
Sep 09, 2025 | $66.59 | $49.70 | -25.36% |
Mar 25, 2025 | $49.64 | $49.52 | -0.24% |
Dec 03, 2024 | $48.29 | $55.78 | +15.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Core & Main (CNM) report earnings?
Core & Main (CNM) is schdueled to report earning on Mar 24, 2026, Before Open (Confirmed).
What is Core & Main (CNM) earnings time?
Core & Main (CNM) earnings time is at Mar 24, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CNM EPS forecast?
CNM EPS forecast for the fiscal quarter 2025 (Q4) is 0.39.