Commercial Metals Company Reports $177.3M Net Earnings in Q1 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Should l Buy CMC?
Source: Newsfilter
- Strong Financial Performance: Commercial Metals Company reported net earnings of $177.3 million for Q1 2026, translating to $1.58 per diluted share, marking a significant turnaround from a net loss of $175.7 million in the prior year, indicating robust recovery amid improved market conditions.
- Core EBITDA Growth: The company achieved a core EBITDA of $316.9 million in the first quarter, reflecting a year-over-year increase of approximately 52% and a core EBITDA margin of 14.9%, showcasing successful operational execution and enhanced commercial discipline that bolstered profitability.
- Successful Acquisition Strategy: The completion of acquisitions of CP&P and Foley in December, involving over $2.5 billion in capital, established a new growth platform in the precast concrete industry, expected to provide substantial revenue support in the future.
- Continued Shareholder Returns: The board declared a quarterly dividend of $0.18 per share, marking the 245th consecutive dividend payment, demonstrating the company's commitment to shareholders and its stable cash flow position.
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Analyst Views on CMC
Wall Street analysts forecast CMC stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 79.760
Low
74.61
Averages
81.45
High
85.00
Current: 79.760
Low
74.61
Averages
81.45
High
85.00
About CMC
Commercial Metals Company is engaged in offering products and technologies to meet the critical reinforcement needs of the global construction sector. The Company’s solutions support construction across a wide variety of applications, including infrastructure, non-residential, residential, industrial, and energy generation, and transmission. Its segments include North America Steel Group, Europe Steel Group and the Emerging Businesses Group. The North America Steel Group segment provides a diverse offering of products and solutions to support the construction sector. The Europe Steel Group segment is composed of a vertically integrated network of recycling facilities, an EAF mini mill and fabrication operations located in Poland. The Emerging Businesses Group segment's portfolio consists of its construction services products, Tensar products and solutions and its impact metals, and performance reinforcing steel products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding for ETFs highlights those experiencing significant inflows or outflows, where inflows necessitate purchasing underlying assets, while outflows may lead to selling, affecting the prices of their components.
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- Stake Acquisition: Artemis Investment Management acquired 1,501,906 shares of Commercial Metals Company in Q4 2026, valued at approximately $103.96 million, indicating confidence in the company's growth prospects.
- Asset Allocation: This acquisition represents 1.26% of Artemis's reportable assets under management, highlighting the significance of Commercial Metals Company within its diversified portfolio.
- Market Performance: As of January 30, 2026, Commercial Metals Company's shares were priced at $76.87, reflecting a 58.9% increase over the previous year, significantly outperforming the S&P 500 by 44 percentage points, showcasing robust market performance.
- Strategic Acquisitions: The company acquired two precast concrete and pipe firms for approximately $2.5 billion in Q4 2026, which may have influenced Artemis's decision to invest, as these acquisitions enhance its higher-margin Construction Solutions Group.
See More
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- Ownership Change: This acquisition represents a 27.63% increase in Arriola's direct ownership, marking the first material change in reported insider holdings since March 2024, indicating a positive outlook on the company's performance.
- Market Performance Analysis: CMC's stock has risen 54% over the past year and ended 2025 with an approximate 39% return, showcasing strong performance in the steel industry despite global price pressures from increased tariffs.
- Investor Considerations: While Arriola's purchase signals confidence in the company, investors should monitor potential issues in 2026 regarding demand exceeding inventory, as well as the lack of dividend yield increases since Q2 2024, which may concern long-term investors seeking consistent payouts.
See More
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- Industry Leadership: The company was also named to the 2025 Corporate Knights Clean200, indicating its leadership in the global clean economy and strengthening its market influence in renewable energy and environmental sectors.
- Long-term Commitment: CEO Peter Matt stated that this recognition reflects CMC's long-standing commitment to responsible operations and reducing environmental impact since its founding in 1915, aiming to create long-term value for stakeholders.
- Innovative Solutions: As an innovative solutions provider, CMC supports critical needs in the global construction sector through its extensive manufacturing network in the U.S. and Central Europe, promoting sustainability across infrastructure, non-residential, residential, and energy transmission sectors.
See More
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- Long-term Commitment: CEO Peter Matt stated that this recognition reflects the company's long-standing commitment to responsible operations and reducing environmental impact since its founding in 1915, which is likely to attract more investor interest in its sustainability strategies.
- Industry Influence: CMC's inclusion in the 2025 Corporate Knights Clean200 list further underscores its leadership in the global clean economy, potentially driving further development and innovation within the construction sector.
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