Commercial Metals Reports Strong Q4 Earnings and Year-over-Year Sales Growth
Written by Emily J. Thompson, Senior Investment Analyst
Source: NASDAQ.COM
Earnings Performance: Commercial Metals Company (CMC) reported an EPS of $1.35 for Q4 fiscal 2025, exceeding expectations, with net sales of $2.11 billion, a 5.9% increase year-over-year.
Segment Performance: The North America Steel Group and Europe Steel Group segments showed strong revenue growth, with adjusted EBITDA improvements, while the Emerging Businesses Group also reported increased sales and EBITDA.
Fiscal Year Overview: For fiscal 2025, CMC's adjusted EPS declined 24% to $3.13, with total revenues dropping 1.6% to $7.79 billion, but both figures beat consensus estimates.
Acquisitions and Future Outlook: CMC announced plans to acquire Foley Products Company for $1.84 billion, aiming to enhance its portfolio and expects immediate EPS accretion, alongside anticipated synergies from the acquisition of Concrete Pipe & Precast, LLC.
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Analyst Views on CMC
Wall Street analysts forecast CMC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CMC is 78.26 USD with a low forecast of 62.00 USD and a high forecast of 85.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 77.960
Low
62.00
Averages
78.26
High
85.00
Current: 77.960
Low
62.00
Averages
78.26
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.
CMC Named to Corporate Knights' 2026 Global 100 Most Sustainable Corporations
- Global Sustainability Recognition: CMC has been named to the 2026 Global 100 Most Sustainable Corporations for the first time, highlighting its exceptional performance in sustainability, which is expected to enhance its brand image and market competitiveness.
- Revenue Criteria: The ranking includes only publicly traded companies with revenues exceeding $1 billion, indicating CMC's strong performance in sustainability-aligned investments and revenue growth, further solidifying its leadership position in the industry.
- 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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CMC Named One of Corporate Knights' 2026 Global 100 Most Sustainable Corporations
- Sustainability Recognition: CMC's inclusion in Corporate Knights' 2026 Global 100 for the first time highlights its strength in sustainability-aligned investments and revenue growth among companies with over $1 billion in revenue, enhancing its brand image and market competitiveness.
- 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.
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