CMCCommercial Metals Company
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $2.09Beat
- vs $1.97 expected on Oct 15
- Stock move on it
- +0.12%
- one session
- Typical move
- ±0.9%
- average over 2 reports
- Price
- $63.86
- −1.27% today · $7.35B cap
Past and upcoming reports
2
| Oct 15, 2026 | Aug 31, 2026 | Time not given | $1.97 | Beat$2.09 | +0.12% |
| Jun 22, 2026 | May 31, 2026 | Time not given | $1.78 | Missed$1.73 | −1.69%2d |
After the report
Jun 22, 2026 report
This covers the Jun 22, 2026 report. The Oct 15, 2026 numbers are in the table above.
Commercial Metals Company EPS beats estimate by 1.3%, shares rise 3.9% post-earnings
CMC reported Q2 EPS of $1.73, beating the $1.71 estimate by 1.3%. Shares gained 3.9% following the print. Guidance tone was neutral with no new forward EPS provided. The stock trades above its 50- and 200-day SMAs, supported by strong institutional ownership and a PEG ratio of 0.39 indicating cheap valuation. However, a high 97% payout ratio poses dividend risk if earnings weaken.
Reported against expected
BeatReported EPS of $1.73 beat the $1.71 consensus estimate by 1.3%.
Guidance
No updated guidance disclosed. tone appears neutral with no forward EPS revision.
How the stock reacted
Shares rose 3.9% to $74.09 on the earnings day, trading above 50- and 200-day moving averages.
What changed
Q2 EPS beat estimate by 1.3% to $1.73. shares rose nearly 4% post-earnings.
What the price now assumes
Market is pricing modest positive surprise with a near 4% price gain and strong institutional backing.
What it means for the business
Maintain a bullish bias. watch for dividend sustainability given the 97% payout ratio risk.
The next one to three months, as we saw it then
Better case30%
Earnings growth continues with stable dividends, driving multiple expansion and price appreciation.
Base case50%
Earnings grow modestly with stable payout. valuation remains attractive but limited upside near term.
Worse case20%
Earnings decline or dividend cut triggers multiple contraction and share price weakness.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.