CNMCore & Main

Next report: Dec 8; Tuesday, in 26 days · time not announced yet
EPS expected: $0.89; quarter ending Oct 31, 2026
Last result: $0.56Missed; vs $0.68 expected on Jun 9
Stock move on it: −5.25%; two sessions around the report
Price: $44.78; −2.65% today · $8.39B cap

Past and upcoming reports


Dec 8, 2026Upcoming	Oct 31, 2026	Time not announced yet	$0.89	not yet
Jun 9, 2026	Apr 30, 2026	Time not given	$0.68	Missed$0.56	Missed−17.6%	−5.25%2d

Pre-earnings read

No pre-earnings read for this report

None for this company right now.

After the report

Jun 9, 2026 report

Core & Main reports in-line Q2 EPS of $0.56. shares drop 3.5% amid mixed growth signals

Core & Main reported Q2 EPS of $0.56, slightly below the $0.57 estimate, with shares declining 3.5% post-earnings. Despite in-line earnings, revenue growth remains weak at 2.8% TTM, below sector average. Valuation is attractive with a P/E of 20.5, 36% cheaper than sector peers. Investors should monitor upcoming earnings on September 24 for guidance clarity amid sector headwinds.

Reported against expected

Reported EPS was $0.56, slightly below the $0.57 consensus estimate, an in-line result with -0.52% surprise.

Guidance

No explicit guidance update was provided. sector headwinds and municipal water demand remain key themes.

How the stock reacted

Shares declined 3.46% to $48.33 on heavy volume following the earnings release.

What changed

Q2 EPS was $0.56, slightly below estimate. shares fell 3.5% amid weak revenue growth signals.

What the price now assumes

Market is pricing cautious outlook reflected by share price decline and below-average momentum signals.

What it means for the business

Maintain neutral bias. watch for September 24 earnings for guidance on growth and margin trajectory.

The next one to three months, as we saw it then

Better case30%

Municipal water infrastructure demand sustains margin gains, driving EPS growth above 10%.

Base case50%

Steady but modest growth with EPS growth around 5-9%, supported by stable municipal demand.

Worse case20%

Sector headwinds and weak residential construction pressure growth and margins, EPS growth under 5%.

If you hold it

Hold unless Q3 EPS growth falls below 5% or margins deteriorate significantly.

If you are watching

Consider entry if Q3 EPS growth exceeds 5% with margin stability. avoid if growth remains under 5%.

Scenario odds are a judgement, not measured.