Core & Main

CNM · NYSE · Industrials

$52.65▲ +0.90%

+$0.47 today

Mkt cap $10.25B
P/E 22.8
Day $51.89 – $53.20

Confidence

High conviction

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The read

Core & Main reports earnings with EPS estimate of $0.68; actual EPS not yet available

Core & Main reported earnings for fiscal Q2 2026 with an EPS estimate of $0.68; actual EPS is not yet disclosed. The stock price rose 0.9% on the report day, trading near its 50-day moving average but below the 200-day average. Valuation remains attractive with a P/E of 20.5, 36% cheaper than sector average. Growth outlook is solid with 18.4% EPS growth expected next year. Investors should monitor upcoming earnings guidance and actual EPS release for confirmation of growth trajectory.

Confidence note: Analysis based on confirmed EPS estimate, price reaction, valuation metrics, and upcoming earnings guidance date; actual EPS unknown limits certainty.

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What happened

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Earnings print

Actual EPS for Q2 2026 is not yet available; EPS estimate was $0.68.

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Guidance

No updated guidance disclosed; next earnings event scheduled for Mar 24 BMO 2027.

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Price reaction

Stock price increased 0.9% on earnings day, closing at $52.65, near 50-day SMA but below 200-day SMA.

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Street narrative

Valuation remains attractive with P/E TTM at 20.5, 36% below sector average; EPS next year growth forecast strong at 18.4%; institutional ownership strong at 106.8%.

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So what

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What changed

EPS estimate was $0.68; actual EPS not yet reported; stock price rose 0.9% post-earnings.

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What the market is pricing

Market is pricing moderate optimism with a 0.9% price increase and attractive valuation relative to sector.

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Fundamental takeaway

Maintain current thesis; watch for actual EPS release and guidance in next 30-90 days for growth confirmation.

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Next 30–90 days

trending_upBull

50%

Actual EPS beats estimate with upward guidance, confirming strong growth and valuation support.

boltReported EPS exceeds $0.68 estimate
boltPositive guidance for next quarter or fiscal year

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34%

Actual EPS in line with estimate and stable guidance, supporting current valuation and moderate growth expectations.

boltReported EPS near $0.68 estimate
boltGuidance unchanged or slightly positive

trending_downBear

16%

EPS misses estimate with lowered guidance, raising concerns on growth and valuation multiples.

boltReported EPS below $0.68 estimate
boltDownward guidance revision

checklist

What to do

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If you hold it

Hold unless actual EPS misses estimate significantly or guidance is lowered materially.

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If you're watching

Add only if actual EPS beats estimate and guidance is raised; avoid if EPS misses or guidance weakens.

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Keep on your radar

Actual EPS release for Q2 2026
Next earnings guidance on or before Mar 24, 2027
Stock price relative to 50-day and 200-day moving averages
Institutional ownership changes and insider activity