CMC
COMMERCIAL METALS Co
Overview
Commercial Metals Company manufactures steel products and operates recycling facilities across North America and Europe, serving the construction industry with rebar, merchant bar, wire rod, and fabricated reinforcement solutions.
COMMERCIAL METALS Co is a Industrials company operating in Metal Fabrication with a $8.04B market cap.
Most recent reported earnings: Q2 FY2026 (Jun 24, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-01-0826 Q&A exchanges
- Q4 FY2025Earnings2025-10-1627 Q&A exchanges
- Q3 FY2025Earnings2025-06-2326 Q&A exchanges
- Q2 FY2025Earnings2025-03-2017 Q&A exchanges
- Q1 FY2025Earnings2025-01-0618 Q&A exchanges
- Q4 FY2024Earnings2024-10-1716 Q&A exchanges
- Q3 FY2024Earnings2024-06-2024 Q&A exchanges
- Q2 FY2024Earnings2024-03-2219 Q&A exchanges
- Q1 FY2024Earnings2024-01-0815 Q&A exchanges
- Q4 FY2023Earnings2023-10-1213 Q&A exchanges
- Q3 FY2023Earnings2023-06-2212 Q&A exchanges
- Q2 FY2023Earnings2023-03-2321 Q&A exchanges
- Q1 FY2023Earnings2023-01-0916 Q&A exchanges
- Q4 FY2022Earnings2022-10-1314 Q&A exchanges
- Q3 FY2022Earnings2022-06-1613 Q&A exchanges
- Q2 FY2022Earnings2022-03-1726 Q&A exchanges
- Q1 FY2022Earnings2022-01-1010 Q&A exchanges
- Q4 FY2021Earnings2021-10-1419 Q&A exchanges
- Q3 FY2021Earnings2021-06-1716 Q&A exchanges
- Q2 FY2021Earnings2021-03-1814 Q&A exchanges
- Q1 FY2021Earnings2021-01-1120 Q&A exchanges
History
Earnings history
- Q2 FY20262026-06-24EPS— vs $1.75—Rev— vs ——EODHD
- Q1 FY20262026-03-25EPS$1.16 vs $1.30-10.8%Rev$2.13B vs ——EODHD
- Q4 FY20252025-10-15EPS$1.37 vs $1.34+2.2%Rev$2.11B vs ——EODHD
- Q3 FY20252025-06-22EPS$0.74 vs $0.85-12.9%Rev$2.02B vs ——EODHD
- Q2 FY20252025-03-19EPS$0.26 vs $0.30-13.3%Rev$1.75B vs ——EODHD
- Q1 FY20252025-01-05EPS$0.78 vs $0.79-1.5%Rev$1.91B vs ——EODHD
- Q4 FY20242024-10-16EPS$0.90 vs $0.86+4.7%Rev$2.00B vs ——EODHD
- Q3 FY20242024-06-19EPS$1.02 vs $1.020.0%Rev$2.08B vs ——EODHD
- Q2 FY20242024-03-20EPS$0.88 vs $0.75+17.3%Rev$1.85B vs ——EODHD
- Q1 FY20242024-01-07EPS$1.63 vs $1.47+10.9%Rev$2.00B vs ——EODHD
- Q4 FY20232023-10-11EPS$1.69 vs $1.82-7.1%Rev$2.21B vs ——EODHD
- Q3 FY20232023-06-21EPS$2.02 vs $1.82+11.0%Rev$2.34B vs ——EODHD
- Q2 FY20232023-03-22EPS$1.51 vs $1.37+10.2%Rev$2.02B vs ——EODHD
- Q1 FY20232023-01-08EPS$2.24 vs $1.96+14.3%Rev$2.23B vs ——EODHD
- Q4 FY20222022-10-12EPS$2.45 vs $2.23+9.9%Rev$2.41B vs ——EODHD
- Q3 FY20222022-06-15EPS$2.61 vs $1.85+41.1%Rev$2.52B vs ——EODHD
- Q2 FY20222022-03-16EPS$1.53 vs $1.33+15.0%Rev$2.01B vs ——EODHD
- Q1 FY20222022-01-09EPS$1.62 vs $1.22+32.8%Rev$1.98B vs ——EODHD
- Q4 FY20212021-10-13EPS$1.26 vs $1.34-6.0%Rev$2.03B vs ——EODHD
- Q3 FY20212021-06-16EPS$1.04 vs $0.84+23.8%Rev$1.85B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-06-24 | — | $1.75 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-03-25 | $1.16 | $1.30 | -10.8% | $2.13B | — | — | EODHD |
| Q4 FY2025 | 2025-10-15 | $1.37 | $1.34 | +2.2% | $2.11B | — | — | EODHD |
| Q3 FY2025 | 2025-06-22 | $0.74 | $0.85 | -12.9% | $2.02B | — | — | EODHD |
| Q2 FY2025 | 2025-03-19 | $0.26 | $0.30 | -13.3% | $1.75B | — | — | EODHD |
| Q1 FY2025 | 2025-01-05 | $0.78 | $0.79 | -1.5% | $1.91B | — | — | EODHD |
| Q4 FY2024 | 2024-10-16 | $0.90 | $0.86 | +4.7% | $2.00B | — | — | EODHD |
| Q3 FY2024 | 2024-06-19 | $1.02 | $1.02 | 0.0% | $2.08B | — | — | EODHD |
| Q2 FY2024 | 2024-03-20 | $0.88 | $0.75 | +17.3% | $1.85B | — | — | EODHD |
| Q1 FY2024 | 2024-01-07 | $1.63 | $1.47 | +10.9% | $2.00B | — | — | EODHD |
| Q4 FY2023 | 2023-10-11 | $1.69 | $1.82 | -7.1% | $2.21B | — | — | EODHD |
| Q3 FY2023 | 2023-06-21 | $2.02 | $1.82 | +11.0% | $2.34B | — | — | EODHD |
| Q2 FY2023 | 2023-03-22 | $1.51 | $1.37 | +10.2% | $2.02B | — | — | EODHD |
| Q1 FY2023 | 2023-01-08 | $2.24 | $1.96 | +14.3% | $2.23B | — | — | EODHD |
| Q4 FY2022 | 2022-10-12 | $2.45 | $2.23 | +9.9% | $2.41B | — | — | EODHD |
| Q3 FY2022 | 2022-06-15 | $2.61 | $1.85 | +41.1% | $2.52B | — | — | EODHD |
| Q2 FY2022 | 2022-03-16 | $1.53 | $1.33 | +15.0% | $2.01B | — | — | EODHD |
| Q1 FY2022 | 2022-01-09 | $1.62 | $1.22 | +32.8% | $1.98B | — | — | EODHD |
| Q4 FY2021 | 2021-10-13 | $1.26 | $1.34 | -6.0% | $2.03B | — | — | EODHD |
| Q3 FY2021 | 2021-06-16 | $1.04 | $0.84 | +23.8% | $1.85B | — | — | EODHD |
Source: EODHD. CMC reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CMC's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 100% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $5.31 | $3.96 | +34.2% | +4.3% | +2.4% |
| Q4 FY2026 | $5.52 | $4.10 | +34.7% | +6.5% | +9.1% |
| Q3 FY2026 | $4.78 | $3.97 | +20.3% | +1.3% | +1.0% |
| Q2 FY2026 | $5.28 | $3.96 | +33.3% | +1.1% | -1.8% |
| Q1 FY2025 | $5.30 | $3.99 | +32.9% | +5.0% | +4.3% |
| Q4 FY2025 | $4.90 | $3.97 | +23.4% | +4.8% | +4.8% |
| Q3 FY2025 | $4.96 | $4.02 | +23.5% | +2.1% | +0.8% |
| Q2 FY2025 | $5.36 | $3.99 | +34.3% | +1.9% | +0.5% |
| Q1 FY2024 | $5.21 | $4.01 | +30.0% | +6.6% | +5.7% |
| Q4 FY2024 | $5.10 | $3.98 | +28.1% | +3.9% | +5.9% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Peter R MattCEO8 mo11 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- Paul James LawrenceCFO8 mono recorded callsCurrentSample
CFO since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Kekin GhelaniSVP, Chief Strategy Officer8 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 1/4 beats (25%) • last guidance raise Q1 FY2026
- Lindsay L SloanVP & Chief Accounting Officer8 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • guidance suspended Q1 FY2026
- Jody K AbsherSVP, Chief Legal Officer & Sec8 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance raise Q1 FY2026
- Keith HaasSVP, Precast Group6 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CMC.
$ curl https://api.spokenalpha.com/v1/companies/CMCFAQ
Frequently asked about CMC
Where can I find COMMERCIAL METALS Co's (CMC) earnings call transcripts?
Spoken Alpha indexes CMC's earnings call transcripts at https://spokenalpha.com/companies/CMC. Each call links to attributed speakers and parsed analyst Q&A. COMMERCIAL METALS Co's own investor relations page is at https://ir.cmc.com/.
When was COMMERCIAL METALS Co's most recent earnings call?
COMMERCIAL METALS Co (CMC) held its most recent earnings call on 2026-01-08, covering fiscal Q1 2026.
What sector is CMC in?
COMMERCIAL METALS Co (CMC) operates in the Industrials sector (Metal Fabrication industry).