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Commercial Metals Company Earnings Calls
| Release date | Oct 16, 2025 |
| EPS estimate | $1.32 |
| EPS actual | $1.37 |
| EPS Surprise | 3.79% |
| Revenue estimate | 2.123B |
| Revenue actual | 2.115B |
| Revenue Surprise | -0.422% |
| Release date | Jun 23, 2025 |
| EPS estimate | $0.85 |
| EPS actual | $0.740 |
| EPS Surprise | -13.04% |
| Revenue estimate | 2.045B |
| Revenue actual | 2.02B |
| Revenue Surprise | -1.20% |
| Release date | Mar 20, 2025 |
| EPS estimate | $0.289 |
| EPS actual | $0.260 |
| EPS Surprise | -10.03% |
| Revenue estimate | 1.748B |
| Revenue actual | 1.754B |
| Revenue Surprise | 0.364% |
| Release date | Jan 06, 2025 |
| EPS estimate | $0.83 |
| EPS actual | $0.780 |
| EPS Surprise | -6.02% |
| Revenue estimate | 1.835B |
| Revenue actual | 1.91B |
| Revenue Surprise | 4.08% |
Last 4 Quarters for Commercial Metals Company
Below you can see how CMC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 06, 2025 |
| Price on release | $50.41 |
| EPS estimate | $0.83 |
| EPS actual | $0.780 |
| EPS surprise | -6.02% |
| Date | Price |
|---|---|
| Dec 30, 2024 | $49.22 |
| Dec 31, 2024 | $49.60 |
| Jan 02, 2025 | $49.15 |
| Jan 03, 2025 | $48.89 |
| Jan 06, 2025 | $50.41 |
| Jan 07, 2025 | $48.89 |
| Jan 08, 2025 | $47.57 |
| Jan 10, 2025 | $46.89 |
| Jan 13, 2025 | $48.47 |
| 4 days before | 2.42% |
| 4 days after | -3.85% |
| On release day | -3.02% |
| Change in period | -1.52% |
| Release date | Mar 20, 2025 |
| Price on release | $47.36 |
| EPS estimate | $0.289 |
| EPS actual | $0.260 |
| EPS surprise | -10.03% |
| Date | Price |
|---|---|
| Mar 14, 2025 | $46.34 |
| Mar 17, 2025 | $46.16 |
| Mar 18, 2025 | $46.35 |
| Mar 19, 2025 | $46.86 |
| Mar 20, 2025 | $47.36 |
| Mar 21, 2025 | $46.59 |
| Mar 24, 2025 | $48.75 |
| Mar 25, 2025 | $48.53 |
| Mar 26, 2025 | $48.82 |
| 4 days before | 2.20% |
| 4 days after | 3.08% |
| On release day | -1.63% |
| Change in period | 5.35% |
| Release date | Jun 23, 2025 |
| Price on release | $49.27 |
| EPS estimate | $0.85 |
| EPS actual | $0.740 |
| EPS surprise | -13.04% |
| Date | Price |
|---|---|
| Jun 16, 2025 | $48.41 |
| Jun 17, 2025 | $48.96 |
| Jun 18, 2025 | $49.04 |
| Jun 20, 2025 | $48.68 |
| Jun 23, 2025 | $49.27 |
| Jun 24, 2025 | $50.05 |
| Jun 25, 2025 | $49.18 |
| Jun 26, 2025 | $50.09 |
| Jun 27, 2025 | $50.02 |
| 4 days before | 1.78% |
| 4 days after | 1.52% |
| On release day | 1.58% |
| Change in period | 3.33% |
| Release date | Oct 16, 2025 |
| Price on release | $55.35 |
| EPS estimate | $1.32 |
| EPS actual | $1.37 |
| EPS surprise | 3.79% |
| Date | Price |
|---|---|
| Oct 10, 2025 | $56.97 |
| Oct 13, 2025 | $59.10 |
| Oct 14, 2025 | $60.43 |
| Oct 15, 2025 | $59.68 |
| Oct 16, 2025 | $55.35 |
| Oct 17, 2025 | $57.38 |
| Oct 20, 2025 | $58.62 |
| Oct 21, 2025 | $62.05 |
| Oct 22, 2025 | $59.72 |
| 4 days before | -2.84% |
| 4 days after | 7.90% |
| On release day | 3.67% |
| Change in period | 4.83% |
Commercial Metals Company Earnings Call Transcript Summary of Q3 2025
Commercial Metals Company (CMC) reported fiscal Q3 2025 net earnings of $83.1M ($0.73/share) on $2.0B sales; adjusted EPS was $0.74. Consolidated core EBITDA was $204.1M (10.1% core EBITDA margin), down year-over-year but improving sequentially. North America Steel saw resilient demand with finished steel shipments up year-over-year and sequential margin recovery; management believes Q2 was the trough and expects improvement through Q4 driven by higher exit metal margins, seasonal demand and reduced imports from recent tariff actions. Emerging Businesses (EBG) grew revenues and EBITDA, driven by adoption of proprietary products; management expects mid-single-digit organic growth and high-teen EBITDA margins for EBG. Europe improved to a small positive EBITDA, benefiting from lower import flows, higher shipments and cost savings; a Poland CO2 credit (~$28M) will be received in Q4, with remaining amounts to come in FY26. Strategic priorities are: (1) TAG operational/commercial excellence (expected ~$50M FY2025 EBITDA benefit vs FY2024 and >$100M run-rate when fully realized), (2) value-accretive organic growth (notably Arizona Two and Steel West Virginia micro mills — combined target incremental EBITDA >$150M when at run-rate), and (3) disciplined inorganic M&A in adjacent, higher-margin construction-related businesses (target deal size $500M–$750M, maintain net debt/EBITDA <2x). Fiscal 2025 total CapEx guidance was reduced to $425M–$475M (from $550M–$600M) mainly due to timing delays at Steel West Virginia related to pursuing IRA tax credits and weather; management expects gross CapEx in the ~$550M range next fiscal year (including ~ $300M for West Virginia) with the IRA tax credit reducing net spend by about $80M. Liquidity remains strong: cash ~$893M and ~ $834M available under facilities (~$1.7B total). The company continues share repurchases and returned ~$71M to shareholders in Q3. Management expects Q4 improvement across consolidated results and reiterated focus on margin stability, cash flow, ROIC improvements and balanced capital allocation.
