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Commercial Metals CMC Q1 2026 earnings

Reported January 8, 2026 · Before market open

Revenue$2.1BBeat by $67.1MDiluted EPS$1.84Beat by $0.29
Revenue estimate$2.1B
EPS estimate$1.55

Next report

Jun 25, 2026 (In 3 days)
Revenue estimate$2.4B
EPS estimate$1.72

Financials

Q1 2026

Income statement

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Revenue$2.1B+11.0%
Gross profit$407.1M+32.2%
Net income$177.3M+201%
EPS (diluted)$1.58+203%

Balance sheet

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Cash & equivalents$3.0B+254%
Total debt$3.4B+177%
Total equity$4.3B+7.4%
Total assets$9.2B+36.5%

Cash flow

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Operating cash flow$204.2M-4.1%
CapEx$125.4M+6.1%
Free cash flow$78.8M-17.0%

Valuation & ratios

Q1 2026

Valuation

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Market cap$7.08B+0.7%
Enterprise value$7.46B+0.7%
P/E16.2×-36.5×
P/S0.9×0.0×

Profitability

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Gross margin16.5%+0.3pp
Net margin5.5%+3.8pp

Returns & leverage

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Return on equity10.5%+7.3pp
Debt / equity0.8×+0.5×
Current ratio4.5×+1.7×

Segments

By product

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Steel products$918.4M+16.6%
Downstream products$602.7M+1.5%
Raw materials$370.1M+17.3%
Construction products$86.0M+13.1%
Ground stabilization solutions$72.6M+28.5%

By segment

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North America Steel Group$1.7B+9.4%
Europe Steel Group$248.5M+18.3%
Corporate and Other-$15.4M+6.1%
Segment Eliminations-$28.7M-0.7%

Versus estimates

Revenue

Q2 2026$2.1BBeat by $44.1M
Q1 2026$2.1BBeat by $67.1M
Q4 2025$2.1BBeat by $33.1MQ3 2025$2.0BMiss by $24.5MQ2 2025$1.8BBeat by $6.4MQ1 2025$1.9BBeat by $74.8M

Diluted EPS

Q2 2026$1.16Miss by $0.12
Q1 2026$1.84Beat by $0.29
Q4 2025$1.37Beat by $0.02Q3 2025$0.74Miss by $0.11Q2 2025$0.26Miss by $0.03Q1 2025$0.78Miss by $0.05

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Questions, answered.

When did Commercial Metals report Q1 2026 earnings?
Commercial Metals (CMC) reported Q1 2026 earnings on January 8, 2026 before market open.
What were Commercial Metals's Q1 2026 revenue and EPS?
Commercial Metals reported revenue of $2.1B and diluted EPS of $1.84 for Q1 2026.
Did Commercial Metals beat estimates in Q1 2026?
Revenue beat the consensus estimate of $2.1B by $67.1M. EPS beat the consensus estimate of $1.55 by $0.29.
How did Commercial Metals's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 11.0% from $1.9B a year earlier and diluted EPS grew 135.9% from $0.78.
Where can I find Commercial Metals's Q1 2026 SEC filings?
You can read the 8-K earnings release (0000022444-26-000003) and the 10-Q periodic report (0000022444-26-000010) directly on SEC EDGAR. The filing index links above go to sec.gov.