CNM

Core & Main, Inc. (CNM) | Rumor.io

Core & Main

CNM

Attention (50-day avg)0%

Attention rank (50-day avg)#1,425

Bullish sentiment (50-day avg)85%

Price to earnings ratio17.5

Market capitalization7.8B

Earnings per share2.42

Dividend yield (TTM)—

Revenue (annual)7.6B

Net income (annual)462M

Social

What share of all stock conversation is about CNM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% 0

Jun 10

Core & Main reported Q1 FY2026 earnings with net income increasing 7.6% to $113 million and diluted EPS jumping 9.6%.
The company's profitability surged despite flat net sales, driven by gross margin expansion and aggressive capital management.
Core & Main reaffirmed its fiscal 2026 outlook, projecting 2-3% growth in net sales and adjusted EBITDA of $950-980 million.

Generated by AI

Sentiment

Of the messages about CNM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +83.33	75.28% +61.98
Bearish	—	—	0% -83.33	24.72% -61.98

Bullish· Dec 3

Core & Main, $CNM, reported Q3 FY24 results with a 2.3% pre-market increase, beating EPS and revenue estimates, and achieving record quarterly sales and Adjusted EBITDA.
$CNM raised FY24 revenue guidance to $7.35B-$7.45B, exceeding consensus, and increased FY25 revenue and adjusted EBITDA guidance, citing strong execution, recent acquisitions, and stable end markets.
The company's non-discretionary repair and replacement business remains resilient, driving sales up 11.5% and gross profit up 9.9%, with five strategic acquisitions contributing to market growth and confidence.

Bearish· Sep 9

Core & Main's earnings miss led to a 22.44% share price drop, with revenues falling short of estimates by 1.4% and EPS by 9.1%.
The company's guidance was lowered, citing rising costs and weak housing demand, which triggered a sharp decline in shares of over 24%.
The market reaction to Core & Main's Q2 results was seen as overdone, with some analysts suggesting that the 25% drop in shares was excessive given the relatively minor revenue variance.

Generated by AI

Topics

Of the messages about CNM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	—	0%	18.59%
Analysts	—	—	12.31%	11.52%
Announcements	—	—	87.69%	62.42%
Controversies	—	—	0%	0%
Earnings	—	—	0%	3.84%
Technical Analysis	—	—	0%	3.64%

Earnings· Sep 9

Core & Main, Inc. ($CNM) reported Q2 earnings of $0.87 per share, beating the FactSet consensus of $0.79, but missing revenue estimates of $2.12B with $2.09B in revenue.
The company narrowed its FY25 revenue view to $7.6B-$7.7B from $7.6B-$7.8B, and lowered its FY25 adjusted EBITDA view to $920M-$940M from $950M-$1B.
Core & Main's Q2 revenue grew 6.6% year/year to $2.09B, while its net income rose 11.9% to $141M, driven by municipal demand and gross margin initiatives.

Analysts· Dec 8

Deutsche Bank analyst Rohit Seth raised Core & Main's price target to $37 from $33, maintaining a Buy rating.
Credit Suisse analyst Jamie Cook raised Core & Main's price target to $40 from $33, maintaining an Outperform rating.
Citigroup analyst Anthony Pettinari downgraded Core & Main to Neutral from Buy, setting a price target of $32.

Announcements· Dec 9

Core & Main, Inc. ($CNM) reported Q3 FY25 earnings with a modest revenue beat and strong profitability, reaffirming its full-year fiscal 2025 guidance.
The company's Q3 2025 results showed net income of $143M, EPS of $0.89, and revenue of $2.06B, driven by acquisitions and strong demand for infrastructure solutions.
Core & Main increased its share repurchase authorization by $500 million, bringing the total to $1 billion, with $684 million available for future buybacks.

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Community

Of the messages about CNM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	50%	86.16%	60.62%
Newcomers	100%	50%	13.84%	39.38%

Regulars· Dec 9

Core & Main, Inc.'s Q3 earnings report showed a 1.2% YoY revenue increase to $2,062m and a 60bps gross margin increase to 27.2%.
The company acquired Canada Waterworks and expanded its operations to Houston and Denver, also initiating a $50m share repurchase.
Core & Main's earnings beat estimates, with net income at $143m and EPS at $0.72, driving a 5.5% stock price increase.

Newcomers· Sep 9

The newcomer investors are concerned about the company's earnings, with some posts highlighting the negative impact of a 22%+ stock crash after the earnings release.
The newcomers are analyzing the company's financial performance, including revenue and EPS, which missed estimates, and are comparing these results to FactSet Consensus numbers.
Some newcomers are discussing the company's guidance, including the narrowed FY25 revenue view and the lowered adjusted EBITDA view, and are questioning the impact of these changes on the company's stock price.

Generated by AI

In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...

11d agoYahoo Finance

Core & Main (CNM) Grew Sales 2.5% and Repurchased $169 Million. Is EPS Growth Durable?

Core & Main, Inc. (NYSE:CNM) reported quarterly sales of $2.145 billion on September 9, up 2.5%. Company-defined non-GAAP adjusted EBITDA reached $274 million. The measure adjusts consolidated net income for interest, taxes, depreciation and amortization, equity compensation, debt modification and extinguishment losses, offering expenses, and specified other income or expenses. Consolidated net income rose 6.4% […]

13d agoYahoo Finance

Acquisitions Are Doing More of the Work in Core & Main’s (CNM) Growth Story

Core & Main Inc. (NYSE:CNM) announced its second-quarter results for the fiscal year 2026, on September 9. The company saw its revenue increase by 2.5% compared to the same period last year, with topline figure of $2.145 billion for the reported quarter. Adjusted EBITDA for the period clocked in at $274 million, resulting in 12.8% […]

15d agoYahoo Finance

Q2 Earnings Highlights: Core & Main (NYSE:CNM) Vs The Rest Of The Industrial Distributors Stocks

Detailed price information for Core & Main Inc Cl A (CNM-N) from The Globe and Mail including charting and trades.

16d agoThe Globe and Mail

Q2 Earnings Highlights: Core & Main (NYSE:CNM) Vs The Rest Of The Industrial Distributors Stocks

17d agoBarchart.com

Analysts Offer Insights on Industrial Goods Companies: Cintas (CTAS), RXO, Inc. (RXO) and Core & Main (CNM)

Tipranks Press Release.

18d agoThe Globe and Mail

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Core & Main, Inc.

Industrials
Industrial Distribution

Core & Main Inc. is a specialty distributor focused on water, wastewater, storm drainage, and fire protection products and related services. Core & Main Inc. supplies pipes, valves, fittings, hydrants, meters, storm drainage components, and other infrastructure materials used in the maintenance, repair, replacement, and construction of essential utility systems. The company serves municipalities, private water companies, and professional contractors across municipal, non-residential, and residential end markets in the United States. Its product mix also supports waterworks and fire protection projects that are critical to public infrastructure and community development. Core & Main Inc. plays a central role in the distribution chain by connecting manufacturers with customers that build and maintain water and fire protection networks.

Website

Location

1830 Craig Park Court

Saint Louis, MO, 63146

United States

Social

What share of all stock conversation is about CNM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0% +0	0% 0

Jun 10

Core & Main reported Q1 FY2026 earnings with net income increasing 7.6% to $113 million and diluted EPS jumping 9.6%.
The company's profitability surged despite flat net sales, driven by gross margin expansion and aggressive capital management.
Core & Main reaffirmed its fiscal 2026 outlook, projecting 2-3% growth in net sales and adjusted EBITDA of $950-980 million.

Generated by AI

Sentiment

Of the messages about CNM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +83.33	75.28% +61.98
Bearish	—	—	0% -83.33	24.72% -61.98

Bullish· Dec 3

Core & Main, $CNM, reported Q3 FY24 results with a 2.3% pre-market increase, beating EPS and revenue estimates, and achieving record quarterly sales and Adjusted EBITDA.
$CNM raised FY24 revenue guidance to $7.35B-$7.45B, exceeding consensus, and increased FY25 revenue and adjusted EBITDA guidance, citing strong execution, recent acquisitions, and stable end markets.
The company's non-discretionary repair and replacement business remains resilient, driving sales up 11.5% and gross profit up 9.9%, with five strategic acquisitions contributing to market growth and confidence.

Bearish· Sep 9

Core & Main's earnings miss led to a 22.44% share price drop, with revenues falling short of estimates by 1.4% and EPS by 9.1%.
The company's guidance was lowered, citing rising costs and weak housing demand, which triggered a sharp decline in shares of over 24%.
The market reaction to Core & Main's Q2 results was seen as overdone, with some analysts suggesting that the 25% drop in shares was excessive given the relatively minor revenue variance.

Generated by AI

Topics

Of the messages about CNM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	—	0%	18.59%
Analysts	—	—	12.31%	11.52%
Announcements	—	—	87.69%	62.42%
Controversies	—	—	0%	0%
Earnings	—	—	0%	3.84%
Technical Analysis	—	—	0%	3.64%

Earnings· Sep 9

Core & Main, Inc. ($CNM) reported Q2 earnings of $0.87 per share, beating the FactSet consensus of $0.79, but missing revenue estimates of $2.12B with $2.09B in revenue.
The company narrowed its FY25 revenue view to $7.6B-$7.7B from $7.6B-$7.8B, and lowered its FY25 adjusted EBITDA view to $920M-$940M from $950M-$1B.
Core & Main's Q2 revenue grew 6.6% year/year to $2.09B, while its net income rose 11.9% to $141M, driven by municipal demand and gross margin initiatives.

Analysts· Dec 8

Deutsche Bank analyst Rohit Seth raised Core & Main's price target to $37 from $33, maintaining a Buy rating.
Credit Suisse analyst Jamie Cook raised Core & Main's price target to $40 from $33, maintaining an Outperform rating.
Citigroup analyst Anthony Pettinari downgraded Core & Main to Neutral from Buy, setting a price target of $32.

Announcements· Dec 9

Core & Main, Inc. ($CNM) reported Q3 FY25 earnings with a modest revenue beat and strong profitability, reaffirming its full-year fiscal 2025 guidance.
The company's Q3 2025 results showed net income of $143M, EPS of $0.89, and revenue of $2.06B, driven by acquisitions and strong demand for infrastructure solutions.
Core & Main increased its share repurchase authorization by $500 million, bringing the total to $1 billion, with $684 million available for future buybacks.

Generated by AI

Community

Of the messages about CNM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	50%	86.16%	60.62%
Newcomers	100%	50%	13.84%	39.38%

Regulars· Dec 9

Core & Main, Inc.'s Q3 earnings report showed a 1.2% YoY revenue increase to $2,062m and a 60bps gross margin increase to 27.2%.
The company acquired Canada Waterworks and expanded its operations to Houston and Denver, also initiating a $50m share repurchase.
Core & Main's earnings beat estimates, with net income at $143m and EPS at $0.72, driving a 5.5% stock price increase.

Newcomers· Sep 9

The newcomer investors are concerned about the company's earnings, with some posts highlighting the negative impact of a 22%+ stock crash after the earnings release.
The newcomers are analyzing the company's financial performance, including revenue and EPS, which missed estimates, and are comparing these results to FactSet Consensus numbers.
Some newcomers are discussing the company's guidance, including the narrowed FY25 revenue view and the lowered adjusted EBITDA view, and are questioning the impact of these changes on the company's stock price.

Generated by AI

Core & Main

Social

Jun 10

Bullish· Dec 3

Bearish· Sep 9

Earnings· Sep 9

Analysts· Dec 8

Announcements· Dec 9

Regulars· Dec 9

Newcomers· Sep 9

Core & Main (CNM) Is Up 5.0% After Buybacks, M&A Pipeline Updates and Guidance Reaffirmation - Has The Bull Case Changed?

Core & Main (CNM) Grew Sales 2.5% and Repurchased $169 Million. Is EPS Growth Durable?

Acquisitions Are Doing More of the Work in Core & Main’s (CNM) Growth Story

Q2 Earnings Highlights: Core & Main (NYSE:CNM) Vs The Rest Of The Industrial Distributors Stocks

Q2 Earnings Highlights: Core & Main (NYSE:CNM) Vs The Rest Of The Industrial Distributors Stocks

Analysts Offer Insights on Industrial Goods Companies: Cintas (CTAS), RXO, Inc. (RXO) and Core & Main (CNM)

Also Discussed

Core & Main, Inc.

Company Information

Location

Core & Main (CNM) Is Up 5.0% After Buybacks, M&A Pipeline Updates and Guidance Reaffirmation - Has The Bull Case Changed?

Core & Main (CNM) Grew Sales 2.5% and Repurchased $169 Million. Is EPS Growth Durable?

Acquisitions Are Doing More of the Work in Core & Main’s (CNM) Growth Story

Q2 Earnings Highlights: Core & Main (NYSE:CNM) Vs The Rest Of The Industrial Distributors Stocks

Q2 Earnings Highlights: Core & Main (NYSE:CNM) Vs The Rest Of The Industrial Distributors Stocks

Analysts Offer Insights on Industrial Goods Companies: Cintas (CTAS), RXO, Inc. (RXO) and Core & Main (CNM)

Also Discussed

Social

Jun 10

Bullish· Dec 3

Bearish· Sep 9

Earnings· Sep 9

Analysts· Dec 8

Announcements· Dec 9

Regulars· Dec 9

Newcomers· Sep 9