CNM · Core & Main, Inc.
Core & Main Inc (CNM)
What's happening
- CNM is up 1.49% today, trading at $44.37. — Live quote
- Volume today (6,460) is well below its 3-month average of 2,252,580. (Finnhub fundamentals)
- Reports earnings on 2026-09-09 (before market open), 6 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $0.72 actual vs. $0.68 estimated (+6.6%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-09-01 (19 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | May '26 | Nov '25 | Aug '25 | May '25 | Oct '24 |
|---|---|---|---|---|---|
| Market cap | $9.29B | $9.93B | $11.99B | $10.36B | $8.71B |
| P/E | 19.38 | 19.70 | 24.67 | 23.18 | 18.99 |
| Price/Sales | 1.16 | 1.23 | 1.50 | 1.35 | 1.15 |
| Price/Book | 4.55 | 5.02 | 6.36 | 5.94 | 5.22 |
| EV/Revenue | 1.41 | 1.48 | 1.78 | 1.65 | 1.47 |
| EV/EBITDA | 11.60 | 11.76 | 14.15 | — | — |
| ROE | 23.48% | 25.49% | 25.77% | 25.63% | 27.47% |
| ROA | 7.57% | 8.00% | 7.71% | 7.12% | 7.39% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Latest SEC filing is Form 4, filed 2026-08-05; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -0.1% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 5.9%. Finnhub fundamentals ↗
- Trailing 52-week price return is -32.2%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on CNM
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | May '26 | Nov '25 | Aug '25 | May '25 | Oct '24 | Jul '24 | Apr '24 | Oct '23 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.91B | $2.06B | $2.09B | $1.91B | $2.04B | $1.96B | $1.74B | $1.83B |
| Gross profit | $520.0M | $561.0M | $560.0M | $510.0M | $543.0M | $518.0M | $468.0M | $494.0M |
| Operating income | $177.0M | $220.0M | $213.0M | $171.0M | $223.0M | $204.0M | $168.0M | $217.0M |
| Net income | $108.0M | $137.0M | $134.0M | $100.0M | $133.0M | $119.0M | $95.0M | $112.0M |
| EPS (diluted) | $0.57 | $0.72 | $0.70 | $0.52 | $0.69 | $0.61 | $0.49 | $0.65 |
| EPS (basic) | $0.57 | $0.72 | $0.71 | $0.53 | $0.69 | $0.62 | $0.49 | $0.65 |
| Operating margin | $9 | $11 | $10 | $9 | $11 | $10 | $10 | $12 |
| Net margin | $6 | $7 | $6 | $5 | $7 | $6 | $5 | $6 |
Balance sheet
| Line item | May '26 | Feb '26 | Nov '25 | Aug '25 | May '25 | Feb '25 | Oct '24 | Jul '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $6.32B | $6.08B | $6.30B | $6.31B | $6.28B | $5.87B | $6.21B | $6.10B |
| Total liabilities | $4.21B | $4.01B | $4.25B | $4.34B | $4.46B | $4.10B | $4.46B | $4.38B |
| Stockholders' equity | $2.04B | $2.00B | $1.98B | $1.89B | $1.74B | $1.70B | $1.67B | $1.64B |
| Total current assets | $2.56B | $2.30B | $2.51B | $2.51B | $2.44B | $2.02B | $2.38B | $2.32B |
| Total current liabilities | $1.11B | $874.0M | $1.11B | $1.12B | $1.25B | $866.0M | $1.11B | $1.01B |
| Cash & equivalents | $150.0M | $220.0M | $89.0M | $25.0M | $8.0M | $8.0M | $10.0M | $13.0M |
| Accounts receivable | $1.20B | $981.0M | $1.24B | $1.28B | $1.23B | $986.0M | $1.26B | $1.21B |
| Inventory | $1.10B | $986.0M | $1.02B | $1.06B | $1.07B | $908.0M | $950.0M | $959.0M |
| Property, plant & equipment | $184.0M | $178.0M | $175.0M | $175.0M | $174.0M | $168.0M | $167.0M | $163.0M |
| Goodwill | $1.92B | $1.92B | $1.92B | $1.90B | $1.90B | $1.90B | $1.88B | $1.84B |
| Intangible assets | $791.0M | $823.0M | $847.0M | $867.0M | $901.0M | $935.0M | $964.0M | $954.0M |
| Other non-current assets | $13.0M | $10.0M | $2.0M | $2.0M | $29.0M | $42.0M | $44.0M | $55.0M |
| Accounts payable | $814.0M | $512.0M | $734.0M | $758.0M | $923.0M | $562.0M | $782.0M | $738.0M |
| Short-term debt | $24.0M | $24.0M | $24.0M | $24.0M | $24.0M | $24.0M | $23.0M | $23.0M |
| Other current liabilities | $126.0M | $140.0M | $168.0M | $168.0M | $161.0M | $90.0M | $134.0M | $110.0M |
| Long-term debt | $2.12B | $2.12B | $2.13B | $2.23B | $2.24B | $2.24B | $2.38B | $2.40B |
| Other non-current liabilities | $30.0M | $30.0M | $31.0M | $22.0M | $20.0M | $22.0M | $22.0M | $31.0M |
| Retained earnings | $786.0M | $755.0M | $736.0M | $642.0M | $515.0M | $449.0M | $433.0M | $385.0M |
| Accumulated other comprehensive income (loss) | -$1.0M | -$6.0M | -$6.0M | -$1.0M | $7.0M | $27.0M | $23.0M | $32.0M |
Cash flow
| Line item | May '26 | Feb '26 | Nov '25 | Aug '25 | May '25 | Feb '25 | Oct '24 | Jul '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $82.0M | $268.0M | $271.0M | $34.0M | $77.0M | $235.0M | $260.0M | $48.0M |
| Investing cash flow | -$21.0M | -$74.0M | -$43.0M | -$12.0M | -$16.0M | -$31.0M | -$139.0M | -$44.0M |
| Financing cash flow | -$131.0M | -$63.0M | -$164.0M | -$5.0M | -$61.0M | -$206.0M | -$124.0M | -$21.0M |
| Depreciation & amortization | $47.0M | $48.0M | $48.0M | $48.0M | $48.0M | $50.0M | $49.0M | $49.0M |
| Share-based compensation | $3.0M | $3.0M | $4.0M | $5.0M | $5.0M | $3.0M | $4.0M | $4.0M |
| Deferred income taxes | — | $28.0M | — | — | — | $13.0M | — | — |
| Change in inventory | $119.0M | -$36.0M | -$46.0M | -$11.0M | $163.0M | -$41.0M | -$28.0M | $1.0M |
| Change in accounts payable | $301.0M | -$228.0M | -$27.0M | -$165.0M | $361.0M | -$221.0M | $32.0M | -$41.0M |
| Other investing activities | $7.0M | $30.0M | $3.0M | $2.0M | $3.0M | $1.0M | $5.0M | $3.0M |
| Share repurchases | $88.0M | $58.0M | $50.0M | $8.0M | $39.0M | $55.0M | $100.0M | $21.0M |
| Tax withholding on stock comp | — | — | — | — | — | — | — | — |
| Other financing activities | $9.0M | $3.0M | -$7.0M | $11.0M | -$3.0M | -$1.0M | -$1.0M | $1.0M |
Income statement
| Line item | Feb '26 | Feb '25 | Jan '24 | Jan '23 | Jan '22 |
|---|---|---|---|---|---|
| Revenue | $7.65B | $7.44B | $6.70B | $6.65B | $5.00B |
| Gross profit | $2.06B | $1.98B | $1.82B | $1.79B | $1.28B |
| Operating income | $722.0M | $719.0M | $740.0M | $775.0M | $425.0M |
| Net income | $441.0M | $411.0M | $371.0M | $366.0M | $166.0M |
| EPS (diluted) | $2.31 | $2.13 | $2.15 | $2.13 | $0.55 |
| EPS (basic) | $2.32 | $2.14 | $2.15 | $2.16 | $0.57 |
| Operating margin | $9 | $10 | $11 | $12 | $8 |
| Net margin | $6 | $6 | $6 | $6 | $3 |
Balance sheet
| Line item | Feb '26 | Feb '25 | Jan '24 | Jan '23 | Jan '22 |
|---|---|---|---|---|---|
| Total assets | $6.08B | $5.87B | $5.07B | $4.91B | $4.43B |
| Total liabilities | $4.01B | $4.10B | $3.54B | $2.50B | $2.60B |
| Stockholders' equity | $2.00B | $1.70B | $1.45B | $1.75B | $1.32B |
| Total current assets | $2.30B | $2.02B | $1.77B | $2.21B | $1.77B |
| Total current liabilities | $874.0M | $866.0M | $774.0M | $726.0M | $839.0M |
| Cash & equivalents | $220.0M | $8.0M | $1.0M | $177.0M | $1.0M |
| Accounts receivable | $981.0M | $986.0M | $888.0M | $851.0M | $784.0M |
| Inventory | $986.0M | $908.0M | $766.0M | $1.05B | $856.0M |
| Property, plant & equipment | $178.0M | $168.0M | $151.0M | $105.0M | $94.0M |
| Goodwill | $1.92B | $1.90B | $1.56B | $1.53B | $1.51B |
| Intangible assets | $823.0M | $935.0M | $784.0M | $795.0M | $871.0M |
| Other non-current assets | $10.0M | $42.0M | $66.0M | $88.0M | $35.0M |
| Accounts payable | $512.0M | $562.0M | $504.0M | $479.0M | $608.0M |
| Short-term debt | $24.0M | $24.0M | $15.0M | $15.0M | $15.0M |
| Other current liabilities | $140.0M | $90.0M | $94.0M | $55.0M | $58.0M |
| Long-term debt | $2.12B | $2.24B | $1.86B | $1.44B | $1.46B |
| Other non-current liabilities | $30.0M | $22.0M | $16.0M | $19.0M | $17.0M |
| Retained earnings | $755.0M | $449.0M | $189.0M | $458.0M | $92.0M |
| Accumulated other comprehensive income (loss) | -$6.0M | $27.0M | $46.0M | $45.0M | $16.0M |
Cash flow
| Line item | Feb '26 | Feb '25 | Jan '24 | Jan '23 | Jan '22 |
|---|---|---|---|---|---|
| Operating cash flow | $650.0M | $621.0M | $1.07B | $401.0M | -$31.0M |
| Investing cash flow | -$145.0M | -$788.0M | -$270.0M | -$152.0M | -$203.0M |
| Financing cash flow | -$293.0M | $174.0M | -$975.0M | -$73.0M | -$146.0M |
| Depreciation & amortization | $192.0M | $194.0M | $154.0M | $148.0M | $150.0M |
| Share-based compensation | $17.0M | $14.0M | $10.0M | $11.0M | $25.0M |
| Deferred income taxes | $28.0M | $13.0M | $2.0M | -$7.0M | -$17.0M |
| Change in inventory | $70.0M | $36.0M | -$328.0M | $149.0M | $440.0M |
| Change in accounts payable | -$59.0M | $14.0M | $11.0M | -$140.0M | $274.0M |
| Other investing activities | $38.0M | $12.0M | $0 | -$1.0M | -$1.0M |
| Share repurchases | $155.0M | $176.0M | $1.34B | $0 | $0 |
| Other financing activities | $4.0M | -$4.0M | $0 | $1.0M | $0 |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding CNM as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-03-09 to 2026-08-04
Recent transactions
- Insiders have net sold 961 shares over the last 182 days, across 2 purchases and 2 sales.
- Most recent: Harper Carla D (Senior VP, Human Resources) — Tax withholding of 242 shares on 2026-08-04.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Harper Carla D | Senior VP, Human Resources | Tax withholding | 2026-08-04 | 242 |
| HUEBERT MICHAEL G. | President | Tax withholding | 2026-07-22 | 1,301 |
| Hope James D | Director | Open market purchase | 2026-07-06 | 2,067 |
| Castellano James G | Director | Grant / award | 2026-06-23 | 2,799 |
| NEWMAN MARGARET | Director | Grant / award | 2026-06-23 | 2,799 |
| Hardwick M Susan | Director | Grant / award | 2026-06-23 | 2,799 |
| MAZZARELLA KATHLEEN M | Director | Grant / award | 2026-06-23 | 2,799 |
| Amirthalingam Bhavani | Director | Grant / award | 2026-06-23 | 2,799 |
| Gipson Dennis G | Director | Grant / award | 2026-06-23 | 2,799 |
| Kimbrough Orvin T | Director | Grant / award | 2026-06-23 | 2,799 |
| Buck Robert M | Director | Grant / award | 2026-06-23 | 2,799 |
| Bradbury Robyn L | Chief Financial Officer | Derivative conversion | 2026-04-17 | 5,000 |
| Giles Jeffrey D | EVP, Corporate Development | Grant / award | 2026-03-12 | 3,021 |
| Witkowski Mark R | Chief Executive Officer | Grant / award | 2026-03-12 | 18,372 |
| Cowles Bradford A | President | Grant / award | 2026-03-12 | 7,086 |
| Stephens John Weldon | Chief Accounting Officer | Grant / award | 2026-03-12 | 936 |
| Whittenburg Mark G | General Counsel and Secretary | Tax withholding | 2026-03-11 | 331 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-08-04 | Harper Carla D | Senior VP, Human Resources | Tax withholding | 242 | $46.32 |
| 2026-07-22 | HUEBERT MICHAEL G. | President | Tax withholding | 1,301 | $43.75 |
| 2026-07-06 | Hope James D | Director | Open market purchase | 2,067 | $46.01 |
| 2026-06-23 | Castellano James G | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-23 | NEWMAN MARGARET | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-23 | Hardwick M Susan | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-23 | MAZZARELLA KATHLEEN M | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-23 | Hope James D | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-23 | Amirthalingam Bhavani | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-23 | Gipson Dennis G | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-23 | Kimbrough Orvin T | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-23 | Buck Robert M | Director | Grant / award | 2,799 | $0.00 |
| 2026-06-22 | Harper Carla D | Senior VP, Human Resources | Tax withholding | 568 | $47.25 |
| 2026-04-17 | Bradbury Robyn L | Chief Financial Officer | Derivative conversion | 5,000 | $0.00 |
| 2026-04-17 | Bradbury Robyn L | Chief Financial Officer | Open market sale | 1,647 | $51.94 |
| 2026-04-17 | Bradbury Robyn L | Chief Financial Officer | Open market sale | 3,353 | $52.84 |
| 2026-04-07 | Hope James D | Director | Open market purchase | 1,972 | $50.70 |
| 2026-04-01 | Hardwick M Susan | Director | Grant / award | 580 | $0.00 |
| 2026-03-12 | Giles Jeffrey D | EVP, Corporate Development | Grant / award | 3,021 | $0.00 |
| 2026-03-12 | Bradbury Robyn L | Chief Financial Officer | Grant / award | 4,824 | $0.00 |
| 2026-03-12 | Witkowski Mark R | Chief Executive Officer | Grant / award | 18,372 | $0.00 |
| 2026-03-12 | Cowles Bradford A | President | Grant / award | 7,086 | $0.00 |
| 2026-03-12 | Stephens John Weldon | Chief Accounting Officer | Grant / award | 936 | $0.00 |
| 2026-03-12 | HUEBERT MICHAEL G. | President | Grant / award | 10,500 | $0.00 |
| 2026-03-12 | Harper Carla D | Senior VP, Human Resources | Grant / award | 2,463 | $0.00 |
| 2026-03-11 | Whittenburg Mark G | General Counsel and Secretary | Tax withholding | 331 | $49.16 |
| 2026-03-11 | Bradbury Robyn L | Chief Financial Officer | Tax withholding | 404 | $49.16 |
| 2026-03-11 | Witkowski Mark R | Chief Executive Officer | Tax withholding | 1,685 | $49.16 |
| 2026-03-11 | Cowles Bradford A | President | Tax withholding | 607 | $49.16 |
| 2026-03-11 | Stephens John Weldon | Chief Accounting Officer | Tax withholding | 107 | $49.16 |
| 2026-03-11 | HUEBERT MICHAEL G. | President | Tax withholding | 447 | $49.16 |
| 2026-03-11 | Harper Carla D | Senior VP, Human Resources | Tax withholding | 89 | $49.16 |
| 2026-03-10 | Whittenburg Mark G | General Counsel and Secretary | Tax withholding | 557 | $49.38 |
| 2026-03-09 | Whittenburg Mark G | General Counsel and Secretary | Tax withholding | 278 | $49.96 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 12:06 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-08-05 | 4 | 2026-08-04 | View on SEC.gov → |
| 2026-07-23 | 4 | 2026-07-22 | View on SEC.gov → |
| 2026-07-08 | 4 | 2026-07-06 | View on SEC.gov → |
| 2026-07-02 | 8-K | 2026-07-01 | View on SEC.gov → |
| 2026-06-25 | 8-K | 2026-06-25 | View on SEC.gov → |
| 2026-06-24 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-24 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-24 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-24 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-24 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-24 | 4 | 2026-06-23 | View on SEC.gov → |
| 2026-06-24 | 4 | 2026-06-23 | View on SEC.gov → |
Recent news
Headlines about CNM (Core & Main, Inc.). Links open the publisher — we don’t host full articles.
-
Zacks Industry Outlook Highlights Lincoln Electric, Stanley Black & Decker, Core & Main and Kennametal
Yahoo Finance · 2026-09-03 -
4 Manufacturing Tools Stocks to Watch on Prospering Industry Trends
Yahoo · 2026-09-02 -
Core & Main (CNM) Falls More Steeply Than Broader Market: What Investors Need to Know
Yahoo · 2026-09-01 -
Core & Main (CNM) Declines More Than Market: Some Information for Investors
Yahoo · 2026-08-26 -
Core & Main to Announce Fiscal 2026 Second Quarter Results
Yahoo · 2026-08-26 -
Donaldson (DCI) Tops Q4 Earnings and Revenue Estimates
Yahoo · 2026-08-26 -
Core & Main (CNM) Registers a Bigger Fall Than the Market: Important Facts to Note
Yahoo · 2026-08-20 -
Deere (DE) Beats Q3 Earnings and Revenue Estimates
Yahoo · 2026-08-20
No headlines in this category right now — try “All”.