Added to YB: 2026-09-08
Pitch date: 2026-09-05
CNM [neutral]
Core & Main, Inc.
Author Info
No bio for this author
Company Info
Core & Main, Inc. engages in the distribution of water, wastewater, storm drainage, and fire protection products and related services in the United States.
Market Cap
$8.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.34
P/E
18.79
EV/Sales
1.40
Sector
Trading Companies and Distributors
Category
N/A
Industrials: The EPS Week Ahead - Core & Main, Inc.
CNM (earnings): Fiscal Q1 was a good margin quarter despite flat sales: revenue was $1.91B, organic volume fell roughly 1%, gross margin expanded 50 bps to 27.2% and adjusted EBITDA rose 0.9% to $226M. With FY26 guidance unchanged, the next quarter needs positive organic sales or volume and operating leverage toward the 12.2-12.4% annual EBITDA-margin range; acquisitions, pricing and buybacks masking another volume decline would disappoint.
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