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Commercial Metals Company (MX:CMC1)
:CMC1

Commercial Metals Company (CMC1) Price & Analysis

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CMC1 Stock Chart & Stats

$1080.00
$0.00(0.00%)
At close: 4:00 PM EDT
$1080.00
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Vertical IntegrationCMC’s vertically integrated model links scrap sourcing, electric-arc-furnace production, fabrication, and distribution. Capturing value across these stages can improve raw-material availability, delivered-cost control, and customer service, supporting resilience and margin durability through the steel cycle.
Precast Integration And GrowthThe Precast acquisitions are already contributing meaningful sales, EBITDA, and margin accretion while expanding CMC’s construction-solutions platform. Successful integration and a maintained fiscal-2026 EBITDA outlook suggest the business is broadening beyond basic steel exposure.
Operational EfficiencyTAG’s benefits are progressing ahead of the stated target, indicating that efficiency gains are extending across operations, commercial activities, and support functions. If sustained, these improvements can raise structural margins and strengthen earnings quality beyond temporary steel-price effects.
Bears Say
Steel-Cycle ExposureCMC’s earnings remain sensitive to steel pricing, input spreads, utilization, and regional demand, as shown by the gap between current profitability and prior-cycle peaks. This cyclicality can produce substantial earnings volatility and limit the durability of recent margin recovery.
Higher LeverageLeverage has risen materially from the company’s recent historical range, reducing financial flexibility as CMC funds acquisitions and capital investment. A higher debt burden can increase interest sensitivity and leave less balance-sheet capacity if steel demand or margins weaken.
Uneven Cash ConversionAlthough operating cash flow and free cash flow have improved, conversion remains below net income and has varied across periods. This volatility can make internally generated funding less predictable, complicating deleveraging, investment planning, and shareholder-return decisions.

Commercial Metals Company News

CMC1 FAQ

What was Commercial Metals Company’s price range in the past 12 months?
Commercial Metals Company lowest stock price was $873.20 and its highest was $1330.00 in the past 12 months.
    What is Commercial Metals Company’s market cap?
    Commercial Metals Company’s market cap is $126.01B.
      When is Commercial Metals Company’s upcoming earnings report date?
      Commercial Metals Company’s upcoming earnings report date is Oct 15, 2026 which is in 11 days.
        How were Commercial Metals Company’s earnings last quarter?
        Commercial Metals Company released its earnings results on Jun 25, 2026. The company reported $31.419 earnings per share for the quarter, beating the consensus estimate of $30.856 by $0.563.
          Is Commercial Metals Company overvalued?
          According to Wall Street analysts Commercial Metals Company’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Commercial Metals Company pay dividends?
            Commercial Metals Company does not currently pay dividends.
            What is Commercial Metals Company’s EPS estimate?
            Commercial Metals Company’s EPS estimate is 35.67.
              How many shares outstanding does Commercial Metals Company have?
              Commercial Metals Company has 110,624,340 shares outstanding.
                What happened to Commercial Metals Company’s price movement after its last earnings report?
                Commercial Metals Company reported an EPS of $31.419 in its last earnings report, beating expectations of $30.856. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Commercial Metals Company?
                  Currently, no hedge funds are holding shares in MX:CMC1
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Commercial Metals Company

                    Commercial Metals Company (CMC) is an international enterprise specializing in the production, recycling, and fabrication of steel and metal products, along with providing related services. The company serves markets across the United States, Poland, China, and other international regions. A significant facet of its business involves processing and marketing a wide array of ferrous and non-ferrous scrap metals. These raw materials are supplied to a diverse clientele, including steel mills, foundries, aluminum sheet and ingot producers, brass and bronze ingot makers, copper refineries, secondary lead smelters, specialty steel manufacturers, and high-temperature alloy fabricators. Commercial Metals Company manufactures and distributes a comprehensive range of finished long steel products. These encompass reinforcing bars (rebar), merchant bars, light structural sections, and various other specialized profiles. It also provides semi-finished billets intended for re-rolling and forging applications. Specializing in custom-fabricated steel products, the company's offerings are primarily utilized for concrete reinforcement. Such products are integral to the construction of a wide array of structures, from commercial and residential buildings, healthcare facilities, and convention centers to industrial and power plants, highways, bridges, and expansive public venues like arenas, stadiums, and dams. Beyond its fabrication activities, CMC supplies construction-related equipment and products, both for sale and rent, catering to concrete installers and other commercial enterprises. Additionally, the firm produces niche items such as robust strength bars for the truck trailer industry, specialized bar steels engineered for the energy market, and armor plates designated for military vehicles. These diverse metal solutions, including various rebar forms, merchant bars, wire rods, fabricated meshes, and pre-assembled rebar cages, reach a broad customer base encompassing fabricators, manufacturers, distributors, and construction firms. Founded in 1915, Commercial Metals Company maintains its corporate headquarters in Irving, Texas.

                    Commercial Metals Company (CMC1) Earnings & Revenues

                    CMC1 Company Deck

                    CMC1 Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed a broadly positive operational and financial trajectory: strong YoY growth in core EBITDA (78.6%), significant margin expansion, successful Precast integration with meaningful accretion to Construction Solutions, progress on TAG efficiency initiatives, and clear deleveraging and liquidity improvements. Near‑term challenges—Q3 maintenance outages (~$20M impact), temporary scrap cost pressure, weather‑related shipment delays, and purchase‑accounting amortization that depresses reported earnings—were explicitly called out as largely temporary and expected to reverse into Q4. Management provided a constructive Q4 outlook (expected $40M–$50M sequential EBITDA improvement) and maintained full‑year Precast guidance, reinforcing confidence in sustainability of improvements. On balance, the highlights (strong margins, earnings growth, integration success, deleveraging and cash‑tax benefits) outweigh the temporary lowlights.View all MX:CMC1 earnings summaries

                    CMC1 Stock 12 Month Forecast

                    Average Price Target

                    $1,468.79
                    ▲(36.00% Upside)
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