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Commercial Metals Company (DE:CMS)
FRANKFURT:CMS

Commercial Metals Company (CMS) Price & Analysis

1 Followers

CMS Stock Chart & Stats

€58.50
€0.00(0.00%)
At close: 4:00 PM EDT
€58.50
€0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Integrated Recycling, Steelmaking And Fabrication PlatformVertical integration gives CMC control over scrap feedstock, steel production and downstream services. Capturing value across several stages can support customer relationships, operating efficiency and more durable margins than relying on commodity steel sales alone.
Structural Efficiency And Margin ImprovementTAG’s faster-than-targeted savings indicate an embedded efficiency opportunity across operations, commercial activities and support functions. Sustained productivity gains can improve margins and resilience through future steel-cycle volatility.
Precast Expansion Broadens Construction SolutionsPrecast acquisitions expand CMC beyond basic steel into higher-value construction solutions, increasing customer integration and end-market breadth. Planned EBITDA of $165 million to $175 million and a record backlog support a meaningful platform contribution.
Bears Say
Higher Leverage Increases Steel-cycle SensitivityLeverage has risen materially from recent historical levels, reducing the cushion available during a downturn. Lower steel spreads or weaker volumes could place greater pressure on interest coverage, investment capacity and the pace of planned deleveraging.
Profitability Remains Below Prior-cycle PeaksThe recovery confirms operational improvement, but the gap to prior-cycle profitability shows that earnings remain dependent on steel pricing, scrap spreads and utilization. This limits confidence that current margins represent a fully normalized, durable earnings base.
Uneven Cash Conversion Limits Financial FlexibilityPositive cash generation is improving, yet free cash flow converts inconsistently from accounting earnings. Working-capital and cycle effects can absorb cash, leaving less available for debt reduction, acquisitions, capital investment and shareholder returns.

Commercial Metals Company News

CMS FAQ

What was Commercial Metals Company’s price range in the past 12 months?
Commercial Metals Company lowest stock price was €46.70 and its highest was €70.00 in the past 12 months.
    What is Commercial Metals Company’s market cap?
    Commercial Metals Company’s market cap is €6.68B.
      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 36 days.
        How were Commercial Metals Company’s earnings last quarter?
        Commercial Metals Company released its earnings results on Jun 25, 2026. The company reported €1.487 earnings per share for the quarter, beating the consensus estimate of €1.461 by €0.027.
          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 1.7.
              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 €1.487 in its last earnings report, beating expectations of €1.461. Following the earnings report the stock price went up 0.806%.
                  Which hedge fund is a major shareholder of Commercial Metals Company?
                  Currently, no hedge funds are holding shares in DE:CMS
                  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 (CMS) Earnings & Revenues

                    CMS Company Deck

                    CMS 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 DE:CMS earnings summaries

                    CMS Stock 12 Month Forecast

                    Average Price Target

                    €70.07
                    ▲(19.77% Upside)
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