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CNM

Core & Main, Inc.

CNM Q2 2026 earnings

Published Sep 9, 2026

AI summary

  • Adjusted EPS beat consensus.
  • Net sales for the second quarter rose 2.5% to $2.145 billion compared to the same period last year.
  • Net income grew 6.4% to $150 million, while diluted earnings per share increased 10% to $0.77.
  • The company repurchased 3.7 million shares during the quarter for $169 million.
  • Management reaffirmed its full-year fiscal 2026 outlook, including net sales of $7.8 to $7.9 billion.

Results vs analyst consensus

Revenue

Reported

$2.15B

Consensus not captured before release

+2.5% YoY

Adjusted EPS

Reported · Adjusted Diluted Earnings Per Share

$0.94

Consensus $0.91

Beat by $0.03

GAAP EPS: $0.77

Consensus: Yahoo Finance · Q2 2026 · EPS estimate at release
Revenue display rounded; difference uses exact result.

Next quarter outlook

$7.8B–$7.9B

full-year fiscal 2026 revenue guidance

Next-quarter consensus not captured before release.

What to watch

  • Gross profit margin slightly declined to 26.7% from 26.8% in the prior year quarter.
  • Storm drainage net sales remained essentially flat for the quarter.
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Source: Core & Main, Inc. press release · SEC Form 8-K exhibit 99.1

Figures as stated in the company’s release; consensus from the provider named above. Not financial advice.