Latest Earnings Results: Q4 '26
Estimated EPS
$1.95
Reported EPS
$2.09
Surprise
+7.07%
Estimated Rev
$2.58B
Reported Rev
$2.66B
Surprise
+3.2%
• Reported GAAP EPS of $2.09 up 52.55% YoY • Reported revenue of $2.66B up 25.72% YoY • For the first quarter of fiscal 2027, CMC expects North America Steel adjusted EBITDA nearly flat versus Q4, Construction Solutions adjusted EBITDA down sequentially, and meaningful sequential adjusted EBITDA growth in Europe Steel.
Bullish Takeaway
CMC's North America Steel backlog volumes increased 15.5% year-over-year; Construction Solutions sales and adjusted EBITDA increased 94.5% and 100.9%, while consolidated core EBITDA increased 35.1% year-over-year.
Bearish Takeaway
CMC's precast adjusted EBITDA was below prior expectations due to residential softness; Europe Steel adjusted EBITDA was $15.6M versus $39.1M, and a Galvabar outage impacted shipments.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | $1.75 | -- | -- | N/A |
Q4 '26 | $1.95 | $2.09 | 7.07% | BEAT |
Q3 '26 | $1.70 | $1.73 | 1.83% | BEAT |
Q2 '26 | $1.28 | $1.16 | -9.30% | MISSED |
Q1 '26 | $1.57 | $1.84 | 17.26% | BEAT |