CNMCore & Main, Inc.
Price
-21%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality mixed, no red flags, price roughly fair, growth steady, the market undecided.
Core & Main, Inc. (“Core & Main” and collectively with its subsidiaries, the “Company,” “we,” “our” or “us”) is a holding company and its primary material assets are its direct and indirect ownership interest in Core & Main Holdings, LP, a Delaware limited partnership (“Holdings”), and deferred tax assets associated with this ownership. Core & Main is a leading specialty distributor dedicated to advancing reliable infrastructure with local service, nationwide.
In the company’s own words · 10-K filed Mar 24, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Core & Main, Inc. (CNM) reported revenue of $2.15B in Q2 2026 (quarter ended Aug 2, 2026), up 2.5% from the same quarter a year earlier. That came with a gross margin of 27% and net income of $144M (6.7% of revenue). For the full year FY2025, revenue was $7.65B (+2.8% year on year) and net income $441M. Its largest product in Q1 2026 (quarter ended May 3, 2026) was Pipes Valves And Fitting Products at $1.27B, 67% of the disclosed total, well ahead of Storm Drainage Products at 15%. The next results filing is expected around Dec 8, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Jul 2, 2026Senior Notes Due 2034 On July 1, 2026, Core & Main LP, a Florida limited partnership (“Core & Main”) and indirect wholly-owned subsidiary of Core & Main, Inc. (the “Company”) issued $750 million aggregate principal amount of 6.000% Senior Notes due 2034 (the “Notes”) pursuant to an indenture, dated July 1, 2026 (the …Material agreement entered · Form 8-K
- Jun 25, 2026On June 25, 2026, Core & Main, Inc. (the “Company”) announced the commencement of an offering (the “Offering”) of $750 million in aggregate principal amount of Senior Notes due 2034 (the “Notes”) by its indirect wholly-owned subsidiary, Core & Main LP, a Florida limited partnership (“Core & Main”)Other event · Form 8-K
- Jun 22, 2026On June 22, 2026, Core & Main LP, a Florida limited partnership (“Core & Main”), an indirect wholly owned subsidiary of Core & Main, Inc., commenced a proposed amendment to its existing Term Loan Credit Agreement, dated as of August 1, 2017, as amended by the Lender Joinder Agreement, dated as of July 8, 2019, the …Other event · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q1 2026 · $1.91BThe company’s own SEC segment disclosure.
- Pipes Valves And Fitting Products$1.27B67%
- Storm Drainage Products$278.0M15%
- Meter Products$180.0M9%
- Fire Protection Products$178.0M9%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.