US · Industrials · Industrial Distribution
EPS came in at 0.92 against a street estimate of 0.91 — a beat of 1.1%.
Analysts rate Core & Main Inc a buy (10 buy, 3 hold, 1 sell out of 14) with an average price target of $55.29.
CONFIDENT Core & Main delivered Q2 growth in sales (+2.5%), adjusted EBITDA (+3%), and EPS (+8%). Municipal demand remains strong; data center projects nearly doubled YoY. Company affirmed full-year guidance and deployed $169M on record share buybacks. Q2 FY26 Call did not provide regional performance breakdown. Geographic expansion noted: 7 greenfield openings YTD with record pace expected; acquisition of Walker Industries in Hawaii completed post-quarter. Analysts pressed on municipal durability amid mixed market views, fire protection share gain sources, pricing stickiness (PVC unable to sustain increases), and smart utility project timing. Management affirmed stable municipal fundamentals, cited white space and partnership reputation for fire gains, guided to PVC stabilization without near-term upside, and noted large project pilot work delays before ramping. 2026-09-09…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.41% |
| Capital World Investors | 6.22% |
| Vanguard Capital Management, LLC | 4.59% |
| Vanguard Portfolio Management, LLC | 4.24% |
| First Trust Advisors L.P. | 3.39% |
| Select Equity Group LP | 3.17% |
| State Street Corp | 3.13% |
| Royal London Asset Management Ltd | 3.12% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 CORE & MAIN, INC. - Q2 2026 (10-Q) SUMMARY HEADLINE NUMBERS • Net Sales (6 months): $4,055 million, up from $4,004 million in prior year (up 1.3%) • | 2026-09-09 |
| Results announced · Q3 FY2027 CORE & MAIN, INC. — FISCAL 2026 Q2 RESULTS SUMMARY HEADLINE NUMBERS • Net sales: $2,145 million (Q2); $4,055 million (6 months) — up 2.5% and 1.3% r | 2026-09-09 |
| Material agreement · Q2 FY2027 CORE & MAIN, INC. – 8-K FILING SUMMARY HEADLINE NUMBERS • $750 million in new Senior Notes issued on July 1, 2026, maturing July 1, 2034 • 6.000% in | 2026-07-02 |
| Company announcement · Q2 FY2027 CORE & MAIN, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced commencement of $750 million Senior Notes offering on June 25, 2026 • Note | 2026-06-25 |
| Shareholder vote results · Q2 FY2027 CORE & MAIN, INC. – DOCUMENT SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 23, 2026 • Total votes cast for director elections: app | 2026-06-23 |
| Company announcement · Q2 FY2027 CORE & MAIN, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced proposed refinancing of $1,230 million in existing senior term loan debt d | 2026-06-22 |
| Quarterly report · Q2 FY2027 CORE & MAIN, INC. – Q1 FISCAL 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net sales for Q1 (13 weeks ended May 3, 2026): $1,910 million vs. $1,911 mil | 2026-06-10 |
| Proxy statement · Q1 FY2027 CORE & MAIN, INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class II directors (Bhavani Amirthalingam | 2026-05-07 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorizes $500 million increase to share repurchase program Core Main, Inc. announced its Q3 fiscal 2025 results on December 9, 2025. The company also announced a significant $500 million increase to its share repurchase program, bringing total autho | 2025-12-09 |
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Google PlayApp StoreData updated 2026-09-18.