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Commercial Metals Company (CMC) investor relations material
Commercial Metals Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary16 Oct, 2025
Executive summary
Announced acquisitions of Foley Products Company and Concrete Pipe & Precast (CPMP), creating a leading precast platform expected to generate $250M adjusted EBITDA in 2025 with margins over 34%.
Q4 net earnings were $151.8M ($1.35/diluted share), with adjusted earnings of $155M ($1.37/diluted share), and core EBITDA of $291.4M at a 13.8% margin, reflecting strong sequential and year-over-year improvement.
North American Steel Group and Emerging Businesses Group (EBG) delivered record results, with EBG net sales up 13.4% and adjusted EBITDA up 19.1% year-over-year, led by Tensar.
Arizona 2 micro mill achieved positive adjusted EBITDA in Q4.
Maintained strong balance sheet and cash flow, enabling $50M in Q4 share repurchases and $1.9B in available liquidity.
Financial highlights
Fiscal Q4 2025 net earnings were $151.8M ($1.35/diluted share), up from $103.9M ($0.90/diluted share) YoY; adjusted Q4 earnings were $155M ($1.37/diluted share), up from $97.4M ($0.84/diluted share) YoY.
Q4 core EBITDA was $291.4M, a 33% increase YoY, with a margin of 13.8%, up from 11% prior year.
North American Steel Group Q4 adjusted EBITDA was $239.4M, up 18% YoY, with a margin of 14.8%.
EBG Q4 adjusted EBITDA was $50.6M, margin 22.8%, with net sales up 13.4% YoY.
Cash and cash equivalents at year-end totaled $1.0B, with available liquidity near $1.9B.
Outlook and guidance
Fiscal 2026 results expected to be consistent with Q4 2025; North America Steel Group margins anticipated to rise sequentially.
EBG results expected to improve YoY but decline sequentially due to seasonality.
Europe Steel Group to receive a $15M CO2 credit in Q1 2026; excluding this, EBITDA likely breakeven due to seasonality and maintenance.
No significant U.S. federal cash taxes expected in fiscal 2026 and much of 2027 due to tax credits and depreciation.
Capital spending for fiscal 2026 projected at $600M, with $350M for West Virginia micro mill and EBG growth investments.
Total annual CO2 credit for Europe Steel Group?
North America steel margin trajectory into Q1 FY26?
EBG's record margin sustainability?
Explain Foley's margin advantage over CP&P.
Update on share repurchase plans.
TAG program's impact on steel margins?
Precast platform: future M&A and integration plans
TAG program: $150M EBITDA benefit drivers
Deleveraging strategy post-acquisitions
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Next Commercial Metals Company earnings date
Q1 20265 Jan, 2026
Next Commercial Metals Company earnings date
Q1 20265 Jan, 2026
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Frequently asked questions
Commercial Metals Company manufactures, recycles, and fabricates steel and metal products, and related materials and services in the United States, Poland, China, and internationally. It operates in three segments: Americas Recycling, Americas Mills, and Americas Fabrication. The company offers rebar, structural shapes, wire mesh, billets, bar stock and other specialty long steel; flat rolled steel; various types of steel joists and decking; fabricated rebar or wire mesh; non-ferrous metals; roofing products; fabricated floor joists; continuous cast iron bars; roller die blocks for use in drill bit manufacturing; bridge-decking products; highway sign posts; ground strips for grounding railroad tracks to insure electrical conductivity on railroads and transit systems.
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