Commercial Metals turns scrap metal into new steel products like rebar and beams, selling to builders and manufacturers across the US, Poland, and China. Think of it as a recycling plant that doubles as a steel factory.
Money comes from selling fabricated steel products, mainly rebar for construction, plus recycling scrap metal. Recent quarterly revenue hit USD 2.48B with a 18.33% gross margin, though annual net margins have slipped from 9.77% in 2023 to 1.09% in 2025.
CMC's scrap-fed electric arc furnaces give it cost advantages over integrated mills like Nucor and Steel Dynamics, plus decades of customer relationships in construction. However, the moat is eroding as cheap imported steel from China and Turkey pressures pric
Sell (sector percentile 20) — value A-, growth B, profitability C, momentum C-, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Management outlines strategic vision and growth/cash flow targets at NYC investor day
Board authorizes additional buyback, signaling capital return commitment
Coverage by 15 research firms, with 5 providing ratings, reflecting overall market view
CEO bought 8,230 shares at $61.30 on July 10, raising direct holdings by 5%
Earnings released, beat expectations, premarket +2.4%, validating precast pivot
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Commercial Metals Company (CMC) is celebrating its 110+ year history and Investor Day, indicating a focus on its long-term presence and future outlook.
Main discussion
Today on Taking Stock | Dow extends record rally as major indexes trade mixed. @EinsteinoWallSt with the tale of the tape, @Checkmarx CEO @sandeepjohri discusses Checkmarx One + $CMC celebrate its Investor Day! @jd_durkin has more after the close. https://x.com/i/broadcasts/1DGLd
Today on Taking Stock | Dow extends record rally as major indexes trade mixed. @EinsteinoWallSt with the tale of the tape, @Checkmarx CEO @sandeepjohri discusses Checkmarx One + $CMC celebrate its Investor Day! @jd_durkin has more after the close. https://x.com/i/broadcasts/1vKpP
The NYSE welcomes CMC to celebrate its 110+ year history! $CMC https://x.com/i/broadcasts/1vJpPPyVezVJE
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