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CNCNM

Core & Main, Inc.

$CNM·$9.0B·Industrial - Distribution·Industrials
$48.33-3.5%YTD-7.4%1Y-14.8%
Mentions · last 7 days
2026-06-06: 13 posts2026-06-07: 19 posts2026-06-08: 20 posts2026-06-09: 19 posts2026-06-10: 148 posts2026-06-11: 7 posts2026-06-12: 5 posts231+2%
Price updated 19h ago·X counts updated 19h ago
CNCNM
Core & Main, Inc.$CNM
$48.33-3.46%231 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CNM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersSelling offAI verdict · as of 2026-06-13

Falling on heavy selling — points lower unless it turns around.

Boring water-infrastructure distributor with solid margins but stuck in a no-growth tape.

Core & Main is the largest U.S. distributor of water, wastewater, fire-protection and stormwater products — selling pipes, valves and fittings to municipalities and contractors. It's a steady infrastructure-spend beneficiary that has, until recently, traded as a quality-compounder. The numbers now look mediocre: Q1 FY26 revenue was essentially flat YoY at $1.91B, the stock sits in the bottom 19% of its 52-week range, and shares fell 3.5% the day of the earnings beat. EPS of $0.57 still topped the $0.534 estimate, gross margin is steady at 27%, and FCF yield is a healthy 6.7% at 20x earnings — fundamentals aren't broken, but the growth story is. With volume 2x the 30-day average on the down day, distribution looks active rather than over.

What to watch: September 8 Q2 earnings — any sign of municipal-spending re-acceleration (the strongest end-market in Q1) is what restarts the move; another flat-revenue quarter likely extends the breakdown.

On the calendar: 2026-09-08 — Q2 2026 earnings

growth stallno sentiment

Read the AI verdict + X sentiment for $CNM

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Core & Main, Inc. (CNM) is a leading supplier of vital infrastructure products and services across the United States. The company specializes in providing comprehensive solutions for water, wastewater, storm drainage, and fire protection systems. Their diverse clientele includes local governments (municipalities), privately owned water utilities, and a wide array of professional contractors working on projects in the residential, non-residential (commercial), and public sectors. Core & Main's extensive product range features essential components such as pipes, valves, hydrants, and fittings. For storm drainage needs, they offer systems including corrugated piping, retention basins, inline drains, manholes, grates, and geosynthetics. Their fire protection inventory covers crucial items like fire protection pipes, sprinkler heads, complete fire suppression systems, related accessories, and specialized fabrication services. Additionally, they provide advanced metering products, including smart meter technology, alongside installation services and software solutions. These specialized materials and services are integral to the construction, maintenance, repair, and replacement of critical water and fire protection infrastructure. Established in 1874, Core & Main is headquartered in St. Louis, Missouri.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Distribution sits in its cycle right now — and what that implies for $CNM.

Industrial - Distribution · Industrials

Top industry ETF

$XLIIndustrial Select Sector SPDR
+13.2%YTD
+22.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
27.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 10, 2026$0.57$0.53+6.7%
Q4 2025Mar 24, 2026$0.38$0.33+14.2%
Q3 2025Dec 9, 2025$0.72$0.70+2.9%
Q2 2025Sep 9, 2025$0.87$0.78+12.1%
Next earningsTue, Sep 8·consensus EPS $0.84

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.9B-0.1%27.2%9.3%$0.57$68.0M
Q4 FY25$1.6B-6.9%27.1%7.5%$0.38$253.0M
Q3 FY25$2.1B+1.2%27.2%10.7%$0.72$263.0M
Q2 FY25$2.1B+6.6%26.8%10.2%$0.71$24.0M

Forward consensus

4-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.7B$7.5B – $7.7B$2.29$2.28 – $2.298
FY27$7.9B$7.8B – $7.9B$2.53$2.52 – $2.555
FY28$8.2B$8.2B – $8.3B$2.99$2.98 – $3.008
FY29$8.6B$8.6B – $8.6B$3.60$3.29 – $3.786

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.19%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 186.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.915-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $CNM is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 17Robyn L BradburyCFO5.0K sh$263KBuyApr 7James D HopeDirector2.0K sh$100K
+ 30 other (20 inkinds · 8 awards · 1 other · 1 conversion) in window

See when $CNM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 23
3New insider — initial holdingsApr 23
8-KOfficer or director changeMar 278-K — Item 5.02: Officer or director change
3New insider — initial holdingsJan 283
+ 14 other (6 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

4 Manufacturing Tools Stocks to Watch Despite Industry Headwindszacks.com·2d agoCNM Q1 Earnings Call Highlights Municipal Strength, Margin Gainszacks.com·2d agoCore & Main, Inc. (CNM) Q4 2025 Earnings Call Transcriptseekingalpha.com·3d agoCore & Main's Drop Doesn't Offer An Entry Pointseekingalpha.com·3d agoCore & Main, Inc. (CNM) Q1 2027 Earnings Call Transcriptseekingalpha.com·3d ago
Voices on X · top 1 · last 7 days

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