Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$9.2B
187M shares
52-week range
$43.96 – $67.18
17% from low
Sector
WHOLESALE-DURABLE GOODS, NEC
Exchange
NYSE
CS
Borrow rate
0.29%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.20B | $3.39B | $3.64B | $5.00B | $6.65B | $6.70B | $7.44B | $7.65B |
| Cost of revenue | $2.49B | $2.60B | $2.76B | $3.72B | $4.86B | $4.88B | $5.46B | $5.59B |
| Gross profit | $708.1M | $789.0M | $878.0M | $1.28B | $1.79B | $1.82B | $1.98B | $2.06B |
| Gross margin | 22.1% | 23.3% | 24.1% | 25.6% | 27.0% | 27.1% | 26.6% | 26.9% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $138.4M | $155.0M | $185.0M | $425.0M | $775.0M | $740.0M | $719.0M | $728.0M |
| EBITDA | $252.9M | $293.0M | $338.0M | $524.0M | $924.0M | $894.0M | $913.0M | $914.0M |
| Net income | $36.6M | $36.0M | $37.0M | $166.0M | $366.0M | $371.0M | $411.0M | $441.0M |
| Net margin | 1.1% | 1.1% | 1.0% | 3.3% | 5.5% | 5.5% | 5.5% | 5.8% |
| EPS (diluted) | 0.23 | 0.15 | 0.15 | 0.55 | 2.13 | 2.15 | 2.13 | 2.31 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $7.8B | $2.54 | $2.53–$2.55 | 5 |
| 2028 | $8.2B | $2.97 | $2.94–$2.98 | 5 |
| 2029 | $8.6B | $3.60 | $3.29–$3.78 | 6 |
Forward consensus · source: Financial Modeling Prep
Core & Main is a leading specialty distributor with a focus on water, wastewater, storm drainage, and fire protection products. The company provides solutions to municipalities, private water companies, and professional contractors across municipal, nonresidential, and residential end markets. The company's specialty products and services are used in the maintenance, repair, replacement, and construction of water and fire protection infrastructure.
www.coreandmain.comNo one on the platform currently holds CNM.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 814,100 | $40.2M |
| Bridgewater Associatesas of 2025-09-30 | 35,833 | $1.9M |
No one on the platform has traded CNM yet.
| $10.2B |
| — |
| FLSFlowserve Corporation | $73.26 | +0.96% | $9.4B | — |
| GNRCGenerac Holdings Inc. | $283.81 | +1.86% | $16.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 22.4× earnings vs its 23.1× historical median P/E.
Fair value ≈ $49.33 · price $48.00 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
https://marketbeat.com/a/8705705/ $CNM Core & Main Q1 Earnings Call Highlights
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-6-10-core-main-inc-stock/ $CNM Core & Main Earnings Transcript
View on StockTwits ↗$YB $CBRL $CNM $CAVA $HNGE PRE-MARKET MOVERS: Currently Higher After Earnings: - Yuanbao (YB) up 16.8% - Cracker Barrel (CBRL) up 15.6% - Lakeland Industries (LAKE) up 9.4% - Core & Main (CNM) up 1.0% Currently Also Higher: - Cava Group (CAVA) up 2.3% after UBS upgraded the stock to Buy with a price target of $90, up from $85 - Hinge Health (HNGE) up 4.6% after raising its Q2 and FY26 revenue outlook at its inaugural investor day Currently Lower After Earnngs: - Chewy (CHWY) down 4.7% - J.Jill (JILL) down 0.3% Currently Also Lower: - Dianthus (DNTH) down 19.4% after peer Sanofi (SNY) announced that its riliprubart Phase 3 study in patients with chronic inflammatory demyelinating polyneuropathy will be stopped - Super Micro (SMCI) down 12.2% after announcing a series of concurrent equity and equity-linked financing transactions totaling $7B, in expected aggregate amount as part of its plan to fund the purchase of components to satisfy the AI orders that the company has received in recent weeks for its advanced AI servers - Nike (NKE) down 1.3% after RBC Capital downgraded shares to Sector Perform with a price target of $50, down from $70
View on StockTwits ↗$CNM Q1 '27 Earnings Results & Recap • Reported GAAP EPS of $0.57 up 7.55% YoY • Reported revenue of $1.91B down -0.05% YoY • Core & Main reaffirms its fiscal 2026 outlook, projecting net sales of $7,800 million to $7,900 million, reflecting 2% to 3% growth. Adjusted EBITDA is forecast at $950 million to $980 million.
View on StockTwits ↗$CHWY or $CNM this morning for a quick trade
View on StockTwits ↗@Jeremymartin007 @Cubie @simon58 @judgeyoung2 @jenbunn @EBE_day @ribbey @TraderRapp @Godreal1 @tonyctl @zuby34 maybe $CNM but gonna go home with clean slate today.
View on StockTwits ↗$CNM Current Stock Price: $48.59 Contracts to trade: $47.5 CNM Jun 18 2026 Call Entry: $2.40 Exit: $3.72 ROI: 55% Hold ~21 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$CNM Price: $47.50 (-2.88%) Trend: Bearish Market Bias (7D): Bullish Bias 📈 Expected Range: ±0.79% RSI: 44.2 | Momentum: Moderate Volume: +19.5% vs avg Volatility: 1.95% Support: $47.30 | Resistance: $54.19 Tools used: https://www.trade-ideas.com Code: INTERSTOCK25
View on StockTwits ↗$CNM Still waiting! Great company at $42 or less
View on StockTwits ↗$CNM - Core & Main Inc - 10K - Updated Risk Factors CNM flags rising product cost volatility, new tariff and trade-policy uncertainty post–Supreme Court ruling, potential earnings hit from divestitures, growing ESG/climate regulation burdens, worsening medical claim trends, and heightened tech investment and impairment risks, including possible write-offs if internal software projects are halted. #WaterInfrastructure #TariffUncertainty #ESGRegulation #MedicalClaimRisk #TechInvestmentRisk 🟢 Added 🟠 Removed https://d-risk.ai/CNM/10-K/2026-03-24
View on StockTwits ↗$SFD $NTGR $CNXC $JEF $CNM PRE-MARKET MOVERS: Currently Higher After Earnings: - Smithfield Foods (SFD) up 5.9% Currently Also Higher: - Jefferies Financial (JEF) up 6.6% after Financial Times reported Sumitomo Mitsui Financial Group (SMFG) is exploring contingency plans for a potential takeover of the company - Netgear (NTGR) up 10.6% after Reuters reported that the FCC has announced it was banning the import of all new foreign-made consumer routers - Applied Optoelectronics (AAOI) up 0.7% after receiving a new volume order from one of its hyperscale customers for 800G single-mode data center transceivers Currently Lower After Earnings: - Concentrix (CNXC) down 11.1% - Core & Main (CNM) down 2.1% Currently Also Lower: - Ares Management (ARES) down 4.8% after disclosing that it is capping withdrawals from its Ares Strategic Income fund - Apollo Global (APO) down 4.2% after Reuters wrote that the company's $25B private credit fund, Apollo Debt Solutions, said it was curbing redemptions
View on StockTwits ↗$CNM (-2.6% pre) Core & Main (NYSE:CNM) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings, Stock Drops https://ooc.bz/l/97009
View on StockTwits ↗$CNM Strong business but I expect a dump due to lower YoY comps and lowered guidance. Will add if we see $42 or under.
View on StockTwits ↗$CNM Core & Main sees FY26 revenue $7.8B-$7.9B, consensus $7.93B Sees FY26 adjusted EBITDA $950M-$980M
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.