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Up or down this time?Jan 11 estimated
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CM

Commercial Metals Company (CMC) earnings date & stock reaction

Commercial Metals Company · Industrials

Positives
  • ▲Consistent dividend track record
    • This marks the 248th consecutive quarterly dividend, demonstrating a commitment to returning value to shareholders.
  • ▲Clear payment schedule
    • The dividend will be paid on November 11, 2026, to shareholders of record as of the close of business on October 28, 2026.
Based on the Oct 13, 2026 earnings release.
Next earningsMon, January 11 (estimated)

Price after the latest report

Reported June 25, 2026how the stock moved around it
Next-day move
-6.6%
After 5 days
-16.7%
Price around earnings

Commercial Metals Company (CMC) rose the day after earnings in 4 of its last 12 reports (33%), moving ±2.7% on average. It has fallen despite beating the consensus estimate 4 times.

Up next day
4/12
33%
Fell despite growth
2/12
Good earnings ignored
Price when beating
-1.3%
avg over 6 beats
Price when missing
-1.3%
avg over 5 misses
Avg earnings move
±2.7%
typical swing on earnings
Biggest single move
-6.6%
'26.6 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 4 of the last 7 times. The number alone doesn't move it.

What really matters here
Whether new orders come in and build backlog
In finance terms: Orders · backlog
Growth · revenue (YoY by quarter, latest right)
-5%
25-03(Feb qtr)
-3%
25-06(May qtr)
+6%
25-10(Aug qtr)
+11%
26-01(Nov qtr)
+22%
26-03(Feb qtr)
+23%
26-06(May qtr)
Accelerating · Growth is accelerating (-5%→+23%), but this stock often falls even on strong results (4 recent times). Expectations are already high, so accelerating isn't enough. It must beat a lofty bar.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 7 of 12 times
Median beat +4.5%. 4 of those beats still fell the next day.
Bigger beats didn't mean bigger gains
Surprise size and price moved separately here. Expectations, not beats, drive this stock.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 2 of 6 beats (33%)
Reaction is erratic and hard to predict
Avg -1.3% on a beat, -1.3% on a miss
vs Industrials sector avg (195 peers)
This
-0.9%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 11 times (45%)
4xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth2/12

4/6 beats fell next day · watches Orders · backlog

Next-day reaction
  • May 2026 report-6.6%
  • Feb 2026 report-2.0%
  • Nov 2025 report+2.6%
  • Aug 2025 report+3.7%
  • May 2025 report+1.6%
  • Feb 2025 report-1.6%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Mar–May 2026 results
Reported 2026-06-25
Next-day move
-6.6%
After 5 days -16.7%
EPS consensus $1.71 → $1.73 ▲ +1.3% beatRev $2.0B → $2.5B +23% YoY
Beat by +1.3% but stock -6.6%
Price around earnings

Earnings trend · last 12 quarters

EPS$1.73YoY +134%
'23.10'26.6
Revenue$2.5BYoY +23%
'23.10'26.6

Earnings history and price reaction

Commercial Metals Company across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
5/20262026-06-25+1.3%-6.6%-16.7%
2/20262026-03-26-10.5%-2.0%+3.9%
11/20252026-01-08+22.3%+2.6%+7.3%
8/20252025-10-16+2.1%+3.7%+10.0%
5/20252025-06-23-12.9%+1.6%-0.7%
2/20252025-03-20-14.5%-1.6%+2.1%

12 reports, quarters ending 8/2023 to 5/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Commercial Metals Company earnings date?

The next Commercial Metals Company (CMC) earnings report is expected Mon, January 11 (estimated). This is an estimate based on past reporting dates, not a confirmed date.

Does Commercial Metals Company (CMC) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 4 of them (33%). The average move on earnings day was ±2.7%.

Does Commercial Metals Company react more to the earnings numbers or to guidance?

In 5 of the last 11 reports (45%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Commercial Metals Company stock fall even when earnings are good?

Yes. In 2 of the last 12 reports, Commercial Metals Company fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Commercial Metals Company stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.