CN
Core & Main Inc. Class A
CNM · Core & Main Inc. Class A · Consumer Discretionary
Up next day
6/12
50%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±2.0%
typical swing on earnings
Price when beating
+2.0%
avg over 3 beats
Biggest single move
+7.1%
'25.11 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 1 of 3 beats (33%)
Reaction is erratic and hard to predict
Avg +2.0% on a beat, +0.3% on a miss
vs Consumer Discretionary sector avg (201 peers)
This
+0.7%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
2xBeat but fell
Even a beat sells off if guidance disappoints
5xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Sep 8Before open
'26.8 expectedEst. EPS $0.79
Quarter ended 5/2026
Reported 2026-06-10
Next-day move
+1.3%
After 5 days -6.1%
vs Consensus$0.57→$0.56-0.5% miss
EPS
$0.56
YoY +6%
Revenue
$1.9B
YoY -0%
Next-Q guidance
—
N/A
Price around earnings
Earnings trend · last 12 quarters
EPS$0.56YoY +6%
'23.7'26.5
Revenue$1.9BYoY -0%
'23.7'26.5
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
6x50%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
6x50%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 6 of 12q (50%)
Community · CNM
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