CNM · Core & Main, Inc. · Earnings Call Transcripts & Audio
$41.92
-2.14 (-4.86%)
At close · Sep 9
Earnings today
Market Cap
$8.53B
Shares
193.52M
Core & Main, Inc. Earnings Call Transcripts
Quarterly earnings calls for Core & Main, Inc. (CNM), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲29.4%
$1.82B
$111.00M
'23 Q3
22-12-13
▲10.3%
$1.37B
$54.00M
'23 Q4
23-03-28
▼1.5%
$1.57B
$86.00M
'24 Q1
23-06-06
▲0%
$1.86B
$110.00M
'24 Q2
23-09-06
▲0.5%
$1.83B
$112.00M
'24 Q3
23-12-05
▲4.8%
$1.44B
$63.00M
'24 Q4
24-03-19
▲10.6%
$1.74B
$95.00M
'25 Q1
24-06-04
▲5.5%
$1.96B
$119.00M
'25 Q2
24-09-04
▲11.5%
$2.04B
$133.00M
'25 Q3
24-12-03
▲17.9%
$1.70B
$64.00M
'25 Q4
25-03-25
▲9.8%
$1.91B
$100.00M
'26 Q1
25-06-10
▲6.6%
$2.09B
$134.00M
'26 Q2
25-09-09
▲1.2%
$2.06B
$137.00M
'26 Q3
25-12-09
▼6.9%
$1.58B
$70.00M
'26 Q4
26-03-24
LATEST
▼0.1%
$1.91B
$108.00M
'27 Q1
26-06-10
Earnings call
FY27 · Q2
2026-09-09
Core & Main, Inc. (CNM) Q2 2027 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-06-10
Core & Main, Inc. (CNM) Q1 2027 Earnings Call Transcript
Positive tone
Treatment plant and smart utility solutions
Data center growth opportunity
Greenfield expansion and M&A pipeline
Revenue
$1.91B
▼ 0.1% YoY Diluted EPS
$0.57
▲ 9.6% YoY Gross margin
27.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-03-24
Core & Main, Inc. (CNM) Q4 2026 Earnings Call Transcript
Positive tone
Water infrastructure end markets
Market share and above-market growth
Margin expansion and cost actions
Revenue
$1.58B*
▼ 6.9% YoY Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-12-09
Core & Main, Inc. (CNM) Q3 2026 Earnings Call Transcript
Positive tone
Residential market softness
Gross margin and pricing discipline
Municipal water infrastructure funding
Revenue
$2.06B
▲ 1.2% YoY Diluted EPS
$0.72
▲ 4.3% YoY Gross margin
27.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-09-09
Core & Main, Inc. (CNM) Q2 2026 Earnings Call Transcript
Positive tone
Residential end market softness
Gross margin expansion
Organic and acquisition-driven sales growth
Revenue
$2.09B
▲ 6.6% YoY Diluted EPS
$0.70
▲ 14.8% YoY Gross margin
26.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-06-10
Core & Main, Inc. (CNM) Q1 2026 Earnings Call
Revenue
$1.91B
▲ 9.8% YoY Diluted EPS
$0.52
▲ 6.1% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-03-25
Core & Main, Inc. (CNM) Q4 2025 Earnings Call Transcript
Positive tone
Margin expansion and cost actions
PVC and pricing headwinds
Municipal end market strength
Revenue
$1.70B*
▲ 17.9% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-12-03
Core & Main, Inc. (CNM) Q3 2025 Earnings Call Transcript
Confident tone
Municipal funding and water infrastructure demand
Residential softness and housing affordability
Data center growth opportunity
Revenue
$2.04B
▲ 11.5% YoY Diluted EPS
$0.69
▲ 6.2% YoY Gross margin
26.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-09-04
Core & Main, Inc. (CNM) Q2 2025 Earnings Call Transcript
Positive tone
Acquisitions and Canada Expansion
Gross Margin Expansion
Competitive Environment and Pricing
Revenue
$1.96B
▲ 5.5% YoY Diluted EPS
$0.61
▼ 7.6% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-06-04
Core & Main, Inc. (CNM) Q1 2025 Earnings Call Transcript
Confident tone
Product & Share Gain Initiatives
Greenfield Expansion & Footprint
M&A / Acquisition Pipeline
Revenue
$1.74B
▲ 10.6% YoY Diluted EPS
$0.49
▼ 2% YoY Gross margin
26.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-03-19
Core & Main, Inc. (CNM) Q4 2024 Earnings Call Transcript
Confident tone
Municipal water infrastructure demand
Market share gains and addressable market
Leadership transition
Revenue
$1.44B*
▲ 4.8% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-12-05
Core & Main, Inc. (CNM) Q3 2024 Earnings Call Transcript
Revenue
$1.83B
▲ 0.5% YoY Diluted EPS
$0.65
▲ 0% YoY Gross margin
27.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-09-06
Core & Main, Inc. (CNM) Q2 2024 Earnings Call Transcript
Revenue
$1.86B
▲ 0% YoY Diluted EPS
$0.66
▼ 1.5% YoY Gross margin
26.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-06-06
Core & Main, Inc. (CNM) Q1 2024 Earnings Call Transcript
Revenue
$1.57B
▼ 1.5% YoY Diluted EPS
$0.50
▲ 0% YoY Gross margin
27.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-03-28
Core & Main, Inc. (CNM) Q4 2023 Earnings Call Transcript
Revenue
$1.37B*
▲ 10.3% YoY Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-12-13
Core & Main, Inc. (CNM) Q3 2023 Earnings Call Transcript
Revenue
$1.82B
▲ 29.4% YoY Diluted EPS
$0.65
▼ 64.3% YoY Gross margin
27.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-09-13
Core & Main, Inc. (CNM) Q2 2023 Earnings Call Transcript
Revenue
$1.86B
▲ 43.4% YoY Diluted EPS
$0.67
Gross margin
26.9%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-06-14
Core & Main, Inc. (CNM) Q1 2023 Earnings Call Transcript
Revenue
$1.60B
▲ 51.5% YoY Diluted EPS
$0.50
Gross margin
26.3%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-03-30
Core & Main, Inc. (CNM) Q4 2022 Earnings Call Transcript
Revenue
$1.25B*
Gross margin
26.2%
Rev · 5q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-12-07
Core & Main, Inc. (CNM) Q3 2022 Earnings Call Transcript
Revenue
$1.41B
▲ 38.8% YoY Diluted EPS
$1.82
Gross margin
26.4%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-09-14
Core & Main, Inc. (CNM) Q2 2022 Earnings Call Transcript
Revenue
$1.30B
▲ 35.8% YoY Diluted EPS
$-0.14
Gross margin
25.0%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-04-30
Core & Main, Inc. (CNM) Q1 2022 Earnings Call Transcript
Revenue
$1.05B
Gross margin
24.4%
Rev · 3q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-01-31
Core & Main, Inc. (CNM) Q4 2021 Earnings Call Transcript
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Showing 1–23 of 23 earnings calls
Key facts
CIK
1856525
CUSIP
21874C102
13F (30d)
271 filings
267 filers
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