NYSE$CNM

Core & Main Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Core & Main reported Q2 2025, revenue of $2.09B, net income of $134M, diluted EPS of $0.70.

For Q2 2025, Core & Main reported revenue of $2.09B, net income of $134M, diluted EPS was $0.70. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $2.09B.
  • Net income $134M.
  • Diluted EPS $0.70.

Headline financials

Total Revenue

$2.09B

Previous: $1.96B+6.6%
EPS (adj)

$0.70

Previous: $0.61+14.8%
Gross Profit Margin

26.4%

No prior period
SG&A Expenses

$336M

No prior period
Interest Expense

$44M

No prior period
Adjusted EBITDA

$295M

No prior period
Net Cash from Ops (Q3 only)

$220M

No prior period
Diluted EPS Growth

5.0%

No prior period
Share Repurchases

$10M

No prior period
Net Debt

$1.48B

No prior period
Free Cash Flow

$134M

Previous: $119M+12.6%
Net Income

$134M

Previous: $119M+12.6%
Operating Income

$213M

Previous: $204M+4.4%
Gross Profit

$560M

Previous: $518M+8.1%
Cash & Equivalents

$25M

Previous: $13M+92.3%
Total Assets

$6.31B

Previous: $6.1B+3.4%

Revenue & EPS history

Core & Main · Revenue · Quarterly

$2.09B

Q2 2025+6.6%vs Q2 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.2%

Avg return

Earnings day

-1.3%

Avg return

5 days after

+1.3%

Avg return

30 days after

68%

13 / 19 earnings

Positive

+14.4%

Q3 2024

Best reaction

-25.4%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+0.9%-7.6%
Q4 2025+2.5%+6.0%
Q3 2025+2.1%+11.0%+9.1%
Q2 2025-25.4%-26.9%-23.4%
Q1 2025+1.0%+4.9%+11.5%
Q4 2024-0.2%-2.3%+5.6%
Q3 2024+14.4%+11.5%+6.3%
Q2 2024-18.8%-18.1%-8.1%
Q1 2024-11.6%-15.3%-12.8%
Q4 2023+9.5%+14.8%+7.7%
Q3 2023+3.1%+5.4%+8.3%
Q2 2023-5.7%-4.3%-3.9%
Q1 2023+5.8%+2.9%+11.8%
Q4 2022+5.5%+8.3%+22.2%
Q3 2022-3.5%-3.4%+4.2%
Q2 2022+1.0%-5.0%-6.7%
Q1 2022+3.7%-4.3%-2.0%
Q3 2021+7.5%+1.1%-2.8%
Q2 2021+3.7%-3.7%-5.1%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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