NYSE$CNM

Core & Main Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Core & Main reported Q3 2025, net income of $143M, diluted EPS of $0.72.

For Q3 2025, Core & Main reported net income of $143M, diluted EPS was $0.72. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Net income $143M.
  • Diluted EPS $0.72.
  • Core & Main highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$2.06B

Previous: $2.04B+1.2%
EPS (adj)

$0.72

Previous: $0.69+4.3%
Gross Profit Margin

27.2%

No prior period
SG&A Expenses

$295M

No prior period
Interest Expense

$30M

No prior period
Adjusted EBITDA

$274M

No prior period
Net Cash from Ops (Q3 only)

$271M

No prior period
Diluted EPS Growth

4.3%

No prior period
Adj. EPS Growth

3.5%

No prior period
Share Repurchases

$50M

No prior period
Net Debt

$2.08B

No prior period
Free Cash Flow

$137M

No prior period
Net Income

$137M

Previous: $112M+22.3%
Operating Income

$220M

Previous: $217M+1.4%
Gross Profit

$561M

Previous: $494M+13.6%
Cash & Equivalents

$89M

No prior period
Total Assets

$6.3B

No prior period

Revenue & EPS history

Core & Main · Revenue · Quarterly

$2.06B

Q3 2025+1.2%vs Q3 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The release discusses Core & Main's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Core & Main cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter 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 Q3 2025

Historical avgQ3 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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