NYSE$CNM

Core & Main Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Core & Main reported Q4 2025, revenue of $1.58B, net income of $73M, diluted EPS of $0.37.

For Q4 2025, Core & Main reported revenue of $1.58B, net income of $73M, diluted EPS was $0.37. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $1.58B.
  • Net income $73M.
  • Diluted EPS $0.37.

Headline financials

Total Revenue

$1.58B

Previous: $1.7B-6.9%
EPS (adj)

$0.37

Previous: $0.33+12.1%
Net Income

$73M

Previous: $67M+9.0%

Revenue & EPS history

Core & Main · Revenue · Quarterly

$1.58B

Q4 2025-6.9%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year 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 Q4 2025

Historical avgQ4 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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