Stocks Consumer discretionary CNM
NYSE · Consumer discretionaryCore & Main, Inc. (CNM)
Core & Main, Inc. brought in $7.7B of revenue over the twelve months to August 2, 2026, down 0.5% from a year earlier. Net income was $459M, a net margin of 6.0%. Operating cash flow minus capital spending left $604M of free cash flow in fiscal 2026. At August 2, 2026 it held $312M in cash against $2.4B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 9, 2026.
Key facts about Core & Main, Inc.
- Net worth
- Core & Main, Inc. has a market value (market cap) of $9.2B at the latest share price, and shareholders' equity of $2B on its balance sheet at August 2, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $7.6B (+2.8% year on year), with net income of $441M. Over the 12 months to August 2, 2026: revenue $7.7B, net income $459M.
- Cash flow
- In fiscal 2026 operations brought in $650M of cash; after $46M of capital spending, free cash flow was $604M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 9, 2026 and covers the period to August 2, 2026. Open on SEC EDGAR
- Next earnings report
- Core & Main, Inc.'s next report is expected around December 8, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Core & Main, Inc. does
Core & Main, Inc. is registered with the SEC under industry code SIC 5099 (Wholesale-Durable Goods, NEC). Its shares trade on NYSE under the ticker CNM.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $7.6B | $441M | $2.31 | $604M |
| 2025 | $7.4B | $411M | $2.13 | $586M |
| 2023 | $6.7B | $371M | $2.15 | $1B |
| 2022 | $6.7B | $366M | $2.13 | $376M |
| 2021 | $5B | $166M | $0.55 | -$51M |
| 2021 | $3.6B | $37M | n/a | $202M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where CNM ranks in Consumer discretionary
Latest SEC filings
What Core & Main, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Passive stake (5% or more) SCHEDULE 13G
- September 9, 2026Quarterly report 10-Q · period to August 2, 2026Revenue rose 2.5% to $2.1B versus the same quarter last year; diluted EPS $0.77 versus $0.70.
- September 9, 2026
- July 2, 2026
- June 25, 2026Other event 8-K
- June 23, 2026
- June 22, 2026Other event 8-K
- June 10, 2026Quarterly report 10-Q · period to May 3, 2026Revenue was flat at $1.9B versus the same quarter last year; diluted EPS $0.57 versus $0.52.
- June 10, 2026
- May 14, 2026Passive stake (5% or more) SCHEDULE 13G
What is CNM worth? A DCF from its reported cash flow
Insider trades
What the people running Core & Main, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 1 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 16, 2026 | Witkowski Mark RChief Executive Officer, Director | Gave as a gift | 19,596 | - |
| August 4, 2026 | Harper Carla DSenior VP, Human Resources | Shares withheld for tax | 242 | $11.2K |
| July 22, 2026 | Huebert Michael G.President | Shares withheld for tax | 1,301 | $56.9K |
| July 6, 2026 | Hope James DDirector | Bought | 2,067 | $95.1K |
| June 23, 2026 | Buck Robert MDirector | Received as pay | 2,799 | - |
| June 23, 2026 | Kimbrough Orvin TDirector | Received as pay | 2,799 | - |
| June 23, 2026 | Gipson Dennis GDirector | Received as pay | 2,799 | - |
| June 23, 2026 | Amirthalingam BhavaniDirector | Received as pay | 2,799 | - |
Who owns CNM
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 7.3% | November 5, 2026 |
| Capital World Investors13G, passive | 6.2% | May 14, 2026 |
| Vanguard Capital Management13G, passive | 5.26% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 453 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 18,357,688 | -848,336 |
| Capital World Investors | 11,473,053 | -98,339 |
| Fmr LLC | 8,959,133 | +3,555,754 |
| Vanguard Capital Management LLC | 8,517,598 | +51,773 |
| Vanguard Portfolio Management LLC | 8,251,721 | +432,182 |
| First Trust Advisors LP | 6,248,855 | +118,015 |
| Morgan Stanley | 6,040,241 | +604,561 |
| State Street Corp | 5,908,053 | +128,276 |
| Select Equity Group, L.P. | 5,840,259 | -1,413,948 |
| Royal London Asset Management Ltd | 5,488,673 | -264,028 |
| Pictet Asset Management Holding SA | 4,962,910 | -1,551,757 |
| D. E. Shaw & Co., Inc. | 4,578,348 | +734,976 |
| Impax Asset Management Group plc | 4,203,618 | +1,352,251 |
| Amundi | 3,846,527 | +795,962 |
| Geode Capital Management, LLC | 3,576,939 | -174,191 |
| Jupiter Topco LLC | 3,409,409 | new |
| Point72 Asset Management, L.P. | 3,079,063 | +237,815 |
| Dimensional Fund Advisors LP | 2,805,308 | +144,286 |
| Camrose Capital Investment Partners LLP | 2,504,211 | +236,603 |
| Nordea Investment Management AB | 2,488,658 | new |
Insiders
18 insiders reported holding 331,783 shares in total, about $15.7M at the last price.
| Holder | Shares |
|---|---|
| LeClair Stephen OExecutive Chair, Director | 66,136 |
| Witkowski Mark RChief Executive Officer, Director | 31,523 |
| Cowles Bradford APresident | 25,491 |
| Huebert Michael G.President | 24,036 |
| Amirthalingam BhavaniDirector | 17,955 |
| Stephens John WeldonChief Accounting Officer | 17,374 |
| Mazzarella Kathleen MDirector | 16,757 |
| Newman MargaretDirector | 16,757 |
| Gipson Dennis GDirector | 16,757 |
| Kimbrough Orvin TDirector | 16,757 |
Questions about CNM
What does Core & Main, Inc. do?
Core & Main, Inc. is a company in the Consumer discretionary sector, listed on NYSE as CNM. Its shares trade on NYSE under the ticker CNM.
What is Core & Main, Inc.'s net worth?
Core & Main, Inc. has a market value (market cap) of $9.2B at the latest share price, and shareholders' equity of $2B on its balance sheet at August 2, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Core & Main, Inc. profitable?
Yes. Over the twelve months to August 2, 2026 it reported net income of $459M on revenue of $7.7B, a net margin of 6.0%.
How much revenue does Core & Main, Inc. make?
Over the twelve months to August 2, 2026 Core & Main, Inc. reported revenue of $7.7B. That is 0.5% less than a year earlier.
When did Core & Main, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on September 9, 2026. It covers the period to August 2, 2026. Its newest filing of any kind is the passive stake (5% or more) from November 5, 2026.
When is Core & Main, Inc.'s next earnings report?
Core & Main, Inc.'s next report is expected around December 8, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Core & Main, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.