Here's What Key Metrics Tell Us About Commercial Metals (CMC) Q1 Earnings

For the quarter ended November 2025, Commercial Metals (CMC) reported revenue of $2.12 billion, up 11% over the same period last year. EPS came in at $1.84, compared to $0.78 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2 billion, representing a surprise of +6.18%. The company has not delivered EPS surprise, with the consensus EPS estimate being $1.55.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Commercial Metals performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• North America - Average selling price (per ton) - Raw materials: $900.00 compared to the $889.82 average estimate based on three analysts.
• Europe - Steel products metal margin per ton: $306.00 versus the three-analyst average estimate of $298.77.
• North America - Average selling price (per ton) - Downstream products: $1,236.00 versus the three-analyst average estimate of $1,201.28.
• North America - Average selling price (per ton) - Cost of ferrous scrap utilized per ton: $318.00 versus the three-analyst average estimate of $318.56.
• North America - Average selling price (per ton) - Steel products metal margin per ton: $621.00 compared to the $582.57 average estimate based on three analysts.
• Europe - Steel products (External tons shipped): 362 thousand versus 340.08 thousand estimated by three analysts on average.
• Europe - Steel products - Rebar: 119 thousand compared to the 114.87 thousand average estimate based on three analysts.
• Europe - Steel products - Merchant and other: 243 thousand versus the three-analyst average estimate of 225.21 thousand.
• North America - Steel products (tons shipped): 795 thousand compared to the 809.75 thousand average estimate based on three analysts.
• Net sales from external customers- North America: $1.66 billion versus the three-analyst average estimate of $1.56 billion. The reported number represents a year-over-year change of +9.4%.
• Net sales from external customers- Corporate and Other: $13.32 million versus $11.69 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.7% change.
• Net sales from external customers- Europe: $247.65 million compared to the $233.05 million average estimate based on three analysts. The reported number represents a change of +18.3% year over year.

View all Key Company Metrics for Commercial Metals here>>>

Shares of Commercial Metals have returned +5.3% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

 
Commercial Metals Company (CMC): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research