Core Insights - Commercial Metals (CMC) is experiencing solid improvement in earnings estimates, which may lead to continued short-term price momentum [1][2] - Analysts show growing optimism regarding CMC's earnings prospects, correlating estimate revisions with stock price movements [2][3] Estimate Revisions - Current-quarter earnings estimate is $1.33 per share, reflecting a significant increase of +411.5% year-over-year, with a 29.76% rise in the Zacks Consensus Estimate over the last 30 days [6] - For the full year, the expected earnings are $7.34 per share, indicating a year-over-year change of +134.5%, with a 19.72% increase in the consensus estimate due to favorable revisions [7][8] Zacks Rank - CMC has achieved a Zacks Rank 2 (Buy), indicating strong agreement among analysts on upward earnings estimate revisions, which historically leads to outperformance compared to the S&P 500 [9] - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have shown significant outperformance, with Zacks 1 stocks averaging a +25% annual return since 2008 [3][9] Market Performance - The stock has gained 8.4% over the past four weeks, driven by solid estimate revisions and positive earnings growth prospects [10]

Core Insights - Commercial Metals Company (CMC) and Nucor Corporation (NUE) are leading steel producers in the U.S. with strong domestic operations and similar business models, benefiting from a recovery in steel prices [1] Group 1: Commercial Metals Company (CMC) - CMC reported revenues of $2.12 billion in Q1 of fiscal 2026, reflecting an 11% year-over-year growth driven by demand in the North America Steel Group and Construction Solutions Group, though partially offset by weak market conditions in Europe [2] - The company achieved earnings per share of $1.84 in the quarter, a significant year-over-year increase of 142%, surpassing Zacks Consensus Estimates for earnings and revenues [3] - CMC completed two major acquisitions in December 2025, which are expected to enhance results in Q2 of fiscal 2026 and position the company as a leading player in the Mid-Atlantic and Southeastern regions [4] - The company anticipates operational synergies of $25-$30 million from the acquisitions by year three, although it will incur acquisition-related expenses in Q2 of fiscal 2026 [5] - CMC launched the Transform, Advance, Grow Program in September 2024, aiming for an annualized EBITDA benefit of $150 million for fiscal 2026 [6] Group 2: Nucor Corporation (NUE) - NUE reported revenues of $7.69 billion in Q4 of 2025, an 8.6% year-over-year increase, with steel mill sales totaling 4,602,000 tons, up 0.5% year-over-year [7] - The company expects earnings to rise across all segments in Q1 of 2026, particularly in the Steel Mills segment due to higher volumes and prices [8] - NUE is executing growth projects to meet significant end-market demand, supported by a healthy order backlog and recent acquisitions aimed at expanding its product offerings [10][11] Group 3: Financial Estimates and Performance - The Zacks Consensus Estimate for CMC's fiscal 2026 earnings is $7.34 per share, indicating a year-over-year growth of 134.5%, while the 2027 estimate suggests a slight dip of 1.5% [12] - For NUE, the fiscal 2026 earnings estimate is $11.51 per share, reflecting a year-over-year jump of 49.3%, with a 2027 estimate of $13.79 indicating growth of 19.8% [13] - CMC's stock has gained 56.3% over the past year, outperforming NUE's 44.7% increase [14] - CMC is trading at a forward 12-month earnings multiple of 10.49X, lower than its five-year median, while NUE is at 14.86X, higher than its five-year median [16] Group 4: Investment Outlook - Both CMC and NUE are well-positioned to benefit from the recovery in steel prices, but CMC has shown stronger price performance and a more attractive valuation, making it a potentially smarter investment choice [18] - CMC currently holds a Zacks Rank 2 (Buy), while NUE has a Zacks Rank 3 (Hold) [19]

IRVING, Texas, Jan. 27, 2026 /PRNewswire/ -- CMC (NYSE: CMC) today announced it has been named one of Corporate Knights' 2026 Global 100 Most Sustainable Corporations, marking the company's first inclusion on the prestigious list. Published annually by Corporate Knights, the Global 100 recognizes the world's most sustainable publicly traded companies with revenues exceeding $1 billion. Companies are ranked based on the strength and growth of sustainability-aligned investments and revenues.  In addition to ...

Core Insights - Commercial Metals Company (CMC) completed two significant acquisitions in December 2025, acquiring Concrete Pipe and Precast, LLC ("CP&P") and Foley Products Company for a total of $2.5 billion [1][8] Group 1: Acquisitions and Financial Impact - The acquisition of CP&P is expected to create a scalable platform for CMC in a fragmented industry with strong profit margins, providing a long-term growth opportunity [1] - CP&P is projected to be immediately accretive to CMC's earnings per share and free cash flow, with annual run-rate synergies expected between $5 million and $10 million by the third year [2] - The addition of Foley and CP&P will generate operational annual run-rate synergies of $25 million to $30 million by year three, with further synergies anticipated in subsequent years [4] Group 2: Market Position and Performance - The acquisitions will enhance CMC's presence in the Mid-Atlantic and Southeastern regions, establishing one of the largest precast concrete platforms in the U.S. [4] - CMC's shares have increased by 53.2% over the past year, compared to the industry's growth of 59.6% [7] - The Zacks Consensus Estimate for CMC's fiscal 2026 sales is projected at $8.89 billion, reflecting a 13.9% year-over-year increase, while earnings are expected to rise by 134.5% to $7.34 per share [10] Group 3: Future Outlook - CMC anticipates that the acquisitions will support results in the second quarter of fiscal 2026, despite incurring acquisition-related expenses [3][8] - The Zacks Consensus Estimate for fiscal 2027 sales implies a 5.7% year-over-year growth, while earnings estimates suggest a slight dip of 1.5% [12]

Core Viewpoint - Value investing remains a preferred strategy for identifying strong stocks, utilizing fundamental analysis to find undervalued companies [2] Company Overview - Commercial Metals (CMC) is currently rated with a Zacks Rank 2 (Buy) and has a Value grade of A, indicating strong potential as a value stock [4] - CMC's current P/E ratio is 12.16, which is lower than the industry average of 12.50, suggesting it may be undervalued [4] - The stock's Forward P/E has fluctuated between a high of 18.74 and a low of 9.50 over the past 52 weeks, with a median of 11.89 [4] Valuation Metrics - CMC has a P/B ratio of 1.59, which is favorable compared to the industry average P/B of 2.07, indicating solid valuation [5] - Over the past year, CMC's P/B ratio has ranged from a high of 1.80 to a low of 1.10, with a median of 1.42 [5] - The P/CF ratio for CMC is 20.49, which is lower than the industry average of 21.47, further supporting the notion of undervaluation [6] - CMC's P/CF has varied from a high of 21.06 to a low of 7.76 over the past year, with a median of 14.56 [6] Investment Outlook - The combination of favorable valuation metrics and a strong earnings outlook positions CMC as one of the market's strongest value stocks [7]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Commercial Metals (CMC) - CMC currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - CMC shares have increased by 2.7% over the past week, outperforming the Zacks Steel - Producers industry, which rose by 2.01% [5] - Over the past month, CMC's stock price has changed by 9.37%, while the industry average is 13.47% [5] - In the last quarter, CMC shares have risen by 29.17%, and over the past year, they have gained 53.72%, significantly outperforming the S&P 500's increases of 3.46% and 14.89%, respectively [6] Trading Volume - CMC's average 20-day trading volume is 1,194,848 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - Recent earnings estimate revisions for CMC show positive trends, with 2 estimates moving higher and none lower, raising the consensus estimate from $5.81 to $7.37 over the past 60 days [9] - For the next fiscal year, 2 estimates have also increased, with no downward revisions during the same period [9] Conclusion - Given the strong performance metrics and positive earnings outlook, CMC is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a compelling option for investors seeking short-term gains [11]

Core Insights - There is a structural shift in corporate leadership with more women taking on top roles, leading to improved performance in innovation, operational agility, and shareholder returns [2] - Women-led organizations are demonstrating disciplined execution and better capital allocation, reinforcing investor confidence in sustainable business models [2] Group 1: Women Entrepreneurs and Business Growth - The number of women-owned firms grew 44% faster than male-owned businesses from 2019 to 2024, indicating a significant impact on the U.S. business landscape [4] - 56% of women entrepreneurs reported higher revenues in 2025 compared to 2024, with 66% expecting growth in 2026 despite macroeconomic uncertainty [4] - Women entrepreneurs are increasingly accessing growth capital, with 20% utilizing debt and 32% equity funding in the past year [4] Group 2: Funding Challenges - Women-led startups receive only about 2% of venture capital funding in the U.S. and Europe, highlighting a significant funding disparity [5] - Biases in the investment community contribute to this disparity, with female entrepreneurs often facing risk-focused questions compared to opportunity-focused questions for male entrepreneurs [5] Group 3: Investment Opportunities in Women-Led Companies - Companies like The Estee Lauder Companies Inc. (EL), Commercial Metals Company (CMC), Arista Networks, Inc. (ANET), and FuelCell Energy, Inc. (FCEL) exemplify strong leadership and strategic vision, making them attractive investment opportunities [7] - Estee Lauder Companies reported net sales of $3.48 billion, up 4% year over year, with adjusted earnings per share rising to 32 cents from 14 cents [12] - Commercial Metals Company reported net earnings of $177.3 million on net sales of about $2.1 billion, marking a significant improvement from a net loss in the prior-year period [14] - Arista Networks reported revenue of approximately $2.308 billion, up about 27.5% year over year, with non-GAAP net income of $962.3 million [17] Group 4: Leadership Contributions - Maria Black's leadership at Automatic Data Processing has driven cloud-based HCM innovation and steady revenue growth [3] - Jody Absher at Commercial Metals Company has strengthened governance and legal strategy, contributing to the company's operational success [13][15] - Jayshree V. Ullal's leadership at Arista has transformed the company into a leader in cloud networking, with a focus on innovation and strategic partnerships [16][19] - Karen A. Farrell at FuelCell Energy is enhancing the company's human capital framework, crucial for scaling operations in the clean energy sector [20][22]

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Core Insights - Commercial Metals Company (CMC) reported strong first-quarter fiscal 2026 results, with year-over-year increases in revenue and earnings, surpassing Zacks Consensus Estimates [1][5][11] - CMC shares have increased by 51.6% over the past year, outperforming the industry and broader market indices [1][3] Financial Performance - CMC achieved revenues of $2.12 billion, reflecting an 11% year-over-year growth, driven by demand in the North America Steel Group and Construction Solutions Group [7] - Earnings per share surged by 142% year-over-year to $1.84, exceeding the Zacks Consensus Estimate of $1.55 [11] - North America Steel margins reached multi-year highs, while Europe Steel Group faced challenges, with adjusted EBITDA margins dropping from 12.3% to 4.4% due to import impacts [8][9] Strategic Acquisitions - CMC completed two acquisitions in December 2025, which are expected to support results in Q2 fiscal 2026 despite incurring acquisition-related expenses [13][14] - The acquisitions are projected to generate annual run-rate synergies of $25-$30 million by year three [18] Market Position and Outlook - The Zacks Consensus Estimate for fiscal 2026 sales is $8.54 billion, indicating a 9.6% year-over-year increase, with earnings expected to rise by 127.5% to $7.12 per share [15] - CMC's long-term growth strategy includes the Transform, Advance, Grow Program, aiming for an annualized EBITDA benefit of $150 million in fiscal 2026 [18] Valuation and Investment Consideration - CMC's valuation is considered attractive compared to peers, with a strong stock performance and improved fiscal results [20][23] - The company holds a Zacks Rank 1 (Strong Buy), suggesting it may be a favorable time to consider adding CMC stock to investment portfolios [23]

Core Viewpoint - The article emphasizes the importance of identifying growth stocks with strong financial growth potential, highlighting Commercial Metals (CMC) as a recommended stock due to its favorable growth metrics and Zacks Rank [2][9]. Earnings Growth - Commercial Metals has a historical EPS growth rate of 0.4%, but its projected EPS growth for this year is expected to be 127.4%, significantly surpassing the industry average of 84.5% [4]. Asset Utilization Ratio - The company has an asset utilization ratio (sales-to-total-assets ratio) of 1.06, indicating it generates $1.06 in sales for every dollar in assets, which is higher than the industry average of 0.9, showcasing better efficiency [5]. Sales Growth - Commercial Metals is projected to achieve a sales growth of 9.6% this year, compared to the industry average of 4.9%, indicating strong sales performance [6]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Commercial Metals, with the Zacks Consensus Estimate for the current year increasing by 0.9% over the past month, suggesting favorable market sentiment [7]. Overall Positioning - With a Growth Score of B and a Zacks Rank of 1, Commercial Metals is well-positioned for outperformance, making it an attractive option for growth investors [9].