Commercial Metals Company (CMC)

In the past six months, Commercial Metals Co. (CMC) stock price has seen significant movement. As of January 9, 2026, the share price was $72.46, representing an increase of 54.53% from January 10, 2025. The stock has risen by 0.10% compared to the previous week and 2.08% over the last month, with a 59.60% increase over the last year. Key events impacting the stock include Q1 Fiscal 2026 Earnings Beat, acquisition-related expenses, litigation expense from the prior year, and analyst upgrades and price target increases.

Commercial Metals Co. experiences demand seasonality for its products and services, primarily influenced by construction cycles and weather patterns. The company anticipates typical seasonal slowdowns in its key markets, particularly in the second fiscal quarter (December-February), which can lead to a modest decline in core EBITDA. Strong domestic market demand and the integration of recently acquired precast businesses are expected to partially offset these seasonal impacts. Management expects metal margins to remain stable due to strong demand absorption and sustainable operational initiatives.

Commercial Metals Company (CMC), based in Irving, Texas, is a global leader in sustainable solutions for early-stage construction, operating in the metals and steel industry. Founded in 1915, CMC has evolved into a vertically integrated enterprise encompassing scrap metal recycling, steel manufacturing, and fabrication services. The company produces long steel products and provides downstream distribution of metals and related services. CMC utilizes energy-saving electric arc furnace (EAF) technology and has pioneered micro-mill technology. Recently, CMC expanded into concrete with the acquisition of Foley Products and Concrete Pipe & Precast.

CMC has a global presence with facilities across the United States, Europe (including the United Kingdom and the European Union, specifically Poland), and Asia. As of fiscal year 2025, the company operated 212 facilities across the United States and Poland. In fiscal year 2023, 84% of its sales were in the United States and 16% were from its facilities in Poland.

In the past year, Commercial Metals Co. has maintained a positive brand reputation, particularly in areas of corporate responsibility and sustainability. CMC was recognized on Newsweek's America's Most Responsible Companies list for the fourth consecutive year in 2026. The company published its 2025 sustainability report in December 2025, reaffirming its industry-leading environmental performance. In December 2025, CMC applauded a preliminary ruling by the Department of Commerce recognizing that rebar originating from Algeria had been unfairly dumped into the United States market.

Commercial Metals Company's stock ownership is predominantly held by institutional investors, who own approximately 87% of the shares. Major institutional shareholders include BlackRock, Inc., The Vanguard Group, Inc., Dimensional Fund Advisors Lp, and State Street Corp. Public/retail investors hold about 12.64% of the shares, while corporate insiders own around 0.46%.