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CMC Commercial Metals Co.

Materials, filed as COMMERCIAL METALS CO (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 2 Owners
  • Max 0.0%
  • $26M
  • 1 new 1 add

In 2026 Q2 Farallon Capital Management opened a position in Commercial Metals, and First Eagle Investment Management added.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (First Eagle Investment Management). Not free-float ownership.

  1. First Eagle Investment Manage... Add 0.04%
  2. Farallon Capital Management New 0.02%

Who owns CMC

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.04%, was 0.03% Add +22.7% 350,366 $22M History
Farallon Capital Management 0.02% New 0.02% 67,000 $4.2M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CMC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CMC insider trades
  • $754K bought by 3 insiders
  • $2.4M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. John R McPherson Director
    Buy
    $100K 1,390 shares at $71.92 +6.8% to stake
    Traded Aug 13 Filed Aug 14
    ↗
  2. Peter R Matt CEO
    Buy
    $504K 8,230 shares at $61.30 +4.7% to stake
    Traded Jul 10 Filed Jul 13
    ↗
  3. Jennifer J Durbin Fmr. Chief HR & Comm. Officer
    Sale
    $2M 25,050 shares at $79.97 32% of stake
    Traded Feb 3 Filed Feb 4
    ↗
  4. Dennis V Arriola Director
    Buy
    $149K 2,000 shares at $74.69 +28% to stake
    Traded Jan 20 Filed Jan 22
    ↗
  5. Brian N. Halloran SVP, N. America Steel Group
    Sale
    $373K 6,232 shares at $59.87 9.7% of stake
    Traded Oct 31, 2025 Filed Nov 4, 2025
    ↗
  6. John R McPherson Director
    Buy
    $100K 1,722 shares at $58.09 +34% to stake
    Traded Oct 20, 2025 Filed Oct 21, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 53 stock grants, 29 share withholdings for taxes, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 7 shown.

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 11 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $8.8B $7.93B $7.8B $9.39B
Gross profit * $1.81B $1.36B $1.22B $1.75B
Gross margin * 20.6% 17.1% 15.6% 18.6%
Net income $859.76M $485.49M $84.66M $655.85M
Net margin * 9.8% 6.1% 1.1% 7.0%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.14B $3.29B $3.49B $3.81B
Total non-current assets * $3.49B $3.53B $3.68B $6.45B
Total assets $6.64B $6.82B $7.17B $10.26B
Total current liabilities $0.844B $0.835B $1.26B $1.63B
Total non-current liabilities * $1.67B $1.68B $1.72B $3.93B
Total equity $4.12B $4.3B $4.19B $4.7B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.34B $0.9B $0.715B $1.06B
Cash from investing -$0.835B -$0.323B -$0.347B -$3.06B
Cash from financing -$0.599B -$0.314B -$0.183B $1.74B
Net change in cash -$83.53M $263.84M $186.35M -$267.05M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.