Commercial Metals Q4 FY2026 earnings: EPS $1.91, adjusted $2.09 as core EBITDA jumps 35% to $393.7 million

Commercial Metals reported fiscal fourth-quarter net earnings of $212.5 million, or $1.91 a diluted share, and adjusted earnings of $233.6 million, or $2.09 a share, for the period ended Aug. 31, the steel and construction products company said Thursday.

Net sales were about $2.66 billion, up 25.7% from a year earlier. Consolidated core EBITDA rose 35.1% to $393.7 million, and the core EBITDA margin widened 100 basis points to 14.8%.

Shares were up about 3.2% near $65.29 in Thursday morning trading.

For full fiscal 2026, net earnings were $655.8 million. Consolidated core EBITDA increased to $1.4 billion from $837.3 million in fiscal 2025, with the core EBITDA margin up 380 basis points to 14.5%. Management credited North America Steel Group growth, acquired precast operations, and Transform, Advance, Grow (“TAG”) initiatives. Net leverage adjusted for acquisitions fell below the company’s 2x target, according to the release.

CEO Peter Matt said residential softness weighed on precast in the quarter even as backlogs remained near record levels. Directors declared a quarterly dividend of $0.20 a share, payable Nov. 11 to holders of record Oct. 28, marking the 248th consecutive quarterly payment, the company said.

By the numbers

• Q4 net sales: about $2.66 billion (+25.7% year over year)
• Q4 diluted EPS: $1.91; adjusted EPS: $2.09
• Q4 core EBITDA: $393.7 million (+35.1%); margin 14.8%
• FY2026 net earnings: $655.8 million; core EBITDA: $1.4 billion
• Quarterly dividend: $0.20 (pay Nov. 11; record Oct. 28)

Sources

1. Commercial Metals Company, Form 8-K (Items 2.02, 7.01, 9.01), Exhibit 99.1 earnings release, filed Oct. 15, 2026, accession 0000022444-26-000053

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