Commercial Metals Company (NYSE:CMC) Q2 2026 Earnings call March 26, 2026 11:00 AM ET Company ParticipantsAlbert Realini - VP of Equity ResearchAndrew Jones - Executive DirectorBill Peterson - Equity ResearchPaul Lawrence - SVP and CFOPeter Matt - President and CEOSathish Kasinathan - VPTristan Gresser - Head of Steel Equity ResearchConference Call ParticipantsKatja Jancic - Equity Research AnalystOperatorHello, and welcome everyone to the fiscal 2026 second quarter earnings call for CMC. Joining me on toda ...

Commercial Metals Company (NYSE:CMC) Q2 2026 Earnings call March 26, 2026 11:00 AM ET Company ParticipantsAlbert Realini - VP of Equity ResearchAndy Jones - Executive DirectorBill Peterson - Equity ResearchPaul Lawrence - SVP and CFOPeter Matt - President and CEOSathish Kasinathan - VPTristan Gresser - Head of Steel Equity ResearchConference Call ParticipantsKatja Jancic - Equity Research AnalystOperatorHello, and welcome everyone to the Fiscal 2026 Second Quarter earnings call for CMC. Joining me on today' ...

Commercial Metals Company (NYSE:CMC) Q2 2026 Earnings call March 26, 2026 11:00 AM ET Speaker4Hello, and welcome everyone to the fiscal 2026 second quarter earnings call for CMC. Joining me on today's call are Peter Matt, CMC's President and Chief Executive Officer, and Paul Lawrence, Senior Vice President and Chief Financial Officer. Today's materials, including the press release and supplemental slides that accompany this call can be found on CMC's investor relations website. Today's call is being recorde ...

Financial Performance - Q3 Net Earnings reached $83.1 million[16] - Q3 Adjusted Earnings amounted to $84.4 million[16] - Q3 Core EBITDA was $204.1 million, with a Core EBITDA Margin of 10.1%[16] - Last 12 Months ROIC stood at 6.5%[16] Strategic Initiatives & Outlook - The company is executing a strategy to enhance its financial profile, exceeding targeted benefits from the Transform, Advance, Grow (TAG) program[15] - North American segment results improved sequentially, with steel product margins inflecting upward[15] - The company anticipates consolidated financial results in Q4 2025 to improve from Q3 levels, with higher margins over scrap on steel products in North America[41] Emerging Businesses Group (EBG) - EBG's L12M adjusted EBITDA was $130 million, with an EBITDA margin of 18%[37] - EBG contributed 15% of the company's total segment EBITDA[37] - Q3 net sales for EBG were up 4.7% year-over-year, while adjusted EBITDA increased by 7.0%[41] Europe Steel Group - Europe Steel Group exceeded breakeven performance during the quarter, with green shoots continuing to emerge[15] - Shipments for Europe Steel Group were up by 20.9% on a year-over-year basis[41]