CNM · Core & Main, Inc.

Summary

Core & Main, Inc. announced fiscal 2025 fourth quarter and full-year results ended February 1, 2026, with Q4 net sales of $1,581 million and full-year net sales of $7,647 million, alongside increases in net income, diluted EPS, and gross profit margins. The company provided fiscal 2026 outlook and disclosed $155 million in share repurchases during the year.

Key takeaways

• Fiscal 2025 Q4 net sales $1,581 million, decreased 6.9% from $1,698 million in prior-year Q4
• Fiscal 2025 full-year net sales $7,647 million, increased 2.8% from $7,441 million in fiscal 2024
• Fiscal 2025 Q4 net income $73 million, increased 9.0%; diluted EPS $0.37, increased 12.1%
• Fiscal 2025 full-year net income $462 million, increased 6.5%; diluted EPS $2.31, increased 8.5%
• Adjusted EBITDA fiscal 2025 $931 million, up 0.1% from fiscal 2024; Q4 $167 million, down 6.7%
• Deployed $155 million to repurchase 3.2 million shares in fiscal 2025; additional $39 million for 0.8 million shares post-year-end
• Fiscal 2026 outlook: net sales $7,800-$7,900 million; Adjusted EBITDA $950-$980 million