Dividend raised 11% as Commercial Metals (NYSE: CMC) signals confidence

Rhea-AI Filing Summary

Commercial Metals Company announced that its board of directors has increased the regular quarterly cash dividend to $0.20 per share of common stock, up $0.02, or 11%, from the dividend paid in February 2026.

The dividend, which is the company’s 246th consecutive quarterly payment, will be paid on April 15, 2026 to stockholders of record as of the close of business on April 6, 2026. Management highlighted that the higher dividend reflects confidence in CMC’s cash flow, financial position and business outlook, and its commitment to delivering competitive cash returns alongside value-accretive growth.

Positive

• Dividend increased 11%: Quarterly cash dividend raised to $0.20 per share, up $0.02, or 11%, from the February 2026 payment, enhancing ongoing cash returns to stockholders.
• Strong income continuity: This marks CMC’s 246th consecutive quarterly dividend, reinforcing a long history of regular cash distributions to shareholders.

Negative

• None.

Insights

Equity income analyst

CMC raises its long-running quarterly dividend by 11%, signaling confidence in cash generation.

Commercial Metals Company lifted its regular quarterly dividend to $0.20 per share, an increase of $0.02 or 11% from February 2026. This continues a long track record, marked as the company’s 246th consecutive quarterly dividend.

The move is framed by management as reflecting confidence in cash flow capabilities, financial position and the underlying business outlook. It also underscores a capital allocation approach that balances value-accretive growth with competitive cash distributions to stockholders.

Future disclosures in annual and quarterly reports will show how cash flows, end‑market demand and factors listed in the risk discussion—such as steel pricing, economic conditions and regulatory changes—support the sustainability of this higher dividend level over time.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Understanding 8-K Material Events →

0000022444FALSE00000224442026-03-252026-03-25

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT PURSUANT

TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of report (Date of earliest event reported): March 25, 2026

Commercial Metals Company

(Exact Name of Registrant as Specified in Charter)

Delaware (State or Other Jurisdiction of Incorporation)

1-4304

75-0725338

(Commission File Number)

(IRS Employer Identification No.)

6565 N. MacArthur Blvd.

Irving, Texas

75039

(Address of Principal Executive Offices)

(Zip Code)

(214) 689-4300

(Registrant’s Telephone Number, Including Area Code)

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class

Trading Symbol(s)

Name of Each Exchange on Which Registered

Common Stock, $0.01 par value

CMC

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 8.01 Other Events.

On March 25, 2026, CMC (NYSE: CMC) issued a press release announcing that the board of directors of CMC declared a regular quarterly cash dividend of $0.20 per share of CMC common stock. The dividend will be paid on April 15, 2026, to stockholders of record as of the close of business on April 6, 2026.

A copy of CMC's press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Item 9.01 Financial Statements and Exhibits.
(d)			Exhibits
The following exhibits are being furnished as part of this Current Report on Form 8-K:
99.1			Press Release issued by CMC on March 25, 2026
104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

CMC

Date: March 25, 2026			By: /s/ Paul J. Lawrence
			Name: Paul J. Lawrence
			Title: Senior Vice President and Chief Financial Officer

EXHIBIT 99.1

News Release

CMC ANNOUNCES AN 11% INCREASE IN QUARTERLY DIVIDEND

Irving, Texas - March 25, 2026 - Today, March 25, 2026, the board of directors of CMC (NYSE: CMC) declared a regular quarterly cash dividend of $0.20 per share of CMC common stock, an increase of $0.02, or 11%, from the dividend paid in February 2026. CMC’s 246th consecutive quarterly dividend will be paid on April 15, 2026, to stockholders of record as of the close of business on April 6, 2026.

“This announcement demonstrates the high degree of confidence on the part of management and our board of directors regarding CMC's cash flow capabilities, financial position, and fundamental business outlook,” said Peter R. Matt, President and Chief Executive Officer. “It also reflects our commitment to providing CMC’s stockholders with an attractive level of cash distributions. We are optimistic about the future of CMC, and aim to execute a capital allocation strategy that prioritizes both value-accretive growth and competitive cash returns to stockholders.”

About CMC

CMC is a Fortune 500 company headquartered in Irving, Texas, and a leading provider of early-stage construction solutions that support the foundational phases of modern infrastructure and building projects. Founded in 1915, CMC has grown from a single-site recycling operation to one of the largest U.S. manufacturers of steel reinforcing bar ("rebar"), a leading producer of subgrade soil stabilization and foundation enhancement solutions and a major supplier of concrete pipe and precast products.

Through an extensive manufacturing network primarily located in the United States and Central Europe, with strategic operations in the United Kingdom, Europe and Asia, CMC serves infrastructure, non-residential, residential, industrial and energy markets. While often unseen, CMC’s products are essential to highways, bridges, airports, commercial buildings and other critical structures that support everyday life.

Forward-Looking Statements

This news release contains forward-looking statements within the meaning of the federal securities laws with respect to CMC's cash flow capabilities, financial position, fundamental business outlook and capital allocation strategy. The statements in this release that are not historical statements, are forward-looking statements. These forward-looking statements can generally be identified by phrases such as we or our management "expects," "anticipates," "believes," "estimates," "future," "intends," "may," "plans to," "ought," "could," "will," "should," "likely," "appears," "projects," "forecasts," "outlook" or other similar words or phrases, as well as by discussions of strategy, plans or intentions.

CMC's forward-looking statements are based on management’s expectations and beliefs as of the time this news release was prepared. Although we believe that our expectations are reasonable, we can give no assurance that these expectations will prove to have been correct, and actual results may vary materially. Except as required by law, we undertake no obligation to update, amend or clarify any forward-looking statements to reflect changed assumptions, the occurrence of anticipated or

(CMC Press Release - Page 2)

unanticipated events, new information or circumstances or any other changes. Important factors that could cause actual results to differ materially from our expectations include those described in our filings with the Securities and Exchange Commission, including, but not limited to, in Part I, Item 1A, "Risk Factors" of our annual report on Form 10-K for the fiscal year ended August 31, 2025, as well as the following: changes in economic conditions which affect demand for our products or construction activity generally, and the impact of such changes on the highly cyclical steel industry; rapid and significant changes in the price of metals, potentially impairing our inventory values due to declines in commodity prices or reducing the profitability of downstream contracts within our vertically integrated steel operations due to rising commodity pricing; excess capacity in our industry, particularly in China, and product availability from competing steel mills and other steel suppliers including import quantities and pricing; the impact of additional steelmaking capacity expected to come online from a number of ongoing electric arc furnace projects in the U.S.; the impact of geopolitical conditions, including political turmoil and volatility, regional conflicts, terrorism and war on the global economy, inflation, energy supplies and raw materials; increased attention to environmental, social and governance ("ESG") matters, including any targets or other ESG, environmental justice or regulatory initiatives; operating and startup risks, as well as market risks associated with the commissioning of new projects could prevent us from realizing anticipated benefits and could result in a loss of all or a substantial part of our investments; impacts from global public health crises on the economy, demand for our products, global supply chain and on our operations; compliance with and changes in existing and future laws, regulations and other legal requirements and judicial decisions that govern our business, including increased environmental regulations associated with climate change and greenhouse gas emissions; involvement in various environmental matters that may result in fines, penalties or judgments; evolving remediation technology, changing regulations, possible third-party contributions, the inherent uncertainties of the estimation process and other factors that may impact amounts accrued for environmental liabilities; potential limitations in our or our customers' abilities to access credit and non-compliance with their contractual obligations, including payment obligations; activity in repurchasing shares of our common stock under our share repurchase program; financial and non-financial covenants and restrictions on the operation of our business contained in agreements governing our debt; our ability to successfully identify, consummate and integrate acquisitions and realize any or all of the anticipated synergies or other benefits of acquisitions; the effects that acquisitions may have on our financial leverage; risks associated with acquisitions generally, such as the inability to obtain, or delays in obtaining, required approvals under applicable antitrust legislation and other regulatory and third-party consents and approvals; lower than expected future levels of revenues and higher than expected future costs; failure or inability to implement growth strategies in a timely manner; the impact of goodwill or other indefinite-lived intangible asset impairment charges; the impact of long-lived asset impairment charges; currency fluctuations; global factors, such as trade measures, military conflicts and political uncertainties, including changes to current trade regulations, such as Section 232 trade tariffs and quotas, tax legislation and other regulations which might adversely impact our business; availability and pricing of electricity, electrodes and natural gas for mill operations; our ability to hire and retain key executives and other employees; competition from other materials or from competitors that have a lower cost structure or access to greater financial resources; information technology interruptions and breaches in security; our ability to make necessary capital expenditures; availability and pricing of raw materials and other items over which we exert little influence, including scrap metal, energy and insurance; unexpected equipment failures; losses or limited potential gains due to hedging transactions; litigation claims and settlements, court decisions, regulatory rulings and legal compliance risks, including those related to the Pacific Steel Group litigation and other legal proceedings; risk of injury or death to employees, customers or other visitors to our operations; and civil unrest, protests and riots.

(CMC Press Release - Page 3)

Media Contact:

Susan Gerber

214.689.4300

FAQ

What dividend did Commercial Metals Company (CMC) announce in March 2026?

Commercial Metals Company declared a regular quarterly cash dividend of $0.20 per share. The payment represents CMC’s 246th consecutive quarterly dividend, underscoring a long history of uninterrupted cash distributions to common stockholders.

By how much did CMC increase its quarterly dividend in 2026?

CMC increased its quarterly dividend by $0.02 per share, to $0.20. This change represents an 11% raise from the dividend paid in February 2026, signaling greater ongoing cash returns to shareholders.

When will CMC’s new $0.20 dividend be paid and who qualifies?

The $0.20 per share dividend will be paid on April 15, 2026. Stockholders of record at the close of business on April 6, 2026, will be eligible to receive this quarterly cash payment.

What reasons did CMC’s management give for raising the dividend?

Management stated the higher dividend reflects confidence in CMC’s cash flow capabilities, financial position and fundamental business outlook. They also emphasized a commitment to value-accretive growth and competitive cash returns to stockholders over time.

How significant is CMC’s dividend track record for investors?

The March 2026 declaration is CMC’s 246th consecutive quarterly dividend. This long streak highlights consistent capital returns and may appeal to income-focused investors seeking companies with established dividend histories.

What markets and products does Commercial Metals Company serve?

CMC is a leading provider of early-stage construction solutions and a major U.S. manufacturer of steel rebar. Through a broad network, it serves infrastructure, non-residential, residential, industrial and energy markets with rebar, soil stabilization and precast concrete products.

Filing Exhibits & Attachments

4 documents

Press Releases

• EX-99.1 EX-99.1 13.6 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 1.7 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 21.1 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 12.2 KB