COMMERCIAL METALS Co director John R. McPherson received additional company stock as part of his board compensation. On the reported date, he acquired 592 shares of common stock at $61.21 per share as a grant or award, issued at his election instead of the quarterly cash retainer for board and committee service.
After this transaction, McPherson directly holds 20,495 shares of common stock and also reports 6,722 shares held indirectly through a limited partnership.
MCCULLOUGH GARY E reported acquisition or exercise transactions in this Form 4 filing.
COMMERCIAL METALS Co director Gary E. McCullough received a grant of 592 shares of Common Stock on July 1, 2026. The shares were issued at his election in lieu of the quarterly cash retainer for board and committee service, so this is compensation rather than an open-market purchase. Following the award, he directly holds 29,362 shares of Commercial Metals common stock.
Commercial Metals Company reported sharply higher results for the quarter ended May 31, 2026. Net sales rose to $2.48 billion from $2.02 billion, while net earnings more than doubled to $173.0 million. Diluted EPS increased to $1.55 from $0.73.
For the nine months, net sales grew to $6.74 billion from $5.68 billion and net earnings swung to $443.3 million from a $67.1 million loss, helped by lower litigation expense and a $88.7 million tax benefit from an advanced energy project credit. Operating cash flow reached $603.0 million. CMC closed two large precast concrete acquisitions—Foley for about $1.84 billion and CP&P for about $675 million—adding significant goodwill and intangibles but lifting total debt to $3.43 billion, including new 2033 and 2035 notes. A previously recorded $358.5 million litigation accrual and ongoing appeals in the Pacific Steel Group case remain a potential drag on future liquidity.
Commercial Metals Company reported a very strong fiscal third quarter 2026. Net earnings were $173.0 million, or $1.55 per diluted share, up sharply from the prior year. Adjusted earnings reached $193.0 million, or $1.73 per diluted share, a 147.1% increase per share year-over-year.
Core EBITDA rose 78.6% year-over-year to $353.6 million, with core EBITDA margin expanding to 14.2%, up 440 basis points. Growth was driven by stronger metal margins, rising benefits from the TAG efficiency program, and a $52.9 million core EBITDA contribution from recently acquired precast businesses.
The North America Steel Group delivered adjusted EBITDA of $253.5 million, up 40.9% year-over-year, while Construction Solutions Group adjusted EBITDA more than doubled to $97.4 million, helped by precast and Tensar. Europe Steel Group adjusted EBITDA improved to $34.7 million, supported by a $20.4 million CO₂ credit and better market conditions.
As of May 31, 2026, CMC held $563.2 million in cash, cash equivalents and restricted cash, with net leverage adjusted for acquisitions at 2.1x and available liquidity near $1.8 billion. The company repurchased 283,335 shares for $18.9 million and declared a quarterly dividend of $0.20 per share, marking its 247th consecutive quarterly payment.
Dumais Michael R reported acquisition or exercise transactions in this Form 4 filing.
COMMERCIAL METALS Co director Michael R. Dumais received a compensation-related stock grant, not an open-market trade. He was awarded 1,214 shares of common stock at a reference price of $71.14 per share. These shares are a Restricted Stock Award under the 2013 Long-Term Equity Incentive Plan and will vest on a one-for-one basis in common stock on the first anniversary of the grant date. After this award, Dumais directly holds a total of 9,214 shares of COMMERCIAL METALS Co common stock.
Commercial Metals Company declared a regular quarterly cash dividend of $0.20 per share on its common stock. This will be CMC’s 247th consecutive quarterly dividend, underscoring a long history of cash returns to shareholders.
The dividend is payable on July 15, 2026, to stockholders of record as of the close of business on July 6, 2026. The announcement was made by the board of directors and detailed in an attached press release.
COMMERCIAL METALS Co director Michael R. Dumais has filed an initial Form 3 showing his holdings in the company. The filing reports direct ownership of 8,000 shares of COMMERCIAL METALS common stock as of the reporting date. The Form 3 reflects his starting equity position as an insider rather than new market transactions.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of 7,270,531 shares of Commercial Metals Co. common stock, representing 6.6% of the class. The filing states shared voting power of 6,898,701 shares and lists several State Street advisory subsidiaries as holders. The filing is signed by Elizabeth Schaefer on 05/12/2026.
Vanguard Capital Management reports beneficial ownership of 5,790,917 shares of Commercial Metals Co Common Stock, representing 5.21% of the class. The filer reports sole dispositive power over 5,790,917 shares and sole voting power over 833,951 shares. The filing states these holdings include securities held for Vanguard funds and client accounts.
Vanguard Portfolio Management reported beneficial ownership of 5,834,076 shares of Commercial Metals Co Common Stock, equal to 5.25% of the class as of 03/31/2026. The filing states Vanguard has sole voting power for 68,345 shares and sole dispositive power for 5,834,076 shares. The report clarifies these holdings reflect positions held across Vanguard Portfolio Management LLC and affiliated investment vehicles. The filing is signed by Ashley Grim on 04/29/2026.