Welcome to our dedicated page for Core & Main SEC filings (Ticker: CNM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Core & Main, Inc. filings document the public-company disclosures of a specialty infrastructure distributor whose Class A common stock trades on the New York Stock Exchange under CNM. Recent 8-K reports cover operating results and investor presentation materials, share repurchase program authorizations, board appointments, executive officer transitions, shareholder voting results and amendments to the ABL Credit Agreement of Core & Main LP.
Proxy materials describe board elections, committee matters, executive compensation and auditor ratification. The filing record also reflects capital-structure disclosures for Class A common stock, governance procedures and financing arrangements tied to the company’s distribution operations.
Core & Main, Inc. (CNM) reported modest top-line growth but stronger profitability in the quarter ended August 2, 2026. Net sales rose to $2,145 million, up 2.5% year over year, while net income increased 6.4% to $150 million and diluted EPS grew to $0.77 from $0.70. Quarterly gross margin was essentially stable at 26.7%, and operating income rose 6.6% to $227 million, supported by slightly lower SG&A as a percentage of sales.
For the first six months of fiscal 2026, net sales reached $4,055 million, up 1.3%, with net income up 6.9% to $263 million. Year-to-date gross margin improved to 27.0% and Adjusted EBITDA increased to $500 million. Operating cash flow strengthened to $144 million from $111 million despite heavier working capital needs.
The company actively managed its capital structure, refinancing its 2028 term loan with a new $800 million 2033 Senior Term Loan and issuing $750 million of 6.0% 2034 senior notes, bringing long-term debt to $2,432 million. CNM also repurchased 5.46 million Class A shares for $257 million under its $1 billion program, leaving $412 million authorized. Liquidity remained solid with $312 million in cash and about $1.23 billion of ABL capacity available.
Core & Main, Inc. (CNM) reported fiscal 2026 second quarter results showing modest growth in a mixed demand environment. Net sales rose 2.5% to $2,145 million, while net income increased 6.4% to $150 million and gross profit reached $573 million with a 26.7% margin, essentially flat year over year. Adjusted EBITDA grew 3.0% to $274 million, with an Adjusted EBITDA margin of 12.8%. Diluted EPS increased 10.0% to $0.77, and Adjusted Diluted EPS rose 8.0% to $0.94, helped by higher earnings and a lower Class A share count following repurchases.
For the first six months of fiscal 2026, net sales were $4,055 million (+1.3%), net income was $263 million (+6.9%), and Adjusted EBITDA was $500 million (+2.0%). Operating cash flow for the six months improved to $144 million, and Net Debt declined to $2,166 million, with no borrowings outstanding on the $1,250 million Senior ABL Credit Facility. The company repurchased nearly $270 million of shares year to date and reaffirmed its full-year 2026 outlook for net sales of $7,800–$7,900 million, Adjusted EBITDA of $950–$980 million, and operating cash flow of 60%–70% of Adjusted EBITDA.
Core & Main executive Carla D. Harper, Senior VP of Human Resources, reported a tax-withholding disposition of 242 shares of Class A Common Stock on August 4, 2026 at $46.32 per share. The shares were withheld to cover taxes on vesting restricted stock units, leaving her with 13,064 directly held shares.
Core & Main, Inc. President Michael G. Huebert had 1,301 shares of Class A Common Stock withheld on July 22, 2026 to cover tax obligations upon the vesting of restricted stock units. The shares were valued at $43.75 each for tax purposes, leaving him with 24,036 shares held directly.
Core & Main, Inc. director James D. Hope made an open-market purchase of Class A common stock. On July 6, 2026, he bought 2,067 shares at $46.014 per share. Following this transaction, he directly owns 11,805 shares of Core & Main stock.
Core & Main, Inc. announced new long-term financing arrangements for its subsidiary Core & Main LP. The company issued $750 million of 6.000% Senior Notes due 2034, with interest payable semiannually starting January 1, 2027, and optional redemption features including a make-whole call and an equity-funded partial redemption at 106.000% before July 1, 2029.
Core & Main also entered into a Sixth Amendment to its Term Loan Credit Agreement, refinancing its prior 2028 senior term loan with a new $800 million senior term loan maturing July 1, 2033. The new loan bears interest at Term SOFR plus a 1.75% margin or an alternate base rate plus 0.75%, with 1% annual principal amortization and a 1.00% prepayment premium on certain repricing transactions within six months of closing.
CNM affiliate filed a Form 144 reporting proposed sales of Class A shares. The notice lists 49,065 shares tied to a stock option exercise and cash proceeds method. The filing also records recent dispositions by Mark Whittenburg of 21,976 shares (05/27/2026) and 18,814 shares (05/29/2026) with stated proceeds.
Core & Main Inc. is issuing $750 million of 6.000% Senior Notes due 2034 through its indirect wholly owned subsidiary, Core & Main LP. The notes are being sold in a private placement to qualified institutional buyers and will be guaranteed on an unsecured senior basis by key parent entities and certain future domestic subsidiaries.
Core & Main expects to use the net proceeds to prepay a portion of its existing senior term loan due July 27, 2028, and for general corporate purposes such as organic growth initiatives, mergers and acquisitions, share repurchases and other capital allocation priorities.
Castellano James G reported acquisition or exercise transactions in this Form 4 filing.
Core & Main, Inc. director James G. Castellano received a grant of 2,799 restricted stock units as director compensation. These units will vest upon the earlier of the one-year anniversary of the grant date or the company’s next annual meeting of shareholders to be held in 2027 and will be settled in Class A common stock, contingent on his continued board service. Following this award, he holds 7,437 shares of Class A Common Stock directly. This is a routine equity compensation grant rather than an open-market share purchase or sale.
NEWMAN MARGARET reported acquisition or exercise transactions in this Form 4 filing.
Core & Main, Inc. director Margaret Newman received an award of 2,799 restricted stock units as director compensation. These units will vest upon the earlier of the one-year anniversary of the grant date or the company’s next annual meeting of shareholders to be held in 2027, subject to her continued board service. Following this grant, she holds 16,757 shares of Class A common stock directly, including the awarded units once settled.