CMC Reports Strong Q4 2025 Earnings Growth
Irving, Friday, 17 October 2025.
CMC’s Q4 2025 net earnings reached $151.8 million, with a significant increase in core EBITDA to $291.4 million, driven by improved North American steel margins and operational efficiency.
Impressive Financial Performance
Commercial Metals Company (CMC), trading under the ticker symbol CMC, has reported robust financial results for the fourth quarter of fiscal 2025. The company achieved net earnings of $151.8 million, or $1.35 per diluted share, marking a significant improvement from the previous fiscal year [1]. The adjusted earnings stood at $155 million, or $1.37 per diluted share, underscoring the company’s solid financial performance [1].
Core EBITDA Growth and Margin Expansion
CMC’s consolidated core EBITDA for Q4 2025 reached $291.4 million, reflecting a core EBITDA margin of 13.8% [1]. This performance highlights a 33% increase in core EBITDA from the prior year, showcasing the company’s enhanced operational efficiency and strategic focus on expanding its North American steel product metal margins [2]. The North American Steel Group’s adjusted EBITDA also saw an impressive rise to $239.4 million, an 18% year-over-year increase [3].
Strategic Initiatives and Future Outlook
In fiscal 2025, CMC’s strategic initiatives, including the Transform, Advance, and Grow (TAG) program, exceeded expectations, laying a strong foundation for future growth [1][4]. The company’s Arizona 2 micro mill generated positive adjusted EBITDA, contributing to its overall financial success [1]. Looking ahead, CMC anticipates that the favorable market conditions and ongoing operational improvements will continue to drive financial performance into fiscal 2026 [4].
Acquisitions and Market Positioning
CMC has announced pending acquisitions of Foley Products Company and Concrete Pipe & Precast, which are set to broaden its commercial portfolio and establish a new platform for growth [4]. These strategic moves are expected to be immediately accretive to earnings and cash flow per share, enhancing CMC’s market positioning in the precast industry [4]. The acquisitions are valued at approximately $2.5 billion and are projected to generate significant synergies over the coming years [3].