Every material Form 8-K Commercial Metals filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
CMC reported fourth-quarter fiscal 2026 results for the period ended August 31, 2026. Net earnings were $212.5 million, or $1.91 per diluted share, up from $151.8 million, or $1.35 per share, a year earlier, and net sales rose 25.7% to $2.66 billion. For the first quarter of fiscal 2027, the company expects North America Steel adjusted EBITDA to be nearly flat with the fourth quarter and Construction Solutions Group adjusted EBITDA to decline sequentially.
Fourth-quarter net earnings of $212.5 million ($1.91 diluted EPS) vs. $151.8 million ($1.35) a year earlier; adjusted EPS was $2.09
Consolidated core EBITDA rose 35.1% year over year to $393.7 million, with a 14.8% margin
Precast adjusted EBITDA of $57.0 million fell below management's prior expectations due to regional residential softness; an unplanned Galvabar outage hurt Performance Reinforcing Steel
Quarterly dividend of $0.20 per share declared October 13, 2026, payable November 11, 2026
CMC reported fiscal third-quarter 2026 results for the period ended May 31, 2026, with net sales of $2.48 billion, up 22.9% from a year earlier. Net earnings were $173.0 million, or $1.55 per diluted share, compared with $83.1 million, or $0.73 per share, a year earlier, and core EBITDA rose 78.6% to $353.6 million. The company also declared a $0.20 quarterly dividend and said it expects core EBITDA to increase sequentially in the fourth quarter.
Net sales were $2.48 billion, up 22.9% year over year from $2.02 billion.
Net earnings were $173.0 million, or $1.55 per diluted share, versus $0.73 per diluted share a year earlier; adjusted earnings were $1.73 per diluted share.
Core EBITDA rose 78.6% to $353.6 million, with a 14.2% margin; the company cited the recent precast acquisitions and stronger metal margins.
A quarterly dividend of $0.20 per share is payable July 15, 2026, and CMC will host an Investor Day on August 5, 2026.
Commercial Metals Company said its Board appointed Michael R. Dumais as a Class II director, effective June 23, 2026, increasing the Board from nine to ten seats. The filing is an administrative board change with no financial results, guidance, or transaction disclosed.
Michael R. Dumais appointed Class II director, effective June 23, 2026; he will stand for re-election at the 2027 annual meeting
Board expands from nine to ten directors; the release says nine of the ten will be independent
Dumais will serve on the Audit and Finance Committees and will receive standard non-employee director compensation
Dumais previously served as Executive Vice President and Chief Transformation Officer at Raytheon Technologies, retiring in March 2022
CMC reported fiscal second-quarter 2026 net earnings of $93.0 million, or $0.83 per diluted share, compared with $25.5 million, or $0.22, a year earlier, on net sales of $2.1 billion versus $1.8 billion. The board also raised the quarterly dividend by $0.02 to $0.20 per share, and management expects consolidated core EBITDA to increase meaningfully in the third quarter from second-quarter levels.
Net earnings $93.0 million, or $0.83 per diluted share, versus $25.5 million, or $0.22, a year earlier
Adjusted earnings $130.1 million, or $1.16 per diluted share, versus $35.8 million, or $0.31; core EBITDA $297.5 million, up approximately 114% year over year
Quarterly dividend raised to $0.20 per share from $0.18, payable April 15, 2026 to holders of record on April 6, 2026
Precast business, acquired in December, contributed $33.6 million of adjusted EBITDA in the quarter
CMC reported first-quarter fiscal 2026 net earnings of $177.3 million, or $1.58 per diluted share, on net sales of $2.1 billion, compared with a net loss of $175.7 million in the prior-year quarter, which included a $265.0 million litigation charge. Adjusted earnings were $206.2 million, or $1.84 per diluted share, versus $0.76 a year earlier. Management expects second-quarter core EBITDA to decline modestly from first-quarter levels due to seasonal slowdown, partly offset by the recently acquired precast businesses.
Net earnings of $177.3 million, or $1.58 per diluted share, versus a net loss of $175.7 million, or $1.54 per diluted share, a year earlier
Adjusted earnings of $206.2 million, or $1.84 per diluted share, versus $86.9 million, or $0.76 per diluted share, in the prior-year period
Second-quarter fiscal 2026 consolidated core EBITDA expected to decline modestly from first-quarter levels
Quarterly dividend of $0.18 per share declared January 5, 2026, payable February 2, 2026
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Commercial Metals filing is on SEC EDGAR ↗. 8-K briefs of other companies →