Commercial Metals posts FY2026 profit beat, strong Q4 core EBITDA and declares dividend

Commercial Metals Company reported fiscal 2026 net earnings of $655.8 million, with fourth‑quarter earnings of $212.5 million ($1.91 per diluted share) and adjusted earnings of $233.6 million ($2.09 per diluted share). Core EBITDA rose to $1.4 billion for the year and $393.7 million in Q4, a 35.1% year‑over‑year increase, while core EBITDA margin expanded to 14.8% in the quarter. The company declared a $0.20‑per‑share dividend and highlighted reduced net leverage below its 2× target.

The earnings beat and higher margin signal stronger profitability, supporting the $0.20 dividend announced (tradingview.com). Reduced leverage and a $600 million share‑repurchase program give the firm additional financial flexibility (seekingalpha.com).

  • 1Fiscal 2026 net earnings were $655.8 million.
  • 2Fourth‑quarter net earnings were $212.5 million, or $1.91 per diluted share.
  • 3Adjusted fourth‑quarter earnings were $233.6 million, or $2.09 per diluted share.
  • 4Full‑year core EBITDA increased to $1.4 billion, up from $837.3 million in fiscal 2025.
  • 5Fourth‑quarter core EBITDA was $393.7 million, a 35.1% year‑over‑year increase.
  • 6Fourth‑quarter core EBITDA margin was 14.8%, up 100 basis points year‑over‑year.

Sources