Back
CMC
Basic MaterialsCommercial Metals Company
Next Earnings: Q1 2026
Thursday, January 8, 2026
Loading...
CMC EPS History & Predictions
Actual
Consensus
Wall Street
$1.55consensus
GPT-5.2
$0.83▼
GPT-5.2
$0.90▼
Gemini 3 Pro
$1.61▲
Grok-4
$1.58▲
Claude-opus
$1.02▼
Q1 2026 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$0.83
Revenue
$2.03B
Conf.
55%Click for details →
GPT-5.2
openrouterEPS
$0.90
Revenue
$1.95B
Conf.
56%Click for details →
Gemini 3 Pro
openrouterEPS
$1.61
Revenue
$1.99B
Conf.
88%Click for details →
Grok-4
openrouterEPS
$1.58
Revenue
$2.10B
Conf.
85%Click for details →
Claude-opus
openrouterEPS
$1.02
Revenue
$1.92B
Conf.
72%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
GPT-5.2openrouter | $0.83 | $2.03B | -46.5% | 55% | |
GPT-5.2openrouter | $0.90 | $1.95B | -41.9% | 56% | |
Gemini 3 Proopenrouter | $1.61 | $1.99B | +3.9% | 88% | |
Grok-4openrouter | $1.58 | $2.10B | +1.9% | 85% | |
Claude-opusopenrouter | $1.02 | $1.92B | -34.2% | 72% | |
| Wall Street Consensus | $1.55 | $2.06B | — | — |
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus
Consensus EPS
$1.35
Last Reported EPS
$1.36
Last Surprise
0.74%
Report Date
10/16/2025
Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
| Fiscal Quarter End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q4 2025 | 10/16/2025 | 1.36 | 1.35 | 0.74 |
| Q3 2025 | 6/24/2025 | 0.74 | 0.85 | -13.04 |
| Q2 2025 | 3/25/2025 | 0.22 | 0.29 | -23.88 |
| Q1 2025 | 1/6/2025 | -1.54 | 0.83 | -285.54 |
* EPS values are adjusted for stock splits
Financial Statements
Historical data with AI projections for Q1 2026
All values in Billions (USD) unless otherwise noted
AI Projections | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Line Item | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | GPT-5.2Q1 2026 | GPT-5.2Q1 2026 | Gemini 3 ProQ1 2026 | Grok-4Q1 2026 | Claude-opusQ1 2026 |
| Revenue | |||||||||
| Revenue | 1.91 | 1.75 | 2.02 | 2.11 | 2.03-4.0% | 1.95-7.8% | 1.99-5.9% | 2.10-0.7% | 1.92-9.2% |
| Cost Of Revenue | 1.60 | 1.53 | 1.72 | 1.72 | 1.71-0.7% | 1.63-5.4% | 1.56-9.3% | 1.69-1.8% | 1.60-7.2% |
| Cost & Gross Profit | |||||||||
| Gross Profit | 0.308 | 0.220 | 0.300 | 0.393 | 0.320-18.5% | 0.322-18.1% | 0.428+9.0% | 0.410+4.4% | 0.323-17.8% |
| Cost And Expenses | 1.78 | 1.70 | 1.90 | 1.90 | 1.89-0.5% | 1.81-5.0% | 1.74-8.4% | 1.87-1.6% | 1.78-6.5% |
| Operating Expenses | |||||||||
| Research And Development Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| General And Administrative Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling And Marketing Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling General And Administrative Expenses | 0.178 | 0.168 | 0.176 | 0.180 | 0.182+1.0% | 0.178-1.2% | 0.180-0.1% | 0.180-0.1% | 0.180-0.1% |
| Other Expenses | 0 | 0 | 0 | -0.001 | -0.001+57.3% | -0.001+57.3% | 0+100.0% | -0.001-2.5% | 0+100.0% |
| Operating Expenses | 0.178 | 0.168 | 0.176 | 0.179 | 0.182+1.6% | 0.178-0.6% | 0.180+0.5% | 0.180+0.5% | 0.180+0.5% |
| Interest Expense | 0.011 | 0.011 | 0.011 | 0.012 | 0.011-5.3% | 0.011-5.3% | 0.011-9.4% | 0.012-1.2% | 0.018+48.2% |
| Total Other Income Expenses Net | -0.361 | -0.016 | -0.015 | -0.021 | -0.017+17.2% | -0.015+26.9% | -0.011+46.4% | -0.021+0.1% | -0.015+26.9% |
| Income Tax Expense | -0.056 | 0.011 | 0.026 | 0.041 | 0.029-30.0% | 0.028-31.7% | 0.057+37.5% | 0.046+11.0% | 0.031-25.9% |
| Other Income/Expense | |||||||||
| Net Interest Income | -0.011 | -0.011 | -0.011 | -0.012 | -0.011+5.3% | -0.011+5.3% | -0.011+9.4% | -0.012+1.2% | -0.018-48.2% |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Non Operating Income Excluding Interest | 0.350 | 0.005 | 0.004 | 0.008 | -0.005-159.6% | 0.003-64.2% | 0-100.0% | 0.008-4.6% | 0.003-64.2% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | |||||||||
| Operating Income | 0.130 | 0.052 | 0.124 | 0.214 | 0.138-35.4% | 0.144-32.8% | 0.248+16.0% | 0.230+7.6% | 0.143-33.1% |
| Income Before Tax | -0.231 | 0.036 | 0.110 | 0.193 | 0.121-37.4% | 0.129-33.4% | 0.237+22.6% | 0.218+12.8% | 0.128-33.8% |
| Net Income From Continuing Operations | -0.176 | 0.025 | 0.083 | 0.152 | 0.092-39.4% | 0.100-33.8% | 0.180+18.6% | 0.172+13.3% | 0.097-35.9% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | -0.176 | 0.025 | 0.083 | 0.152 | 0.092-39.4% | 0.100-33.8% | 0.180+18.6% | 0.172+13.3% | 0.097-35.9% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | -0.176 | 0.025 | 0.083 | 0.152 | 0.092-39.4% | 0.100-33.8% | 0.180+18.6% | 0.172+13.3% | 0.097-35.9% |
| Eps | -$1.54 | $0.2200 | $0.7400 | $1.36 | $0.8300-39.0% | $0.9100-33.1% | $1.62+19.1% | $1.58+16.2% | $0.8800-35.3% |
| Eps Diluted | -1.54 | 0.22 | 0.73 | 1.35 | 0.83-38.5% | 0.90-33.3% | 1.61+19.3% | 1.58+17.0% | 0.87-35.6% |
| Other | |||||||||
| Filing Date | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — | — |
| Fiscal Year | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — | — |
| Depreciation And Amortization | 0.070 | 0.071 | 0.072 | 0.072 | 0.073+0.7% | 0.072-0.7% | 0.073+0.7% | 0.072-0.7% | 0.075+3.5% |
| Ebitda | -0.150 | 0.118 | 0.193 | 0.278 | 0.205-26.0% | 0.212-23.6% | 0.321+15.5% | 0.302+8.7% | 0.218-21.5% |
| Ebit | -0.220 | 0.047 | 0.120 | 0.205 | 0.133-35.5% | 0.140-31.7% | 0.248+20.8% | 0.230+12.0% | 0.143-30.4% |
| Weighted Average Shs Out | 114,053,455 | 113,564,436 | 112,700,136 | 111,677,574 | 110,500,000-1.1% | 110,500,000-1.1% | 110,800,000-0.8% | 109,000,000-2.4% | 110,500,000-1.1% |
| Weighted Average Shs Out Dil | 114,053,455 | 114,510,293 | 113,559,456 | 112,705,122 | 111,000,000-1.5% | 111,500,000-1.1% | 111,800,000-0.8% | 109,000,000-3.3% | 111,500,000-1.1% |