core & main distributes a complete line of water, sewer, fire protection and storm drain products to serve the needs of both contractors and municipalities in all aspects of public works and private construction industries. these products are integral to building, repairing and maintaining water systems and serve as part of the basic municipal infrastructure required to support population and economic growth, and residential and commercial construction.
Company profile
Ticker
CNM
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
IRS number
863149194
CNM stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Regulation FD Disclosure
19 Sep 23
424B5
Prospectus supplement for primary offering
18 Sep 23
424B5
Prospectus supplement for primary offering
14 Sep 23
10-Q
2023 Q2
Quarterly report
6 Sep 23
8-K
Core & Main Announces Fiscal 2023 Second Quarter Results
6 Sep 23
8-K
Submission of Matters to a Vote of Security Holders
28 Jun 23
8-K
Other Events
12 Jun 23
424B5
Prospectus supplement for primary offering
9 Jun 23
424B5
Prospectus supplement for primary offering
7 Jun 23
10-Q
2023 Q1
Quarterly report
6 Jun 23
Transcripts
CNM
Earnings call transcript
2023 Q2
6 Sep 23
CNM
Earnings call transcript
2023 Q1
6 Jun 23
CNM
Earnings call transcript
2022 Q4
28 Mar 23
CNM
Earnings call transcript
2022 Q3
13 Dec 22
CNM
Earnings call transcript
2022 Q2
13 Sep 22
CNM
Earnings call transcript
2022 Q1
14 Jun 22
CNM
Earnings call transcript
2021 Q4
30 Mar 22
CNM
Earnings call transcript
2021 Q3
7 Dec 21
CNM
Earnings call transcript
2021 Q2
15 Sep 21
Latest ownership filings
144
Notice of proposed sale of securities
25 Sep 23
144
Notice of proposed sale of securities
25 Sep 23
4
Change in insider ownership
19 Sep 23
4
John R Schaller
31 Aug 23
4
John R Schaller
17 Jul 23
144
Notice of proposed sale of securities
13 Jul 23
4
MARGARET NEWMAN
30 Jun 23
4
KATHLEEN M MAZZARELLA
30 Jun 23
4
Orvin T Kimbrough
30 Jun 23
4
Dennis G Gipson
30 Jun 23
Financial summary
| Quarter (USD) | Jul 23 | Apr 23 | Jan 23 | Oct 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Jan 23 | Jan 22 | |
|---|---|---|---|
| Revenue | |||
| Cost of revenue | |||
| Operating income | |||
| Operating margin | |||
| Net income | |||
| Net profit margin | |||
| Cash on hand | |||
| Change in cash | |||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 20.00 mm | 20.00 mm | 20.00 mm | 20.00 mm | 20.00 mm | 20.00 mm |
| Cash burn (monthly) | (no burn) | 13.08 mm | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | n/a | 24.58 mm | n/a | n/a | n/a | n/a |
| Cash remaining | n/a | -4.58 mm | n/a | n/a | n/a | n/a |
| Runway (months of cash) | n/a | -0.4 | n/a | n/a | n/a | n/a |
Institutional ownership, Q2 2023
| 13F holders | Current |
|---|---|
| Total holders | 218 |
| Opened positions | 65 |
| Closed positions | 20 |
| Increased positions | 83 |
| Reduced positions | 57 |
| 13F shares | Current |
|---|---|
| Total value | 6.76 tn |
| Total shares | 391.69 mm |
| Total puts | 25.60 k |
| Total calls | 40.10 k |
| Total put/call ratio | 0.6 |
| Largest owners | Shares | Value |
|---|---|---|
| CD&R Investment Associates X | 174.03 mm | $0.00 |
| Clayton, Dubilier & Rice | 121.80 mm | $3.82 tn |
| Vanguard | 8.30 mm | $260.22 bn |
| JHG Janus Henderson | 5.76 mm | $180.65 bn |
| Victory Capital Management | 5.57 mm | $174.66 bn |
| FMR | 5.21 mm | $163.14 bn |
| Select Equity | 4.82 mm | $150.99 bn |
| Pictet Asset Management | 4.23 mm | $132.66 bn |
| Amundi | 4.19 mm | $131.08 bn |
| BLK Blackrock | 4.15 mm | $130.13 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 19 Sep 23 | CD&R Investment Associates X | Class A Common Stock | Sell | Dispose S | Yes | No | 29.015 | 256,442 | 7.44 mm | 5,067,119 |
| 19 Sep 23 | CD&R Investment Associates X | Class A Common Stock | Sell | Dispose S | Yes | No | 29.015 | 2,850,243 | 82.70 mm | 56,318,948 |
| 19 Sep 23 | CD&R Investment Associates X | Class A Common Stock | Sell | Dispose S | Yes | No | 29.015 | 19,043 | 552.53 k | 376,278 |
| 19 Sep 23 | CD&R Investment Associates X | Class A Common Stock | Sell | Dispose S | Yes | No | 29.015 | 6,747,380 | 195.78 mm | 0 |
| 19 Sep 23 | CD&R Investment Associates X | Class A Common Stock | Conversion | Acquire C | Yes | No | 0 | 6,747,380 | 0.00 | 6,747,380 |
| 19 Sep 23 | CD&R Investment Associates X | Class A Common Stock | Sell | Dispose S | Yes | No | 29.015 | 923,190 | 26.79 mm | 5,323,561 |
| 19 Sep 23 | CD&R Investment Associates X | Class A Common Stock | Sell | Dispose S | Yes | No | 29.015 | 10,260,875 | 297.72 mm | 59,169,191 |
| 19 Sep 23 | CD&R Investment Associates X | Class A Common Stock | Sell | Dispose S | Yes | No | 29.015 | 68,555 | 1.99 mm | 395,321 |
| 19 Sep 23 | CD&R Investment Associates X | Class B Common Stock and Limited Partnership Interests Class A Common Stock | Sell | Dispose S | Yes | No | 29.015 | 1,874,272 | 54.38 mm | 37,034,399 |
| 19 Sep 23 | CD&R Investment Associates X | Class B Common Stock and Limited Partnership Interests Class A Common Stock | Conversion | Dispose C | Yes | No | 0 | 6,747,380 | 0.00 | 38,908,671 |
News
Where Core & Main Stands With Analysts
7 Sep 23
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7 Sep 23
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6 Sep 23
Why Core & Main Are Trading Lower By 7%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
6 Sep 23
Core & Main Stock Slides As Q2 Results Fall Short Of Expectations, Alters FY23 Guidance
6 Sep 23