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
Latest filings (excl ownership)
10-K
2023 FY
Annual report
19 Mar 24
8-K
Core & Main Announces Fiscal 2023 Fourth Quarter and Full-Year Results
19 Mar 24
8-K
Entry into a Material Definitive Agreement
13 Feb 24
8-K
Core & Main Elects Stephen LeClair as Chairman of Board as Clayton, Dubilier & Rice Sells Remaining Stake
8 Feb 24
8-K
Regulation FD Disclosure
29 Jan 24
8-K
Other Events
25 Jan 24
424B5
Prospectus supplement for primary offering
24 Jan 24
424B5
Prospectus supplement for primary offering
22 Jan 24
8-K
Other Events
10 Jan 24
424B5
Prospectus supplement for primary offering
9 Jan 24
Transcripts
CNM
Earnings call transcript
2024 Q4
19 Mar 24
CNM
Earnings call transcript
2024 Q3
5 Dec 23
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
Latest ownership filings
4
Mark R Witkowski
10 Apr 24
144
Notice of proposed sale of securities
8 Apr 24
SC 13G/A
BlackRock Inc.
5 Apr 24
4
Mark G Whittenburg
26 Mar 24
4
John Weldon Stephens
26 Mar 24
144
Notice of proposed sale of securities
22 Mar 24
144
Notice of proposed sale of securities
22 Mar 24
4
Mark G Whittenburg
11 Mar 24
4
John Weldon Stephens
11 Mar 24
4
Bradford A Cowles
11 Mar 24
Financial summary
Quarter (USD) | Oct 23 | Jul 23 | Apr 23 | Jan 23 | |
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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) | 101.00 mm | 101.00 mm | 101.00 mm | 101.00 mm | 101.00 mm | 101.00 mm |
Cash burn (monthly) | (no burn) | 6.33 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 36.05 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 64.95 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 10.3 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 258 |
Opened positions | 64 |
Closed positions | 24 |
Increased positions | 120 |
Reduced positions | 56 |
13F shares | Current |
---|---|
Total value | 6.18 tn |
Total shares | 389.39 mm |
Total puts | 64.80 k |
Total calls | 381.90 k |
Total put/call ratio | 0.2 |
Largest owners | Shares | Value |
---|---|---|
CD&R Investment Associates X | 174.03 mm | $0.00 |
Clayton, Dubilier & Rice | 99.08 mm | $2.86 tn |
Vanguard | 9.49 mm | $273.81 bn |
FMR | 7.87 mm | $226.93 bn |
JHG Janus Henderson | 5.15 mm | $148.57 bn |
Pictet Asset Management Holding | 5.07 mm | $146.31 bn |
BLK Blackrock | 5.01 mm | $144.48 bn |
Victory Capital Management | 4.78 mm | $138.04 bn |
Select Equity | 4.66 mm | $134.38 bn |
MS Morgan Stanley | 4.22 mm | $121.73 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
8 Apr 24 | Mark R Witkowski | Class A Common Stock | Sell | Dispose S | No | Yes | 58.5146 | 50,000 | 2.93 mm | 23,898 |
8 Apr 24 | Mark R Witkowski | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 50,000 | 0.00 | 73,898 |
8 Apr 24 | Mark R Witkowski | Class B Common Stock and Limited Partnership Interests Class A Common Stock | Conversion | Dispose C | No | No | 0 | 50,000 | 0.00 | 0 |
8 Apr 24 | Mark R Witkowski | Class B Common Stock and Limited Partnership Interests Class A Common Stock | Other | Acquire J | No | No | 0 | 50,000 | 0.00 | 50,000 |
8 Apr 24 | Mark R Witkowski | Class B Common Stock and Limited Partnership Interests Class A Common Stock | Other | Dispose J | Yes | No | 0 | 50,000 | 0.00 | 866,250 |
22 Mar 24 | Mark G Whittenburg | Class A Common Stock | Sell | Dispose S | No | Yes | 57.9121 | 50,000 | 2.90 mm | 12,933 |
22 Mar 24 | Mark G Whittenburg | Class A Common Stock | Conversion | Acquire C | No | No | 0 | 49,940 | 0.00 | 62,933 |
22 Mar 24 | Mark G Whittenburg | Class A Common Stock | Other | Acquire J | No | No | 0 | 60 | 0.00 | 12,993 |
22 Mar 24 | Mark G Whittenburg | Class A Common Stock | Other | Dispose J | Yes | No | 0 | 60 | 0.00 | 0 |
22 Mar 24 | Mark G Whittenburg | Class B Common Stock and Limited Partnership Interests Class A Common Stock | Conversion | Dispose C | No | No | 0 | 49,940 | 0.00 | 0 |
News
Assessing Core & Main: Insights From 10 Financial Analysts
5 Apr 24
Citigroup Downgrades Core & Main to Neutral, Raises Price Target to $64
5 Apr 24
Jim Cramer Says Chevron Is Doing 'Pretty Well,' Will Give This Pharma Giant 'A Chance'
1 Apr 24
Goldman Sachs Maintains Neutral on Core & Main, Raises Price Target to $61
26 Mar 24
Core & Main Inks Agreement To Acquire Substantially All Of The Assets Of EGW Utilities; No Terms Disclosed
25 Mar 24
Press releases
Core & Main Signs Agreement to Acquire Geothermal Supply Company Inc.
8 Apr 24
Core & Main Completes Acquisition of ACF West Inc.
1 Apr 24
Core & Main Signs Agreement to Acquire EGW Utilities Inc.
25 Mar 24
Core & Main Announces Fiscal 2023 Fourth Quarter and Full-Year Results
19 Mar 24
Core & Main Completes Acquisition of Dana Kepner
7 Mar 24