Welcome to our dedicated page for Core & Main SEC filings (Ticker: CNM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Core & Main, Inc. filings document the public-company disclosures of a specialty infrastructure distributor whose Class A common stock trades on the New York Stock Exchange under CNM. Recent 8-K reports cover operating results and investor presentation materials, share repurchase program authorizations, board appointments, executive officer transitions, shareholder voting results and amendments to the ABL Credit Agreement of Core & Main LP.
Proxy materials describe board elections, committee matters, executive compensation and auditor ratification. The filing record also reflects capital-structure disclosures for Class A common stock, governance procedures and financing arrangements tied to the company’s distribution operations.
Core & Main, Inc. reported essentially flat quarterly net sales of $1,910 million, while improving profitability. Net income rose to $113 million from $105 million, and diluted EPS increased to $0.57 from $0.52, helped by better gross margins and lower interest expense.
Gross profit grew to $520 million, or 27.2% of sales, reflecting pricing and purchasing discipline. The company generated $82 million of operating cash flow, repaid debt, and repurchased $88 million of Class A shares, with $581 million still available under its $1 billion authorization.
Core & Main, Inc. reported essentially flat fiscal 2026 first-quarter net sales of $1,910 million versus $1,911 million a year earlier, but improved profitability. Gross profit rose to $520 million, lifting gross margin to 27.2% from 26.7%, and operating income increased to $177 million.
Net income grew 7.6% to $113 million, with diluted EPS up to $0.57. Adjusted EBITDA edged up to $226 million and Adjusted Diluted EPS reached $0.72. The company generated $82 million of operating cash flow and used $88 million to repurchase 1.8 million shares in the quarter plus another $37 million for 0.8 million shares after quarter end. Net Debt decreased to $2,010 million, and management reaffirmed full-year fiscal 2026 guidance for net sales of $7,800–$7,900 million and Adjusted EBITDA of $950–$980 million, with an Adjusted EBITDA margin of 12.2%–12.4%.
CNM reported an officer sale under Form 144. The filing discloses the sale of 21,976 Class A shares on 05/27/2026 generating $1,088,326.62. The filing also lists two option-derived Class A lots of 8,627 and 10,187 shares associated with 05/29/2026.
CNM Form 144 notice reports proposed sales of Class A shares by an issuer-related option holder on 05/27/2026. The filing lists two option-based dispositions: 10,666 shares from an option granted 03/11/2022 and 11,310 shares from an option granted 03/10/2023.
Core & Main, Inc. reports a Schedule 13G filing showing Capital World Investors beneficially owns 11,571,392 shares. The filing states this represents 6.2% of 188,072,306 shares outstanding as of 03/31/2026.
The filing attributes sole voting power and sole dispositive power over the 11,571,392 shares to Capital World Investors and lists the filing signer as a senior vice president and associate general counsel of Capital Research and Management Company.
Core & Main, Inc. ownership update: Morgan Stanley and Morgan Stanley Investment Management Inc. report reduced beneficial holdings of Class A Common Stock. Morgan Stanley shows 5,070,951 shares with 4,570,651 shared voting power and 5,036,169 shared dispositive power, representing 2.7% of the class. Morgan Stanley Investment Management Inc. shows 3,339,088 shares with 2,906,590 shared voting power, representing 1.8%. The filing states both have ceased to be beneficial owners of more than five percent.
Core & Main, Inc. is calling a virtual 2026 annual meeting on June 23, 2026, for holders of Class A and Class B common stock as of April 27, 2026. Shareholders will vote on electing three Class II directors, ratifying PricewaterhouseCoopers as auditor for fiscal 2026, and approving a say-on-pay advisory resolution for named executive officer compensation.
The company highlights fiscal 2025 performance, including net sales over $7.6 billion, net income of $462 million, Adjusted EBITDA of $931 million, diluted EPS of $2.31 and Adjusted Diluted EPS of $2.97. Operating cash flow was $650 million, and approximately $155 million was used to repurchase and retire 3.2 million Class A shares. The proxy also details an executive leadership transition, board refreshment, strong board independence, stock ownership guidelines, and clawback and insider trading policies.
Core & Main Inc Schedule 13G shows Vanguard Capital Management reported beneficial ownership of 9,911,239 shares of Common Stock, representing 5.26% of the class. The filing lists 1,445,414 shares as sole voting power and 9,911,239 shares as sole dispositive power. The filing is signed by Ashley Grim on 04/29/2026.
Core & Main, Inc. Chief Financial Officer Robyn L. Bradbury reported several equity moves involving Class A and Class B interests. On April 17, 2026, 5,000 Paired Interests, each consisting of Class B common stock and limited partnership interests, were exchanged one-for-one into 5,000 shares of Class A common stock pursuant to an exchange agreement. The same day, Bradbury sold a total of 5,000 shares of Class A common stock in open-market transactions: 3,353 shares at a weighted average price of $52.8417 and 1,647 shares at $51.9404, under a pre-arranged Rule 10b5-1 trading plan. After these transactions, Bradbury directly held 12,500 shares of Class A common stock, plus indirect Class A holdings and substantial Class B and limited partnership interests that remain exchangeable into Class A on a one-for-one basis.