Core & Main, Inc. Class A Common Stock (CNM)

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Core & Main (NYSE:CNM) and the best and worst performers in the infrastructure distributors industry.

Water and fire protection solutions company Core & Main (NYSE:CNM) fell short of the market’s revenue expectations in Q2 CY2025, but sales rose 6.6% year on year to $2.09 billion. The company’s full-year revenue guidance of $7.65 billion at the midpoint came in 1.7% below analysts’ estimates. Its non-GAAP profit of $0.87 per share was 10.2% above analysts’ consensus estimates.

Shares of water and fire protection solutions company Core & Main (NYSE:CNM) fell 22.9% in the morning session after the company reported second-quarter earnings that beat profit estimates but lowered its full-year financial outlook. 

Water and fire protection solutions company Core & Main (NYSE:CNM) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 6.6% year on year to $2.09 billion. The company’s full-year revenue guidance of $7.65 billion at the midpoint came in 1.7% below analysts’ estimates. Its non-GAAP profit of $0.87 per share was 10.2% above analysts’ consensus estimates.

U.S. stock futures were mostly higher on Tuesday following Monday's advances. Futures of major benchmark indices were rising.

US stock futures up, stocks to watch: Designer Brands, Casey's General Stores, Core & Main, Yext, Oracle. Cramer urges caution on Intel rally.

Water and fire protection solutions company Core & Main (NYSE:CNM) will be reporting earnings this Tuesday before market hours. Here’s what investors should know.

Core & Main’s 31.3% return over the past six months has outpaced the S&P 500 by 20.8%, and its stock price has climbed to $64.72 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced investors.