Commercial Metals quarterly revenue rises 25.7% to $2.66 billion
Commercial Metals' revenue growth is speeding up. Results for the quarter ended August 31, 2026, from the earnings release filed with the SEC on Oct 15, 2026.
Snapshot
Commercial Metals' revenue growth is speeding up: revenue rose 25.7% to $2.66 billion in the quarter ended August 31, 2026, from $2.11 billion a year earlier, after 22.9% year over year growth the quarter before.
- Independent Research
Market Data
| Company | 1D % | Price |
|---|---|---|
| ($CMC) | ▲ +0.15% | 64.64 |
as of 13:18 ET · Realtime derived data
What We Know
Revenue for the quarter ended August 31, 2026 was $2.66 billion, versus $2.11 billion in the same quarter a year earlier, up 25.7%. That is its highest quarterly revenue of the last eight quarters.
Quarterly revenue by fiscal quarter end, oldest first: Nov 2024: $1.91 billion; Feb 2025: $1.75 billion; May 2025: $2.02 billion; Aug 2025: $2.11 billion; Nov 2025: $2.12 billion; Feb 2026: $2.13 billion; May 2026: $2.48 billion; Aug 2026: $2.66 billion.
Octans View
Year over year revenue change by quarter, computed from the filed figures: Nov 2025 up 11.0%; Feb 2026 up 21.5%; May 2026 up 22.9%; Aug 2026 up 25.7%. On those figures, Commercial Metals' revenue growth is speeding up. That read compares the latest two year over year growth rates and nothing else.
Bear Case · Room for Disagreement
This brief covers reported revenue and diluted earnings per share only. It does not cover guidance, margins, segment results, cash flow or the earnings call, and it makes no forecast. Revenue is the total on the release line we matched; a company's own adjusted measures can differ.
Method and source. Octans Research matched the revenue line in the earnings release (Exhibit 99.1) to the year ago quarter the company reported in its own XBRL financial data; the two must agree before anything is published. The quarterly history comes from the same XBRL data. The text is generated from those verified figures by a fixed template; no model wrote it.
Chart
Sources
- [1]SEC EDGAR — Commercial Metals earnings release for the quarter ended August 31, 2026 (Exhibit 99.1), filed Oct 15, 2026
- [2]SEC EDGAR — Commercial Metals XBRL financial data (company facts)
These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.
$2.66B
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