Core & Main, Inc. — Form 8-K
Filed September 9, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 38/100
What the filing says
Core & Main reported Q2 FY26 net sales of $2,145M (+2.5% YoY) and Adjusted EBITDA of $274M (+3.0% YoY). The company deployed $169M in Q2 and $11M post-quarter to repurchase 3.7M and 0.3M shares respectively, bringing year-to-date repurchases to $270M and 5.7M shares. Diluted EPS grew 10.0% to $0.77; Adjusted Diluted EPS rose 8.0% to $0.94. Net Debt decreased to $2,166M from $2,253M YoY. The company reaffirmed full-year FY26 guidance: net sales $7,800–$7,900M, Adjusted EBITDA $950–$980M, and Adjusted EBITDA margin 12.2%–12.4%.
Why this rating
Modest mid-single-digit organic growth in mature distribution business. Share buyback ($270M YTD) is modest (~2.3% of market cap), results in-line with guidance. Routine quarterly disclosure with no material changes to business trajectory or guidance.
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