Core & Main, Inc.

Industrial Distribution • Industrials • Saint Louis, MO, United States • CNM (NYQ)

314 432 4700 1830 Craig Park Court, Saint Louis, MO 63146, United States

Quarter: Q4 2025 Reported: December 9, 2025 Sentiment: Neutral

Core & Main, Inc. distributes water, wastewater, storm drainage, and fire protection products and related services in the United States. Its products portfolio include pipes, valves, hydrants, fittings, and other products and services used for service, repair and replacement of underground water infrastructure; storm drainage products, such as corrugated HDPE and metal piping systems, retention basins, inline drains, manholes, grates, geosynthetics, erosion control, and other related products; fire protection products, including fire protection pipes, valves, fittings, sprinkler heads and other accessories, as well as fabrication and kitting services; smart meter products; and smart metering solutions which include meter accessories, meter installation, network infrastructure and software installation, training, and long-term services, as well as engineered treatment plant products. The company's specialty products and services are used in the maintenance, repair, replacement, and construction of water, wastewater, storm drainage, and fire protection infrastructure. It serves municipalities, private water companies, and professional contractors in the municipal, non-residential, and residential end markets. Core & Main, Inc. was founded in 1874 and is headquartered in Saint Louis, Missouri.

Analysis Summary

The provided document, an Item 2.02 filing, confirms that Core & Main, Inc. (CNM) issued a press release on December 9, 2025, announcing its results of operations for the fiscal third quarter ended November 2, 2025. Additionally, an investor presentation accompanying the earnings conference call was posted to the company's investor relations website on the same date.

**Detailed Financial Performance Breakdown**: No financial figures, such as revenue, net income, EPS, or growth rates, are included in this excerpt. Therefore, a breakdown of performance is not possible.

**Strategic Initiatives and Business Segment Analysis**: The document does not contain any information regarding strategic initiatives, business segment performance, or operational highlights.

**Management Commentary and Forward Guidance**: No management commentary, insights into market conditions, or forward-looking guidance for future quarters or the full fiscal year are present.

**Competitive Positioning and Market Trends**: The transcript does not offer any details that would allow for an analysis of Core & Main's competitive positioning or prevailing market trends.

**Risk Factors and Concerns Raised**: No risk factors, challenges, or concerns were mentioned in this brief filing.

**Analyst Q&A Highlights**: As this is merely an announcement of a release, there is no transcript of an earnings call or Q&A session available for analysis.

Key Highlights

• Core & Main announced fiscal Q3 2025 results on December 9, 2025.
• The fiscal third quarter ended November 2, 2025.
• An investor presentation was posted on the company's website.
• No specific financial results or operational details are provided in this excerpt.