Commercial Metals Company

NYSE:CMC 株式レポート

時価総額：US$6.8b

Commercial Metals 将来の成長

Future 基準チェック /06

Commercial Metals利益と収益がそれぞれ年間2.9%と5.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.9% 4.6%なると予測されています。

主要情報

2.9%

収益成長率

4.59%

EPS成長率

Metals and Mining 収益成長14.2%
収益成長率5.9%
将来の株主資本利益率12.89%
アナリストカバレッジ

Good

最終更新日29 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jul 01

CMC: Future Upside Will Be Driven By Record Earnings And Ongoing Buybacks

Analysts have raised their price target on Commercial Metals from $85.00 to $89.00, citing updated assumptions for long term revenue growth, profit margins, and future P/E levels used in their valuation analysis. What’s in the News for Commercial Metals Commercial Metals reported Q3 2026 revenue of US$2.48b and earnings per share of US$1.73, with both figures above consensus estimates by 4.88% and 8.13% respectively, according to recent earnings coverage.
分析記事 • Jun 20

Commercial Metals (CMC) Stock Could Be 10.2% Below Fair Value After Choppy Trading

Commercial Metals (CMC) is back in focus for investors after recent share price moves, with the stock last closing at US$72.36 and short term performance showing mixed returns across different time frames. See our latest analysis for Commercial Metals. Recent trading has been choppy for Commercial Metals, with the share price slipping over the past week but still showing stronger momentum over the last quarter and a solid 1 year total shareholder return of 50.47%. If this kind of move has you...
ナラティブの更新 • Jun 17

CMC: Buybacks And Higher P/E Assumptions Will Temper Downgrade Concerns

Analysts have modestly raised their price target for Commercial Metals stock to about $80.55 from roughly $80.30, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E multiples. What’s in the News for Commercial Metals Wells Fargo downgraded Commercial Metals stock from Overweight to Equal Weight, citing concerns about rebar oversupply, peak P/E valuation, price pressure risk in a sluggish housing market, and reduced infrastructure activity.
Seeking Alpha • Jun 03

Commercial Metals Company: Not Yet Convinced, But Things Are Looking Better

Summary Commercial Metals Company is rated Hold with a reiterated price target of $58/share, reflecting conservative valuation amid recent market exuberance. CMC's business is highly cyclical and exposed to construction and infrastructure, with earnings volatility driven by commodity pricing, tariffs, and government policy. Recent share price surge is seen as a market overreaction; operational improvements and infrastructure act support are insufficient to justify the current valuation. CMC's risk profile includes BB+ credit, low yield, and heavy reliance on favorable trade policies, making it unattractive above 9-10x P/E. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 03

CMC: Rising Dividend And Buybacks Will Likely Struggle To Justify Current Price

Analysts have reduced their price target for Commercial Metals by $1 to $68, reflecting updated assumptions regarding the discount rate, revenue growth, profit margins, and future P/E levels. What's in the News Commercial Metals plans an Analyst and Investor Day to discuss updates on the company strategy, operations, and long term growth outlook.
ナラティブの更新 • Apr 29

CMC: Future Upside Will Be Driven By Ongoing Buybacks And Rising Dividend

Analysts are keeping their $85.00 price target for Commercial Metals unchanged, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as the main reasons for maintaining this level. What's in the News Commercial Metals completed a share repurchase tranche covering the period from December 1, 2025 to February 28, 2026, buying back 249,154 shares, or 0.22% of shares, for US$18.3 million under its existing authorization (Key Developments).
ナラティブの更新 • Apr 14

CMC: Future Upside Will Be Driven By Buybacks And Rising Dividend Payout

Analysts have lifted their price target on Commercial Metals to $85 from $80, reflecting updated assumptions for revenue growth, profitability, discount rate, and a slightly lower future P/E multiple. What's in the News Commercial Metals completed a share repurchase tranche, buying 249,154 shares, or 0.22% of shares, for $18.3 million between December 1, 2025 and February 28, 2026, bringing total repurchases under the October 13, 2021 authorization to 15,131,239 shares, or 12.98%, for $702.21 million (Key Developments).
ナラティブの更新 • Mar 31

CMC: Ongoing Buybacks And Rising Dividend Will Support Upside Potential

Analysts have adjusted their price target for Commercial Metals to approximately $69. This reflects updated assumptions for revenue growth, profit margins, and a higher future P/E multiple.
ナラティブの更新 • Mar 17

CMC: Share Repurchases Will Support Higher Future P/E And Upside Potential

Analysts have maintained their $69.02 price target for Commercial Metals, noting that updated assumptions around discount rate, revenue growth, profit margin, and future P/E broadly offset each other and support the existing valuation view. What's in the News From October 1, 2025 to November 30, 2025, Commercial Metals repurchased 663,220 shares for $38.9 million, equal to 0.6% of its shares.
ナラティブの更新 • Mar 03

CMC: Share Repurchases And Higher P/E Assumptions Will Shape Fair Value Outlook

Analysts have raised their price target on Commercial Metals from $66.00 to approximately $69.02, citing updated assumptions related to discount rates, revenue growth, profit margins and future P/E levels. What's in the News From October 1, 2025 to November 30, 2025, Commercial Metals repurchased 663,220 shares for $38.9 million, representing 0.6% of its shares.
ナラティブの更新 • Feb 17

CMC: Share Repurchases And Higher P/E Assumptions Will Signal Overvaluation

Analysts have raised their price target on Commercial Metals from $41.00 to $66.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News From October 1, 2025 to November 30, 2025, Commercial Metals repurchased 663,220 shares for $38.9 million, accounting for 0.6% of its shares.
ナラティブの更新 • Feb 03

CMC: Ongoing Buybacks And Refined Assumptions Will Guide A Balanced Outlook

Analysts have nudged their price target on Commercial Metals slightly higher to about US$80.30 from roughly US$79.90, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Commercial Metals repurchased 663,220 shares between October 1, 2025 and November 30, 2025 for US$38.9 million, representing 0.6% of the company.
ナラティブの更新 • Jan 20

CMC: Ongoing Buybacks And Updated Assumptions Will Shape A Balanced Outlook

Analysts now see fair value for Commercial Metals at US$79.90, up from US$74.00, citing updated views on revenue growth, profit margins, discount rate assumptions, and a lower projected future P/E multiple. What's in the News Commercial Metals reported repurchasing 663,220 shares between October 1, 2025 and November 30, 2025 for US$38.9 million, representing 0.6% of its shares.
ナラティブの更新 • Jan 05

CMC: Completed Buybacks And Revised Assumptions Will Shape Measured Future Outlook

Analysts have raised their price target on Commercial Metals from US$67.85 to US$74.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple in their valuation work. What's in the News Commercial Metals completed a share repurchase tranche covering the period from June 1, 2025 to August 31, 2025, buying back 974,462 shares for US$49.97m, equal to 0.87% of shares outstanding (Key Developments).
ナラティブの更新 • Dec 14

CMC: Future Upside Will Be Driven By Expanded Earnings Multiple Despite Legal Overhang

Analysts have raised their price target on Commercial Metals from 64.77 dollars to 80.00 dollars. They cited a higher expected future valuation multiple, despite moderating assumptions for revenue growth and profit margins.
ナラティブの更新 • Nov 30

CMC: Share Buyback Momentum And Legal Risks Will Shape Future Performance

Analysts have raised the price target for Commercial Metals by $1.00 to $67.85, reflecting modest improvements in expected revenue growth despite a slight contraction in profit margin forecasts. What's in the News From June 1, 2025 to August 31, 2025, Commercial Metals completed the repurchase of 974,462 shares for $49.97 million, bringing the total shares repurchased under its 2021 buyback program to 14,218,865 shares for $645.01 million (Buyback Tranche Update).
ナラティブの更新 • Nov 16

CMC: Share Buyback Completion Expected To Drive Future Upside Momentum

Commercial Metals Price Target Raised Amid Updated Analyst Outlook Analysts have increased their price target for Commercial Metals from $66.45 to $66.85, citing modest adjustments to model assumptions and updated discount rate expectations. What's in the News From June 1, 2025 to August 31, 2025, Commercial Metals repurchased 974,462 shares for $49.97 million.
ナラティブの更新 • Nov 01

CMC: Share Repurchases And Legal Appeal Will Drive Near-Term Expansion

Analysts have raised their price target for Commercial Metals from $64.20 to $66.45. They cite expectations for stronger revenue growth, even though profit margin forecasts have been slightly moderated.
ナラティブの更新 • Oct 18

TAG Program And Arizona 2 Will Drive Future Expansion

Analysts have raised their price target for Commercial Metals from $61.35 to $64.20. They cite updated expectations for revenue growth, profit margins, and valuation metrics.
分析記事 • Oct 18

Commercial Metals (NYSE:CMC) Has Announced A Dividend Of $0.18

Commercial Metals Company's ( NYSE:CMC ) investors are due to receive a payment of $0.18 per share on 13th of November...
ナラティブの更新 • Oct 04

TAG Program And Arizona 2 Will Drive Future Expansion

Analysts have raised their price target for Commercial Metals from $59.25 to $61.35. They cite higher anticipated revenue growth and a modest increase in the discount rate, despite a slight decline in profit margin forecasts.
ナラティブの更新 • Sep 16

TAG Program And Arizona 2 Will Drive Future Expansion

The modest uptick in Commercial Metals' price target is supported by a slight increase in its future P/E multiple, while revenue growth forecasts remain stable, resulting in a revised fair value of $59.25. What's in the News From March 1, 2025 to May 31, 2025, Commercial Metals repurchased 1,113,014 shares for $50.4 million, representing 0.98% of shares outstanding.
ナラティブの更新 • Aug 30

TAG Program And Arizona 2 Will Drive Future Expansion

The fair value estimate for Commercial Metals has edged up as analysts factor in a modest increase in the company's forward P/E multiple, with the consensus price target rising slightly from $56.75 to $57.75. What's in the News Repurchased 1,113,014 shares (0.98%) for $50.4 million between March 1 and May 31, 2025.
Seeking Alpha • Jan 15

Commercial Metals: Improving Demand, But Supply Growth And Valuation Are Both Concerns

Summary CMC reported mixed fiscal Q1 results with revenue declines and margin pressures, but the North American steel business outperformed expectations on stronger pricing and good cost control. Destocking could be an issue for a couple more quarters, but longer-term non-resi indicators are turning up and highway spending should grow at a high-single-digit rate in 2025. Better European results are likely tied to a recovery in Germany, which I do expect later in 2025, and the Emerging Business segment gives valuable exposure to higher-margin downstream services. Valuation appears decent with potential beat-and-raise later quarters in 2025, but risks from commodity market volatility and increasing supply remain, and I'd like to see more capital going to shareholders. Read the full article on Seeking Alpha
Seeking Alpha • Nov 01

Commercial Metals Company: Maintaining Bearish Stance On Pricey Valuation And Sustained Growth Struggles

Summary Technicals point to a market-top on the intermediate 5-year chart. Sales, earnings & margins decreased meaningfully in fiscal 2024. A no-growth environment is also expected in fiscal 2025. Management is selling investors on the TAG program (A program aimed at driving internal efficiencies aggressively) but meaningful impacts will take years to develop. Read the full article on Seeking Alpha
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新しいナラティブ • Oct 20

Innovative Initiatives And Global Expansion Fuel Growth Despite Economic Challenges

The TAG initiative and Arizona 2's ramp-up are set to enhance margins and earnings growth by improving production capacity and operational excellence.

業績と収益の成長予測

NYSE:CMC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
8/31/202810,077608819N/A6
8/31/20279,9697167931,14510
8/31/20269,3096674549396
5/31/20268,850595405918N/A
2/28/20268,387505394840N/A
11/30/20258,009438296706N/A
8/31/20257,79885312715N/A
5/31/20257,68037376752N/A
2/28/20257,73973427795N/A
11/30/20247,833134476852N/A
8/31/20247,926485575900N/A
5/31/20248,139566548957N/A
2/29/20248,4066806571,135N/A
11/30/20238,5757746921,233N/A
8/31/20238,8008607371,344N/A
5/31/20238,9979647981,393N/A
2/28/20239,1681,0436571,205N/A
11/30/20229,1591,2465341,047N/A
8/31/20228,9131,217250700N/A
5/31/20228,5371,08125376N/A
2/28/20227,866899-6282N/A
11/30/20217,32058249266N/A
8/31/20216,73041344228N/A
5/31/20216,108328173354N/A
2/28/20215,605262360539N/A
11/30/20205,484259453633N/A
8/31/20205,476278604791N/A
5/31/20205,610296606787N/A
2/29/20205,875311N/A643N/A
11/30/20195,936262N/A541N/A
8/31/20195,829199N/A37N/A
5/31/20195,594164N/A-322N/A
2/28/20195,193128N/A-603N/A
11/30/20184,845123N/A-671N/A
8/31/20184,644135N/A-434N/A
5/31/20184,41974N/A-175N/A
2/28/20184,26063N/A-21N/A
11/30/20174,06876N/A55N/A
8/31/20173,84450N/A-523N/A
5/31/20173,53647N/A99N/A
2/28/20173,71850N/A266N/A
11/30/20163,87638N/A366N/A
8/31/20163,59662N/A587N/A
5/31/20164,81384N/A762N/A
2/29/20165,09288N/A786N/A
11/30/20155,46390N/A613N/A
8/31/20155,42463N/A313N/A

アナリストによる今後の成長予測

収入対貯蓄率: CMCの予測収益成長率 (年間2.9% ) は 貯蓄率 ( 3.5% ) を下回っています。

収益対市場: CMCの収益 ( 2.9% ) US市場 ( 18.4% ) よりも低い成長が予測されています。

高成長収益: CMCの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CMCの収益 ( 5.9% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: CMCの収益 ( 5.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CMCの 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/06 07:50
終値2026/07/02 00:00
収益2026/05/31
年間収益2025/08/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Commercial Metals Company 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Richard GarchitorenaBarclays
Katja JancicBMO Capital Markets Equity Research
Alexander Robert PearceBMO Capital Markets Equity Research