Core & Main, Inc.
CNM
Jodie read · what matters now
Revenue decreased 0.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CNM, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-06-10 against the comparable filing from 2025-06-10.
What improved
No thresholded improvement was identified.
What weakened
- Revenue decreased 0.1% versus the comparable filing period.
Filing receipts
“The increase was primarily attributable to higher distribution costs and investments to support long-term growth, including greenfield expansion and sales initiatives, partially offset by the benefits of recent cost actions.”
“The $5 million increase was due to an increase in net income and lower investment in working capital in the three months ended May 3, 2026 partially offset by the timing of certain interest payments.”
“Net sales were essentially flat primarily due to decreased volume that was offset by acquisitions.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CNM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 3 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CNM is currently a Participant in the organic co-movement group HVAC & Industrial Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.