Company Dossier · Industrials
Core & Main
- Russell 1000
- MidCap 400
What Core & Main is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 2, 2026: $7.70 billion, down 0.5% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 2, 2026: $0.63 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 2, 2026: $0.06 billion, up 50% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to February 1, 2026: $0.16 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 9, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.75 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 4 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed March 24, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $0.1 million on the open market.SEC Form 4
- 453 institutional managers reported a position at June 30, 2026 (−23 on the quarter before).SEC Form 13F
- H-1B filings certified in Q4 2025: 2 (1 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Mar 31, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Core & Main yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jul 2, 20268-KMaterial agreement signedItem 1.01
- Jun 23, 20268-KShareholder vote resultsItem 5.07
- Mar 31, 2026Risk event
- Mar 27, 20268-KDirector or officer changeItem 5.02
- Mar 24, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Sep 3, 2025Risk event
- Aug 18, 20258-KDirector or officer changeItem 5.02
- Jul 25, 2025Risk event
- Jun 24, 20258-KShareholder vote resultsItem 5.07
- Mar 25, 20258-KDirector or officer changeItem 5.02
- Mar 25, 202510-KAnnual report (10-K)1 risk factors added, 4 removed
- Mar 19, 202410-KAnnual report (10-K)1 risk factors added, 3 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Watsco WSO | $7.3B | $0.7B | Jun 30, 2026 |
| Fastenal FAST | $9.1B | $1.2B | Sep 30, 2026 |
| Applied Industrial Technologies AIT | $5.0B | $0.5B | Jun 30, 2026 |
| MSC Industrial Direct MSM | $3.9B | $0.2B | May 30, 2026 |
| United Rentals URI | $3.7B | — | Mar 31, 2026 |
| Ferguson Enterprises FERG | $31.2B | — | Oct 31, 2025 |
| KBR, Inc. KBR | $7.7B | $0.4B | Jul 3, 2026 |
| Masco MAS | $7.7B | $0.9B | Mar 31, 2026 |