What changed
Core & Main printed Q2 FY26 adjusted EPS of $0.94, beating consensus of $0.86 by $0.08, or +9.3%. Revenue rose 2.5% YoY to $2,145M, and FY2026 guidance was reaffirmed at $7.8B-$7.9B in net sales. Strength was driven by municipal demand, fire protection, and large capital projects including treatment plants and data centers.
Why it matters
Core & Main printed Q2 FY26 adjusted EPS of $0.94, beating consensus of $0.86 by $0.08, or +9.3%. Revenue rose 2.5% YoY to $2,145M, and FY2026 guidance was reaffirmed at $7.8B-$7.9B in net sales. Strength was driven by municipal demand, fire protection, and large capital projects including treatment plants and data centers.