Commercial Metals Company (CMC) Analyst/Investor Day Transcript
Commercial Metals Company (CMC) Analyst/Investor Day August 5, 2026 9:00 AM EDT
Company Participants
Andy Larkin
Peter Matt – CEO, President & Director
Ty Garrison – Senior Vice President of Operational & Commercial Excellence
Brian Halloran – Senior Vice President of North America Steel Group
Kevin Haas – Senior Vice President of Precast Group
Michael Doucet – Senior Vice President of Emerging Businesses Group
Paul Lawrence – Senior VP & CFO
Conference Call Participants
Carlos de Alba – Morgan Stanley, Research Division
Alexander Hacking – Citigroup Inc., Research Division
Timna Tanners – Wells Fargo Securities, LLC, Research Division
Sathish Kasinathan – BofA Securities, Research Division
Richard Garchitorena – Barclays Bank PLC, Research Division
Michael Dudas – Vertical Research Partners, LLC
Conversation
Andy Larkin
Good morning. Welcome to the Commercial Metals 2026 Investor Day. I’m Andy Larkin, Vice President of Investor Relations. On behalf of our entire leadership team, we’re so excited to have you with us today. Whether you’re joining via the webcast or live and in person here at the beautiful and iconic New York Stock Exchange, we have an outstanding program for you.
If I were to frame up the purpose of today’s event, it’s simple. A deeper look at our company, at our strategy and critically the people that are charged with executing that plan each and every day. We hope you leave here with a deeper understanding of the opportunities we have in front of us as well as a deeper conviction in our ability to drive long-term shareholder value.
Now while it’s my honor to open today’s festivities, it’s also my tremendous burden to try to keep our auditors and lawyers happy. So, I urge you to read our safe harbor statement and know that our team will be making some forward-looking statements. These statements reflect our current expectations and views and actual results may differ due to
