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Management credibility scorecard

Core & Main (CNM)

1 quarters tracked (Q2'26 to Q2'26) · latest call September 9, 2026
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100%
Kept of 1 resolved - limited history
1
Kept or exceeded
0
Missed
4
Still pending
+3.7%
Share count, 3 yrs/yr · diluter

Score History

QuarterCall dateDisclosureFinancial qualityKeptMissed
Q2'26September 9, 2026--10Call sheet →
Disclosure: the 6-item rubric, each scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior-quarter promises scored on that call.

Promise Ledger · All Quarters

MarkedStatusPromise
Q2'26PendingJune 10: margins near Q1 levels for the remainder of the year
Q2 gross margin was 26.7%, below Q1’s 27.2%; explanation now emphasizes mix and SG&A
Q2'26DeliveredJune 10: slight second-quarter sales growth
Revenue increased 2.5%
Q2'26PendingJune 10: eight to ten greenfield openings in FY2026
Seven through the current update; presentation retains eight to ten
Q2'26PendingJune 10: FY2026 CFO at 60%-70% of adjusted EBITDA
First-half conversion is 28.8%; seasonality favors the second half
Q2'26PendingJune 10 reaffirmation of March FY2026 sales of $7.8-$7.9bn and adjusted EBITDA of $950-$980m
First half: $4.055bn sales and $500m adjusted EBITDA
Each row is a promise from the prior call, scored against the quarter in "Marked". Kept-promise rate counts resolved promises only; pending is excluded.
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Promise-kept rate counts resolved promises only (pending excluded).
Scores, kept-promise rates, and flags on this site reflect the author's opinion, applying a stated methodology to statements management made on public earnings calls. Informational and educational purposes only - not investment advice, a recommendation, or an offer to buy or sell any security. Sources believed reliable but not guaranteed; the author may hold positions in the securities discussed.

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