← BackCore & Main, Inc. · Durable Goods, NECCNM
Low riskNext report: Around Dec 8 (est.)
The short versionA profitable company with steady sales.
Going well
- Profitable
- Brings in more cash than it spends
- Buying back shares: share count down 20% in 3 years
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 2.8% to their holdings in the quarter ending June 2026 (218 bought, 254 sold)
- Held by George Soros (Soros Fund), Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$42.40+1.1% that day
- Company value
- $8.2B
- Share price times all shares
- Price vs profit (P/E)
- 17.4x
- You pay about $17 for each $1 of yearly profit
- Price vs sales
- 1.1x
- Company value is 1.1 times a year of sales
- Cash vs value
- 4%
- Cash as a share of company value
- Debt vs value
- 26%
- Debt as a share of company value
From CNM's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Aug '26$2.1B+2.5% vs a year earlier
Oct '23Tap a barAug '26
Last 12 months: $7.7B, down 0.5% from the 12 months before. Over 5 years, sales grew about 16% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.25.0%
- MissDebt under half of equityNot relying on borrowed money.1.08x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.6.0%
- PassProfitable every yearSteady profits, not one good year.7 of 7 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$650.0M
- PassShare count not growingNot diluting owners. Falling means buybacks.-19.6% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.26.9%
- Revenue
- $7.6B
- +2.8% vs prior year
- 5-year growth
- +16.0%/yr
- revenue, per year
- Total debt
- $2.1B
- 1.08x equity
- Current ratio
- 2.63x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 2, 2026- Revenue
- $2.1B
- +2.5% YoY
- EPS
- $0.77
- vs $0.70
- Op. margin
- 10.6%
- +0.4 pts
- Gross margin
- 26.7%
- -0.1 pts
- Free cash flow
- $44.0M
- Share count
- -2.5%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.3
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+2.8%Institutions added 2.8% to their holdings. 218 bought, 254 sold.
Shares held by institutions200.7M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-5.5%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.2x · $2.4B debtShares outstandingLatest reported
193MNext reportAround Dec 8 (est.)Estimated from the same quarter last year
- Results filedSep 9
- Results filedJun 10
- Results filedMar 24
- Results filedDec 9, 2025
- Results filedSep 9, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
GiftMark R WitkowskiChief Executive Officer, Director
19,596 shares
- +164% of holdings
- Now owns 31,523 shares
- Filed 4 days after trade
Shares withheld for taxesCarla D HarperSenior VP, Human Resources
242 shares at $46.32 · $11K
- -2% of holdings
- Now owns 13,064 shares
- Filed 1 day after trade
Shares withheld for taxesMichael G. HuebertPresident
1,301 shares at $43.75 · $57K
- -5% of holdings
- Now owns 24,036 shares
- Filed 1 day after trade
BoughtJames D HopeDirector
2,067 shares at $46.01 · $95K
- +21% of holdings
- Now owns 11,805 shares
- Filed 2 days after trade
Shares withheld for taxesCarla D HarperSenior VP, Human Resources
568 shares at $47.25 · $27K
- -4% of holdings
- Now owns 13,306 shares
- Filed 2 days after trade
Stock awardRobert M BuckDirector
2,799 shares
- +21% of holdings
- Now owns 15,849 shares
- Filed 1 day after trade