Company profiles · Steel, Aluminum & Copper

Commercial Metals (CMC): US–Canada Tariff Exposure, Government Contracts, and Risk

MIXEDWATCH TIER
Last close · Oct 30$63.98 −5.4% since report
Report price · Aug 28, 2026 close$67.63
Market cap$7.5B
52-wk range53–85
Dividend · quarterly$0.80/yr 1.25% · next Nov 11

Why it’s on the map

Rebar; Buy America infrastructure demand.

Government money & contracts

Buy America (IIJA).

Customers & commercial

Infrastructure/construction.

Catalysts

Earnings Oct 15.

Risk

'Little direct impact' from Canada (Jefferies) — relative loser on the escalation trade; Mexico risk.

Tariff durability

Least Canada-sensitive.

Dividend · #27 of 47 payers by yield
1.25% yield
$0.80 a share a year · quarterly · pays Feb · Apr · Jul · Nov
All payers ranked →
Per payment$0.20a share, 4× a year
Next payoutNov 11declared · $0.20 a share
Last ex-dateOct 28, 2026own it before the ex-date to collect
Last paidJul 15, 2026$0.20 a share
Payout ratio13%of earnings · well covered
Raised5 yrsconsecutive years of increases
Shares at the Oct 30 close of $63.9815.63
Each payment$3.13
Per year · 4 payments$12.50
Recent payments
Ex-datePaidPer share
Oct 28, 2026Nov 11, 2026$0.20declared, upcoming
Jul 6, 2026Jul 15, 2026$0.20
Apr 6, 2026Apr 15, 2026$0.20
Jan 16, 2026Feb 2, 2026$0.18before the raise
Oct 30, 2025Nov 13, 2025$0.18before the raise

Yield = $0.20 × 4 ÷ the Oct 30 close of $63.98. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source