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Side-by-side financial comparison of COMMERCIAL METALS Co (CMC) and V F CORP (VFC). Click either name above to swap in a different company.

V F CORP is the larger business by last-quarter revenue ($2.9B vs $2.1B, roughly 1.4× COMMERCIAL METALS Co). V F CORP runs the higher net margin — 10.5% vs 8.4%, a 2.1% gap on every dollar of revenue. On growth, COMMERCIAL METALS Co posted the faster year-over-year revenue change (11.0% vs 1.5%). V F CORP produced more free cash flow last quarter ($977.9M vs $78.8M). Over the past eight quarters, V F CORP's revenue compounded faster (10.1% CAGR vs 7.1%).

Commercial Metals Company (CMC) is a company that produces rebar and related construction materials headquartered in Irving, Texas. Along with Nucor, it is one of two primary suppliers of steel used to reinforce concrete in buildings, bridges, roads, and infrastructure in the U.S. The company also owns Tensar, a producer of foundation systems used for the construction of roadways, public infrastructure, and industrial facilities.

The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.

CMC vs VFC — Head-to-Head

Bigger by revenue
VFC
VFC
1.4× larger
VFC
$2.9B
$2.1B
CMC
Growing faster (revenue YoY)
CMC
CMC
+9.6% gap
CMC
11.0%
1.5%
VFC
Higher net margin
VFC
VFC
2.1% more per $
VFC
10.5%
8.4%
CMC
More free cash flow
VFC
VFC
$899.1M more FCF
VFC
$977.9M
$78.8M
CMC
Faster 2-yr revenue CAGR
VFC
VFC
Annualised
VFC
10.1%
7.1%
CMC

Income Statement — Q1 FY2026 vs Q3 FY2026

Metric
CMC
CMC
VFC
VFC
Revenue
$2.1B
$2.9B
Net Profit
$177.3M
$300.8M
Gross Margin
19.2%
56.6%
Operating Margin
8.6%
10.1%
Net Margin
8.4%
10.5%
Revenue YoY
11.0%
1.5%
Net Profit YoY
200.9%
79.3%
EPS (diluted)
$1.58
$0.76

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CMC
CMC
VFC
VFC
Q4 25
$2.1B
$2.9B
Q3 25
$2.1B
$2.8B
Q2 25
$2.0B
$1.8B
Q1 25
$1.8B
$2.0B
Q4 24
$1.9B
$2.8B
Q3 24
$2.0B
$2.8B
Q2 24
$2.1B
$1.9B
Q1 24
$1.8B
$2.4B
Net Profit
CMC
CMC
VFC
VFC
Q4 25
$177.3M
$300.8M
Q3 25
$151.8M
$189.8M
Q2 25
$83.1M
$-116.4M
Q1 25
$25.5M
$-150.8M
Q4 24
$-175.7M
$167.8M
Q3 24
$103.9M
$52.2M
Q2 24
$119.4M
$-258.9M
Q1 24
$85.8M
$-418.3M
Gross Margin
CMC
CMC
VFC
VFC
Q4 25
19.2%
56.6%
Q3 25
18.6%
52.2%
Q2 25
14.8%
53.9%
Q1 25
12.5%
52.7%
Q4 24
16.1%
56.3%
Q3 24
16.2%
52.2%
Q2 24
16.4%
52.0%
Q1 24
16.0%
48.4%
Operating Margin
CMC
CMC
VFC
VFC
Q4 25
8.6%
10.1%
Q3 25
9.1%
11.2%
Q2 25
5.4%
-4.9%
Q1 25
2.1%
2.2%
Q4 24
-12.1%
8.0%
Q3 24
6.7%
9.9%
Q2 24
7.7%
-12.6%
Q1 24
6.3%
-15.0%
Net Margin
CMC
CMC
VFC
VFC
Q4 25
8.4%
10.5%
Q3 25
7.2%
6.8%
Q2 25
4.1%
-6.6%
Q1 25
1.5%
-7.5%
Q4 24
-9.2%
5.9%
Q3 24
5.2%
1.9%
Q2 24
5.7%
-13.6%
Q1 24
4.6%
-17.6%
EPS (diluted)
CMC
CMC
VFC
VFC
Q4 25
$1.58
$0.76
Q3 25
$1.33
$0.48
Q2 25
$0.73
$-0.30
Q1 25
$0.22
$-0.37
Q4 24
$-1.54
$0.43
Q3 24
$0.90
$0.13
Q2 24
$1.02
$-0.67
Q1 24
$0.73
$-1.07

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CMC
CMC
VFC
VFC
Cash + ST InvestmentsLiquidity on hand
$1.0B
$1.5B
Total DebtLower is stronger
$3.3B
$3.6B
Stockholders' EquityBook value
$4.3B
$1.8B
Total Assets
$9.2B
$10.4B
Debt / EquityLower = less leverage
0.77×
1.99×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CMC
CMC
VFC
VFC
Q4 25
$1.0B
$1.5B
Q3 25
$1.0B
$419.1M
Q2 25
$893.0M
$642.4M
Q1 25
$758.4M
$429.4M
Q4 24
$856.1M
$1.4B
Q3 24
$857.9M
$492.2M
Q2 24
$698.3M
$637.4M
Q1 24
$638.3M
$674.6M
Total Debt
CMC
CMC
VFC
VFC
Q4 25
$3.3B
$3.6B
Q3 25
$1.3B
$3.5B
Q2 25
$1.3B
$3.6B
Q1 25
$1.2B
$3.4B
Q4 24
$1.1B
$3.9B
Q3 24
$1.2B
$4.0B
Q2 24
$1.1B
$3.9B
Q1 24
$1.1B
$4.7B
Stockholders' Equity
CMC
CMC
VFC
VFC
Q4 25
$4.3B
$1.8B
Q3 25
$4.2B
$1.5B
Q2 25
$4.1B
$1.3B
Q1 25
$4.0B
$1.5B
Q4 24
$4.0B
$1.7B
Q3 24
$4.3B
$1.4B
Q2 24
$4.3B
$1.4B
Q1 24
$4.2B
$1.7B
Total Assets
CMC
CMC
VFC
VFC
Q4 25
$9.2B
$10.4B
Q3 25
$7.2B
$10.6B
Q2 25
$7.0B
$10.2B
Q1 25
$6.7B
$9.4B
Q4 24
$6.8B
$10.6B
Q3 24
$6.8B
$12.2B
Q2 24
$6.7B
$11.5B
Q1 24
$6.7B
$11.6B
Debt / Equity
CMC
CMC
VFC
VFC
Q4 25
0.77×
1.99×
Q3 25
0.31×
2.40×
Q2 25
0.32×
2.76×
Q1 25
0.29×
2.30×
Q4 24
0.29×
2.31×
Q3 24
0.27×
2.86×
Q2 24
0.27×
2.84×
Q1 24
0.27×
2.84×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CMC
CMC
VFC
VFC
Operating Cash FlowLast quarter
$204.2M
$1.0B
Free Cash FlowOCF − Capex
$78.8M
$977.9M
FCF MarginFCF / Revenue
3.7%
34.0%
Capex IntensityCapex / Revenue
5.9%
1.1%
Cash ConversionOCF / Net Profit
1.15×
3.36×
TTM Free Cash FlowTrailing 4 quarters
$296.2M
$357.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CMC
CMC
VFC
VFC
Q4 25
$204.2M
$1.0B
Q3 25
$315.2M
$-227.0M
Q2 25
$154.4M
$-145.5M
Q1 25
$32.4M
$-171.1M
Q4 24
$213.0M
$918.1M
Q3 24
$351.8M
$-301.6M
Q2 24
$197.9M
$19.8M
Q1 24
$89.0M
Free Cash Flow
CMC
CMC
VFC
VFC
Q4 25
$78.8M
$977.9M
Q3 25
$206.3M
$-253.5M
Q2 25
$65.0M
$-173.7M
Q1 25
$-53.8M
$-193.0M
Q4 24
$94.8M
$899.7M
Q3 24
$270.3M
$-322.4M
Q2 24
$115.8M
$-5.4M
Q1 24
$-4.8M
FCF Margin
CMC
CMC
VFC
VFC
Q4 25
3.7%
34.0%
Q3 25
9.8%
-9.0%
Q2 25
3.2%
-9.9%
Q1 25
-3.1%
-9.6%
Q4 24
5.0%
31.7%
Q3 24
13.5%
-11.7%
Q2 24
5.6%
-0.3%
Q1 24
-0.3%
Capex Intensity
CMC
CMC
VFC
VFC
Q4 25
5.9%
1.1%
Q3 25
5.2%
0.9%
Q2 25
4.4%
1.6%
Q1 25
4.9%
1.1%
Q4 24
6.2%
0.6%
Q3 24
4.1%
0.8%
Q2 24
3.9%
1.3%
Q1 24
5.1%
Cash Conversion
CMC
CMC
VFC
VFC
Q4 25
1.15×
3.36×
Q3 25
2.08×
-1.20×
Q2 25
1.86×
Q1 25
1.27×
Q4 24
5.47×
Q3 24
3.39×
-5.78×
Q2 24
1.66×
Q1 24
1.04×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CMC
CMC

Steel Products$670.8M32%
Downstream Products$505.3M24%
Construction Solutions Group$314.4M15%
Europe Steel Group$200.0M9%
Precast Products$141.6M7%
Construction Products$78.4M4%
Foley Products Company LLC$75.1M4%
Concrete Pipe And Precast LLC$69.4M3%
Ground Stabilization Products$49.9M2%

VFC
VFC

Outdoor$1.9B67%
Sales Channel Through Intermediary$813.4M28%
Other$136.3M5%

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