CMC

• CMC announced fiscal 2029 mid-cycle financial targets: core EBITDA of $1.65B-$1.8B, core EBITDA margin of 15%-16%, ROIC of 13%-14.5%, and free cash flow of $1.375B-$1.525B.
• The board authorized a $600 million increase to the share repurchase program, bringing total capacity to approximately $717 million.
• The press release and presentation include forward-looking statements and non-GAAP measures with reconciliations.
• The filing was made under Items 7.01 and 8.01 to disclose the Investor Day materials and the buyback authorization.

7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Adjusted earnings were $193.0 million, or $1.73 per diluted share, up 147.1% per share year-over-year.
• Consolidated core EBITDA increased 78.6% year-over-year to $353.6 million, with margin expanding 440 basis points to 14.2%.
• Net leverage adjusted for acquisitions was 2.1x at quarter end, with visibility to below 2x well ahead of the mid-2027 goal.
• For Q4 FY2026, core EBITDA is expected to increase sequentially, driven by stronger North America Steel Group and mid-teens adjusted EBITDA growth in Construction Solutions Group.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The dividend is payable on July 15, 2026, to stockholders of record as of the close of business on July 6, 2026.
• This marks CMC's 247th consecutive quarterly dividend.
• The press release announcing the dividend was furnished as Exhibit 99.1 to the Form 8-K.
• The report was filed under Item 8.01 (Other Events) to disclose the dividend declaration.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Michael R. Dumais was appointed as a Class II director of Commercial Metals Company, effective June 23, 2026.
• Dumais retired in March 2022 as Executive Vice President and Chief Transformation Officer at Raytheon Technologies Corporation (now RTX Corporation).
• He will receive the company's standard non-employee director compensation, including equity awards under the 2013 Long-Term Equity Incentive Plan.
• Dumais will serve on the Audit Committee and the Finance Committee.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Adjusted earnings were $130.1 million, or $1.16 per diluted share, compared to $35.8 million, or $0.31 per diluted share, a year ago.
• Consolidated core EBITDA grew approximately 114% year-over-year to $297.5 million, with core EBITDA margin of 14.0%.
• The company expects consolidated core EBITDA in Q3 FY2026 to increase meaningfully from Q2 levels, with full-year precast EBITDA guidance of $165–$175 million.
• Board approved a quarterly dividend of $0.20 per share, an 11% increase, payable April 15, 2026.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• On March 25, 2026, CMC's board declared a regular quarterly cash dividend of $0.20 per share, up $0.02 (11%) from the prior dividend.
• This marks CMC's 246th consecutive quarterly dividend.
• The press release was furnished as Exhibit 99.1 to the Form 8-K.
• CEO Peter R. Matt cited confidence in cash flow and financial position.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• At the January 14, 2026 annual meeting, stockholders elected Dawne S. Hickton, Peter R. Matt, and Robert S. Wetherbee as Class I directors for three-year terms expiring at the 2029 annual meeting.
• The advisory vote on executive compensation received 91,641,481.34 votes for, 3,815,425.23 against, and 133,408 abstentions.
• All director nominees received majority support, with Robert S. Wetherbee receiving the lowest votes for at 76,957,212.45.
• The report was filed under Item 5.07 to disclose the final voting results of matters submitted to stockholders.

5.07 Submission of Matters to a Vote of Security Holders

• Adjusted earnings were $206.2 million, or $1.84 per diluted share, excluding $28.9 million in net after-tax charges.
• Consolidated core EBITDA was $316.9 million, up approximately 52% year-over-year, with a core EBITDA margin of 14.9%.
• Closed acquisitions of CP&P and Foley in December, deploying over $2.5 billion of capital.
• Company expects second quarter core EBITDA to decline modestly sequentially due to seasonal slowdown, partially offset by precast contributions.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits