{"filing":{"accession_number":"0001193125-26-333797","cik":"0000022444","ticker":"CMC","company_name":"COMMERCIAL METALS Co","form":"8-K","filing_date":"2026-08-05","report_date":"2026-08-05","primary_document":"d95091d8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/22444/000119312526333797/d95091d8k.htm"},"events":[{"id":24471,"run_id":22174,"accession_number":"0001193125-26-333797","anchor_item_number":"7.01","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"summary":"CMC disclosed long-term financial targets at its 2026 Investor Day, including FY29 Core EBITDA guidance of $1,650–$1,800M, margins of 15–16%, ROIC of 13–14.5%, and free cash flow of $1,375–$1,525M, along with a $600M incremental share repurchase authorization as part of its capital allocation strategy.","company_name":"COMMERCIAL METALS Co","ticker":"CMC","filing_date":"2026-08-05","form":"8-K","submitted_at":null,"items":[{"id":25030,"accession_number":"0001193125-26-333797","item_number":"7.01","item_title":null,"event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"CMC disclosed long-term financial targets (FY29 Core EBITDA $1,650–$1,800M, margins 15–16%, ROIC 13–14.5%, FCF $1,375–$1,525M) and a $600M incremental share repurchase authorization at its 2026 Investor Day. While the disclosure includes forward-looking guidance and capital allocation strategy, it does not constitute a formal earnings release (no historical results), nor does it fit cleanly into financial_other (which typically covers asset sales or divestitures). The event is primarily operational/strategic—a public articulation of long-term targets and shareholder return policy—making operational_other the most appropriate classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-06T02:38:26.467606+00:00","company_name":"","ticker":null,"filing_date":""},{"id":25031,"accession_number":"0001193125-26-333797","item_number":"8.01","item_title":null,"event_type":"dividend_distribution","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"The Item 8.01 disclosure announces that the Board authorized an increase of $600 million to the Company's share repurchase program, bringing total capacity to approximately $717 million. Share repurchase programs are capital allocation mechanisms that return value to shareholders and are classified as dividend_distribution events. The magnitude ($600M incremental authorization) and the explicit Board authorization make this material to investors assessing capital allocation strategy and shareholder returns.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-06T02:38:26.467606+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":25030,"accession_number":"0001193125-26-333797","item_number":"7.01","item_title":null,"event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"CMC disclosed long-term financial targets (FY29 Core EBITDA $1,650–$1,800M, margins 15–16%, ROIC 13–14.5%, FCF $1,375–$1,525M) and a $600M incremental share repurchase authorization at its 2026 Investor Day. While the disclosure includes forward-looking guidance and capital allocation strategy, it does not constitute a formal earnings release (no historical results), nor does it fit cleanly into financial_other (which typically covers asset sales or divestitures). The event is primarily operational/strategic—a public articulation of long-term targets and shareholder return policy—making operational_other the most appropriate classification.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-06T02:38:26.467606+00:00","company_name":"COMMERCIAL METALS Co","ticker":"CMC","filing_date":"2026-08-05"},{"id":25031,"accession_number":"0001193125-26-333797","item_number":"8.01","item_title":null,"event_type":"dividend_distribution","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"The Item 8.01 disclosure announces that the Board authorized an increase of $600 million to the Company's share repurchase program, bringing total capacity to approximately $717 million. Share repurchase programs are capital allocation mechanisms that return value to shareholders and are classified as dividend_distribution events. The magnitude ($600M incremental authorization) and the explicit Board authorization make this material to investors assessing capital allocation strategy and shareholder returns.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-06T02:38:26.467606+00:00","company_name":"COMMERCIAL METALS Co","ticker":"CMC","filing_date":"2026-08-05"}]}
