NUE
Nucor·NYSE
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NUE fundamentals
Nucor (NUE) released its earnings on Jan 26, 2026: revenue was 7.69B (YoY +8.68%), missed estimates; EPS was 1.73 (YoY +41.80%), missed estimates.
Revenue / YoY
7.69B
+8.68%
EPS / YoY
1.73
+41.80%
Report date
Jan 26, 2026
NUE Earnings Call Summary for Q4,2025
- Record Safety & Growth: 2025 saw lowest injury rate in Nucor's history, with $3.4 billion reinvested in projects and $1.2 billion returned to shareholders.
- 2026 Outlook: 5% steel shipment growth driven by infrastructure and energy demand, with EBITDA set to rise from completed projects.
- Trade Policy Impact: Imports at 14% in November 2025, lowest in years, supporting domestic steel production.
- West Virginia Mill: $950 million investment to start up late 2026, targeting automotive and consumer durables markets.
- Free Cash Flow Recovery: Negative in 2025 due to CapEx, but expected improvement in 2026 with lower spending and project ramp-ups.
- Dividend Growth: Quarterly dividend increased to $0.56, maintaining 53-year streak of annual increases.
EPS
Actual | 0.99 | 0.36 | 0.63 | 1.3 | 3.1 | 5.15 | 7.28 | 7.97 | 7.67 | 9.67 | 6.5 | 4.89 | 4.45 | 5.81 | 4.57 | 3.16 | 3.46 | 2.68 | 1.49 | 1.22 | 0.77 | 2.6 | 2.63 | 1.73 | |||||||||||||||
Forecast | 0.956 | 0.0867 | 0.498 | 1.182 | 3.0736 | 4.7881 | 7.1641 | 7.8533 | 7.1946 | 8.728 | 6.7378 | 4.1634 | 3.8685 | 5.5363 | 4.2862 | 2.923 | 3.6687 | 2.4885 | 1.5048 | 0.6423 | 0.6871 | 2.5548 | 2.1845 | 1.91 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.56% | +315.22% | +26.51% | +9.98% | +0.86% | +7.56% | +1.62% | +1.49% | +6.61% | +10.79% | -3.53% | +17.45% | +15.03% | +4.94% | +6.62% | +8.11% | -5.69% | +7.70% | -0.98% | +89.94% | +12.07% | +1.77% | +20.39% | -9.42% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.62B | 4.33B | 4.93B | 5.26B | 7.02B | 8.79B | 10.31B | 10.36B | 10.49B | 11.79B | 10.50B | 8.72B | 8.71B | 9.52B | 8.78B | 7.70B | 8.14B | 8.08B | 7.44B | 7.08B | 7.83B | 8.46B | 8.52B | 7.69B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.37B | 4.50B | 4.54B | 5.40B | 7.20B | 8.26B | 10.15B | 10.45B | 10.46B | 11.60B | 10.25B | 8.43B | 9.03B | 9.62B | 8.37B | 7.64B | 8.26B | 7.69B | 7.28B | 6.76B | 7.22B | 8.54B | 8.18B | 7.93B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.69% | -3.80% | +8.45% | -2.59% | -2.49% | +6.45% | +1.65% | -0.78% | +0.36% | +1.67% | +2.44% | +3.48% | -3.59% | -1.01% | +4.91% | +0.91% | -1.46% | +5.09% | +2.25% | +4.63% | +8.43% | -0.95% | +4.19% | -2.98% |
Earnings Call
You can ask Aime
Did Nucor beat or miss consensus estimates last quarter?What guidance did Nucor's management provide for the next earnings period?What were the key takeaways from Nucor’s earnings call?What does Nucor do and what are its main business segments?What is Nucor's gross profit margin?What factors drove the changes in Nucor's revenue and profit?What were the key takeaways from Nucor's earnings call?What is the revenue and EPS growth rate for Nucor year over year?
