Nucor 2025 Q2 Earnings Revenue Growth Amid Net Income Decline

Nucor (NUE) reported its fiscal 2025 Q2 earnings on Jul 28th, 2025. The company saw a mixed performance with revenue beating expectations by increasing 4.7% compared to the same quarter last year, reaching $8.46 billion. However, earnings per share (EPS) fell short, declining 3.0% year-over-year to $2.60. Despite the revenue growth, Nucor's guidance remains in line with previous forecasts, indicating steady demand across key markets and a consistent order backlog. Management did not raise guidance, signaling a careful approach to the upcoming quarters.

Revenue

Nucor's total revenue reached $8.46 billion in 2025 Q2, marking a 4.7% increase from $8.08 billion in 2024 Q2.

Earnings/Net Income

Nucor's EPS declined 3.0% to $2.60 in 2025 Q2 from $2.68 in 2024 Q2. Meanwhile, the company's net income decreased to $706 million in 2025 Q2, down 0.8% from $712 million reported in 2024 Q2. The EPS decline suggests challenges amidst revenue growth.

Price Action

The stock price of Nucor has edged down 0.90% during the latest trading day, has edged up 1.67% during the most recent full trading week, and has jumped 12.72% month-to-date.

Post-Earnings Price Action Review

The strategy of purchasing Nucor shares following a revenue increase on the earnings release date and holding for 30 days has consistently yielded favorable results over the past three years. This approach generated positive returns, with a final value of $152.52, demonstrating profitability. Notably, after the 2024 Q4 financial report, the stock price rose by 8.46% over 30 days. Following the 2023 Q4 financial report, a 10.48% increase was observed within the same period. However, the 2022 Q4 financial report resulted in a more modest 2.17% gain. The strategy involved a 30-day holding period post-earnings release, during which the stock typically stabilized or trended positively. Reinvesting dividends and potential gains during this period further benefited from Nucor's consistent dividend payments and potential stock price appreciation. While successful, the strategy's efficacy may vary based on broader market conditions and Nucor's operational decisions.

CEO Commentary

Nucor Corporation’s Chair, President, and Chief Executive Officer Leon Topalian highlighted a solid second quarter with sequential earnings growth across all three reporting segments and an impressive safety record. He expressed optimism about resilient demand in key markets, a healthy order backlog, and supportive tax and trade policies that enhance American manufacturing. Overall, Topalian conveyed a positive outlook on the company's performance moving into the second half of 2025, emphasizing the factors contributing to Nucor's growth.

Guidance

Nucor's management anticipates continued growth, driven by strong demand across various end markets and a robust order backlog. The company expects to maintain healthy operating rates in its steel mills, projecting an overall positive trend for the remainder of 2025. Management remains confident in the benefits of recent tax and trade policies and their supportive role in American manufacturing, suggesting a favorable environment for Nucor's operations moving forward.

Additional News

In recent updates, Nucor has announced the repurchase of approximately 1.8 million shares of its common stock during the second quarter of 2025, reflecting its commitment to returning capital to stockholders. This buyback was completed at an average price of $111.89 per share. Additionally, Nucor's Board of Directors declared a cash dividend of $0.55 per share on June 10, 2025, which is payable on August 11, 2025. This marks Nucor's 209th consecutive quarterly cash dividend, reinforcing its dedication to providing consistent returns to its investors. No significant mergers or acquisitions were reported within the past three weeks.