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Steel Dynamics Q3 2025 Earnings Expected to Reach $2.60-$2.64 per Share Amid Strong Demand and Pricing Edge.
ByAinvest
Tuesday, Sep 16, 2025 2:38 pm ET1min read
Steel Dynamics Inc. (STLD) is expected to report Q3 2025 earnings of $2.60 to $2.64 per share, up from $2.01 in Q2 2025 and $2.05 in Q3 2024. The company credits increased shipments, widening metal spreads, and falling scrap prices for its strong performance. Steel Dynamics operates efficient minimills, which helps manage cost volatility and maintain profitability. The company's three main segments, steel production, metal recycling, and steel fabrication, are expected to outperform the previous quarter.
Steel Dynamics Inc. (STLD) has provided robust earnings guidance for its third quarter (Q3) 2025, with diluted earnings per share (EPS) expected to range between $2.60 and $2.64. This represents a significant increase from the second quarter (Q2) 2025 EPS of $2.01 and the third quarter (Q3) 2024 EPS of $2.05, marking a 29.4% to 31.3% sequential increase and a 26.8% to 28.8% year-over-year improvement [1].The company attributes its strong performance to improved shipments, expanded metal spreads, and declining scrap prices. Steel Dynamics operates efficient minimills, which help manage cost volatility and maintain profitability. The company's three main segments—steel production, metal recycling, and steel fabrication—are expected to outperform the previous quarter.
Steel production is projected to benefit from robust shipments and expanded metal spreads, with declining scrap costs outpacing steel price reductions. The metals recycling division anticipates stronger results due to steady shipments and improved ferrous metal spreads. Steel fabrication operations are expected to see higher earnings from increased volumes while maintaining steady margins.
Demand fundamentals remain solid, driven by multiple sectors including non-residential construction, automotive, energy, and industrial sectors. The company also highlighted longer-term catalysts from domestic manufacturing investment, onshoring trends, and U.S. infrastructure programs.
The aluminum expansion is progressing well, with the Columbus, Mississippi mill and San Luis Potosi recycled slab center successfully commissioned. The cast houses and hot strip mill are exceeding startup performance expectations.
Steel Dynamics continues to return capital to shareholders, having repurchased $185 million (approximately 1%) of outstanding shares during Q3 2025, demonstrating management's confidence in the company's financial strength and outlook.
The company plans to release its Q3 2025 earnings after the market closes on October 20, 2025.
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