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Nucor Corp
XMUN:NUO

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Nucor Corp
XMUN:NUO
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Price: 216.8 EUR 0.28%
Market Cap: €34.9B

Nucor Corp
Investor Relations

Nucor is one of the largest steel makers in North America. It turns scrap metal and other raw materials into steel products such as sheet steel, plate, bars, beams, and rebar. It also makes many of the inputs and equipment used in steel production, including direct reduced iron, metal building systems, and structural components. Its main customers are manufacturers, construction firms, service centers, and fabricators that need steel for buildings, vehicles, appliances, infrastructure, and industrial equipment. Nucor makes money by selling steel and related products, with prices tied to market demand, input costs, and the mix of products it ships. It also earns from downstream businesses that turn steel into finished or semi-finished goods for specific end markets. What sets Nucor apart is its electric-arc-furnace model, which relies heavily on recycled scrap and gives it a flexible, lower-cost production base compared with traditional integrated steel mills. That makes it more of a fast-moving, scrap-based steel supplier than a classic iron-and-coal steel giant. In practice, Nucor sits at the center of the North American steel supply chain, converting recycled metal into the structural and flat-rolled products the economy uses every day.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Jul 28, 2026
AI Summary
Q2 2026

Results: Nucor reported another strong quarter with $1.2 billion of net earnings, or $5.04 per share, and about $2 billion of EBITDA, helped by stronger pricing and higher volumes across all three segments.

Outlook: Management said shipment growth for 2026 should end closer to the high end of its prior 5% to 10% range, and third-quarter earnings are expected to be higher, even without the Q2 cash refunds.

Demand: The company described demand as strong across most end markets, with record steel mill shipments of 7.1 million tons, record backlogs, and continued strength tied to data centers, energy, reshoring, infrastructure and border-related work.

Projects: The West Virginia sheet mill remains on time and on budget, with commissioning underway and first commercial shipments expected to ramp in early 2027; several other growth projects are also progressing.

Capital use: Nucor returned $479 million to shareholders in the quarter and kept its $2.5 billion CapEx plan for 2026, while saying future cash will likely go toward disciplined M&A or more shareholder returns.

Key Financials
Net earnings
$1.2 billion
Earnings per share
$5.04
Adjusted earnings per share
$4.84
EBITDA
approximately $2 billion
Dividends and share buybacks
$479 million
Capital expenditures
$571 million
Annual CapEx
approximately $2.5 billion
Steel mill shipments
7.1 million tons
Steel products shipments
up 11%
Steel Mills pretax earnings
$1.6 billion
Steel Products pretax earnings
$353 million
Raw Materials pretax earnings
$146 million
Pre-operating and start-up costs
$120 million
Free cash flow
$829 million
Cash and liquidity
approximately $2.7 billion in cash and $3.4 billion of liquidity
Debt as a percentage of capital
23%
Quarterly returns as a share of net earnings
41%
Finished steel imports
down 25% year-over-year
Shipment growth outlook
closer to the higher end of 5% to 10%
U.S. industry demand growth
about 2%
Q3 and Q4 fiscal days
91 days in the third and 89 days in the fourth
Earnings Call Recording
Other Earnings Calls

Management

Mr. Leon J. Topalian
President, CEO & Chairman of the Board
No Bio Available
Mr. Stephen D. Laxton
CFO, Treasurer & Executive VP
No Bio Available
Mr. David A. Sumoski
Chief Operating Officer
No Bio Available
Mr. K. Rex Query
Executive Vice President of Sheet, Tubular Products & Talent Resources
No Bio Available
Mr. Daniel R. Needham
Executive Vice President of Commercial
No Bio Available
Mr. Jack Sullivan
General Manager of Investor Relations
No Bio Available
Mr. Gregory J. Murphy
Executive Vice President of Business Services & General Counsel
No Bio Available
Mr. Benjamin M. Pickett
General Manager of Public Affairs & Government Relations
No Bio Available
Ms. Nicole B. Theophilus
Executive Vice President of Talent and Human Resources,
No Bio Available
Mr. D. Chad Utermark
Executive Vice President of New Markets & Innovation
No Bio Available

Contacts

Address
NORTH CAROLINA
Charlotte
1915 Rexford Rd
Contacts
+13026587581
nucor.com