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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Nucor (NUE) is 9/10.
Nucor delivered record quarterly steel mill shipments of 7 million tons and EPS of $3.23, up 382% year-over-year, generating approximately $1.5 billion in EBITDA. Backlog growth signaled sustained demand momentum, and trade policy continued reducing import competition. The West Virginia sheet mill approached commissioning. Management raised the shipment growth outlook to more than 5% for 2026, and data center and infrastructure demand drove broad-based strength across the portfolio.
Scored from Nucor’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.08B | -8.2% | $1.22 | -61.4% | 8.9% | 5.5% | 4.1% | $-146M |
| FY2025 Q1 | $7.83B | -3.8% | $0.67 | -80.6% | 7.7% | 4.1% | 2.0% | $-495M |
| FY2025 Q2 | $8.46B | +4.7% | $2.60 | -3.0% | 14.5% | 10.9% | 7.1% | $-222M |
| FY2025 Q3 | $8.52B | +14.5% | $2.63 | +150.5% | 13.9% | 10.4% | 7.1% | $532M |
| FY2025 Q4 | $7.69B | +8.6% | $1.64 | +34.4% | 11.2% | 6.9% | 4.9% | $-3M |
| FY2026 Q1 | $9.50B | +21.3% | $3.23 | +382.1% | 15.8% | 11.5% | 7.8% | $225M |
| FY2026 Q2 | $10.40B | +23.0% | $5.04 | +93.8% | 19.6% | 15.7% | 11.1% | — |
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