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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Lawson Winder | Bank of America | 15 questions · 7% challenging |
| Tristan Gresser | BNP Paribas | 14 questions · 0% challenging |
| Katja Jancic | BMO Capital Markets | 14 questions · 7% challenging |
| Bill Peterson | JPMorgan | 14 questions · 0% challenging |
| Timna Tanners | Wells Fargo | 12 questions · 8% challenging |
| Carlos De Alba | Morgan Stanley | 11 questions · 9% challenging |
| Phil Gibbs | KeyBanc Capital Markets | 7 questions · 0% challenging |
| Alex Hacking | Citigroup | 7 questions · 0% challenging |
| Andrew Jones | UBS | 5 questions · 40% challenging |
| Mike Harris | Goldman Sachs | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 analyst | 15 questions · 7% challenging |
| BMO Capital Markets | 1 analyst | 14 questions · 7% challenging |
| BNP Paribas | 1 analyst | 14 questions · 0% challenging |
| JPMorgan | 1 analyst | 14 questions · 0% challenging |
| Wells Fargo | 1 analyst | 12 questions · 8% challenging |
| Morgan Stanley | 1 analyst | 11 questions · 9% challenging |
| KeyBanc Capital Markets | 1 analyst | 7 questions · 0% challenging |
| Citigroup | 1 analyst | 7 questions · 0% challenging |
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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.
Demand | Capex Investment | Trade Tariffs | Pricing | Competitive Dynamics | Cost Pressure | Revenue Growth | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 2 | 4 | 2 | 2 | 1 | 2 | |
| 2025Q1 | 6 | 3 | 6 | 2 | 1 | 3 | 3 | 4 |
| 2025Q2 | 1 | 2 | 4 | 3 | 2 | 4 | 5 | |
| 2025Q3 | 5 | 3 | 3 | 2 | 3 | 1 | 1 | |
| 2025Q4 | 4 | 7 | 3 | 2 | 5 | 3 | ||
| 2026Q1 | 4 | 1 | 1 | 3 | 2 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 7 | 6 | 1 | 5 | 4 | 4 |
| Capex Investment | 2 | 3 | 2 | 3 | 7 | 1 |
| Trade Tariffs | 4 | 6 | 4 | 3 | 1 | |
| Pricing | 2 | 2 | 3 | 3 | 2 | 3 |
| Competitive Dynamics | 2 | 1 | 2 | 2 | 5 | 2 |
| Cost Pressure | 1 | 3 | 4 | 3 | 2 | |
| Revenue Growth | 2 | 3 | 1 | 3 | 3 | |
| Margin | 4 | 5 | 1 | 1 |
Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +21.3% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Nucor (NUE), FY2026 Q1: 9/10. Scores: Nucor’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: NUE daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.08B | -8.2% | $1.22 | -61.4% | 8.9% | 4.1% | $-146M |
| FY2025 Q1 | $7.83B | -3.8% | $0.67 | -80.6% | 7.7% | 2.0% | $-495M |
| FY2025 Q2 | $8.46B | +4.7% | $2.60 | -3.0% | 14.5% | 7.1% | $-222M |
| FY2025 Q3 | $8.52B | +14.5% | $2.63 | +150.5% | 13.9% | 7.1% | $532M |
| FY2025 Q4 | $7.69B | +8.6% | $1.64 | +34.4% | 11.2% | 4.9% | $-3M |
| FY2026 Q1Selected | $9.50B | +21.3% | $3.23 | +382.1% | 15.8% | 7.8% | $225M |
| FY2026 Q2 | $10.40B | +23.0% | $5.04 | +93.8% | 19.6% | 11.1% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What NUE and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“With Nucor’s entry there, the plate market is well served.”
Steel Dynamics notes Nucor's entry into steel plate means that market is already well served, so STLD is not pursuing plate.
“You're seeing similar results in Louisiana with Hyundai building their sheet mill there.”
Nucor points to Hyundai building a new sheet mill in Louisiana as another example of new foreign-owned domestic steel capacity.
“We've seen Nippon Steel come in and buy the U.S. steel assets, and that company no longer exists, right? It's now owned and operated by a Japanese company.”
Nucor cites Nippon Steel's acquisition of U.S. Steel as evidence of foreign capital entering U.S. steelmaking amid strong domestic market conditions.
“You saw us invest in Helion that we're incredibly excited about.”
Nucor has invested in fusion company Helion, reinforcing its behind-the-meter clean-power strategy.
“we've taken small positions, but financial positions in things like NuScale Power, which is the small module reactor technology because we need all the power that we can get”
Nucor holds a financial investment in NuScale Power's small modular reactor technology as part of securing long-term low-carbon power for steelmaking.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NUE Nucor | 9 | +21.3% | |
| STLD Steel Dynamics | 9 | +19.1% |