Nucor

NUE

Market cap $36.5B

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Nucor (NUE) reported earnings 30 days ago. What's next for the stock?

Nucor reported stronger-than-expected shipment volumes. Nucor highlighted its participation in building and filling data centers.

Nucor Corporation is upgraded to Strong Buy with a $172 price target, following a significant Q3'25 earnings beat and optimistic market outlook. NUE is poised for growth from data center construction, power grid expansion, reindustrialization, and ongoing steel import tariffs supporting domestic demand. Capital investments in new mills and data center infrastructure position NUE for margin expansion and diversified revenue streams over the next several years.

Nucor Corporation (NYSE:NUE ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Chris Jacobi Leon Topalian - President, CEO & Chairman of the Board Stephen Laxton - CFO, Treasurer & Executive VP John Hollatz - Executive Vice President of Fabricated Construction Products David Sumoski - Chief Operating Officer Noah Hanners - Executive Vice President of Sheet Products Randy Spicer - Executive Vice President of Bar & Rebar Fabrication Products Brad Ford - Executive Vice President of Plate & Structural Products Conference Call Participants Alexander Hacking - Citigroup Inc., Research Division William Peterson - JPMorgan Chase & Co, Research Division Lawson Winder - BofA Securities, Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Philip Gibbs - KeyBanc Capital Markets Inc., Research Division Katja Jancic - BMO Capital Markets Equity Research Andrew Jones - UBS Investment Bank, Research Division Tristan Gresser - BNP Paribas Exane, Research Division Presentation Operator Good morning, and welcome to Nucor's Third Quarter 2025 Earnings Call. [Operator Instructions] And today's call is being recorded.

NUE posts stronger Q3 earnings and sales on higher steel shipments but warns of lower profits ahead as pricing and volumes ease.

Although the revenue and EPS for Nucor (NUE) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Nucor (NUE) came out with quarterly earnings of $2.63 per share, beating the Zacks Consensus Estimate of $2.15 per share. This compares to earnings of $1.49 per share a year ago.

Nucor crushed estimates with $2.63 EPS vs. $2.16 expected and 143% YoY net income growth.

Nucor recorded higher revenue and profits in the third quarter, but warned that earnings would fall sequentially in the current quarter as volumes drop in its steel mills business.