Steel Dynamics Resultados de beneficios anteriores
Pasado controles de criterios 3/6
Los beneficios de Steel Dynamics han disminuido a una tasa media anual de -15.5%, mientras que en la industria Metals and Mining los beneficios disminuyeron en un 8.4% anualmente. Los ingresos han ido creciendo a una tasa media de 1.6% al año. La rentabilidad financiera de Steel Dynamics es de 15%, y sus márgenes netos son de 7.2%.
Información clave
-15.48%
Tasa de crecimiento de los beneficios
-9.45%
Tasa de crecimiento del BPA
| Crecimiento de la industria Metals and Mining | 26.40% |
| Tasa de crecimiento de los ingresos | 1.59% |
| Rentabilidad financiera | 15.00% |
| Margen neto | 7.22% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Nueva narrativa • May 07
Aluminum Sheet Deficit And Utilization Dependence Will Pressure Future Margins And Earnings
Catalysts About Steel Dynamics Steel Dynamics is a North American metals producer with operations in steel, metals recycling, fabrication and a growing flat rolled aluminum business. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • May 06
STLD: Tariff Policy And Margin Assumptions Will Shape Future Earnings Power
The updated fair value estimate for Steel Dynamics rises by about $35 to $227.61, as analysts factor in Street research that points to higher expected profit margins and a lower assumed future P/E, even as revenue growth assumptions and the discount rate are adjusted. Analyst Commentary Recent Street research on Steel Dynamics has focused heavily on valuation, with several bullish analysts lifting price targets while at least one bearish analyst has shifted to a more neutral stance.Artículo de análisis • Apr 23
Steel Dynamics, Inc. (NASDAQ:STLD) Just Reported And Analysts Have Been Lifting Their Price Targets
It's been a pretty great week for Steel Dynamics, Inc. ( NASDAQ:STLD ) shareholders, with its shares surging 17% to...
Nueva narrativa • Apr 23
Aluminum Platform And Recycling Integration Will Support Stronger Long Term Earnings Power
Catalysts About Steel Dynamics Steel Dynamics produces steel, recycles metals, and is ramping a flat rolled aluminum business across North America. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Apr 21
Steel Dynamics: Tariff Benefits Strengthen In Q1
Summary Steel Dynamics has surged over 80% in the past year, fueled by steel tariffs supporting pricing and profitability. Q1 results showcased record steel shipments, robust EBITDA, and strong pricing, though U.S. manufacturing activity remains muted. STLD's aluminum plant is ramping up, expected to add $650+ million EBITDA and diversify earnings, with free cash flow inflecting positively in 2024. I maintain a "Hold" rating, viewing shares as fairly valued at ~15.5x earnings, with potential to add on pullbacks to ~$190. Read the full article on Seeking AlphaActualización de narrativa • Apr 20
STLD: Tariff Policy And Valuation Assumptions Will Shape Earnings Outlook
Analysts have raised the price target on Steel Dynamics by about $4, citing updated views on fair value, profitability and future P/E assumptions supported by recent research from major banks. Analyst Commentary Recent Street research on Steel Dynamics has focused on refining fair value estimates, with several major firms updating price targets and ratings in close succession.Actualización de narrativa • Apr 06
STLD: Tariff Policy And 2026 Outlook Will Shape Earnings And Capacity Use
Analysts trimmed their price target on Steel Dynamics by about $5 to reflect updated assumptions for slightly higher revenue growth, a lower profit margin and a higher future P/E, while recent Street research highlights mixed rating changes and refreshed 2026 outlooks for U.S. carbon steel equities. Analyst Commentary Recent research on Steel Dynamics offers a mix of optimism and caution, with analysts updating ratings and price targets as they refresh multi year views on U.S. carbon steel equities and factor in tariff and capacity trends.Actualización de narrativa • Mar 22
STLD: Tariff Support And 2026 Outlook Will Drive Capacity Expansion And BlueScope Pursuit
Analysts have trimmed their fair value estimate for Steel Dynamics by about $1.45 to $193.46, as they factor in slightly lower margin assumptions and refreshed price targets that now reflect updated 2026 outlooks for U.S. steel mills. Analyst Commentary Recent Street research on Steel Dynamics reflects a split view, with some firms lifting price targets on the back of refreshed 2026 assumptions and others taking a more cautious stance on rating and upside potential.Actualización de narrativa • Mar 07
STLD: Tariff Policy And 2026 Outlook Will Guide Capacity And BlueScope Bid
Narrative update The updated analyst price target for Steel Dynamics of about $195, up from roughly $193, reflects refreshed 2026 outlooks in recent research. Analysts point to firm steel pricing supported by tariffs, capacity driven share gains for domestic mills, and mixed to positive expectations for sector profitability.Actualización de narrativa • Feb 20
STLD: Tariff Policy And 2026 Outlook Will Shape Capacity And Acquisition Path
Analysts have adjusted their views on Steel Dynamics, setting a refreshed analyst price target in the high $180s to low $190s range. This reflects updated 2026 outlooks that highlight expectations for firm steel pricing, ongoing tariff support, and a mixed but generally constructive profitability setup for U.S. mills.Actualización de narrativa • Feb 06
STLD: Tariff Support And 2026 Outlook Will Balance Capacity And Acquisition Risks
Narrative Update The analyst price target for Steel Dynamics shifts slightly higher to about US$193 from about US$191, as analysts factor in refreshed 2026 outlooks that point to resilient steel pricing, incremental capacity driven market share gains for domestic mills, and mixed but generally supportive expectations for sector profitability despite a challenging macro backdrop. Analyst Commentary Recent research paints a mixed but generally constructive picture for Steel Dynamics, with several firms lifting price targets while one high profile downgrade highlights growing valuation and execution questions into 2026.Actualización de narrativa • Jan 22
STLD: Tariff Support And 2026 Sheet Mill Outlook Will Guide Balanced Returns
The analyst price target for Steel Dynamics has increased from US$183.08 to US$191.28 as analysts factor in refreshed 2026 outlooks that assume firm U.S. steel pricing, incremental profitability improvement for sheet mills, and updated models following recent earnings and sector tariff expectations. Analyst Commentary Recent research updates on Steel Dynamics point to a more mixed stance, with several firms lifting their price targets while some temper their ratings as they reassess 2026 assumptions and nearer term demand trends.Actualización de narrativa • Jan 06
STLD: Tariff Policy And Demand Rebound Will Shape Balanced Return Outlook
Analysts have lifted their fair value estimate for Steel Dynamics to about $183 per share from roughly $181, noting updated price targets from US$165 to US$185 and refreshed models that factor in a mixed demand backdrop across North America, China, the U.S. and Europe. Analyst Commentary Recent Street research on Steel Dynamics reflects a mix of optimism and caution, with several firms updating price targets and ratings as they incorporate new macro views and refreshed models.Actualización de narrativa • Dec 17
STLD: Tariff Policy And Demand Rebound Will Drive Returns Ahead
Analysts have lifted their price target on Steel Dynamics by roughly $11 per share to about $181, citing refreshed models that balance a still challenging global demand backdrop with improving profitability and supportive U.S. and European demand trends. Analyst Commentary Street research on Steel Dynamics reflects a mixed but generally constructive stance, with recent revisions highlighting both upside potential and valuation constraints following the stock's strong run.Actualización de narrativa • Dec 02
STLD: Demand Recovery And Tariff Risks Will Shape Performance Ahead
The consensus analyst price target for Steel Dynamics has increased by $2.50, as analysts cite resilient U.S. and European demand and recent updates to price forecasts despite ongoing macroeconomic challenges. Analyst Commentary Recent analyst updates highlight a mix of optimism and caution regarding Steel Dynamics' outlook, with several notable price target adjustments and rating changes.Actualización de narrativa • Nov 18
STLD: Challenging Demand And Trade Risks Will Define Near-Term Performance
Analysts have slightly increased their average price target for Steel Dynamics by $0.83 to $167.42. They cite updated models and recent earnings, while highlighting ongoing valuation considerations and a persistently challenging demand environment.Actualización de narrativa • Nov 03
STLD: Domestic Tariffs And U.S. Market Exposure Will Shape Future Performance
Analysts have raised their fair value estimate for Steel Dynamics from $153.83 to $166.58 per share. This change is due to upward price target revisions and model updates following recent earnings results and industry outlooks.Actualización de narrativa • Oct 20
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Analysts have raised their price target for Steel Dynamics from $151.50 to $153.83 per share, citing anticipated tariff benefits, resilient U.S. steel pricing, and an improved profit margin outlook as key factors supporting their updated valuation. Analyst Commentary Analyst perspectives on Steel Dynamics reflect a mix of optimism around near-term support and caution regarding the longer-term landscape for U.S. steel producers.Actualización de narrativa • Oct 05
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Analysts have raised their fair value estimate for Steel Dynamics from $149.58 to $151.50. This change is attributed to an improved domestic demand outlook, tariff benefits, and valuation premiums for U.S. mills.Artículo de análisis • Aug 16
Steel Dynamics, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
NasdaqGS:STLD 1 Year Share Price vs Fair Value Explore Steel Dynamics's Fair Values from the Community and select yours...Artículo de análisis • Aug 09
Is Steel Dynamics (NASDAQ:STLD) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jul 16
Returns On Capital At Steel Dynamics (NASDAQ:STLD) Have Stalled
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Artículo de análisis • Jun 10
Fewer Investors Than Expected Jumping On Steel Dynamics, Inc. (NASDAQ:STLD)
It's not a stretch to say that Steel Dynamics, Inc.'s ( NASDAQ:STLD ) price-to-earnings (or "P/E") ratio of 17x right...Seeking Alpha • Feb 24
Steel Dynamics: Trump Trade With Several Tailwinds
Summary The reshoring of industrial capacity from China to the U.S., driven by tariffs, will benefit U.S. steelmakers like Steel Dynamics. Steel Dynamics is well-positioned with competitive advantages in electric arc furnace technology, vertical integration, and value-added products. Strategic investments in new steel and aluminum mills are expected to significantly boost Steel Dynamics' EBITDA by $1.2 billion. I recommend a buy rating for Steel Dynamics with a target price of $170, anticipating increased demand and profitability in the new geopolitical landscape. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Steel Dynamics: Tariffs Tailwind
Summary Steel Dynamics shares have surged 8.6% due to Trump's tariffs, making their products more competitive against imports. Trump's recent tariffs on steel and aluminum will further benefit Steel Dynamics by allowing them to price products higher without foreign competition. Despite conservative growth estimates, I believe Steel Dynamics will see accelerated growth, with potential for up to 29.7% upside in shares. The biggest risk is tariff removal, but Steel Dynamics remains competitive due to their efficient EAF furnaces, making shares a strong buy. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Steel Dynamics. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 19,012 | 1,372 | 901 | 0 |
| 31 Dec 25 | 18,177 | 1,186 | 888 | 0 |
| 30 Sep 25 | 17,635 | 1,127 | 873 | 0 |
| 30 Jun 25 | 17,148 | 1,041 | 832 | 0 |
| 31 Mar 25 | 17,216 | 1,170 | 811 | 0 |
| 31 Dec 24 | 17,540 | 1,537 | 829 | 0 |
| 30 Sep 24 | 17,902 | 1,754 | 837 | 0 |
| 30 Jun 24 | 18,147 | 2,014 | 845 | 0 |
| 31 Mar 24 | 18,596 | 2,398 | 869 | 0 |
| 31 Dec 23 | 18,795 | 2,451 | 861 | 0 |
| 30 Sep 23 | 19,388 | 2,661 | 878 | 0 |
| 30 Jun 23 | 20,453 | 2,999 | 906 | 0 |
| 31 Mar 23 | 21,584 | 3,396 | 932 | 0 |
| 31 Dec 22 | 22,261 | 3,863 | 998 | 0 |
| 30 Sep 22 | 22,745 | 4,318 | 1,102 | 0 |
| 30 Jun 22 | 22,182 | 4,395 | 1,136 | 0 |
| 31 Mar 22 | 20,434 | 3,887 | 1,114 | 0 |
| 31 Dec 21 | 18,409 | 3,214 | 1,032 | 0 |
| 30 Sep 21 | 15,699 | 2,311 | 863 | 0 |
| 30 Jun 21 | 12,942 | 1,421 | 722 | 0 |
| 31 Mar 21 | 10,571 | 794 | 603 | 0 |
| 31 Dec 20 | 9,601 | 551 | 539 | 0 |
| 30 Sep 20 | 9,350 | 484 | 508 | 0 |
| 30 Jun 20 | 9,546 | 535 | 503 | 0 |
| 31 Mar 20 | 10,223 | 654 | 514 | 0 |
| 31 Dec 19 | 10,465 | 671 | 515 | 0 |
| 30 Sep 19 | 11,019 | 820 | 537 | 0 |
| 30 Jun 19 | 11,715 | 1,067 | 560 | 0 |
| 31 Mar 19 | 12,035 | 1,235 | 574 | 0 |
| 31 Dec 18 | 11,822 | 1,258 | 573 | 0 |
| 30 Sep 18 | 11,254 | 1,293 | 542 | 0 |
| 30 Jun 18 | 10,474 | 1,048 | 512 | 0 |
| 31 Mar 18 | 9,774 | 839 | 489 | 0 |
| 31 Dec 17 | 9,539 | 813 | 486 | 0 |
| 30 Sep 17 | 9,113 | 528 | 482 | 0 |
| 30 Jun 17 | 8,771 | 532 | 481 | 0 |
| 31 Mar 17 | 8,404 | 520 | 479 | 0 |
| 31 Dec 16 | 7,777 | 382 | 445 | 0 |
| 30 Sep 16 | 7,458 | 109 | 423 | 0 |
| 30 Jun 16 | 7,307 | 12 | 397 | 0 |
| 31 Mar 16 | 7,288 | -98 | 368 | 0 |
| 31 Dec 15 | 7,594 | -130 | 352 | 0 |
| 30 Sep 15 | 8,520 | 78 | 367 | 0 |
| 30 Jun 15 | 8,909 | 108 | 368 | 0 |
Ingresos de calidad: STLD tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (7.2%) de STLD son superiores a los del año pasado (6.8%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de STLD han disminuido en un 15.5% al año en los últimos 5 años.
Acelerando crecimiento: El crecimiento de los beneficios de STLD en el último año (17.2%) supera su media de 5 años (-15.5% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de STLD en el último año (17.2%) no superó al de la industria Metals and Mining 77.8%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de STLD (15%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/26 17:25 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Steel Dynamics, Inc. está cubierta por 33 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Gagliano | Barclays |
| Richard Garchitorena | Barclays |
| Katja Jancic | BMO Capital Markets Equity Research |