Nucor Corporation

NYSE:NUE Rapport sur les actions

Capitalisation boursière : US$51.6b

Nucor Résultats passés

Passé contrôle des critères 3/6

Les bénéfices de Nucor ont diminué à un taux annuel moyen de -22.3%, tandis que le secteur Metals and Mining a vu ses bénéfices augmenter de en baisse à 8.4% par an. Les revenus ont augmenté de en baisse à un taux moyen de 0.9% par an. Le rendement des capitaux propres de Nucor est 11.9% et ses marges nettes sont de 6.8%.

Informations clés

-22.28%

Taux de croissance des bénéfices

-18.27%

Taux de croissance du BPA

Metals and Mining Croissance de l'industrie26.40%
Taux de croissance des recettes-0.87%
Rendement des fonds propres11.89%
Marge nette6.79%
Dernière mise à jour des bénéfices04 Apr 2026

Mises à jour récentes des performances passées

Recent updates

Nouveau récit May 15

New Capacity And Capital Projects Will Strain Utilization And Margins Over The Long Term

Catalysts About Nucor Nucor produces steel and a broad range of steel products in the United States, including sheet, plate, bar and downstream fabricated products, along with raw materials such as direct reduced iron. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit May 12

NUE: Organic Projects And Tariff Policy Will Shape Future Earnings Resilience

Nucor's analyst price target has been revised higher from about $193 to roughly $241, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E, based on recent research that highlights improving profitability and ongoing organic growth plans. Analyst Commentary Recent Street research on Nucor shows a mix of optimistic and cautious views, with several firms revising price targets and ratings as they update their assumptions on profitability and growth projects.
Seeking Alpha Apr 29

Nucor Corporation: Good Results Already Reflected In Valuation

Summary Nucor Corporation delivered a robust Q1, surpassing consensus on revenue and EPS due to higher volumes and prices amid favorable macro conditions. NUE's shares have surged 84% over 12 months, now trading at a premium to sector and historical multiples, with 2026 growth already priced in. I assign a Hold rating, as the cyclical nature of the steel industry and current valuation suggest limited upside and potential downside risk. Low leverage and strong cash flow support shareholder returns, but high capital expenditures and peak-cycle pricing warrant caution before adding exposure. Read the full article on Seeking Alpha
Nouveau récit Apr 29

Long Duration Infrastructure Projects And New Mill Capacity Will Support Stronger Future Earnings Power

Catalysts About Nucor Nucor produces steel and steel products across mills, downstream fabrication and raw materials operations in North America. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit Apr 26

NUE: Modernization Spending Will Test Earnings Resilience Under Uncertain Tariff Policy

Nucor's updated analyst price target edges higher, supported by analysts who highlight recent price target increases from multiple firms and point to company investments, improving profitability across segments, and expectations for a modestly lower future P/E multiple as part of their rationale. Analyst Commentary Recent research on Nucor points to a mix of optimism and caution, with several large firms adjusting ratings and price targets as they reassess the company’s valuation, execution and growth plans.
Nouveau récit Apr 24

Nucor Corporation (NUE): Multi-Segment Expansion and Infrastructure Tailwinds Signal Structural Margin Growth

Nucor Corporation (NUE) , the titan of North American steel and a pioneer in low-carbon electric arc furnace (EAF) production, enters the trading session on Friday, April 24, 2026 , with intense market focus ahead of its Q1 2026 earnings release scheduled for Monday, April 27, after market close. The company is operating in a high-conviction environment, having previously guided for Q1 EPS between $2.70 and $2.80 , which would represent a massive 264% increase over the prior year’s adjusted results.
Mise à jour du récit Apr 11

NUE: Modernization Spending And Tariff Uncertainty Will Shape Future Earnings Profile

The analyst price target for Nucor has been adjusted slightly higher to reflect updated views on its multi year growth plans and recent research that highlights modernization investments and evolving profitability expectations across its segments. Analyst Commentary Recent research coverage on Nucor has focused on valuation, execution of multi year growth plans, and how modernization spending could shape the company’s profitability profile across cycles.
Mise à jour du récit Mar 27

NUE: Modernization Projects And Tariff Policy Will Support Future Earnings Power

Nucor's updated analyst price target edges higher, with fair value moving by a small amount to $187.46 as analysts factor in recent upgrades, refined assumptions about growth and profitability, and ongoing commentary about modernization projects and steel pricing assumptions. Analyst Commentary Recent research on Nucor reflects a mix of optimism and caution, with analysts fine tuning ratings and price targets as they reassess valuation, profitability assumptions, and the impact of ongoing modernization projects.
Mise à jour du récit Mar 13

NUE: Modernization Spending And Tariff Support Will Shape Future Earnings Power

Analysts have nudged their price target on Nucor higher to about $187 per share, reflecting updated views on its modernization spend, the mix shift toward higher value products, and expectations that the company’s multi year organic growth plans could support a stronger through cycle profitability profile, even as some firms flag a fuller valuation and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research on Nucor gives you a mixed picture, with some analysts leaning into the growth story around modernization and higher value products, while others are becoming more cautious on valuation after a strong run.
Mise à jour du récit Feb 26

NUE: Tariff Support And Capacity Plans Will Shape Future Earnings Power

Analysts have kept their Nucor price target effectively unchanged at about $186 per share. This reflects research that points to a valuation they view as full, even as they factor in expectations for elevated steel prices, ongoing tariff support and steady domestic mill market share gains against imports.
Mise à jour du récit Feb 11

NUE: Tariff Policy And Capacity Additions Will Shape Future Earnings Power

Nucor's analyst price target has been adjusted modestly higher to reflect updated assumptions around fair value near $186, a shift in expected revenue growth and future P/E, and recent Street research that highlights full valuation, higher steel price expectations, and a mixed but supportive demand backdrop in North America and Europe. Analyst Commentary Recent Street research around Nucor shows a mix of optimism on pricing and execution, alongside caution that the current share price already reflects much of that story.
Mise à jour du récit Jan 27

NUE: Tariff Policies And Capacity Additions Will Shape Future Pricing Power

Nucor’s implied analyst price target has edged up by about $3 to roughly $182, as analysts factor in refreshed steel price forecasts, tariff support for elevated pricing, and slightly adjusted expectations for long term revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Nucor reflects a mix of optimism on pricing and market position, balanced by more cautious views on demand and rating resets.
Mise à jour du récit Jan 11

NUE: Steel Pricing, Tariffs And Capacity Shifts Will Shape Future Returns

The analyst price target for Nucor has moved modestly higher to about $180. This reflects updated views that combine firmer steel pricing, a relatively muted demand outlook, and ongoing adjustments to long term valuation inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions.
Mise à jour du récit Dec 26

NUE: Future Steel Demand And Tariff Shifts Will Influence Share Performance

Nucor's analyst price target has been modestly raised to approximately $177 from about $174, as analysts factor in slightly stronger long term profit margins and resilient steel demand in the U.S. and Europe despite a challenging macro backdrop. Analyst Commentary Recent Street research on Nucor has been broadly constructive, with several bullish analysts lifting their price targets in response to updated models and a reassessment of the profit outlook.
Mise à jour du récit Dec 11

NUE: Future Steel Demand And Tariff Policy Will Shape Share Performance

The analyst price target for Nucor has been raised by $4.00 to $173.69, as analysts factor in modestly stronger long term revenue growth, slightly higher margins, and a firmer valuation backdrop supported by recent upward target revisions across the Street, despite a still challenging macro environment. Analyst Commentary Bullish analysts have steadily lifted their price targets on Nucor, citing a more constructive long term outlook for steel pricing and demand, as well as the companys demonstrated ability to execute through cycles.
Mise à jour du récit Nov 27

NUE: Future Demand Recovery And Tariff Risks Will Define Share Performance

Nucor's analyst price target has increased from $167.42 to $169.69, as analysts cite updated pricing models and expectations for improving demand in key markets, despite ongoing macroeconomic challenges. Analyst Commentary Recent analyst updates reflect a renewed focus on Nucor’s growth prospects in light of an evolving macroeconomic landscape.
Mise à jour du récit Nov 13

NUE: Shares Will Benefit From Continued Share Repurchases And Tariff Trends

Nucor's analyst price target increased modestly from $166.08 to $167.42 per share, as analysts adjusted their estimates following recent company commentary and updated forecasts. Analyst Commentary Analysts have recently updated their perspectives on Nucor following the company's financial disclosures and updated forecasts.
Mise à jour du récit Oct 29

Tariff Developments And Domestic Demand Shifts Will Define Steel Sector Performance

Nucor's analyst price target has been raised from $159.75 to $166.08, as analysts incorporate recent earnings updates and moderate growth forecasts into their valuations. Analyst Commentary Recent Street research has provided notable insights into Nucor's investment outlook, reflecting both optimistic and cautious stances from different analysts.
Article d’analyse Sep 07

Does Nucor (NYSE:NUE) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Mise à jour du récit Sep 06

Capital Reinvestment And New Facilities Will Transform Steel Operations

Driven by expectations of sustained tariff support, a higher price floor for U.S. steel, and sector preference for domestic producers under protectionist policies, analysts have raised Nucor’s consensus price target modestly from $154.99 to $159.75. Analyst Commentary Bullish analysts cite a valuation premium for U.S. steel mills, driven by protectionist policies and national security backing from the Trump administration, supporting higher through-cycle pricing.
Article d’analyse Aug 01

Nucor Corporation (NYSE:NUE) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

As you might know, Nucor Corporation ( NYSE:NUE ) recently reported its second-quarter numbers. Revenues of US$8.5b...
Article d’analyse May 31

We Think Nucor (NYSE:NUE) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Apr 29

Nucor: Mixed Q1 But Encouraging Guidance For Growth In Q2

Summary Nucor's stock has underperformed, but I still rate it a "buy" due to its strong balance sheet and strategic shift towards value-added products. Despite lower steel prices, Nucor's Q1 earnings exceeded updated guidance, and management expects sequential improvement in earnings. Nucor's diversification into steel products has helped mitigate cyclicality, and its ongoing expansion projects are set to boost future profitability. Economic uncertainty and tariff impacts pose risks, but Nucor's solid financials and strategic investments make it an attractive long-term investment. Read the full article on Seeking Alpha
Seeking Alpha Feb 13

Nucor: Time To Build A Position For The Next Cycle In The Megatrend (Rating Upgrade)

Summary I am upgrading NUE shares to a BUY rating with a price target of $152/share, driven by supportive tariffs and strong market outlooks across key industries. Nucor may not be significantly impacted by tariffs as most of its steel exports are high-value-added products as opposed to commoditized steel. Nucor's long-term growth may be supported by multiple megatrends, including nearshoring, data center construction, and power transmission. Risks include potential inventory digestion following the stronger-than-expected shipments in Q4 '24 in anticipation of tariffs. Read the full article on Seeking Alpha
Seeking Alpha Jan 31

Nucor: Shares Appear Attractive With Demand Green Shoots And Potential Tariffs

Summary Nucor's shares have underperformed due to declining steel prices, but recent Q4 results provided a 4% boost, making it a good time to revisit the stock. Despite a challenging year with lower pricing and volumes, Nucor maintained strong cash generation and balance sheet strength, supporting continued capital deployment and dividends. Potential trade policies under the new Trump Administration could benefit Nucor, with medium-term EPS projected at $12.75-$13.25, making shares attractive at less than 10x earnings. Risks include the failure to enact protectionist trade policies or a recession, but with 23% upside potential, Nucor remains a buy. Read the full article on Seeking Alpha
Seeking Alpha Jan 13

Nucor: An Oldie And Still Somewhat Goldie

Summary Nucor Corporation is a major steel manufacturer, but current market conditions and steel prices suggest holding off on buying shares for now. NUE faces headwinds from weak demand in the construction, manufacturing, and automotive sectors, compounded by political uncertainty and high import volumes. Despite strong cash flows and shareholder-friendly capital allocations, NUE's current valuation and market climate do not justify a buy rating. Rate cuts have not yet positively impacted NUE, and further guidance cuts could harm investor confidence; thus, I rate NUE a hold. Read the full article on Seeking Alpha

Ventilation des recettes et des dépenses

Comment Nucor gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:NUE Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
04 Apr 2634,1602,3211,3460
31 Dec 2532,4941,7371,2490
04 Oct 2531,8831,6471,1430
05 Jul 2530,8061,2901,0870
05 Apr 2530,4271,3321,0770
31 Dec 2430,7342,0181,1410
28 Sep 2431,3632,5141,2660
29 Jun 2432,6953,4031,4080
30 Mar 2434,1414,2171,5670
31 Dec 2334,7144,5081,6120
30 Sep 2335,7334,9761,6760
01 Jul 2337,4585,5271,7760
01 Apr 2339,7296,6221,8860
31 Dec 2241,5127,5762,0210
01 Oct 2243,1538,5662,0980
02 Jul 2242,9658,9962,1380
02 Apr 2239,9607,9451,9620
31 Dec 2136,4846,7951,7280
02 Oct 2131,3804,9511,3800
03 Jul 2125,9943,0261,0010
03 Apr 2121,5321,6347560
31 Dec 2020,1407176360
03 Oct 2020,0114286260
04 Jul 2020,5485086380
04 Apr 2022,1177847050
31 Dec 1922,5891,2647330
28 Sep 1923,7531,8017580
29 Jun 1925,0312,2028400
30 Mar 1925,5952,4988790
31 Dec 1825,0672,3518610
29 Sep 1823,8642,0908400
30 Jun 1822,2921,6707490
31 Mar 1821,0061,3116720
31 Dec 1720,2521,3146880
30 Sep 1719,1171,0916190
01 Jul 1718,2371,1416380
01 Apr 1717,3081,0626300
31 Dec 1616,2087945630
01 Oct 1615,7082965300
02 Jul 1615,6442184770
02 Apr 1615,755994440
31 Dec 1516,439794590
03 Oct 1517,9866284930
04 Jul 1519,4636465080

Des revenus de qualité: NUE a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de NUE sont plus élevées que l'année dernière NUE. (6.8%) sont plus élevées que l'année dernière (4.4%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de NUE ont diminué de 22.3% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de NUE au cours de l'année écoulée ( 73.3% ) dépasse sa moyenne sur 5 ans ( -22.3% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices NUE au cours de l'année écoulée ( 73.3% ) n'a pas surpassé celle du secteur Metals and Mining 77.8%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de NUE ( 11.9% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 17:30
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/04/04
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Nucor Corporation est couverte par 37 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David ColemanArgus Research Company
David GaglianoBarclays
Richard GarchitorenaBarclays