Steel Dynamics（SD5）株式概要スティール・ダイナミクス社はその子会社とともに、米国で鉄鋼生産および金属リサイクル業を営んでいる。 詳細SD5 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績3/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より39.3%で取引されている 収益は年間20.67%増加すると予測されています リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るSD5 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€198.8012.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-98m27b2016201920222025202620282031Revenue US$26.6bEarnings US$1.9bAdvancedSet Fair ValueView all narrativesSteel Dynamics, Inc. 競合他社SalzgitterSymbol: XTRA:SZGMarket cap: €3.1bHeidelberg MaterialsSymbol: XTRA:HEIMarket cap: €30.8bEisen- und HüttenwerkeSymbol: DB:EISMarket cap: €239.4mAurubisSymbol: XTRA:NDAMarket cap: €8.7b価格と性能株価の高値、安値、推移の概要Steel Dynamics過去の株価現在の株価US$198.8052週高値US$207.3052週安値US$103.76ベータ1.491ヶ月の変化6.20%3ヶ月変化23.13%1年変化75.12%3年間の変化123.95%5年間の変化289.80%IPOからの変化4,214.70%最新ニュースRecent Insider Transactions • May 20Insider recently sold €1.8m worth of stockOn the 13th of May, Christopher Graham sold around 9k shares on-market at roughly €202 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months.お知らせ • Mar 30Steel Dynamics, Inc., Annual General Meeting, May 06, 2026Steel Dynamics, Inc., Annual General Meeting, May 06, 2026. Location: at the fort wayne country club, 5221 covington road, indiana, 46804., fort wayne, United Statesお知らせ • Mar 28Steel Dynamics, Inc. Announces Board Retirements, Effective May 6, 2026Steel Dynamics, Inc. announced On March 25, 2026, each of Richard P. Teets, Jr. and Gabriel L. Shaheen, members of the Board of Directors (the “Board”) of Steel Dynamics, Inc. (the “Company”), informed the Board of his respective intention to retire from the Board at the end of the current term and not stand for reelection effective as of the Company’s 2026 Annual Meeting of Shareholders taking place on May 6, 2026.お知らせ • Mar 17+ 1 more updateSteel Dynamics, Inc. to Report Q1, 2026 Results on Apr 20, 2026Steel Dynamics, Inc. announced that they will report Q1, 2026 results After-Market on Apr 20, 2026お知らせ • Feb 21Steel Dynamics, Inc. Announces First Quarter 2026 Cash Dividend, Payable on or About April 10, 2026Steel Dynamics, Inc. announced that the company's board of directors declared a first quarter cash dividend of $0.53 per common share, representing a 6% increase over the company's 2025 quarterly rate. The dividend is payable to shareholders of record at the close of business on March 31, 2026, and is payable on or about April 10, 2026.お知らせ • Jan 05SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion.SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion on December 12, 2025. A cash consideration of AUD 30 per share will be paid by SGH Limited and Steel Dynamics, Inc. The proposal would see SGH acquire all of BlueScope’s shares and then on-sell BlueScope’s North American businesses to Steel Dynamics. Both SGH and SDI will utilize this support to fund their respective transaction contribution through existing cash reserves and available debt financing. The Indicative Proposal is subject to a number of conditions, including: exclusivity; due diligence; securing significant debt financing, no material adverse change in BlueScope’s business; a unanimous recommendation from the Board of BlueScope; approval of BlueScope shareholders; no further share buy-back being undertaken by BlueScope; final approval from the Boards of the respective Consortium members; and necessary regulatory approvals. UBS acted as financial advisor for BlueScope Steel Limited. Herbert Smith Freehills Kramer acted as legal advisor for BlueScope Steel Limited.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 20Insider recently sold €1.8m worth of stockOn the 13th of May, Christopher Graham sold around 9k shares on-market at roughly €202 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months.お知らせ • Mar 30Steel Dynamics, Inc., Annual General Meeting, May 06, 2026Steel Dynamics, Inc., Annual General Meeting, May 06, 2026. Location: at the fort wayne country club, 5221 covington road, indiana, 46804., fort wayne, United Statesお知らせ • Mar 28Steel Dynamics, Inc. Announces Board Retirements, Effective May 6, 2026Steel Dynamics, Inc. announced On March 25, 2026, each of Richard P. Teets, Jr. and Gabriel L. Shaheen, members of the Board of Directors (the “Board”) of Steel Dynamics, Inc. (the “Company”), informed the Board of his respective intention to retire from the Board at the end of the current term and not stand for reelection effective as of the Company’s 2026 Annual Meeting of Shareholders taking place on May 6, 2026.お知らせ • Mar 17+ 1 more updateSteel Dynamics, Inc. to Report Q1, 2026 Results on Apr 20, 2026Steel Dynamics, Inc. announced that they will report Q1, 2026 results After-Market on Apr 20, 2026お知らせ • Feb 21Steel Dynamics, Inc. Announces First Quarter 2026 Cash Dividend, Payable on or About April 10, 2026Steel Dynamics, Inc. announced that the company's board of directors declared a first quarter cash dividend of $0.53 per common share, representing a 6% increase over the company's 2025 quarterly rate. The dividend is payable to shareholders of record at the close of business on March 31, 2026, and is payable on or about April 10, 2026.お知らせ • Jan 05SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion.SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion on December 12, 2025. A cash consideration of AUD 30 per share will be paid by SGH Limited and Steel Dynamics, Inc. The proposal would see SGH acquire all of BlueScope’s shares and then on-sell BlueScope’s North American businesses to Steel Dynamics. Both SGH and SDI will utilize this support to fund their respective transaction contribution through existing cash reserves and available debt financing. The Indicative Proposal is subject to a number of conditions, including: exclusivity; due diligence; securing significant debt financing, no material adverse change in BlueScope’s business; a unanimous recommendation from the Board of BlueScope; approval of BlueScope shareholders; no further share buy-back being undertaken by BlueScope; final approval from the Boards of the respective Consortium members; and necessary regulatory approvals. UBS acted as financial advisor for BlueScope Steel Limited. Herbert Smith Freehills Kramer acted as legal advisor for BlueScope Steel Limited.お知らせ • Dec 17+ 1 more updateSteel Dynamics, Inc. to Report Q4, 2025 Results on Jan 26, 2026Steel Dynamics, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 26, 2026お知らせ • Dec 02Steel Dynamics, Inc. (NasdaqGS:STLD) acquired remaining 55% stake in New Process Steel, L.P.Steel Dynamics, Inc. (NasdaqGS:STLD) entered into a definitive agreement to acquire remaining 55% stake in New Process Steel, L.P. on August 19, 2025. Upon completion, Steel Dynamics, Inc. will own 100% stake in New Process Steel, L.P. This transaction is subject to customary closing conditions and receipt of regulatory approvals. Steel Dynamics, Inc. (NasdaqGS:STLD) completed the acquisition of remaining 55% stake in New Process Steel, L.P. on December 1, 2025.お知らせ • Nov 12Steel Dynamics, Inc. Appoints Matt Bell as Head of Its Metals Recycling Platform Effective November 11, 2025Steel Dynamics, Inc. announced the appointment of Matt Bell as the company's head of its metals recycling platform effective November 11, 2025. Matt Bell will assume responsibility and oversight for the company's metals recycling platform as the Vice President of Metals Recycling and the President of OmniSource. Since 2023, Mr. Bell has served as Vice President of Commercial for OmniSource, responsible for developing and implementing its ferrous purchasing and sales growth strategies, including optimizing the scrap supply for the company's steel operations. Since joining the company in 2016, Mr. Bell has held increasingly impactful leadership roles within the metals recycling platform in operations, commercial, and marketing responsibilities. Prior to joining the company, he held various leadership positions in the metals recycling industry.お知らせ • Nov 07Steel Dynamics, Inc. Announces Cash Dividend for fourth Quarter of 2025 , Payable on or About January 9, 2026Steel Dynamics, Inc. announced that the company's board of directors declared a fourth quarter 2025 cash dividend of $0.50 per common share. The dividend is payable to shareholders of record at the close of business on December 31, 2025 and is payable on or about January 9, 2026.お知らせ • Oct 27Steel Dynamics, Inc. Launches Lower-Embodied-Carbon Steel Products BIOEDGE and EDGESteel Dynamics, Inc. announced lower-embodies-carbon steel product offerings, BIOEDGE™ and EDGE™, to support customers in achieving their greenhouse gas emissions reduction and sustainability initiatives. BIOEDGE and EDGE are lower-embodied-carbon steel products produced exclusively with electric arc furnace (EAF) technology. Additionally, the steel is matched with Green-e Energy certified renewable energy certificates or emission-free nuclear energy certificates, significantly reducing Scope 2 emissions. BIOEDGE further reduces embodied carbon in the EAF steelmaking process, utilizing renewable biocarbon as a replacement for anthracite, significantly reducing Scope 1 emissions. BIOEDGE offers an innovative supply-chain solution for companies seeking to meaningfully decarbonize their supply chains without compromising performance or quality. The EDGE family of steel products will be available across the company's steel operations. The company anticipates immediate interest from automotive and construction customers, and from across the renewable energy and infrastructure sectors. The renewable biocarbon used to produce BIOEDGE will be sourced exclusively from SDI Biocarbon Solutions, which is 75%-owned by Steel Dynamics and 25%-owned by Aymium, a leading producer of biocarbon globally.お知らせ • Sep 16+ 1 more updateSteel Dynamics, Inc. Provides Earnings Guidance for the Third Quarter of 2025Steel Dynamics, Inc. provided earnings guidance for the third quarter of 2025. The company provided third quarter 2025 earnings guidance in the range of $2.60 to $2.64 per diluted share, with improved earnings from each of the company's three operating platforms. Comparatively, the company's sequential second quarter 2025 earnings were $2.01 per diluted share, and prior year third quarter earnings were $2.05 per diluted share. Third quarter 2025 profitability from the company's steel operations is expected to be stronger than sequential second quarter results, driven by strong shipments and metal spread expansion as scrap raw material costs are expected to decline more than average realized steel pricing. The non-residential construction, automotive, energy, and industrial sectors continue to lead demand. Third quarter 2025 earnings from the company's metals recycling operations are expected to be significantly stronger than second quarter sequential results, based on steady shipments and stronger ferrous metal spread. Third quarter 2025 earnings from the company's steel fabrication operations are also expected to be higher than sequential second quarter results, driven by increased volume combined with steady metal spread. The order backlog remains strong, with healthy pricing. Demand has largely been supported by the commercial, data center, manufacturing, warehouse, and healthcare sectors. Further, the accelerated announcements for meaningful domestic manufacturing investment and onshoring, coupled with the U.S. infrastructure program are expected to positively impact demand for not only steel joist and deck products, but also for flat rolled and long product steel.お知らせ • Aug 19Steel Dynamics, Inc. (NasdaqGS:STLD) entered into a definitive agreement to acquire remaining 55% stake in New Process Steel, L.P.Steel Dynamics, Inc. (NasdaqGS:STLD) entered into a definitive agreement to acquire remaining 55% stake in New Process Steel, L.P. on August 19, 2025. Upon completion, Steel Dynamics, Inc. will own 100% stake in New Process Steel, L.P. This transaction is subject to customary closing conditions and receipt of regulatory approvals.お知らせ • Aug 14Steel Dynamics, Inc. Announces Third Quarter 2025 Cash Dividend, Payable on or About October 10, 2025Steel Dynamics, Inc. announced that the company's board of directors declared a third quarter 2025 cash dividend of $0.50 per common share. The dividend is payable to shareholders of record at the close of business on September 30, 2025 and is payable on or about October 10, 2025.お知らせ • Jun 30+ 1 more updateSteel Dynamics, Inc.(NasdaqGS:STLD) dropped from Russell 1000 Defensive IndexSteel Dynamics, Inc.(NasdaqGS:STLD) dropped from Russell 1000 Defensive Indexお知らせ • Jun 18+ 1 more updateSteel Dynamics, Inc. to Report Q2, 2025 Results on Jul 21, 2025Steel Dynamics, Inc. announced that they will report Q2, 2025 results After-Market on Jul 21, 2025お知らせ • May 10Steel Dynamics, Inc. Announces Executive ChangesSteel Dynamics, Inc. announced operational senior leadership transitions for Glenn Pushis and Miguel Alvarez. Glenn Pushis, Senior Vice President Special Projects: Glenn Pushis will be retiring from Steel Dynamics effective October 1, 2025, to pursue a position as the Chief Executive Officer of McBride Capital Partners "Project Aero", a U.S. based company that plans to construct a titanium manufacturing facility in North Carolina. Post October 1, 2025, he will continue to provide consulting services to Steel Dynamics through commissioning of the company's new aluminum flat rolled facilities during the year. Mr. Pushis joined Steel Dynamics in 1994. Most recently, he was responsible for the successful design and construction of the company's new 650,000 metric ton state-of-the-art lower-carbon, recycled aluminum flat rolled products mill in Columbus, Mississippi with two satellite recycled aluminum slab centers in the Southwestern United States and Northcentral Mexico. From 2019 until 2022, Mr. Pushis was responsible for the successful design and construction of the company's Sinton Flat Roll Division, developed to serve the Southwestern United States and Mexico. He has extensive experience in this capacity and has been instrumental in numerous construction projects for Steel Dynamics since its founding. Prior to that, Mr. Pushis served as Senior Vice President, Long Products Steel Group, responsible for the company's four long product steel mills. Mr. Pushis has held various operational and leadership roles, including roles within the Engineered Bar Products Division and the Butler Flat Roll Division. He was also part of the team that constructed the company's first steel mill in Butler, Indiana. Miguel Alvarez, Senior Vice President Aluminum Group: Miguel Alvarez will assume responsibility and oversight for the company's aluminum operations, effective October 1, 2025. These responsibilities include leadership of the company's new strategic aluminum investments which are currently being commissioned under Mr. Pushis' leadership, as well as an ancillary recycled aluminum deox-rod facility. Mr. Alvarez joined the company in 2019 as Senior Vice President, Southwest U.S. and Mexico to support the company's steel and metals recycling growth strategy in that region, where he utilized his extensive knowledge of flat rolled steel operations and gained considerable knowledge of the metals recycling business. Based on his success, he was promoted to lead the company's metals recycling platform in March 2022, where he has led the transformation and growth of this platform. Prior to joining Steel Dynamics, Mr. Alvarez held numerous senior leadership positions within the steel industry beginning in 2004. The company has an intentional leadership development and succession process and will announce the new senior leader for its metals recycling platform in the coming weeks.お知らせ • Apr 29Steel Dynamics, Inc. Announces Second Quarter 2025 Cash Dividend, Payable on June 30, 2025Steel Dynamics, Inc. announced that the company's board of directors declared a second quarter cash dividend of $0.50 per common share. The dividend is payable to shareholders of record at the close of business on June 30, 2025 and is payable on or about July 11, 2025.お知らせ • Mar 18+ 1 more updateSteel Dynamics, Inc. Provides Earnings Guidance for the First Quarter of 2025Steel Dynamics, Inc. provided earnings guidance for the first quarter of 2025 . For the quarter, the company expects earnings guidance in the range of $1.36 to $1.40 per diluted share. Comparatively, the company's sequential fourth quarter 2024 earnings were $1.36 per diluted share and prior year first quarter earnings were $3.67 per diluted share.お知らせ • Mar 15Steel Dynamics, Inc., Annual General Meeting, Apr 25, 2025Steel Dynamics, Inc., Annual General Meeting, Apr 25, 2025. Location: fort wayne country club, 5221 covington road, fort wayne United Statesお知らせ • Feb 25+ 1 more updateSteel Dynamics, Inc. (NasdaqGS:STLD) announces an Equity Buyback for $1,500 million worth of its shares.Steel Dynamics, Inc. (NasdaqGS:STLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its shares.お知らせ • Dec 17Steel Dynamics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Steel Dynamics, Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects diluted earnings per share to be in the range of $1.26 to $1.30.お知らせ • Dec 16Steel Dynamics, Inc. to Report Q4, 2024 Results on Jan 22, 2025Steel Dynamics, Inc. announced that they will report Q4, 2024 results After-Market on Jan 22, 2025Recent Insider Transactions • Nov 16Insider recently sold €899k worth of stockOn the 13th of November, Miguel Alvarez sold around 7k shares on-market at roughly €135 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.Declared Dividend • Nov 13Third quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 31st December 2024 Payment date: 10th January 2025 Dividend yield will be 1.3%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 1.8% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 08Steel Dynamics, Inc. Declares Fourth Quarter Cash Dividend, Payable on or About January 10, 2025Steel Dynamics, Inc. announced that the company's board of directors declared a fourth quarter cash dividend of $0.46 per common share. The dividend is payable to shareholders of record at the close of business on December 31, 2024 and is payable on or about January 10, 2025.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €143, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 166% over the past three years.New Risk • Oct 22New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €2.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Oct 22Insider recently sold €2.2m worth of stockOn the 21st of October, Glenn Pushis sold around 18k shares on-market at roughly €123 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: US$2.06 (vs US$3.50 in 3Q 2023)Third quarter 2024 results: EPS: US$2.06 (down from US$3.50 in 3Q 2023). Revenue: US$4.34b (down 5.4% from 3Q 2023). Net income: US$317.8m (down 45% from 3Q 2023). Profit margin: 7.3% (down from 13% in 3Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.New Risk • Sep 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Upcoming Dividend • Sep 23Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 11 October 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).お知らせ • Sep 17+ 1 more updateSteel Dynamics Provides Earnings Guidance for the Third Quarter 2024Steel Dynamics, Inc. provided third quarter 2024 earnings guidance in the range of $1.94 to $1.98 per diluted share. Comparatively, the company's sequential second quarter 2024 earnings were $2.72 per diluted share, and prior year third quarter earnings were $3.47 per diluted share. Third quarter 2024 profitability from the company's steel operations is expected to be meaningfully lower than sequential second quarter results, based on lower average realized pricing within the flat rolled operations as generally 80% of this business is contractually based and tied to lagging pricing indices. Flat rolled steel prices stabilized in the third quarter 2024 and have improved. Underlying steel demand remains steady. Third quarter 2024 earnings from the company's metals recycling operations are expected to be comparable to second quarter sequential results, based on steady volumes offsetting marginally lower realized pricing. Third quarter 2024 earnings from the company's steel fabrication operations are expected to be moderately lower than sequential second quarter results, based on an anticipated slight decline in average realized pricing. The order backlog is steady, extending into the first quarter 2025 at attractive pricing levels. Current order activity is steady with expectations for improved volumes in 2025, as interest rates decline and the support from the U.S. infrastructure program and onshoring are expected to positively impact demand for not only steel joist and deck products, but also for flat rolled and long product steels.Declared Dividend • Aug 26Second quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 30th September 2024 Payment date: 11th October 2024 Dividend yield will be 1.6%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 15% over the next 3 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.お知らせ • Aug 17Steel Dynamics, Inc. Declares Third Quarter Cash Dividend, Payable on October 11, 2024Steel Dynamics, Inc. announced that the company's board of directors declared a third quarter cash dividend of $0.46 per common share. The dividend is payable to shareholders of record at the close of business on September 30, 2024 and is payable on or about October 11, 2024.New Risk • Jul 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€2.6m sold).Reported Earnings • Jul 18Second quarter 2024 earnings released: EPS: US$2.73 (vs US$4.83 in 2Q 2023)Second quarter 2024 results: EPS: US$2.73 (down from US$4.83 in 2Q 2023). Revenue: US$4.63b (down 8.8% from 2Q 2023). Net income: US$428.0m (down 47% from 2Q 2023). Profit margin: 9.2% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 18+ 1 more updateSteel Dynamics, Inc. to Report Q2, 2024 Results on Jul 17, 2024Steel Dynamics, Inc. announced that they will report Q2, 2024 results on Jul 17, 2024Declared Dividend • May 20First quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 28th June 2024 Payment date: 12th July 2024 Dividend yield will be 1.4%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.Recent Insider Transactions • May 17Insider recently sold €2.6m worth of stockOn the 15th of May, Christopher Graham sold around 21k shares on-market at roughly €126 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.お知らせ • May 11Steel Dynamics, Inc. Declares Second Quarter Cash Dividend, Payable on or About July 12, 2024Steel Dynamics, Inc. announced that the company's board of directors declared a second quarter cash dividend of $0.46 per common share. The dividend is payable to shareholders of record at the close of business on June 30, 2024 and is payable on or about July 12, 2024.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$3.68 (vs US$3.71 in 1Q 2023)First quarter 2024 results: EPS: US$3.68 (down from US$3.71 in 1Q 2023). Revenue: US$4.69b (down 4.1% from 1Q 2023). Net income: US$584.0m (down 8.4% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.4% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 02Steel Dynamics, Inc. Appoints James Anderson as Senior Vice President Long Products Steel Group, Effective May 1, 2024Steel Dynamics, Inc. announced leadership appointments for James Anderson. James Anderson, Senior Vice President Long Products Steel Group: James Anderson will assume responsibility and oversight for the company's Long Products Steel Group, effective May 1, 2024. These operations are primarily comprised of the company's four EAF long product steel mills and several smaller facilities, representing almost five million tons of annual steel shipping capability. Mr. Anderson will continue to report to Barry Schneider, President and Chief Operating Officer. Mr. Anderson successfully led and grew the company's Steel Fabrication business as New Millennium Building Systems' President since 2019 and as its Chief Operating Officer from 2015 to 2019. Prior to that, Mr. Anderson was the General Manager of the company's three flat rolled steel galvanizing lines located in Pittsburgh, Pennsylvania, which Steel Dynamics acquired in 2007, at which time Mr. Anderson served as its Managing Partner. Mr. Anderson earned a bachelor's degree in metallurgical engineering from Grove City College and a MBA from the University of Pittsburgh.お知らせ • Mar 29Steel Dynamics, Inc., Annual General Meeting, May 09, 2024Steel Dynamics, Inc., Annual General Meeting, May 09, 2024, at 09:00 Eastern Standard Time. Location: Fort Wayne Country Club, 5221 Covington Rd Fort Wanye Indiana United States Agenda: To consider election of Directors; to consider ratification of the Appointment of Independent Registered Public Accounting Firm as Auditors; to consider advisory vote to approve the Compensation of the Named Executive Officers; to consider approval of the Steel Dynamics, Inc. 2024 Employee Stock Purchase Plan; and to consider shareholder proposal??of?adopting a Shareholder Right to Call a Special Shareholder Meeting.Upcoming Dividend • Mar 20Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 14 April 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.3%).Buy Or Sell Opportunity • Mar 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €126. The fair value is estimated to be €103, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to decline by 0.4% per annum. Earnings are also forecast to decline by 13% per annum over the same time period.お知らせ • Mar 16Steel Dynamics, Inc. to Report Q1, 2024 Results on Apr 23, 2024Steel Dynamics, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 23, 2024お知らせ • Mar 15Steel Dynamics, Inc. Provides Earnings Guidance for the First Quarter 2024Steel Dynamics, Inc. provided earnings guidance for the first quarter 2024. For the quarter, the company expected earnings guidance in the range of $3.51 to $3.55 per diluted share.Declared Dividend • Mar 04Fourth quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 27th March 2024 Payment date: 14th April 2024 Dividend yield will be 1.3%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 47% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 04Full year 2023 earnings released: EPS: US$14.72 (vs US$21.06 in FY 2022)Full year 2023 results: EPS: US$14.72 (down from US$21.06 in FY 2022). Revenue: US$18.8b (down 16% from FY 2022). Net income: US$2.45b (down 37% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 27Steel Dynamics, Inc. Declares Cash Dividend for the First Quarter of 2024, Payable on or About April 14, 2024Steel Dynamics, Inc. announced that the board of directors declared a first quarter cash dividend of $0.46 per common share, or 8% increase over the company's 2023 quarterly rate. The dividend is payable to shareholders of record at the close of business on March 31, 2024 and is payable on or about April 14, 2024.Reported Earnings • Jan 24Full year 2023 earnings released: EPS: US$14.72 (vs US$21.06 in FY 2022)Full year 2023 results: EPS: US$14.72 (down from US$21.06 in FY 2022). Revenue: US$18.8b (down 16% from FY 2022). Net income: US$2.45b (down 37% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Dec 21Insider recently sold €1.4m worth of stockOn the 19th of December, Glenn Pushis sold around 12k shares on-market at roughly €112 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.6m more than they bought in the last 12 months.お知らせ • Dec 16Steel Dynamics, Inc. to Report Q4, 2023 Results on Jan 23, 2024Steel Dynamics, Inc. announced that they will report Q4, 2023 results on Jan 23, 2024Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: US$3.50 (vs US$5.07 in 3Q 2022)Third quarter 2023 results: EPS: US$3.50 (down from US$5.07 in 3Q 2022). Revenue: US$4.59b (down 19% from 3Q 2022). Net income: US$577.2m (down 37% from 3Q 2022). Profit margin: 13% (down from 16% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 6.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 04+ 1 more updateSteel Dynamics, Inc. (NasdaqGS:STLD) announces an Equity Buyback for $1,500 million worth of its shares.Steel Dynamics, Inc. (NasdaqGS:STLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its shares.お知らせ • Oct 18Steel Dynamics, Inc. Announces Board PromotionsSteel Dynamics, Inc. announced leadership promotions for Christopher Graham, Richard Poinsatte. Christopher Graham will assume responsibility and oversight for the company's Flat Roll Steel Group, comprised of three EAF flat rolled steel mills and numerous other flat rolled steel processing locations, representing over 11 million tons of annual shipping capability. Mr. Graham will continue to report to Barry Schneider, President and Chief Operating Officer. Since 2019, Mr. Graham has successfully led and grown the company's Long Products Steel Group as its Senior Vice President, comprised of four EAF long product steel mills. Prior to that time, he led the company's steel fabrication platform and downstream manufacturing businesses as Senior Vice President from 2016 to 2019. Mr. Graham has been with Steel Dynamics since 1994, holding various operational and leadership roles within both the steel fabrication and steel operations, and was part of the teams that constructed the Butler Flat Roll and Structural and Rail steel mills. Mr. Graham earned a bachelor's degree in business management from Western Governors University and a MBA from the University of Saint Francis. Mr. Graham will also remain the interim lead for the company's Long Products Steel Group until a replacement is named. Richard Poinsatte, Senior Vice President and Treasurer of Steel Dynamics Finance, Business Development, and Risk In recognition of his leadership and contributions to the overall success and growth of the company, Richard Poinsatte has been promoted to Senior Vice President of Steel Dynamics and will continue to report to Theresa Wagler. Mr. Poinsatte joined Steel Dynamics in 2000, as the Chief Financial Officer of one of the company's joint venture businesses, which is now part of the steel fabrication platform. During his time with Steel Dynamics, he has held positions of increasing responsibility, including the operating position of General Manager of the company's Florida steel fabrication plant. Since 2008, he has been responsible for the company's treasury, risk, and legal applications. Mr. Poinsatte earned a Bachelor of Science Degree in Accounting from the University of Notre Dame, and he is a certified public accountant.お知らせ • Oct 05Steel Dynamics, Inc. to Report Q3, 2023 Results on Oct 18, 2023Steel Dynamics, Inc. announced that they will report Q3, 2023 results After-Market on Oct 18, 2023お知らせ • Sep 16Steel Dynamics, Inc. Appoints Jennifer Hamann to the Company’S Board of DirectorsOn September 15, 2023, the Board of Directors of Steel Dynamics, Inc. (the “Company”) appointed Jennifer L. Hamann, age 56, as a new independent director, with a term ending May 2024 coinciding with the Company’s regularly held Annual Meeting of Stockholders. She will also participate as a member of the Company’s Audit Committee. From 2020 through present, Ms. Hamann has served as the executive vice president and chief financial officer of Union Pacific Corporation (“Union Pacific”). For many years, the Company has sold rail to Union Pacific and purchased transportation services from Union Pacific. In 2022, Union Pacific paid the Company approximately $19 million for rail purchases and the Company paid Union Pacific approximately $42 million for transportation services. These transactions were made on market terms and accounted for less than ½% of each Company’s revenues. Ms. Hamann has been employed by the Union Pacific for over 30 years, including recently as Senior Vice President of Finance (April 2019 – December 2019) and Vice President of Planning & Analysis (October 2017 – March 2019), gaining significant cross-functional leadership experiences in areas such as, capital planning and analysis, debt and equity capital markets, marketing and sales, investor relations, audit, human resources, and corporate strategy. Among numerous strong leaderships characteristics and logistics expertise, Ms. Hamann brings a diversified background to the Steel Dynamics Board. Additionally, she has extensive knowledge of business and regulations within Mexico based on her participation on multiple Union Pacific Mexican joint venture boards. Ms. Hamann earned an M.B.A. in business administration and a bachelor’s degree in finance from the University of Nebraska. Ms. Hamann is currently not a member of another publicly traded company.お知らせ • Aug 19Steel Dynamics Announces Third Quarter 2023 Cash Dividend, Payable on or About October 16, 2023Steel Dynamics, Inc. announced that the company's board of directors declared a third quarter cash dividend of $0.425 per common share. The dividend is payable to shareholders of record at the close of business on September 30, 2023 and is payable on or about October 16, 2023.お知らせ • Jul 12Steel Dynamics, Inc. Announces Unplanned Outage of the Hot Mill at its Sinton Texas Flat Roll Steel MillSteel Dynamics, Inc. announced an unplanned outage of the hot mill at its Sinton Texas Flat Roll Steel Mill, with expectations for restart within the next two to four weeks, or before July 30, 2023. The outage relates to caster shear equipment issues, which occurred on July 1, 2023. The company plans to continue to operate the cold mill and downstream value-added flat rolled steel coating lines during the hot mill outage.お知らせ • Jul 01Steel Dynamics, Inc. to Report Q2, 2023 Results on Jul 19, 2023Steel Dynamics, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 19, 2023Upcoming Dividend • Jun 22Upcoming dividend of US$0.42 per share at 1.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.7%).お知らせ • May 17Steel Dynamics Announces Second Quarter 2023 Cash Dividend, Payable on or About July 14, 2023Steel Dynamics, Inc. announced that the company’s board of directors declared a second quarter cash dividend of $0.425 per common share. The dividend is payable to shareholders of record at the close of business on June 30, 2023 and is payable on or about July 14, 2023.Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$3.71 (vs US$5.75 in 1Q 2022)First quarter 2023 results: EPS: US$3.71 (down from US$5.75 in 1Q 2022). Revenue: US$4.89b (down 12% from 1Q 2022). Net income: US$637.3m (down 42% from 1Q 2022). Profit margin: 13% (down from 20% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to fall by 10% p.a. on average during the next 3 years compared to a 1.4% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year whereas the company’s share price has increased by 66% per year.Upcoming Dividend • Mar 23Upcoming dividend of US$0.42 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.6%).Valuation Update With 7 Day Price Move • Mar 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €98.56, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 492% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €75.47 per share.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$21.06 (vs US$15.67 in FY 2021)Full year 2022 results: EPS: US$21.06 (up from US$15.67 in FY 2021). Revenue: US$22.3b (up 21% from FY 2021). Net income: US$3.86b (up 20% from FY 2021). Profit margin: 17% (in line with FY 2021). Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 1.1% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10Steel Dynamics, Inc. Name Barry T. Schneider as President and Chief Operating OfficerSteel Dynamics, Inc. announced that the company's board of directors approved the appointment of Barry T. Schneider to the newly created position of President and Chief Operating Officer of the company, effective March 1, 2023.Mr. Schneider has been an integral participant in the growth of the company's steel operations. Mr. Schneider, a 28-year veteran of the company, has been its Senior Vice President, Flat Roll Steel Group, since March 2016, responsible for the company's flat roll steel operations, comprised of three steel mills and numerous processing and value-added coating lines. Before that, Mr. Schneider served in various operational and leadership roles within the company's steel operations, including its Engineered Bar Products and Butler Flat Roll divisions. Mr. Schneider has been involved in numerous construction and startup projects and was also part of the team that constructed the company's first steel mill in Butler, Indiana, in 1994. Mr. Schneider earned a bachelor's degree in mechanical engineering and a master of science in engineering management from Rose-Hulman Institute of Technology. He also received an Executive Certificate in Technology, Operations, and Value Chain Management from the MIT Sloan School of Management. In addition, Mr. Schneider serves as a director for the Association of Iron & Steel Technology. In his new role, Mr. Schneider will continue to fulfill his current responsibilities and also assume responsibility of the company's long products steel group, steel fabrication platform, and metals recycling platform, and as such, ChrisGraham (Senior Vice President, Long Products Steel Group, and President of the long product steel companies), Miguel Alvarez (Senior Vice President, Metals Recycling, and President of OmniSource), and Jim Anderson (Senior Vice President, Steel Fabrication, and President of New Millennium Building Systems) will report to Mr. Schneider. Mr. Schneider will continue to report to Mark D. Millett, the company's Chairman and Chief Executive Officer in his new role. Theresa E. Wagler (Executive Vice President, Chief Financial Officer) and Glenn Pushis (Senior Vice President, Special Projects, and President of the company's Aluminum Dynamics joint venture) will both also continue to report to Mr. Millett.Reported Earnings • Jan 26Full year 2022 earnings released: EPS: US$21.06 (vs US$15.67 in FY 2021)Full year 2022 results: EPS: US$21.06 (up from US$15.67 in FY 2021). Revenue: US$22.3b (up 21% from FY 2021). Net income: US$3.86b (up 20% from FY 2021). Profit margin: 17% (in line with FY 2021). Revenue is expected to fall by 17% p.a. on average during the next 3 years compared to a 3.1% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 10Steel Dynamics, Inc. to Report Q4, 2022 Results on Jan 25, 2023Steel Dynamics, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Jan 25, 2023お知らせ • Dec 22+ 3 more updatesSteel Dynamics, Inc.(NasdaqGS:STLD) dropped from S&P 400 Materials (Sector)Steel Dynamics, Inc.(NasdaqGS:STLD) dropped from S&P 400 Materials (Sector)Upcoming Dividend • Dec 22Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 January 2023. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (8.5%).お知らせ • Dec 16Steel Dynamics, Inc. Provides Earnings Guidance Fourth Quarter 202Steel Dynamics, Inc. provided fourth quarter 2022 earnings guidance in the range of $3.34 per diluted share to $3.38 per diluted share.Recent Insider Transactions • Dec 06Lead Independent Director recently sold €260k worth of stockOn the 2nd of December, James Marcuccilli sold around 3k shares on-market at roughly €104 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Luis Sierra was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 11+ 1 more updateSteel Dynamics, Inc. (NasdaqGS:STLD) announces an Equity Buyback for $1,500 million worth of its shares.Steel Dynamics, Inc. (NasdaqGS:STLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its shares.Recent Insider Transactions • Oct 26Co-Founder & Director recently sold €2.2m worth of stockOn the 25th of October, Keith Busse sold around 22k shares on-market at roughly €96.56 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Keith has been a net seller over the last 12 months, reducing personal holdings by €4.5m.Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$5.07 (vs US$4.89 in 3Q 2021)Third quarter 2022 results: EPS: US$5.07. Revenue: US$5.65b (up 11% from 3Q 2021). Net income: US$914.3m (down 7.7% from 3Q 2021). Profit margin: 16% (down from 20% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 15% p.a. on average during the next 3 years compared to a 3.2% decline forecast for the Metals and Mining industry in Europe.お知らせ • Oct 08Steel Dynamics, Inc. to Report Q3, 2022 Results on Oct 19, 2022Steel Dynamics, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 19, 2022お知らせ • Oct 05Steel Dynamics, Inc. (NasdaqGS:STLD) completed the acquisition of Roca Acero, S.A. De C.V.Steel Dynamics, Inc. (NasdaqGS:STLD) entered into a definitive agreement to acquire Roca Acero, S.A. De C.V. on May 16, 2022. The transaction was funded with available cash. After completion entire team of Roca Acero will part of Steel Dynamics, Inc. This transaction is subject to customary closing conditions and receipt of required regulatory approvals. Steel Dynamics, Inc. (NasdaqGS:STLD) completed the acquisition of Roca Acero, S.A. De C.V. on October 4, 2022.Upcoming Dividend • Sep 22Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (10%).株主還元SD5DE Metals and MiningDE 市場7D0.2%0.05%3.2%1Y75.1%84.0%2.5%株主還元を見る業界別リターン: SD5過去 1 年間で84 % の収益を上げたGerman Metals and Mining業界を下回りました。リターン対市場: SD5過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is SD5's price volatile compared to industry and market?SD5 volatilitySD5 Average Weekly Movement4.9%Metals and Mining Industry Average Movement10.5%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: SD5 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SD5の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199314,400Mark Millettwww.steeldynamics.comスティール・ダイナミクス社は、その子会社とともに、米国で鉄鋼生産および金属リサイクル業を営んでいる。4つのセグメントを通じて事業を展開している：鉄鋼事業、金属リサイクル事業、鉄鋼加工事業、アルミ事業。鉄鋼事業部門は、熱間圧延、冷間圧延、塗装鋼材、平行フランジ梁、溝形鋼、大型不等脚アングル、鉄筋、標準強度炭素、中間合金硬度、高級レール製品、特殊棒鋼品質製品、商人棒鋼品質製品、その他特殊丸棒鋼、チャンネル、アングル、フラット、商人丸棒鋼、鉄筋、特殊形鋼、軽量構造用鋼製品を提供している。このセグメントでは、棒鋼製品の旋盤加工、研磨、矯正、面取り、精密鋸切断、熱処理も行っている。同部門の製品は、建設、自動車、製造、輸送、重機・農業機械、エネルギー、パイプ・チューブ市場で使用されている。金属リサイクル事業部門は、鉄および非鉄スクラップの加工、輸送、販売、仲介、スクラップ管理サービスを行っている。鉄製品には、重溶解鋼、ブッシューリング、結束スクラップ、破砕スクラップ、旋削鋼、鋳鉄製品などがあり、非鉄製品には、アルミニウム、真鍮、銅、ステンレス鋼、その他の非鉄金属がある。鉄骨加工事業部門は、非住宅鉄骨加工業者、金属建築会社、ゼネコン、デベロッパー、オーナー、ブローカー、政府機関向けに、根太、桁、デッキ製品などの非住宅鉄骨建築部材を生産している。アルミ事業部門は再生アルミ平板圧延製品を提供している。同社は製品の輸出も行っている。スチールダイナミクス社は1993年に設立され、インディアナ州フォートウェインに本社を置く。もっと見るSteel Dynamics, Inc. 基礎のまとめSteel Dynamics の収益と売上を時価総額と比較するとどうか。SD5 基礎統計学時価総額€28.81b収益（TTM）€1.18b売上高(TTM)€16.38b25.2xPER（株価収益率1.8xP/SレシオSD5 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SD5 損益計算書（TTM）収益US$19.01b売上原価US$16.34b売上総利益US$2.67bその他の費用US$1.30b収益US$1.37b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）9.51グロス・マージン14.04%純利益率7.22%有利子負債／自己資本比率46.0%SD5 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.9%現在の配当利回り22%配当性向SD5 配当は確実ですか？SD5 配当履歴とベンチマークを見るSD5 、いつまでに購入すれば配当金を受け取れますか？Steel Dynamics 配当日配当落ち日Jun 30 2026配当支払日Jul 10 2026配当落ちまでの日数37 days配当支払日までの日数47 daysSD5 配当は確実ですか？SD5 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 23:31終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Steel Dynamics, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33 アナリスト機関David GaglianoBarclaysRichard GarchitorenaBarclaysKatja JancicBMO Capital Markets Equity Research30 その他のアナリストを表示
Recent Insider Transactions • May 20Insider recently sold €1.8m worth of stockOn the 13th of May, Christopher Graham sold around 9k shares on-market at roughly €202 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months.
お知らせ • Mar 30Steel Dynamics, Inc., Annual General Meeting, May 06, 2026Steel Dynamics, Inc., Annual General Meeting, May 06, 2026. Location: at the fort wayne country club, 5221 covington road, indiana, 46804., fort wayne, United States
お知らせ • Mar 28Steel Dynamics, Inc. Announces Board Retirements, Effective May 6, 2026Steel Dynamics, Inc. announced On March 25, 2026, each of Richard P. Teets, Jr. and Gabriel L. Shaheen, members of the Board of Directors (the “Board”) of Steel Dynamics, Inc. (the “Company”), informed the Board of his respective intention to retire from the Board at the end of the current term and not stand for reelection effective as of the Company’s 2026 Annual Meeting of Shareholders taking place on May 6, 2026.
お知らせ • Mar 17+ 1 more updateSteel Dynamics, Inc. to Report Q1, 2026 Results on Apr 20, 2026Steel Dynamics, Inc. announced that they will report Q1, 2026 results After-Market on Apr 20, 2026
お知らせ • Feb 21Steel Dynamics, Inc. Announces First Quarter 2026 Cash Dividend, Payable on or About April 10, 2026Steel Dynamics, Inc. announced that the company's board of directors declared a first quarter cash dividend of $0.53 per common share, representing a 6% increase over the company's 2025 quarterly rate. The dividend is payable to shareholders of record at the close of business on March 31, 2026, and is payable on or about April 10, 2026.
お知らせ • Jan 05SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion.SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion on December 12, 2025. A cash consideration of AUD 30 per share will be paid by SGH Limited and Steel Dynamics, Inc. The proposal would see SGH acquire all of BlueScope’s shares and then on-sell BlueScope’s North American businesses to Steel Dynamics. Both SGH and SDI will utilize this support to fund their respective transaction contribution through existing cash reserves and available debt financing. The Indicative Proposal is subject to a number of conditions, including: exclusivity; due diligence; securing significant debt financing, no material adverse change in BlueScope’s business; a unanimous recommendation from the Board of BlueScope; approval of BlueScope shareholders; no further share buy-back being undertaken by BlueScope; final approval from the Boards of the respective Consortium members; and necessary regulatory approvals. UBS acted as financial advisor for BlueScope Steel Limited. Herbert Smith Freehills Kramer acted as legal advisor for BlueScope Steel Limited.
Recent Insider Transactions • May 20Insider recently sold €1.8m worth of stockOn the 13th of May, Christopher Graham sold around 9k shares on-market at roughly €202 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.8m more than they bought in the last 12 months.
お知らせ • Mar 30Steel Dynamics, Inc., Annual General Meeting, May 06, 2026Steel Dynamics, Inc., Annual General Meeting, May 06, 2026. Location: at the fort wayne country club, 5221 covington road, indiana, 46804., fort wayne, United States
お知らせ • Mar 28Steel Dynamics, Inc. Announces Board Retirements, Effective May 6, 2026Steel Dynamics, Inc. announced On March 25, 2026, each of Richard P. Teets, Jr. and Gabriel L. Shaheen, members of the Board of Directors (the “Board”) of Steel Dynamics, Inc. (the “Company”), informed the Board of his respective intention to retire from the Board at the end of the current term and not stand for reelection effective as of the Company’s 2026 Annual Meeting of Shareholders taking place on May 6, 2026.
お知らせ • Mar 17+ 1 more updateSteel Dynamics, Inc. to Report Q1, 2026 Results on Apr 20, 2026Steel Dynamics, Inc. announced that they will report Q1, 2026 results After-Market on Apr 20, 2026
お知らせ • Feb 21Steel Dynamics, Inc. Announces First Quarter 2026 Cash Dividend, Payable on or About April 10, 2026Steel Dynamics, Inc. announced that the company's board of directors declared a first quarter cash dividend of $0.53 per common share, representing a 6% increase over the company's 2025 quarterly rate. The dividend is payable to shareholders of record at the close of business on March 31, 2026, and is payable on or about April 10, 2026.
お知らせ • Jan 05SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion.SGH Limited (ASX:SGH) and Steel Dynamics, Inc. (NasdaqGS:STLD) signed an unsolicited, non-binding and indicative proposal to acquire BlueScope Steel Limited (ASX:BSL) for AUD 13.2 billion on December 12, 2025. A cash consideration of AUD 30 per share will be paid by SGH Limited and Steel Dynamics, Inc. The proposal would see SGH acquire all of BlueScope’s shares and then on-sell BlueScope’s North American businesses to Steel Dynamics. Both SGH and SDI will utilize this support to fund their respective transaction contribution through existing cash reserves and available debt financing. The Indicative Proposal is subject to a number of conditions, including: exclusivity; due diligence; securing significant debt financing, no material adverse change in BlueScope’s business; a unanimous recommendation from the Board of BlueScope; approval of BlueScope shareholders; no further share buy-back being undertaken by BlueScope; final approval from the Boards of the respective Consortium members; and necessary regulatory approvals. UBS acted as financial advisor for BlueScope Steel Limited. Herbert Smith Freehills Kramer acted as legal advisor for BlueScope Steel Limited.
お知らせ • Dec 17+ 1 more updateSteel Dynamics, Inc. to Report Q4, 2025 Results on Jan 26, 2026Steel Dynamics, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 26, 2026
お知らせ • Dec 02Steel Dynamics, Inc. (NasdaqGS:STLD) acquired remaining 55% stake in New Process Steel, L.P.Steel Dynamics, Inc. (NasdaqGS:STLD) entered into a definitive agreement to acquire remaining 55% stake in New Process Steel, L.P. on August 19, 2025. Upon completion, Steel Dynamics, Inc. will own 100% stake in New Process Steel, L.P. This transaction is subject to customary closing conditions and receipt of regulatory approvals. Steel Dynamics, Inc. (NasdaqGS:STLD) completed the acquisition of remaining 55% stake in New Process Steel, L.P. on December 1, 2025.
お知らせ • Nov 12Steel Dynamics, Inc. Appoints Matt Bell as Head of Its Metals Recycling Platform Effective November 11, 2025Steel Dynamics, Inc. announced the appointment of Matt Bell as the company's head of its metals recycling platform effective November 11, 2025. Matt Bell will assume responsibility and oversight for the company's metals recycling platform as the Vice President of Metals Recycling and the President of OmniSource. Since 2023, Mr. Bell has served as Vice President of Commercial for OmniSource, responsible for developing and implementing its ferrous purchasing and sales growth strategies, including optimizing the scrap supply for the company's steel operations. Since joining the company in 2016, Mr. Bell has held increasingly impactful leadership roles within the metals recycling platform in operations, commercial, and marketing responsibilities. Prior to joining the company, he held various leadership positions in the metals recycling industry.
お知らせ • Nov 07Steel Dynamics, Inc. Announces Cash Dividend for fourth Quarter of 2025 , Payable on or About January 9, 2026Steel Dynamics, Inc. announced that the company's board of directors declared a fourth quarter 2025 cash dividend of $0.50 per common share. The dividend is payable to shareholders of record at the close of business on December 31, 2025 and is payable on or about January 9, 2026.
お知らせ • Oct 27Steel Dynamics, Inc. Launches Lower-Embodied-Carbon Steel Products BIOEDGE and EDGESteel Dynamics, Inc. announced lower-embodies-carbon steel product offerings, BIOEDGE™ and EDGE™, to support customers in achieving their greenhouse gas emissions reduction and sustainability initiatives. BIOEDGE and EDGE are lower-embodied-carbon steel products produced exclusively with electric arc furnace (EAF) technology. Additionally, the steel is matched with Green-e Energy certified renewable energy certificates or emission-free nuclear energy certificates, significantly reducing Scope 2 emissions. BIOEDGE further reduces embodied carbon in the EAF steelmaking process, utilizing renewable biocarbon as a replacement for anthracite, significantly reducing Scope 1 emissions. BIOEDGE offers an innovative supply-chain solution for companies seeking to meaningfully decarbonize their supply chains without compromising performance or quality. The EDGE family of steel products will be available across the company's steel operations. The company anticipates immediate interest from automotive and construction customers, and from across the renewable energy and infrastructure sectors. The renewable biocarbon used to produce BIOEDGE will be sourced exclusively from SDI Biocarbon Solutions, which is 75%-owned by Steel Dynamics and 25%-owned by Aymium, a leading producer of biocarbon globally.
お知らせ • Sep 16+ 1 more updateSteel Dynamics, Inc. Provides Earnings Guidance for the Third Quarter of 2025Steel Dynamics, Inc. provided earnings guidance for the third quarter of 2025. The company provided third quarter 2025 earnings guidance in the range of $2.60 to $2.64 per diluted share, with improved earnings from each of the company's three operating platforms. Comparatively, the company's sequential second quarter 2025 earnings were $2.01 per diluted share, and prior year third quarter earnings were $2.05 per diluted share. Third quarter 2025 profitability from the company's steel operations is expected to be stronger than sequential second quarter results, driven by strong shipments and metal spread expansion as scrap raw material costs are expected to decline more than average realized steel pricing. The non-residential construction, automotive, energy, and industrial sectors continue to lead demand. Third quarter 2025 earnings from the company's metals recycling operations are expected to be significantly stronger than second quarter sequential results, based on steady shipments and stronger ferrous metal spread. Third quarter 2025 earnings from the company's steel fabrication operations are also expected to be higher than sequential second quarter results, driven by increased volume combined with steady metal spread. The order backlog remains strong, with healthy pricing. Demand has largely been supported by the commercial, data center, manufacturing, warehouse, and healthcare sectors. Further, the accelerated announcements for meaningful domestic manufacturing investment and onshoring, coupled with the U.S. infrastructure program are expected to positively impact demand for not only steel joist and deck products, but also for flat rolled and long product steel.
お知らせ • Aug 19Steel Dynamics, Inc. (NasdaqGS:STLD) entered into a definitive agreement to acquire remaining 55% stake in New Process Steel, L.P.Steel Dynamics, Inc. (NasdaqGS:STLD) entered into a definitive agreement to acquire remaining 55% stake in New Process Steel, L.P. on August 19, 2025. Upon completion, Steel Dynamics, Inc. will own 100% stake in New Process Steel, L.P. This transaction is subject to customary closing conditions and receipt of regulatory approvals.
お知らせ • Aug 14Steel Dynamics, Inc. Announces Third Quarter 2025 Cash Dividend, Payable on or About October 10, 2025Steel Dynamics, Inc. announced that the company's board of directors declared a third quarter 2025 cash dividend of $0.50 per common share. The dividend is payable to shareholders of record at the close of business on September 30, 2025 and is payable on or about October 10, 2025.
お知らせ • Jun 30+ 1 more updateSteel Dynamics, Inc.(NasdaqGS:STLD) dropped from Russell 1000 Defensive IndexSteel Dynamics, Inc.(NasdaqGS:STLD) dropped from Russell 1000 Defensive Index
お知らせ • Jun 18+ 1 more updateSteel Dynamics, Inc. to Report Q2, 2025 Results on Jul 21, 2025Steel Dynamics, Inc. announced that they will report Q2, 2025 results After-Market on Jul 21, 2025
お知らせ • May 10Steel Dynamics, Inc. Announces Executive ChangesSteel Dynamics, Inc. announced operational senior leadership transitions for Glenn Pushis and Miguel Alvarez. Glenn Pushis, Senior Vice President Special Projects: Glenn Pushis will be retiring from Steel Dynamics effective October 1, 2025, to pursue a position as the Chief Executive Officer of McBride Capital Partners "Project Aero", a U.S. based company that plans to construct a titanium manufacturing facility in North Carolina. Post October 1, 2025, he will continue to provide consulting services to Steel Dynamics through commissioning of the company's new aluminum flat rolled facilities during the year. Mr. Pushis joined Steel Dynamics in 1994. Most recently, he was responsible for the successful design and construction of the company's new 650,000 metric ton state-of-the-art lower-carbon, recycled aluminum flat rolled products mill in Columbus, Mississippi with two satellite recycled aluminum slab centers in the Southwestern United States and Northcentral Mexico. From 2019 until 2022, Mr. Pushis was responsible for the successful design and construction of the company's Sinton Flat Roll Division, developed to serve the Southwestern United States and Mexico. He has extensive experience in this capacity and has been instrumental in numerous construction projects for Steel Dynamics since its founding. Prior to that, Mr. Pushis served as Senior Vice President, Long Products Steel Group, responsible for the company's four long product steel mills. Mr. Pushis has held various operational and leadership roles, including roles within the Engineered Bar Products Division and the Butler Flat Roll Division. He was also part of the team that constructed the company's first steel mill in Butler, Indiana. Miguel Alvarez, Senior Vice President Aluminum Group: Miguel Alvarez will assume responsibility and oversight for the company's aluminum operations, effective October 1, 2025. These responsibilities include leadership of the company's new strategic aluminum investments which are currently being commissioned under Mr. Pushis' leadership, as well as an ancillary recycled aluminum deox-rod facility. Mr. Alvarez joined the company in 2019 as Senior Vice President, Southwest U.S. and Mexico to support the company's steel and metals recycling growth strategy in that region, where he utilized his extensive knowledge of flat rolled steel operations and gained considerable knowledge of the metals recycling business. Based on his success, he was promoted to lead the company's metals recycling platform in March 2022, where he has led the transformation and growth of this platform. Prior to joining Steel Dynamics, Mr. Alvarez held numerous senior leadership positions within the steel industry beginning in 2004. The company has an intentional leadership development and succession process and will announce the new senior leader for its metals recycling platform in the coming weeks.
お知らせ • Apr 29Steel Dynamics, Inc. Announces Second Quarter 2025 Cash Dividend, Payable on June 30, 2025Steel Dynamics, Inc. announced that the company's board of directors declared a second quarter cash dividend of $0.50 per common share. The dividend is payable to shareholders of record at the close of business on June 30, 2025 and is payable on or about July 11, 2025.
お知らせ • Mar 18+ 1 more updateSteel Dynamics, Inc. Provides Earnings Guidance for the First Quarter of 2025Steel Dynamics, Inc. provided earnings guidance for the first quarter of 2025 . For the quarter, the company expects earnings guidance in the range of $1.36 to $1.40 per diluted share. Comparatively, the company's sequential fourth quarter 2024 earnings were $1.36 per diluted share and prior year first quarter earnings were $3.67 per diluted share.
お知らせ • Mar 15Steel Dynamics, Inc., Annual General Meeting, Apr 25, 2025Steel Dynamics, Inc., Annual General Meeting, Apr 25, 2025. Location: fort wayne country club, 5221 covington road, fort wayne United States
お知らせ • Feb 25+ 1 more updateSteel Dynamics, Inc. (NasdaqGS:STLD) announces an Equity Buyback for $1,500 million worth of its shares.Steel Dynamics, Inc. (NasdaqGS:STLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its shares.
お知らせ • Dec 17Steel Dynamics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Steel Dynamics, Inc. provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects diluted earnings per share to be in the range of $1.26 to $1.30.
お知らせ • Dec 16Steel Dynamics, Inc. to Report Q4, 2024 Results on Jan 22, 2025Steel Dynamics, Inc. announced that they will report Q4, 2024 results After-Market on Jan 22, 2025
Recent Insider Transactions • Nov 16Insider recently sold €899k worth of stockOn the 13th of November, Miguel Alvarez sold around 7k shares on-market at roughly €135 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
Declared Dividend • Nov 13Third quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 31st December 2024 Payment date: 10th January 2025 Dividend yield will be 1.3%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (16% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 1.8% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 08Steel Dynamics, Inc. Declares Fourth Quarter Cash Dividend, Payable on or About January 10, 2025Steel Dynamics, Inc. announced that the company's board of directors declared a fourth quarter cash dividend of $0.46 per common share. The dividend is payable to shareholders of record at the close of business on December 31, 2024 and is payable on or about January 10, 2025.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €143, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 166% over the past three years.
New Risk • Oct 22New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €2.6m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Oct 22Insider recently sold €2.2m worth of stockOn the 21st of October, Glenn Pushis sold around 18k shares on-market at roughly €123 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €10m more than they bought in the last 12 months.
Reported Earnings • Oct 17Third quarter 2024 earnings released: EPS: US$2.06 (vs US$3.50 in 3Q 2023)Third quarter 2024 results: EPS: US$2.06 (down from US$3.50 in 3Q 2023). Revenue: US$4.34b (down 5.4% from 3Q 2023). Net income: US$317.8m (down 45% from 3Q 2023). Profit margin: 7.3% (down from 13% in 3Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
New Risk • Sep 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Sep 23Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 11 October 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.4%).
お知らせ • Sep 17+ 1 more updateSteel Dynamics Provides Earnings Guidance for the Third Quarter 2024Steel Dynamics, Inc. provided third quarter 2024 earnings guidance in the range of $1.94 to $1.98 per diluted share. Comparatively, the company's sequential second quarter 2024 earnings were $2.72 per diluted share, and prior year third quarter earnings were $3.47 per diluted share. Third quarter 2024 profitability from the company's steel operations is expected to be meaningfully lower than sequential second quarter results, based on lower average realized pricing within the flat rolled operations as generally 80% of this business is contractually based and tied to lagging pricing indices. Flat rolled steel prices stabilized in the third quarter 2024 and have improved. Underlying steel demand remains steady. Third quarter 2024 earnings from the company's metals recycling operations are expected to be comparable to second quarter sequential results, based on steady volumes offsetting marginally lower realized pricing. Third quarter 2024 earnings from the company's steel fabrication operations are expected to be moderately lower than sequential second quarter results, based on an anticipated slight decline in average realized pricing. The order backlog is steady, extending into the first quarter 2025 at attractive pricing levels. Current order activity is steady with expectations for improved volumes in 2025, as interest rates decline and the support from the U.S. infrastructure program and onshoring are expected to positively impact demand for not only steel joist and deck products, but also for flat rolled and long product steels.
Declared Dividend • Aug 26Second quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 30th September 2024 Payment date: 11th October 2024 Dividend yield will be 1.6%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 15% over the next 3 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Aug 17Steel Dynamics, Inc. Declares Third Quarter Cash Dividend, Payable on October 11, 2024Steel Dynamics, Inc. announced that the company's board of directors declared a third quarter cash dividend of $0.46 per common share. The dividend is payable to shareholders of record at the close of business on September 30, 2024 and is payable on or about October 11, 2024.
New Risk • Jul 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€2.6m sold).
Reported Earnings • Jul 18Second quarter 2024 earnings released: EPS: US$2.73 (vs US$4.83 in 2Q 2023)Second quarter 2024 results: EPS: US$2.73 (down from US$4.83 in 2Q 2023). Revenue: US$4.63b (down 8.8% from 2Q 2023). Net income: US$428.0m (down 47% from 2Q 2023). Profit margin: 9.2% (down from 16% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 18+ 1 more updateSteel Dynamics, Inc. to Report Q2, 2024 Results on Jul 17, 2024Steel Dynamics, Inc. announced that they will report Q2, 2024 results on Jul 17, 2024
Declared Dividend • May 20First quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 28th June 2024 Payment date: 12th July 2024 Dividend yield will be 1.4%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 40% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
Recent Insider Transactions • May 17Insider recently sold €2.6m worth of stockOn the 15th of May, Christopher Graham sold around 21k shares on-market at roughly €126 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
お知らせ • May 11Steel Dynamics, Inc. Declares Second Quarter Cash Dividend, Payable on or About July 12, 2024Steel Dynamics, Inc. announced that the company's board of directors declared a second quarter cash dividend of $0.46 per common share. The dividend is payable to shareholders of record at the close of business on June 30, 2024 and is payable on or about July 12, 2024.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$3.68 (vs US$3.71 in 1Q 2023)First quarter 2024 results: EPS: US$3.68 (down from US$3.71 in 1Q 2023). Revenue: US$4.69b (down 4.1% from 1Q 2023). Net income: US$584.0m (down 8.4% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 1.4% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 02Steel Dynamics, Inc. Appoints James Anderson as Senior Vice President Long Products Steel Group, Effective May 1, 2024Steel Dynamics, Inc. announced leadership appointments for James Anderson. James Anderson, Senior Vice President Long Products Steel Group: James Anderson will assume responsibility and oversight for the company's Long Products Steel Group, effective May 1, 2024. These operations are primarily comprised of the company's four EAF long product steel mills and several smaller facilities, representing almost five million tons of annual steel shipping capability. Mr. Anderson will continue to report to Barry Schneider, President and Chief Operating Officer. Mr. Anderson successfully led and grew the company's Steel Fabrication business as New Millennium Building Systems' President since 2019 and as its Chief Operating Officer from 2015 to 2019. Prior to that, Mr. Anderson was the General Manager of the company's three flat rolled steel galvanizing lines located in Pittsburgh, Pennsylvania, which Steel Dynamics acquired in 2007, at which time Mr. Anderson served as its Managing Partner. Mr. Anderson earned a bachelor's degree in metallurgical engineering from Grove City College and a MBA from the University of Pittsburgh.
お知らせ • Mar 29Steel Dynamics, Inc., Annual General Meeting, May 09, 2024Steel Dynamics, Inc., Annual General Meeting, May 09, 2024, at 09:00 Eastern Standard Time. Location: Fort Wayne Country Club, 5221 Covington Rd Fort Wanye Indiana United States Agenda: To consider election of Directors; to consider ratification of the Appointment of Independent Registered Public Accounting Firm as Auditors; to consider advisory vote to approve the Compensation of the Named Executive Officers; to consider approval of the Steel Dynamics, Inc. 2024 Employee Stock Purchase Plan; and to consider shareholder proposal??of?adopting a Shareholder Right to Call a Special Shareholder Meeting.
Upcoming Dividend • Mar 20Upcoming dividend of US$0.46 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 14 April 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.3%).
Buy Or Sell Opportunity • Mar 18Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to €126. The fair value is estimated to be €103, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to decline by 0.4% per annum. Earnings are also forecast to decline by 13% per annum over the same time period.
お知らせ • Mar 16Steel Dynamics, Inc. to Report Q1, 2024 Results on Apr 23, 2024Steel Dynamics, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 23, 2024
お知らせ • Mar 15Steel Dynamics, Inc. Provides Earnings Guidance for the First Quarter 2024Steel Dynamics, Inc. provided earnings guidance for the first quarter 2024. For the quarter, the company expected earnings guidance in the range of $3.51 to $3.55 per diluted share.
Declared Dividend • Mar 04Fourth quarter dividend of US$0.46 announcedShareholders will receive a dividend of US$0.46. Ex-date: 27th March 2024 Payment date: 14th April 2024 Dividend yield will be 1.3%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 47% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 04Full year 2023 earnings released: EPS: US$14.72 (vs US$21.06 in FY 2022)Full year 2023 results: EPS: US$14.72 (down from US$21.06 in FY 2022). Revenue: US$18.8b (down 16% from FY 2022). Net income: US$2.45b (down 37% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 27Steel Dynamics, Inc. Declares Cash Dividend for the First Quarter of 2024, Payable on or About April 14, 2024Steel Dynamics, Inc. announced that the board of directors declared a first quarter cash dividend of $0.46 per common share, or 8% increase over the company's 2023 quarterly rate. The dividend is payable to shareholders of record at the close of business on March 31, 2024 and is payable on or about April 14, 2024.
Reported Earnings • Jan 24Full year 2023 earnings released: EPS: US$14.72 (vs US$21.06 in FY 2022)Full year 2023 results: EPS: US$14.72 (down from US$21.06 in FY 2022). Revenue: US$18.8b (down 16% from FY 2022). Net income: US$2.45b (down 37% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 2.9% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Dec 21Insider recently sold €1.4m worth of stockOn the 19th of December, Glenn Pushis sold around 12k shares on-market at roughly €112 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.6m more than they bought in the last 12 months.
お知らせ • Dec 16Steel Dynamics, Inc. to Report Q4, 2023 Results on Jan 23, 2024Steel Dynamics, Inc. announced that they will report Q4, 2023 results on Jan 23, 2024
Reported Earnings • Nov 11Third quarter 2023 earnings released: EPS: US$3.50 (vs US$5.07 in 3Q 2022)Third quarter 2023 results: EPS: US$3.50 (down from US$5.07 in 3Q 2022). Revenue: US$4.59b (down 19% from 3Q 2022). Net income: US$577.2m (down 37% from 3Q 2022). Profit margin: 13% (down from 16% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 6.4% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 04+ 1 more updateSteel Dynamics, Inc. (NasdaqGS:STLD) announces an Equity Buyback for $1,500 million worth of its shares.Steel Dynamics, Inc. (NasdaqGS:STLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its shares.
お知らせ • Oct 18Steel Dynamics, Inc. Announces Board PromotionsSteel Dynamics, Inc. announced leadership promotions for Christopher Graham, Richard Poinsatte. Christopher Graham will assume responsibility and oversight for the company's Flat Roll Steel Group, comprised of three EAF flat rolled steel mills and numerous other flat rolled steel processing locations, representing over 11 million tons of annual shipping capability. Mr. Graham will continue to report to Barry Schneider, President and Chief Operating Officer. Since 2019, Mr. Graham has successfully led and grown the company's Long Products Steel Group as its Senior Vice President, comprised of four EAF long product steel mills. Prior to that time, he led the company's steel fabrication platform and downstream manufacturing businesses as Senior Vice President from 2016 to 2019. Mr. Graham has been with Steel Dynamics since 1994, holding various operational and leadership roles within both the steel fabrication and steel operations, and was part of the teams that constructed the Butler Flat Roll and Structural and Rail steel mills. Mr. Graham earned a bachelor's degree in business management from Western Governors University and a MBA from the University of Saint Francis. Mr. Graham will also remain the interim lead for the company's Long Products Steel Group until a replacement is named. Richard Poinsatte, Senior Vice President and Treasurer of Steel Dynamics Finance, Business Development, and Risk In recognition of his leadership and contributions to the overall success and growth of the company, Richard Poinsatte has been promoted to Senior Vice President of Steel Dynamics and will continue to report to Theresa Wagler. Mr. Poinsatte joined Steel Dynamics in 2000, as the Chief Financial Officer of one of the company's joint venture businesses, which is now part of the steel fabrication platform. During his time with Steel Dynamics, he has held positions of increasing responsibility, including the operating position of General Manager of the company's Florida steel fabrication plant. Since 2008, he has been responsible for the company's treasury, risk, and legal applications. Mr. Poinsatte earned a Bachelor of Science Degree in Accounting from the University of Notre Dame, and he is a certified public accountant.
お知らせ • Oct 05Steel Dynamics, Inc. to Report Q3, 2023 Results on Oct 18, 2023Steel Dynamics, Inc. announced that they will report Q3, 2023 results After-Market on Oct 18, 2023
お知らせ • Sep 16Steel Dynamics, Inc. Appoints Jennifer Hamann to the Company’S Board of DirectorsOn September 15, 2023, the Board of Directors of Steel Dynamics, Inc. (the “Company”) appointed Jennifer L. Hamann, age 56, as a new independent director, with a term ending May 2024 coinciding with the Company’s regularly held Annual Meeting of Stockholders. She will also participate as a member of the Company’s Audit Committee. From 2020 through present, Ms. Hamann has served as the executive vice president and chief financial officer of Union Pacific Corporation (“Union Pacific”). For many years, the Company has sold rail to Union Pacific and purchased transportation services from Union Pacific. In 2022, Union Pacific paid the Company approximately $19 million for rail purchases and the Company paid Union Pacific approximately $42 million for transportation services. These transactions were made on market terms and accounted for less than ½% of each Company’s revenues. Ms. Hamann has been employed by the Union Pacific for over 30 years, including recently as Senior Vice President of Finance (April 2019 – December 2019) and Vice President of Planning & Analysis (October 2017 – March 2019), gaining significant cross-functional leadership experiences in areas such as, capital planning and analysis, debt and equity capital markets, marketing and sales, investor relations, audit, human resources, and corporate strategy. Among numerous strong leaderships characteristics and logistics expertise, Ms. Hamann brings a diversified background to the Steel Dynamics Board. Additionally, she has extensive knowledge of business and regulations within Mexico based on her participation on multiple Union Pacific Mexican joint venture boards. Ms. Hamann earned an M.B.A. in business administration and a bachelor’s degree in finance from the University of Nebraska. Ms. Hamann is currently not a member of another publicly traded company.
お知らせ • Aug 19Steel Dynamics Announces Third Quarter 2023 Cash Dividend, Payable on or About October 16, 2023Steel Dynamics, Inc. announced that the company's board of directors declared a third quarter cash dividend of $0.425 per common share. The dividend is payable to shareholders of record at the close of business on September 30, 2023 and is payable on or about October 16, 2023.
お知らせ • Jul 12Steel Dynamics, Inc. Announces Unplanned Outage of the Hot Mill at its Sinton Texas Flat Roll Steel MillSteel Dynamics, Inc. announced an unplanned outage of the hot mill at its Sinton Texas Flat Roll Steel Mill, with expectations for restart within the next two to four weeks, or before July 30, 2023. The outage relates to caster shear equipment issues, which occurred on July 1, 2023. The company plans to continue to operate the cold mill and downstream value-added flat rolled steel coating lines during the hot mill outage.
お知らせ • Jul 01Steel Dynamics, Inc. to Report Q2, 2023 Results on Jul 19, 2023Steel Dynamics, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jul 19, 2023
Upcoming Dividend • Jun 22Upcoming dividend of US$0.42 per share at 1.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 7.6% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.7%).
お知らせ • May 17Steel Dynamics Announces Second Quarter 2023 Cash Dividend, Payable on or About July 14, 2023Steel Dynamics, Inc. announced that the company’s board of directors declared a second quarter cash dividend of $0.425 per common share. The dividend is payable to shareholders of record at the close of business on June 30, 2023 and is payable on or about July 14, 2023.
Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$3.71 (vs US$5.75 in 1Q 2022)First quarter 2023 results: EPS: US$3.71 (down from US$5.75 in 1Q 2022). Revenue: US$4.89b (down 12% from 1Q 2022). Net income: US$637.3m (down 42% from 1Q 2022). Profit margin: 13% (down from 20% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to fall by 10% p.a. on average during the next 3 years compared to a 1.4% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 70% per year whereas the company’s share price has increased by 66% per year.
Upcoming Dividend • Mar 23Upcoming dividend of US$0.42 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 April 2023. Payout ratio is a comfortable 6.5% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.6%).
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €98.56, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 492% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €75.47 per share.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: US$21.06 (vs US$15.67 in FY 2021)Full year 2022 results: EPS: US$21.06 (up from US$15.67 in FY 2021). Revenue: US$22.3b (up 21% from FY 2021). Net income: US$3.86b (up 20% from FY 2021). Profit margin: 17% (in line with FY 2021). Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 1.1% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10Steel Dynamics, Inc. Name Barry T. Schneider as President and Chief Operating OfficerSteel Dynamics, Inc. announced that the company's board of directors approved the appointment of Barry T. Schneider to the newly created position of President and Chief Operating Officer of the company, effective March 1, 2023.Mr. Schneider has been an integral participant in the growth of the company's steel operations. Mr. Schneider, a 28-year veteran of the company, has been its Senior Vice President, Flat Roll Steel Group, since March 2016, responsible for the company's flat roll steel operations, comprised of three steel mills and numerous processing and value-added coating lines. Before that, Mr. Schneider served in various operational and leadership roles within the company's steel operations, including its Engineered Bar Products and Butler Flat Roll divisions. Mr. Schneider has been involved in numerous construction and startup projects and was also part of the team that constructed the company's first steel mill in Butler, Indiana, in 1994. Mr. Schneider earned a bachelor's degree in mechanical engineering and a master of science in engineering management from Rose-Hulman Institute of Technology. He also received an Executive Certificate in Technology, Operations, and Value Chain Management from the MIT Sloan School of Management. In addition, Mr. Schneider serves as a director for the Association of Iron & Steel Technology. In his new role, Mr. Schneider will continue to fulfill his current responsibilities and also assume responsibility of the company's long products steel group, steel fabrication platform, and metals recycling platform, and as such, ChrisGraham (Senior Vice President, Long Products Steel Group, and President of the long product steel companies), Miguel Alvarez (Senior Vice President, Metals Recycling, and President of OmniSource), and Jim Anderson (Senior Vice President, Steel Fabrication, and President of New Millennium Building Systems) will report to Mr. Schneider. Mr. Schneider will continue to report to Mark D. Millett, the company's Chairman and Chief Executive Officer in his new role. Theresa E. Wagler (Executive Vice President, Chief Financial Officer) and Glenn Pushis (Senior Vice President, Special Projects, and President of the company's Aluminum Dynamics joint venture) will both also continue to report to Mr. Millett.
Reported Earnings • Jan 26Full year 2022 earnings released: EPS: US$21.06 (vs US$15.67 in FY 2021)Full year 2022 results: EPS: US$21.06 (up from US$15.67 in FY 2021). Revenue: US$22.3b (up 21% from FY 2021). Net income: US$3.86b (up 20% from FY 2021). Profit margin: 17% (in line with FY 2021). Revenue is expected to fall by 17% p.a. on average during the next 3 years compared to a 3.1% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 53% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 10Steel Dynamics, Inc. to Report Q4, 2022 Results on Jan 25, 2023Steel Dynamics, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Jan 25, 2023
お知らせ • Dec 22+ 3 more updatesSteel Dynamics, Inc.(NasdaqGS:STLD) dropped from S&P 400 Materials (Sector)Steel Dynamics, Inc.(NasdaqGS:STLD) dropped from S&P 400 Materials (Sector)
Upcoming Dividend • Dec 22Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 January 2023. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (8.5%).
お知らせ • Dec 16Steel Dynamics, Inc. Provides Earnings Guidance Fourth Quarter 202Steel Dynamics, Inc. provided fourth quarter 2022 earnings guidance in the range of $3.34 per diluted share to $3.38 per diluted share.
Recent Insider Transactions • Dec 06Lead Independent Director recently sold €260k worth of stockOn the 2nd of December, James Marcuccilli sold around 3k shares on-market at roughly €104 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. Independent Director Luis Sierra was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 11+ 1 more updateSteel Dynamics, Inc. (NasdaqGS:STLD) announces an Equity Buyback for $1,500 million worth of its shares.Steel Dynamics, Inc. (NasdaqGS:STLD) announces a share repurchase program. Under the program, the company will repurchase up to $1,500 million worth of its shares.
Recent Insider Transactions • Oct 26Co-Founder & Director recently sold €2.2m worth of stockOn the 25th of October, Keith Busse sold around 22k shares on-market at roughly €96.56 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Keith has been a net seller over the last 12 months, reducing personal holdings by €4.5m.
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$5.07 (vs US$4.89 in 3Q 2021)Third quarter 2022 results: EPS: US$5.07. Revenue: US$5.65b (up 11% from 3Q 2021). Net income: US$914.3m (down 7.7% from 3Q 2021). Profit margin: 16% (down from 20% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 15% p.a. on average during the next 3 years compared to a 3.2% decline forecast for the Metals and Mining industry in Europe.
お知らせ • Oct 08Steel Dynamics, Inc. to Report Q3, 2022 Results on Oct 19, 2022Steel Dynamics, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 19, 2022
お知らせ • Oct 05Steel Dynamics, Inc. (NasdaqGS:STLD) completed the acquisition of Roca Acero, S.A. De C.V.Steel Dynamics, Inc. (NasdaqGS:STLD) entered into a definitive agreement to acquire Roca Acero, S.A. De C.V. on May 16, 2022. The transaction was funded with available cash. After completion entire team of Roca Acero will part of Steel Dynamics, Inc. This transaction is subject to customary closing conditions and receipt of required regulatory approvals. Steel Dynamics, Inc. (NasdaqGS:STLD) completed the acquisition of Roca Acero, S.A. De C.V. on October 4, 2022.
Upcoming Dividend • Sep 22Upcoming dividend of US$0.34 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 5.3% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (10%).
