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Nucor CorporationNYSE:NUE 株式レポート

時価総額 US$53.1b
株価
n/a
1Y69.2%
7D3.0%
1D0.5%
ポートフォリオ価値
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Nucor Corporation

NYSE:NUE 株式レポート

時価総額:US$53.1b

Nucor(NUE)株式概要

ヌコール・コーポレーションは鉄鋼および鉄鋼製品の製造・販売を行っている。 詳細

NUE 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1/6
過去の実績3/6
財務の健全性6/6
配当金3/6

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Nucor Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要Nucor
過去の株価
現在の株価US$234.16
52週高値US$270.90
52週安値US$131.32
ベータ1.92
1ヶ月の変化-12.09%
3ヶ月変化23.50%
1年変化69.22%
3年間の変化36.71%
5年間の変化155.86%
IPOからの変化614,686.81%

最新ニュース

ナラティブ更新 Jul 02

NUE: Steel Price Tailwinds Will Test Stretched P E And Earnings Assumptions

Nucor's analyst fair value estimate has been lifted from $175.51 to $189.01 as analysts factor in firm pricing for hot rolled coil, tighter domestic steel supply, and updated models that reflect revised steel price assumptions and margin expectations. Analyst Commentary Recent research around Nucor points to a generally constructive stance on the steel sector, but with a clear split between more optimistic views on pricing and supply tightness and a smaller group of cautious voices highlighting execution and earnings risks.
ナラティブ更新 Jun 18

NUE: Tariff Support And New Mills Will Shape Future Earnings Path

Nucor's updated analyst price target framework edges higher, with fair value moving to $258.41 from $244.14 as analysts cite refreshed steel pricing models, recent Q2 guidance and new coverage initiations that highlight expectations for steadier revenue growth and firmer profit margins, along with a slightly lower future P/E assumption. Analyst Commentary Recent research on Nucor stock points to a mixed but generally constructive setup, with several firms revisiting their models after updated steel pricing assumptions and fresh Q2 guidance.

Recent updates

ナラティブ更新 Jul 02

NUE: Steel Price Tailwinds Will Test Stretched P E And Earnings Assumptions

Nucor's analyst fair value estimate has been lifted from $175.51 to $189.01 as analysts factor in firm pricing for hot rolled coil, tighter domestic steel supply, and updated models that reflect revised steel price assumptions and margin expectations. Analyst Commentary Recent research around Nucor points to a generally constructive stance on the steel sector, but with a clear split between more optimistic views on pricing and supply tightness and a smaller group of cautious voices highlighting execution and earnings risks.
ナラティブ更新 Jun 18

NUE: Tariff Support And New Mills Will Shape Future Earnings Path

Nucor's updated analyst price target framework edges higher, with fair value moving to $258.41 from $244.14 as analysts cite refreshed steel pricing models, recent Q2 guidance and new coverage initiations that highlight expectations for steadier revenue growth and firmer profit margins, along with a slightly lower future P/E assumption. Analyst Commentary Recent research on Nucor stock points to a mixed but generally constructive setup, with several firms revisiting their models after updated steel pricing assumptions and fresh Q2 guidance.
Seeking Alpha Jun 03

Nucor: Ideal Tariff Environment Justifies The Rally

Summary Nucor benefits from tightened U.S. steel tariffs, driving market share gains and robust pricing, with shares up 84% since October. Tariffs have reduced steel imports to 15% of supply, supporting elevated prices near $1,200/ton and strong near-term earnings momentum for NUE. NUE expects over 5% shipment growth in 2024, aided by 87% utilization and new capacity coming online, while maintaining a conservative balance sheet. I maintain a 'hold' rating on NUE due to full valuation (~16.5x forward earnings), with upside capped and prudent profit-taking advised above $300/share. Read the full article on Seeking Alpha
ナラティブ更新 Jun 02

NUE: Tariff Support And New Mills Will Shape Future Earnings Resilience

Analysts nudged their Nucor fair value estimate higher to $244.14 from $240.71, reflecting fresh price targets in the $260 to $270 range, as well as recent research pointing to improved profitability and continued interest in the stock within the metals and mining sector. Analyst Commentary Bullish Takeaways Bullish analysts are assigning fresh price targets in the US$260 to US$270 range, which sits above the current blended fair value estimate of US$244.14 and supports the idea that the stock still has upside in their models.
新しいナラティブ May 15

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

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

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

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

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

Catalysts About Nucor Nucor produces steel and steel products across mills, downstream fabrication and raw materials operations in North America. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Apr 26

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

Nucor's updated analyst price target edges higher, supported by analysts who highlight recent price target increases from multiple firms and point to company investments, improving profitability across segments, and expectations for a modestly lower future P/E multiple as part of their rationale. Analyst Commentary Recent research on Nucor points to a mix of optimism and caution, with several large firms adjusting ratings and price targets as they reassess the company’s valuation, execution and growth plans.
ナラティブ更新 Apr 11

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Nucor's analyst price target increased modestly from $166.08 to $167.42 per share, as analysts adjusted their estimates following recent company commentary and updated forecasts. Analyst Commentary Analysts have recently updated their perspectives on Nucor following the company's financial disclosures and updated forecasts.
ナラティブ更新 Oct 29

Tariff Developments And Domestic Demand Shifts Will Define Steel Sector Performance

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

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブ更新 Sep 06

Capital Reinvestment And New Facilities Will Transform Steel Operations

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

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

As you might know, Nucor Corporation ( NYSE:NUE ) recently reported its second-quarter numbers. Revenues of US$8.5b...
Seeking Alpha Apr 29

Nucor: Mixed Q1 But Encouraging Guidance For Growth In Q2

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

株主還元

NUEUS Metals and MiningUS 市場
7D3.0%-2.6%-0.9%
1Y69.2%48.1%19.4%

業界別リターン: NUE過去 1 年間で48.1 % の収益を上げたUS Metals and Mining業界を上回りました。

リターン対市場: NUE過去 1 年間で19.4 % の収益を上げたUS市場を上回りました。

価格変動

Is NUE's price volatile compared to industry and market?
NUE volatility
NUE Average Weekly Movement4.7%
Metals and Mining Industry Average Movement9.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.2%

安定した株価: NUE 、 US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: NUE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
190533,000Leon Topalianwww.nucor.com

ヌコール・コーポレーションは鉄鋼および鉄鋼製品の製造・販売に従事している。同社は3つのセグメントで事業を行っている:製鉄所、鉄鋼製品、原材料。製鋼部門では、熱間圧延、冷間圧延、亜鉛メッキ鋼板製品、厚板製品、ワイドフランジ梁、梁ブランク、H 杭・矢板構造用鋼材、ブルーム、ビレット、コンクリート補強用鉄筋、マーチャントバー、特殊鉄筋製品などの棒鋼製品を生産している。当部門は、米国、カナダ、メキシコの鉄鋼サービスセンター、加工業者、メーカーに製品を販売するほか、鉄鋼取引、鉄筋流通事業も行っている。鉄鋼製品部門は、鋼製根太および根太桁、鋼製デッキ、太陽電池アレイ用亜鉛メッキトルク管、中空構造部鋼管、電線管、加工コンクリート鉄筋、冷間仕上げ鋼材、鋼製ファスナー、鋼製グレーチングおよびエキスパンドメタル、ワイヤーおよびワイヤーメッシュ、金属製建築システム、断熱金属パネル、鋼製ラッキング、オーバーヘッドドア、通信およびエネルギー伝送用ユーティリティタワーおよび構造物を提供している。当部門は杭の販売事業にも携わっている。原料セグメントは、直接還元鉄(DRI)の生産、鉄・非鉄金属、銑鉄、熱間ブリケット鉄、DRIのブローカー、合金鉄の供給、鉄・非鉄スクラップの加工、天然ガス生産・産業ガス事業を行っている。鉄スクラップは電炉製鋼所や鋳物工場に、非鉄スクラップはアルミ缶メーカー、アルミ二次製錬所、製鉄所などの加工業者、各種非鉄金属の消費者に販売している。ヌコール・コーポレーションは1905年に設立され、ノースカロライナ州シャーロットに本社を置く。

Nucor Corporation 基礎のまとめ

Nucor の収益と売上を時価総額と比較するとどうか。
NUE 基礎統計学
時価総額US$53.06b
収益(TTM)US$2.32b
売上高(TTM)US$34.16b
23.0x
PER(株価収益率
1.6x
P/Sレシオ

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
NUE 損益計算書(TTM)
収益US$34.16b
売上原価US$29.36b
売上総利益US$4.80b
その他の費用US$2.48b
収益US$2.32b

直近の収益報告

Apr 04, 2026

次回決算日

Jul 27, 2026

一株当たり利益(EPS)10.19
グロス・マージン14.06%
純利益率6.79%
有利子負債/自己資本比率31.6%

NUE 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

1.0%
現在の配当利回り
22%
配当性向

NUE 配当は確実ですか?

NUE 配当履歴とベンチマークを見る
NUE 、いつまでに購入すれば配当金を受け取れますか?
Nucor 配当日
配当落ち日Jun 30 2026
配当支払日Aug 11 2026
配当落ちまでの日数15 days
配当支払日までの日数27 days

NUE 配当は確実ですか?

NUE 配当履歴とベンチマークを見る

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2026/07/14 01:16
終値2026/07/14 00:00
収益2026/04/04
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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

Nucor Corporation 14 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。37

アナリスト機関
David ColemanArgus Research Company
Richard GarchitorenaBarclays
David GaglianoBarclays