Nucor Corporation

NYSE:NUE 주식 리포트

시가총액: US$53.3b

Nucor 과거 순이익 실적

과거 기준 점검 3/6

Nucor의 수입은 연평균 -22.3%의 비율로 감소해 온 반면, Metals and Mining 산업은 수입이 연평균 7.3% 감소했습니다. 매출은 연평균 0.9%의 비율로 감소해 왔습니다. Nucor의 자기자본이익률은 11.9%이고 순이익률은 6.8%입니다.

핵심 정보

-22.27%

순이익 성장률

-18.27%

주당순이익(EPS) 성장률

Metals and Mining 산업 성장률26.40%
매출 성장률-0.87%
자기자본이익률11.89%
순이익률6.80%
최근 순이익 업데이트04 Apr 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha Apr 29

Nucor Corporation: Good Results Already Reflected In Valuation

Summary Nucor Corporation delivered a robust Q1, surpassing consensus on revenue and EPS due to higher volumes and prices amid favorable macro conditions. NUE's shares have surged 84% over 12 months, now trading at a premium to sector and historical multiples, with 2026 growth already priced in. I assign a Hold rating, as the cyclical nature of the steel industry and current valuation suggest limited upside and potential downside risk. Low leverage and strong cash flow support shareholder returns, but high capital expenditures and peak-cycle pricing warrant caution before adding exposure. Read the full article on Seeking Alpha
새 내러티브 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?
내러티브 업데이트 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.
새 내러티브 Apr 24

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

Nucor Corporation (NUE) , the titan of North American steel and a pioneer in low-carbon electric arc furnace (EAF) production, enters the trading session on Friday, April 24, 2026 , with intense market focus ahead of its Q1 2026 earnings release scheduled for Monday, April 27, after market close. The company is operating in a high-conviction environment, having previously guided for Q1 EPS between $2.70 and $2.80 , which would represent a massive 264% increase over the prior year’s adjusted results.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 May 31

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

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

Nucor: Mixed Q1 But Encouraging Guidance For Growth In Q2

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

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

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

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

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

Nucor: An Oldie And Still Somewhat Goldie

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

매출 및 비용 세부 내역

Nucor가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:NUE 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
04 Apr 2634,1602,3241,3460
31 Dec 2532,4941,7371,2490
04 Oct 2531,8831,6471,1430
05 Jul 2530,8061,2901,0870
05 Apr 2530,4271,3321,0770
31 Dec 2430,7342,0181,1410
28 Sep 2431,3632,5141,2660
29 Jun 2432,6953,4031,4080
30 Mar 2434,1414,2171,5670
31 Dec 2334,7144,5081,6120
30 Sep 2335,7334,9761,6760
01 Jul 2337,4585,5271,7760
01 Apr 2339,7296,6221,8860
31 Dec 2241,5127,5762,0210
01 Oct 2243,1538,5662,0980
02 Jul 2242,9658,9962,1380
02 Apr 2239,9607,9451,9620
31 Dec 2136,4846,7951,7280
02 Oct 2131,3804,9511,3800
03 Jul 2125,9943,0261,0010
03 Apr 2121,5321,6347560
31 Dec 2020,1407176360
03 Oct 2020,0114286260
04 Jul 2020,5485086380
04 Apr 2022,1177847050
31 Dec 1922,5891,2647330
28 Sep 1923,7531,8017580
29 Jun 1925,0312,2028400
30 Mar 1925,5952,4988790
31 Dec 1825,0672,3518610
29 Sep 1823,8642,0908400
30 Jun 1822,2921,6707490
31 Mar 1821,0061,3116720
31 Dec 1720,2521,3146880
30 Sep 1719,1171,0916190
01 Jul 1718,2371,1416380
01 Apr 1717,3081,0626300
31 Dec 1616,2087945630
01 Oct 1615,7082965300
02 Jul 1615,6442184770
02 Apr 1615,755994440
31 Dec 1516,439794590
03 Oct 1517,9866284930
04 Jul 1519,4636465080

양질의 수익: NUE는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: NUE의 현재 순 이익률 (6.8%)은 지난해 (4.4%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: NUE의 수익은 지난 5년 동안 연평균 22.3% 감소했습니다.

성장 가속화: 지난 1년간 NUE 의 수익 증가율(73.5%)은 연간 평균(-22.3%)을 초과합니다.

수익 대 산업: NUE의 지난 1년 수익 증가율(73.5%)은 Metals and Mining 업계 평균(84.5%)을 능가하지 못했습니다.


자기자본이익률

높은 ROE: NUE의 자본 수익률(11.9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 05:30
종가2026/05/07 00:00
수익2026/04/04
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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  • 내부자 거래
경영진10년
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Nucor Corporation는 35명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ColemanArgus Research Company
David GaglianoBarclays
Ignace ProotBernstein