Steel Dynamics Yönetim
Yönetim kriter kontrolleri 4/4
Steel Dynamics CEO'su Mark Millett, Jan1993 tarihinde atandı, in görev süresi 33.67 yıldır. in toplam yıllık tazminatı $ 12.06M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.7% maaş ve 87.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 2.1% ine doğrudan sahiptir ve bu hisseler $ 723.30M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 10.5 yıl ve 9.1 yıldır.
Anahtar bilgiler
Mark Millett
İcra Kurulu Başkanı
US$12.1m
Toplam tazminat
| CEO maaş yüzdesi | 12.73% |
| CEO görev süresi | 33.7yrs |
| CEO sahipliği | 2.1% |
| Yönetim ortalama görev süresi | 10.5yrs |
| Yönetim Kurulu ortalama görev süresi | 9.1yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Sep 10
Steel Dynamics: U.S.-Canada Tariffs Complicate My Plan To Buy The Dip
Summary Steel Dynamics is downgraded from hold to a cautious sell, anticipating a broad market-driven demand destruction event. Despite Q2 revenue up 33% to $6.1B and net income up nearly 80%, macroeconomic risks outweigh operational strengths. Canadian steel tariffs may support US prices, but their net effect is likely negligible due to balanced cross-border trade. I plan to wait for a sizable market-driven dip before initiating a position in STLD, given high-energy prices and systemic risk. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Aug 05
STLD: High Steel Pricing Will Face Mounting Margin And Aluminum Execution Risks
Analysts have nudged their fair value estimate for Steel Dynamics higher to about $226 from $221, citing a mix of updated price targets around $260 to $300 and supporting research that points to margin focused growth projects and generally solid Q2 commentary across the Street. Analyst Commentary Recent Street commentary on Steel Dynamics shows a mixed setup, with headline targets in a wide band around US$260 to US$300 and a range of ratings from Buy to Neutral and Equal Weight.
Anlatı Güncellemesi • Jul 22
STLD: Tight Supply And Record Shipments Will Support Earnings Power
Analysts have lifted the Steel Dynamics fair value estimate by $55 to $310, reflecting updated views on sector pricing, tighter supply conditions, and company margins, even as some Street price targets on the stock have recently been trimmed or reset. Analyst Commentary Recent Street commentary around Steel Dynamics highlights a mixed but generally constructive backdrop, with several firms fine tuning price targets and earnings expectations ahead of upcoming quarters.Anlatı Güncellemesi • Jul 08
STLD: Higher Steel Pricing Assumptions Will Confront Softer EPS Guidance
Steel Dynamics' updated analyst price target has increased to $221.33 from $169.10, as analysts factor in firmer assumptions around revenue growth, profit margins and sector pricing reflected in recent research commentary. Analyst Commentary Recent research on Steel Dynamics shows a mix of optimism on long term steel demand and more cautious views on earnings execution and valuation.
Anlatı Güncellemesi • Jun 24
STLD: Higher Steel Prices And Tight Supply Will Support Future Earnings Power
The analyst price target for Steel Dynamics has been raised from $255.91 to $272.09, as analysts factor in updated views on steel pricing, demand trends, and modest adjustments to long term revenue growth, margins, discount rate, and future P/E assumptions. Analyst Commentary Recent commentary around Steel Dynamics shows a mix of optimism on pricing power and demand, alongside caution tied to guidance, valuation, and the durability of higher steel prices.Analiz Makalesi • Jun 19
Steel Dynamics (STLD) Stock Could Be 2% Below Fair Value After Stronger Guidance
Steel Dynamics (STLD) has put fresh numbers around its outlook, issuing second quarter 2026 earnings guidance of US$3.51 to US$3.55 per diluted share while flagging stronger steel and aluminum profitability. See our latest analysis for Steel Dynamics. The new guidance comes after a sharp pullback, with Steel Dynamics’ share price down 7.49% over the last session and 11.62% over the past week, yet still showing a 52.43% 3 month share price return and a 1 year total shareholder return of...Anlatı Güncellemesi • Jun 06
STLD: Tariff Policy And Steel Pricing Cycles Will Shape Future Earnings Power
Analysts have raised the fair value estimate for Steel Dynamics to $255.91 from $227.61 after a series of higher price targets across the Street, reflecting updated views on steel pricing, expected revenue growth, profit margins, and future price-to-earnings assumptions. Analyst Commentary Street research on Steel Dynamics has been active, with a mix of bullish and more cautious views feeding into the updated fair value estimate.Yeni Anlatı • May 07
Aluminum Sheet Deficit And Utilization Dependence Will Pressure Future Margins And Earnings
Catalysts About Steel Dynamics Steel Dynamics is a North American metals producer with operations in steel, metals recycling, fabrication and a growing flat rolled aluminum business. What are the underlying business or industry changes driving this perspective?Anlatı Güncellemesi • May 06
STLD: Tariff Policy And Margin Assumptions Will Shape Future Earnings Power
The updated fair value estimate for Steel Dynamics rises by about $35 to $227.61, as analysts factor in Street research that points to higher expected profit margins and a lower assumed future P/E, even as revenue growth assumptions and the discount rate are adjusted. Analyst Commentary Recent Street research on Steel Dynamics has focused heavily on valuation, with several bullish analysts lifting price targets while at least one bearish analyst has shifted to a more neutral stance.Analiz Makalesi • Apr 23
Steel Dynamics, Inc. (NASDAQ:STLD) Just Reported And Analysts Have Been Lifting Their Price Targets
It's been a pretty great week for Steel Dynamics, Inc. ( NASDAQ:STLD ) shareholders, with its shares surging 17% to...Yeni Anlatı • Apr 23
Aluminum Platform And Recycling Integration Will Support Stronger Long Term Earnings Power
Catalysts About Steel Dynamics Steel Dynamics produces steel, recycles metals, and is ramping a flat rolled aluminum business across North America. What are the underlying business or industry changes driving this perspective?Anlatı Güncellemesi • Apr 20
STLD: Tariff Policy And Valuation Assumptions Will Shape Earnings Outlook
Analysts have raised the price target on Steel Dynamics by about $4, citing updated views on fair value, profitability and future P/E assumptions supported by recent research from major banks. Analyst Commentary Recent Street research on Steel Dynamics has focused on refining fair value estimates, with several major firms updating price targets and ratings in close succession.Anlatı Güncellemesi • Apr 06
STLD: Tariff Policy And 2026 Outlook Will Shape Earnings And Capacity Use
Analysts trimmed their price target on Steel Dynamics by about $5 to reflect updated assumptions for slightly higher revenue growth, a lower profit margin and a higher future P/E, while recent Street research highlights mixed rating changes and refreshed 2026 outlooks for U.S. carbon steel equities. Analyst Commentary Recent research on Steel Dynamics offers a mix of optimism and caution, with analysts updating ratings and price targets as they refresh multi year views on U.S. carbon steel equities and factor in tariff and capacity trends.Anlatı Güncellemesi • Mar 22
STLD: Tariff Support And 2026 Outlook Will Drive Capacity Expansion And BlueScope Pursuit
Analysts have trimmed their fair value estimate for Steel Dynamics by about $1.45 to $193.46, as they factor in slightly lower margin assumptions and refreshed price targets that now reflect updated 2026 outlooks for U.S. steel mills. Analyst Commentary Recent Street research on Steel Dynamics reflects a split view, with some firms lifting price targets on the back of refreshed 2026 assumptions and others taking a more cautious stance on rating and upside potential.Anlatı Güncellemesi • Mar 07
STLD: Tariff Policy And 2026 Outlook Will Guide Capacity And BlueScope Bid
Narrative update The updated analyst price target for Steel Dynamics of about $195, up from roughly $193, reflects refreshed 2026 outlooks in recent research. Analysts point to firm steel pricing supported by tariffs, capacity driven share gains for domestic mills, and mixed to positive expectations for sector profitability.Anlatı Güncellemesi • Feb 20
STLD: Tariff Policy And 2026 Outlook Will Shape Capacity And Acquisition Path
Analysts have adjusted their views on Steel Dynamics, setting a refreshed analyst price target in the high $180s to low $190s range. This reflects updated 2026 outlooks that highlight expectations for firm steel pricing, ongoing tariff support, and a mixed but generally constructive profitability setup for U.S. mills.Anlatı Güncellemesi • Feb 06
STLD: Tariff Support And 2026 Outlook Will Balance Capacity And Acquisition Risks
Narrative Update The analyst price target for Steel Dynamics shifts slightly higher to about US$193 from about US$191, as analysts factor in refreshed 2026 outlooks that point to resilient steel pricing, incremental capacity driven market share gains for domestic mills, and mixed but generally supportive expectations for sector profitability despite a challenging macro backdrop. Analyst Commentary Recent research paints a mixed but generally constructive picture for Steel Dynamics, with several firms lifting price targets while one high profile downgrade highlights growing valuation and execution questions into 2026.Anlatı Güncellemesi • Jan 22
STLD: Tariff Support And 2026 Sheet Mill Outlook Will Guide Balanced Returns
The analyst price target for Steel Dynamics has increased from US$183.08 to US$191.28 as analysts factor in refreshed 2026 outlooks that assume firm U.S. steel pricing, incremental profitability improvement for sheet mills, and updated models following recent earnings and sector tariff expectations. Analyst Commentary Recent research updates on Steel Dynamics point to a more mixed stance, with several firms lifting their price targets while some temper their ratings as they reassess 2026 assumptions and nearer term demand trends.Anlatı Güncellemesi • Jan 06
STLD: Tariff Policy And Demand Rebound Will Shape Balanced Return Outlook
Analysts have lifted their fair value estimate for Steel Dynamics to about $183 per share from roughly $181, noting updated price targets from US$165 to US$185 and refreshed models that factor in a mixed demand backdrop across North America, China, the U.S. and Europe. Analyst Commentary Recent Street research on Steel Dynamics reflects a mix of optimism and caution, with several firms updating price targets and ratings as they incorporate new macro views and refreshed models.Anlatı Güncellemesi • Dec 17
STLD: Tariff Policy And Demand Rebound Will Drive Returns Ahead
Analysts have lifted their price target on Steel Dynamics by roughly $11 per share to about $181, citing refreshed models that balance a still challenging global demand backdrop with improving profitability and supportive U.S. and European demand trends. Analyst Commentary Street research on Steel Dynamics reflects a mixed but generally constructive stance, with recent revisions highlighting both upside potential and valuation constraints following the stock's strong run.Anlatı Güncellemesi • Dec 02
STLD: Demand Recovery And Tariff Risks Will Shape Performance Ahead
The consensus analyst price target for Steel Dynamics has increased by $2.50, as analysts cite resilient U.S. and European demand and recent updates to price forecasts despite ongoing macroeconomic challenges. Analyst Commentary Recent analyst updates highlight a mix of optimism and caution regarding Steel Dynamics' outlook, with several notable price target adjustments and rating changes.Anlatı Güncellemesi • Nov 18
STLD: Challenging Demand And Trade Risks Will Define Near-Term Performance
Analysts have slightly increased their average price target for Steel Dynamics by $0.83 to $167.42. They cite updated models and recent earnings, while highlighting ongoing valuation considerations and a persistently challenging demand environment.Anlatı Güncellemesi • Nov 03
STLD: Domestic Tariffs And U.S. Market Exposure Will Shape Future Performance
Analysts have raised their fair value estimate for Steel Dynamics from $153.83 to $166.58 per share. This change is due to upward price target revisions and model updates following recent earnings results and industry outlooks.Anlatı Güncellemesi • Oct 20
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Analysts have raised their price target for Steel Dynamics from $151.50 to $153.83 per share, citing anticipated tariff benefits, resilient U.S. steel pricing, and an improved profit margin outlook as key factors supporting their updated valuation. Analyst Commentary Analyst perspectives on Steel Dynamics reflect a mix of optimism around near-term support and caution regarding the longer-term landscape for U.S. steel producers.Anlatı Güncellemesi • Oct 05
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Analysts have raised their fair value estimate for Steel Dynamics from $149.58 to $151.50. This change is attributed to an improved domestic demand outlook, tariff benefits, and valuation premiums for U.S. mills.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$2b |
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$12m | US$2m | US$1b |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$12m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$12m | US$1m | US$2b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$3b |
| Mar 31 2023 | n/a | n/a | US$3b |
| Dec 31 2022 | US$11m | US$1m | US$4b |
| Sep 30 2022 | n/a | n/a | US$4b |
| Jun 30 2022 | n/a | n/a | US$4b |
| Mar 31 2022 | n/a | n/a | US$4b |
| Dec 31 2021 | US$11m | US$1m | US$3b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$1b |
| Mar 31 2021 | n/a | n/a | US$794m |
| Dec 31 2020 | US$11m | US$1m | US$551m |
| Sep 30 2020 | n/a | n/a | US$484m |
| Jun 30 2020 | n/a | n/a | US$535m |
| Mar 31 2020 | n/a | n/a | US$654m |
| Dec 31 2019 | US$11m | US$1m | US$671m |
Tazminat ve Piyasa: Mark 'ın toplam tazminatı ($USD 12.06M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.74M ).
Tazminat ve Kazançlar: Mark 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Mark Millett (66 yo)
33.7yrs
Görev süresi
US$12,059,908
Tazminat
Mr. Mark D. Millett is a Co-founder of Steel Dynamics, Inc. since 1993 and has been its Chief Executive Officer since January 01, 2012 and also serves as its Chairman of the Board since May 24, 2021 and wa...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder | 33.7yrs | US$12.06m | 2.1% $ 723.3m | |
| Executive VP | 19.3yrs | US$6.52m | 0.35% $ 118.7m | |
| Executive VP & CTO | no data | US$6.99m | 0.16% $ 53.6m | |
| Executive VP & COO of Flat Rolled Steel Operations | 10.5yrs | US$4.24m | 0.048% $ 16.5m | |
| Investor Relations Director | no data | Veri yok | Veri yok | |
| Executive VP & COO of Construction Products Operations | 4.5yrs | Veri yok | 0.072% $ 24.7m | |
| Executive VP and COO of Aluminum Flat Rolled Products & Metals Recycling Operations | 7.6yrs | Veri yok | 0.085% $ 29.3m | |
| Executive VP & Treasurer | 18.1yrs | Veri yok | 0.020% $ 6.8m | |
| Investor Relations Manager | no data | Veri yok | Veri yok |
10.5yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş
Deneyimli Yönetim: STLD 'un yönetim ekibi deneyimli ve deneyimlidir ( 10.5 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-Founder | 33.7yrs | US$12.06m | 2.1% $ 723.3m | |
| Executive VP | less than a year | US$6.52m | 0.35% $ 118.7m | |
| Independent Director | 14.1yrs | US$352.60k | 0.041% $ 14.1m | |
| Independent Director | 12.8yrs | US$347.60k | 0.036% $ 12.4m | |
| Independent Director | 7.9yrs | US$327.60k | 0.019% $ 6.5m | |
| Lead Independent Director | 10.3yrs | US$387.60k | 0.022% $ 7.7m | |
| Independent Director | 4.8yrs | US$337.60k | 0.0080% $ 2.8m | |
| Independent Director | 3yrs | US$327.60k | 0.0037% $ 1.3m |
9.1yrs
Ortalama Görev Süresi
64yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: STLD 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9.1 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/13 05:52 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Steel Dynamics, Inc. 33 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Gagliano | Barclays |
| Richard Garchitorena | Barclays |
| Katja Jancic | BMO Capital Markets Equity Research |