Nucor Q4 revenue and adjusted EPS miss estimates

Nucor

26/01/2026 21:38

Overview

Steel manufacturer Nucor's Q4 revenue missed analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company expects earnings to increase across all segments in Q1 2026

Outlook

Nucor expects Q1 2026 earnings to rise across all segments

Company anticipates higher volumes and prices in steel mills segment

Nucor sees robust demand and strong backlogs in key markets, in 2026

Result Drivers

STEEL MILLS SEGMENT - Earnings decreased due to lower volumes and margin compression, particularly in sheet products

STEEL PRODUCTS SEGMENT - Earnings declined due to lower volumes and higher costs, partially offset by higher pricing

RAW MATERIALS SEGMENT - Earnings decreased due to scheduled outages, partially offset by insurance recoveries

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$7.69 bln
$7.87 bln (8 Analysts)
Q4 Adjusted EPS
Miss
$1.73
$1.91 (9 Analysts)
Q4 EPS
$1.64


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the iron & steel peer group is "buy"

Wall Street's median 12-month price target for Nucor Corp is $180.00, about 0.9% below its January 23 closing price of $181.65

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nPnc5QLBGa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)