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Nucor Corporation 10-Q Filings

NUE NYSE

Every 10-Q that Nucor Corporation (NUE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow NUE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full NUE filings page.

Rhea-AI Summary

Nucor Corporation reported substantially higher results for the quarter ended July 4, 2026. Net sales rose to $10.40 billion from $8.46 billion a year earlier, while net earnings attributable to stockholders increased to $1.16 billion from $603 million. Diluted earnings per share were $5.04, up from $2.60. For the first six months of 2026, net sales were $19.89 billion and net earnings attributable to stockholders were $1.90 billion.

Operating cash flow for the first six months improved to $2.29 billion from $1.10 billion, funding capital expenditures of $1.23 billion and share repurchases of $475 million, plus $258 million of cash dividends. Total assets were $36.95 billion and total equity $23.27 billion as of July 4, 2026. The board authorized a new $4.00 billion share repurchase program, with approximately $3.62 billion still available.

Rhea-AI Summary

Nucor Corporation reported a strong first quarter of 2026, with sharply higher sales and profits versus a year ago. Net sales rose to $9.50 billion, up 21%, as average sales price per ton increased 12% and shipments to external customers grew 9% to about 7.43 million tons.

Net earnings attributable to Nucor stockholders climbed to $743 million, or $3.23 per diluted share, compared with $156 million, or $0.67, in the first quarter of 2025. Gross margin expanded to $1.50 billion, or 16% of sales, from $605 million and 8%, driven mainly by higher metal margins and better utilization in the steel mills segment.

The steel mills segment benefited from record quarterly shipments, a 14% increase in average selling price per ton and an 8% rise in outside shipments, while steel products and raw materials also posted higher sales. Operating cash flow improved to $886 million, and Nucor ended the quarter with $2.48 billion in cash and short-term investments. Management expects higher consolidated earnings in the second quarter of 2026 across all three segments.

Rhea-AI Summary

Nucor Corporation reported stronger Q3 2025 results. Net sales rose to $8.52 billion from $7.44 billion, and net earnings attributable to stockholders increased to $607 million, lifting diluted EPS to $2.63 from $1.05. Gross margin expanded to $1.19 billion (14%), driven mainly by higher metal margins and volumes in the steel mills segment.

By segment, steel mills sales to external customers grew 16% to $5.15 billion with average price per ton up and shipments higher. Steel products rose 12% to $2.79 billion on 17% volume growth despite lower pricing, while raw materials increased 18% to $578 million as scrap brokerage activity improved. Pre‑operating and start‑up costs were approximately $103 million in the quarter.

Year to date, net sales reached $24.81 billion and diluted EPS was $5.88 versus $7.22 a year ago. Operating cash flow was $2.44 billion; capital expenditures were $2.62 billion. In March, Nucor issued $1.0 billion of new notes and redeemed $1.0 billion of 2025 notes, and expanded its revolving credit facility to $2.25 billion maturing March 2030.

Rhea-AI Summary

Nucor reported mixed results for the second quarter of 2025 with higher shipments and stronger steel-mill profitability but lower year-to-date earnings versus 2024. Net sales for the quarter were $8.46 billion driven by an 8% rise in total tons shipped to external customers to approximately 6.82 million tons, while average sales price per ton fell 3% to $1,240. Net earnings attributable to Nucor stockholders were $603 million, or $2.60 per diluted share, below the $645 million reported in the prior-year quarter. The steel mills segment delivered higher margins and volumes, while steel products saw margin compression from lower selling prices.

Liquidity remained solid with cash and short-term investments of $2.48 billion and an available $606 million share repurchase capacity. Capital spending was elevated—$1.81 billion in the first six months and estimated about $3.0 billion for 2025—funded in part by $997 million net proceeds from new long-term notes and an amended $2.25 billion revolver. Management expects third-quarter earnings to be nominally lower than Q2 driven by margin compression in steel mills.