Steel Dynamics(US:STLD) ZACKS·2025-10-20 23:31Core Insights - Steel Dynamics reported revenue of $4.83 billion for the quarter ended September 2025, reflecting an 11.2% increase year-over-year and surpassing the Zacks Consensus Estimate of $4.69 billion by 2.93% [1] - The company's EPS was $2.74, up from $2.05 in the same quarter last year, exceeding the consensus EPS estimate of $2.66 by 3.01% [1] Financial Performance - The average external sales price for Steel was $1,119.00 per ton, higher than the estimated $1,083.47 per ton [4] - Steel Fabrication's average sales price was $2,495.00 per ton, below the estimated $2,588.69 per ton [4] - External net sales for Steel reached $3.54 billion, a 21.3% year-over-year increase, compared to the average estimate of $3.27 billion [4] - External net sales for Steel Fabrication were $377.68 million, down 15.6% year-over-year, and below the average estimate of $403.07 million [4] - External net sales for Metals Recycling were $520.99 million, a decrease of 7.9% year-over-year, compared to the average estimate of $530.23 million [4] - External net sales for Other segments were $320.36 million, down 22.2% year-over-year, and below the average estimate of $396.62 million [4] - External net sales for Aluminum were $71.14 million, significantly lower than the average estimate of $142.54 million [4] Market Performance - Steel Dynamics shares returned +2.5% over the past month, outperforming the Zacks S&P 500 composite's +1.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]