Nucor (NUE) Q3 Earnings and Revenues Beat Estimates

Core Insights - Nucor (NUE) reported quarterly earnings of $2.63 per share, exceeding the Zacks Consensus Estimate of $2.15 per share, and up from $1.49 per share a year ago, representing an earnings surprise of +22.33% [1] - The company achieved revenues of $8.52 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.39%, compared to $7.44 billion in the same quarter last year [2] Financial Performance - Nucor has surpassed consensus EPS estimates three times over the last four quarters [2] - The company has topped consensus revenue estimates four times in the last four quarters [2] - Nucor shares have increased approximately 18.8% year-to-date, outperforming the S&P 500's gain of 15.5% [3] Future Outlook - The sustainability of Nucor's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - Current consensus EPS estimate for the upcoming quarter is $2.06 on revenues of $7.74 billion, and for the current fiscal year, it is $7.58 on revenues of $32.19 billion [7] Industry Context - The Steel - Producers industry is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Nucor's stock performance [5]