Company Performance - Steel Dynamics (STLD) closed at $135.07, down 1.67% from the previous trading session, underperforming the S&P 500's loss of 0.33% [1] - The stock has increased by 4.19% over the past month, outperforming the Basic Materials sector's gain of 1.87% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - The upcoming earnings report for Steel Dynamics is expected on July 21, 2025, with projected EPS of $2.04, reflecting a 25.00% decrease compared to the same quarter last year [2] - Revenue is anticipated to be $4.67 billion, indicating a 0.76% increase from the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $9.67 per share, showing a decline of 1.73%, while revenue is expected to reach $18.28 billion, representing a growth of 4.22% from the previous year [3] Analyst Estimates and Rankings - Recent changes in analyst estimates for Steel Dynamics suggest a shifting business landscape, with positive changes indicating analyst optimism regarding profitability [3] - The Zacks Rank system currently rates Steel Dynamics at 3 (Hold), with the consensus EPS estimate decreasing by 4.94% over the last 30 days [5] Valuation Metrics - Steel Dynamics has a Forward P/E ratio of 14.21, which is higher than the industry's Forward P/E of 13.46 [6] - The company has a PEG ratio of 1.07, compared to the Steel - Producers industry's average PEG ratio of 1 [6] Industry Context - The Steel - Producers industry is part of the Basic Materials sector and holds a Zacks Industry Rank of 149, placing it in the bottom 40% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating the competitive landscape within the industry [7]

The second-quarter 2025 earnings season will kick off next week, with banking sector players due to report numbers. The overall picture ahead of this reporting cycle is one of continued resilience and a steadily improving outlook.Total S&P 500 earnings are expected to be up 4.9% from the year-ago period on 3.9% higher revenues, per the latest Earnings Trends report. While negative revisions to Q2 estimates have stabilized in recent weeks, estimates for the period have been under significant pressure relativ ...

EDF group governance changes EDF group is set to play a major role in France’s nuclear revival, through the EPR2 program, and the revitalization of investments in hydropower. To meet these structural challenges in support of our country’s energy and industrial sovereignty—with a constant focus on safety, security and health—the Group is adapting its governance and strengthening the efficiency of its organization. Jean Casabianca, general inspector for Nuclear Safety and Radiation Protection (IGSNR), report ...

Key Takeaways Mission Produce is tackling inflation and oversupply through sourcing diversification and cost controls. AVO is expanding into mangoes and blueberries while optimizing its facility footprint to boost margins. Margin trends improved in Q2 as owned asset use increased and supply conditions began to stabilize.Mission Produce Inc. (AVO) is actively navigating the dual challenges of inflation and industry-wide avocado oversupply through a combination of operational flexibility and strategic diver ...

Core Insights - Mission Produce's expansion into Europe is part of a global strategy focused on diversification and operational efficiency, aiming to reduce reliance on North America and ensure year-round supply [1][7] - The company reported strong first-quarter 2025 results, achieving record revenues and growth in core categories like avocados and blueberries, indicating its capacity to support geographic expansion [2][7] - The European market presents logistical challenges and competitive pressures, with established players and varying consumer preferences, which could complicate Mission Produce's strategy [3][4][5] Financial Performance - Mission Produce's shares increased by 19.5% over the last three months, while the industry saw a growth of 30.1% [6] - The company trades at a forward price-to-earnings ratio of 23.59X, significantly higher than the industry average of 16.71X, indicating a premium valuation [8] - The Zacks Consensus Estimate predicts a year-over-year earnings decline of 20.3% for both fiscal 2025 and 2026, with estimates remaining unchanged over the past week [9][10]

And today, President Trump unveiling a trade framework with Vietnam. Joining us now is US Agriculture Secretary Brooke Rollins. Madam Secretary, thank you for joining us on on the big beautiful bill.The Farm Bureau came out in in support. I know there's there's a lot to like in it for farmers, crop insurance, expensing of farm equipment, but it also does cut the SNAP food stamps program, federal program. So, how does it all net out for agriculture.First of all, thanks so much for having me back. It's it's g ...

Astral Foods, one of South Africa’s biggest poultry producers by revenue, will start vaccinating chickens against bird flu after getting approval from the nation’s agriculture department https://t.co/1bNgj9whwq ...

Nucor (NUE) ended the recent trading session at $129.54, demonstrating a -1.44% change from the preceding day's closing price. This change lagged the S&P 500's 0.52% gain on the day. On the other hand, the Dow registered a gain of 0.63%, and the technology-centric Nasdaq increased by 0.48%. Heading into today, shares of the steel company had gained 20.18% over the past month, outpacing the Basic Materials sector's gain of 2.15% and the S&P 500's gain of 4.27%.The upcoming earnings release of Nucor will be o ...

Power producer Globeleq said its $300-million Red Sands project in South Africa, that will be the biggest standalone battery energy storage system on the continent, has reached commercial close https://t.co/ixperNeJb3 ...

Group 1: Stock Performance - Steel Dynamics (STLD) closed at $131.50, with a +2.35% increase from the previous day, outperforming the S&P 500's daily gain of 0.8% [1] - The stock has risen by 1.39% in the past month, lagging behind the Basic Materials sector's gain of 2.02% and the S&P 500's gain of 5.12% [1] Group 2: Earnings Estimates - Steel Dynamics is set to release earnings on July 21, 2025, with projected EPS of $2.12, indicating a 22.06% drop compared to the same quarter last year [2] - The consensus estimate for revenue is $4.67 billion, reflecting a 0.76% increase from the prior-year quarter [2] Group 3: Fiscal Year Projections - For the entire fiscal year, earnings are estimated at $9.75 per share and revenue at $18.08 billion, showing changes of -0.91% and +3.08% respectively from the previous year [3] - Recent revisions in analyst estimates are crucial as they reflect near-term business trends, with positive revisions indicating a favorable business outlook [3] Group 4: Valuation Metrics - Steel Dynamics has a Forward P/E ratio of 13.18, which is higher than the industry average of 10.47, suggesting it is trading at a premium [6] - The company holds a PEG ratio of 0.99, compared to the industry average PEG ratio of 0.91, indicating a similar growth trajectory [7] Group 5: Industry Ranking - The Steel - Producers industry is part of the Basic Materials sector and currently has a Zacks Industry Rank of 86, placing it in the top 35% of over 250 industries [7] - The Zacks Industry Rank evaluates the performance of industry groups, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]