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BlueScope Steel Limited 2026 Q2 - Results - Earnings Call Presentation (OTCMKTS:BLSFY) 2026-02-16
Seeking Alpha· 2026-02-16 18:30
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Friedman Stock Declines Post Q3 Earnings Despite Sales Surge
ZACKS· 2026-02-16 16:50
Shares of Friedman Industries, Incorporated (FRD) have lost 3.9% since the company reported its earnings for the quarter ended Dec. 31, 2025. This compares with the S&P 500 Index’s 1.6% decline over the same time frame. Over the past month, the stock slipped 0.3%, faring better than the S&P 500’s 1.9% decline.FRD’s Earnings SnapshotFor the third quarter of fiscal 2026 ended Dec. 31, 2025, Friedman reported net earnings of $3 million, or $0.43 per diluted share, against a net loss of $1.2 million, or $0.17 p ...
Here's Why Nucor (NUE) is a Strong Momentum Stock
ZACKS· 2026-02-16 15:51
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? Dev ...
Mutual funds increase investments in PSU banks in January; weight hits 3-year high
The Economic Times· 2026-02-16 07:05
On a year-on-year basis, the allocation rose by 90 basis points from 2.8% in January 2025, according to a report by Also Read | Live EventsAccording to the report, since January 2024, the highest allocation has been 3.5% in February 2024, and from July 2024 to June 2025 the weight remained between 2.8% to 2.9%. The report further highlighted that the allocation in the BSE 200 index was 4.1%, and some fund houses such as According to the report, State Bank of India was among the top 10 stocks that witnessed ...
BlueScope Relegates Plans for U.S. Midstream Growth
WSJ· 2026-02-16 06:28
BlueScope Steel's plans to expand further in the U.S. by investing in midstream capacity have fallen down the agenda. ...
ArcelorMittal (MT) Reported Strong Q4 2025 Earnings Surprise, Expands Renewable Energy Capacity to 2.8GW by 2028
Yahoo Finance· 2026-02-15 14:11
Financial Performance - ArcelorMittal SA reported Q4 2025 earnings per share of $0.86, which is 38.71% higher than the consensus estimate of $0.62, although revenue was below expectations at $14.97 billion [1] Renewable Energy Initiatives - The company plans to create 2.8GW of renewable energy capacity by 2028, which is estimated to add $0.4 billion to EBITDA [2] - ArcelorMittal has already licensed 1.6GW of renewable energy in India, Brazil, and Argentina, with an additional 1.2GW in progress [2] Iron Ore Business Development - The iron ore business in Liberia achieved record exports of 10 million tons in 2025, contributing $0.2 billion to EBITDA [3] - An agreement with the Government of Liberia allows operations to extend until 2050, with a new concentrator expected to ramp up to full capacity in 2026, enabling an expansion to 30 million tons capacity [3] Company Overview - ArcelorMittal SA is a leading steel and mining company that produces and sells steel products for various industries, including automotive, construction, and household appliances [4]
Nucor’s Latest Dividend: What Steel’s Cycles Mean for Your Income
Yahoo Finance· 2026-02-15 13:06
Quick Read Nucor (NUE) generated negative free cash flow of $188M in 2025 while paying out $512M in dividends. Nucor’s net income fell 75% to $2.04B since 2022 as operating cash flow dropped 68% from peak. The company maintains $2.70B in cash and a $2.25B undrawn credit facility despite burning cash. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Nucor Corporation just paid investors $0.56 per sha ...
Nucor's Latest Dividend: What Steel's Cycles Mean for Your Income
247Wallst· 2026-02-15 13:06
Core Viewpoint - Nucor Corporation is facing significant challenges with negative free cash flow and declining net income, raising concerns about the sustainability of its dividend despite a strong balance sheet and a long history of dividend payments [1][2]. Financial Performance - Nucor generated negative free cash flow of $188 million in 2025, marking the first time in its history that it failed to produce positive free cash flow [1]. - The company paid out $512 million in dividends during 2025, consuming 25.1% of net income, a sharp increase from 5.3% in 2022 [1]. - Net income fell 75% to $2.04 billion in 2025, down from $8.08 billion in 2022, with operating cash flow dropping 68% from its peak [1][2]. Dividend Analysis - The latest quarterly dividend of $0.56 per share represents a modest 1.82% increase from the previous quarter, with a full-year dividend of $2.21 per share, up just 1.84% from 2024 [1]. - The current dividend yield is 1.15%, significantly below the S&P 500 average, making it less attractive for income-focused investors [1][2]. Cash Flow and Capital Expenditures - Operating cash flow for fiscal 2025 was $3.23 billion, while capital expenditures were $3.42 billion, leading to negative free cash flow [1]. - The company has a strong balance sheet with $2.70 billion in cash and a $2.25 billion undrawn credit facility, providing a cushion to support dividend payments [1][2]. Market Valuation - Nucor's stock is priced at 26 times trailing earnings and 17 times forward earnings, indicating that the market is betting on future earnings growth rather than current dividend income [2]. - The stock has appreciated 46.62% over the past year, driven by expectations of a cyclical recovery in the steel industry [2]. Economic Context - U.S. GDP growth accelerated to 4.4% in Q3 2025, which could support industrial demand and improve Nucor's cash generation in 2026 [2]. - Management is optimistic about increased earnings in Q1 2026, driven by higher volumes and prices, which could restore positive cash flow [2]. Insider Activity - Recent insider transactions show a concerning trend, with 15 disposals compared to only 2 acquisitions, indicating a lack of confidence from management [1]. - Notable sales include CEO Leon Topalian and CFO Stephen Laxton disposing of shares, which raises questions about their outlook on the company's performance [1].
The Art of the Pivot: Tariffs, Fusion Power, and the Market’s Emotional Support President
Stock Market News· 2026-02-14 06:00
Market Overview - The S&P 500 decreased by 1.4% and the DOW by 1.1%, marking the worst week of 2026, with the tech-heavy NASDAQ down 2.3% due to policy chaos from the administration [1] - The market is experiencing volatility as the administration's tariff policies shift, impacting investor sentiment and market stability [1][11] Tariff Policy Changes - The Trump administration is considering rolling back steel and aluminum tariffs due to inflation concerns, which have moderated to 2.4% in January after a year of price fluctuations caused by these tariffs [2][3] - Shares of United States Steel Corp (X) fell by 3.4% and Alcoa (AA) by 2.8% in pre-market trading as renewed foreign competition becomes a possibility [2] Deregulation Efforts - The administration repealed the EPA's "Endangerment Finding," which was crucial for regulating greenhouse gases, benefiting the traditional energy sector but creating confusion for the auto industry [6][7] - Ford (F) and General Motors (GM) saw modest gains of 0.5% and 0.2% respectively, but the long-term implications of this deregulation remain uncertain as global markets move towards electric vehicles [6][8] Trade Deals and Global Relations - Recent trade announcements include a new framework with India, tariff reductions with Taiwan, and a deal with the U.K., but market reactions have been muted due to skepticism about the effectiveness of these frameworks [9][10] - The iShares MSCI Taiwan ETF saw a small increase of 0.9%, but concerns about a potential visit to China by the President may limit market optimism [10] Conclusion on Market Sentiment - The major indices are down, with the S&P 500 experiencing a 2.1% decline for the week, reflecting market uncertainty regarding the administration's policy changes [11] - Investors are left questioning the logic behind rolling back tariffs to combat inflation that the tariffs themselves helped create, highlighting the unpredictable nature of current market conditions [12]
无锡市场平稳,佛山市场平稳丨不锈钢行情一览
Xin Lang Cai Jing· 2026-02-14 05:54
(来源:Mysteel我的不锈钢网) 来源:Mysteel我的不锈钢网 不锈钢行情一览 | 无锡市场不锈钢价格早报 | | | | 2026年2月 | | --- | --- | --- | --- | --- | | | 14日 | | | | | 热门活动 | | | | | | 固本拓瓣 糖圈共生 | | | | | | 26 126 不锈钢产业 快 需 交流大会 | | | | | | 卷板价格(09:10) | (单位:元/吨) | | | | | 品名 材质 | | 规格 | 钢厂 | 价格(基价) | | | | | 张浦 | 14900 - | | 四尺切边 | | | 太钢天管 | 14400 - | | 五尺切边 | | | 太钢 | 15000 - | | 五尺毛边 | | | 東金 | 14400 - | | | | | 德龙 | 13750 - | | | | | 東金 | 14300 - | | 304 | | | 北港新材料 | 13750 - | | | | | 德龙 | 13750 - | | 四尺毛边 | | | 北材 | 13850 - | | | | | 宏旺 | 13 ...