Core Viewpoint - Nucor Corporation (NUE) has provided earnings guidance for Q3 2025, projecting earnings between $2.05 and $2.15 per share, indicating a sequential decline from $2.60 in Q2 2025 but year-over-year growth from $1.05 in the same quarter last year [1][8]. Financial Performance - Earnings are expected to decrease across all three operating segments compared to the previous quarter, with the steel mills segment facing lower volumes and margin compression, the steel products segment experiencing higher average costs per ton, and the raw materials segment seeing weaker profitability in scrap processing operations [2]. - Nucor repurchased approximately 0.7 million shares at an average price of $140.46 during the quarter, with total buybacks reaching 4.8 million shares year-to-date (YTD) at an average price of $126.26. The company has returned about $985 million to shareholders in 2025 through share repurchases and dividends [3][8]. Market Comparison - Nucor's shares have declined by 2.5% over the past year, contrasting with an 18.3% decline in the industry [3]. - The company currently holds a Zacks Rank of 3 (Hold), while competitors such as Carpenter Technology Corporation, The Mosaic Company, and Avino Silver & Gold Mines Ltd. have better rankings [4].

Core Viewpoint - Nucor (NUE) is expected to report quarterly earnings of $0.68 per share, reflecting an 80.4% decline year over year, with revenues projected at $7.22 billion, a decrease of 11.3% compared to the previous year [1] Earnings Projections - Analysts have revised the consensus EPS estimate upward by 2.9% over the past 30 days, indicating a collective reassessment of initial projections [1][2] Revenue Estimates - The forecast for 'Net sales to external customers- Steel products' is $2.27 billion, down 9.7% year over year [4] - 'Net sales to external customers- Steel mills' is estimated at $4.45 billion, reflecting a 13.9% decrease from the same quarter last year [4] Sales Metrics - 'Net sales to external customers- Raw materials' is projected to reach $488.50 million, showing an 8.2% increase year over year [5] - The total sales tons to outside customers (Steel) from Steel Mills is estimated at 4,751.93 KTon, compared to 4,676 KTon reported in the same quarter last year [5] Price Projections - The 'Average Steel Product Price per ton' is expected to be $2,338.66, down from $2,608 per ton a year ago [6] - The 'Average sales price per ton (Steel) - Total Steel Mills' is projected at $924.59, compared to $1,108 per ton in the same quarter last year [7] Product-Specific Sales Estimates - 'Sales in Tons Outside Customers - Tubular products' is expected to be 219.70 KTon, up from 208 KTon year over year [7] - 'Sales in Tons Outside Customers - Other steel products' is projected at 217.62 KTon, compared to 142 KTon last year [8] - 'Sales Tons to outside customer (Steel) - Bars' is estimated to reach 1,433.08 KTon, compared to 1,344 KTon in the previous year [8] - 'Sales Tons to outside customer (Steel) - Structural' is projected at 436.78 KTon, slightly up from 431 KTon last year [9] - 'Sales Tons to outside customer (Steel) - Plate' is expected to be 454.26 KTon, compared to 384 KTon year over year [9] Stock Performance - Nucor shares have declined by 14.1% over the past month, contrasting with a 6.6% decline in the Zacks S&P 500 composite [11]