27 March 2026, 17:45 CET ArcelorMittal has published the statutory financial statements of ArcelorMittal parent company for the year ended 31 December 2025. These financial statements have been filed with the electronic database of the Luxembourg Stock Exchange (www.bourse.lu) and are available on http://corporate.arcelormittal.com in the Corporate Library. ENDS About ArcelorMittal ArcelorMittal is one of the world’s leading integrated steel and mining companies with a presence in 60 countries and primary s ...

Nucor Corporation (NYSE:NUE) is included among the Dividend Stock Portfolio for Income: 15 Stocks to Invest In. UBS Upgrades Nucor (NUE) to Buy, Sees Opportunity after “Excessive Correction” On March 26, UBS Group analyst Andrew Jones upgraded Nucor Corporation (NYSE:NUE) to Buy from Neutral and raised the price target to $190 from $184. The analyst pointed to the recent “excessive correction” as a buying opportunity. He told investors that US steel producers appear “largely insulated” from the Iran conf ...

We hosted meetings in Asia (Singapore and Shanghai) with companies across the metals supply chain to discuss overall supply, demand and macro trends' outlook. We provide detailed feedback below, but few things stand out to us: 1) iron ore price at $100/t seen by most as affordable and a reasonable price for current market conditions; 2) the demand outlook is uncertain, but steel and base metals demand expectations differ within a narrow range, with supply discussions dominating the narratives. Longer term, ...

Analysts expect the company to report quarterly earnings of $1.32 per share. That’s up from 26 cents per share in the year-ago period. The consensus estimate for Commercial Metals' quarterly revenue is $2.09 billion (it reported $1.75 billion last year), according to Benzinga Pro.On Jan. 8, Commercial Metals delivered a sharp first-quarter earnings beat on stronger steel margins and construction demand.Some Commercial Metals investors are eyeing potential gains from the company's dividends. As of now, Comme ...

Nucor (NUE) ended the recent trading session at $160.62, demonstrating a +1.29% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 1.15%. On the other hand, the Dow registered a gain of 1.38%, and the technology-centric Nasdaq increased by 1.38%. Coming into today, shares of the steel company had lost 11.91% in the past month. In that same time, the Basic Materials sector lost 16.03%, while the S&P 500 lost 5.69%. Analysts and investors alike will ...

Fort Wayne, Indiana-based Steel Dynamics, Inc. (STLD) operates as a steel producer and metal recycler in the United States. The company has a market cap of $23.8 billion and operates through Steel Operations, Metals Recycling Operations, Steel Fabrication Operations, and Aluminum Operations segments. Companies with a market capitalization of $10 billion or more are typically referred to as "large-cap stocks." STLD fits right into that category, with its market cap exceeding this threshold, reflecting its ...

J P M O R G A N Europe Equity Research 16 March 2026 China Metals Activity Tracker Base metals - keeping track of micro vs macro. Iron Ore seasonality swings into view as global exports typically accelerate in Q2 Events in the Middle East, specifically the Strait of Hormuz, are currently the dominant driver of global industrial metals prices. Aluminium is the metal most directly affected, since the Middle East represents ~7% of global supply. Last week Qatalum (650kt pa) provided a reprieve and stated it wi ...

Key Takeaways Nucor forecasts Q1 EPS of $2.70-$2.80, up sharply from Q4 2025 earnings levels. Nucor expects higher steel mill earnings on better pricing and volumes, with products segment gains. NUE repurchased 0.7M shares and returned about $250M via buybacks and dividends year to date. Nucor Corporation (NUE) has released its earnings guidance for the first quarter of 2026, indicating higher profitability supported by improved performance across its core operating segments, especially the steel mills. The ...

Greif delivers industrial packaging and logistics solutions to global customers across sectors from chemicals to agriculture. EVR Research LP established a new position in Greif (NYSE:GEF) during the fourth quarter, acquiring 175,000 shares in a trade estimated at $11.85 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. What happened According to its SEC filing dated February 17, 2026, EVR Research LP initiated a new position in Greif by purchasing 175,000 shares. ...

Core Insights - Steel Dynamics, Inc. (STLD) has provided first-quarter 2026 earnings guidance of $2.73 to $2.77 per share, significantly higher than $1.82 in Q4 2025 and $1.44 in the same quarter last year [1][9] Financial Performance - The anticipated improvement in earnings is attributed to stronger steel operations, with increased shipments and expanded metal margins as selling prices have risen faster than scrap costs [2][9] - Earnings from metals recycling are expected to rise sequentially due to higher ferrous and nonferrous prices, despite a slight decrease in shipments earlier in the quarter due to winter weather [3] Demand and Operations - Demand remains robust across various sectors including construction, energy, automotive, and industrial, contributing to STLD's projected higher profitability in steel operations for the first quarter [2][9] - The order backlog has increased by over 35% year-over-year, supported by demand from commercial construction, data centers, warehouse buildouts, manufacturing, and healthcare [4] Strategic Developments - The company is in the process of commissioning its Columbus aluminum mill, which has begun producing finished products for the beverage can and industrial sectors, and has received qualifications for automotive applications [4] - STLD has repurchased approximately $66 million of shares in the quarter, although buybacks have slowed due to increased working capital needs related to profit-sharing payments and the aluminum ramp-up [5] Market Performance - STLD shares have appreciated by 34.3% over the past year, outperforming the industry average increase of 28.9% [5]