Nucor Corporation · NUE · Next earnings

Nucor Corporation reports Monday, Jan 25, 2027

NUE reports after market close with consensus EPS at $5.62 and revenue at $10.25B. Last quarter: Nucor: Record shipments support strong Q3; CapEx set to moderate

Reports After market close82 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $5.62 Calendar consensus
Consensus revenue $10.25B Calendar consensus
Report date Jan 25, 2027 Monday, date estimated
Session After market close 82 days away

Where NUE left off: FY2026 Q3

Full report

Nucor: Record shipments support strong Q3; CapEx set to moderate

EPS surprise -0.7% Reported $5.80 vs $5.84
Revenue surprise +3.8% Reported $11.25B vs $10.84B
Stock move +5.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained its outlook while moderating capital spending: full-year 2026 CapEx is expected at or slightly below $2.5 billion, with a decline in 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher conversion costs and lower fixed-cost absorption.
  • Q4 seasonal shipment slowdown and planned outages.
  • Import pressure, trade-policy uncertainty, and execution risk during new-capacity ramp-ups.

Questions analysts left open

  • Inflationary costs, including energy, freight and consumables, could pressure margins and fixed-cost absorption.
  • Seasonal shipments and planned outages are expected to weigh on Q4 activity.
  • Import pressure and trade-policy uncertainty remain risks, while the data-center opportunity is still developing.

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Recent NUE quarters

All NUE earnings
+5.9%FY2026 Q3+7.2%FY2026 Q2+4.7%FY2026 Q1-2.3%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.