Steel Dynamics, Inc. · STLD · Next earnings

Steel Dynamics, Inc. reports Monday, Jan 25, 2027

STLD reports session not yet known with consensus EPS at $5.87 and revenue at $6.36B. Last quarter: Steel Dynamics: Record Shipments, Aluminum Ramp Progress

Reports Session not yet known81 days awayDate unknown Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $5.87 Calendar consensus
Consensus revenue $6.36B Calendar consensus
Report date Jan 25, 2027 Monday, date unknown
Session Session not yet known 81 days away

Where STLD left off: FY2026 Q3

Full report

Steel Dynamics: Record Shipments, Aluminum Ramp Progress

EPS surprise -4.0% Reported $5.26 vs $5.48
Revenue surprise +1.2% Reported $6.51B vs $6.43B
Stock move -0.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained its outlook while highlighting a $600 million-plus projected 2027 capex program and continued aluminum ramp-up.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Aluminum market volatility and ramp-up execution.
  • Maintenance outages, raw-material costs and fabrication-margin pressure.
  • Trade-policy uncertainty and decarbonization-related cost pressures.

Questions analysts left open

  • Whether the aluminum mill can reach targeted yields and 90% hot-band utilization.
  • The timing and margin impact of higher aluminum scrap content and product-mix changes.
  • Planned flat-rolled mill outages and 2027 capital allocation, including potential M&A.

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Recent STLD quarters

All STLD earnings
-0.3%FY2026 Q3+1.3%FY2026 Q2-1.1%FY2026 Q1-4.4%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.