紐柯

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $紐柯(NUE.US) Nucor Guides Q3 EPS to $5.55–$5.65, Above Q2 Earnings

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝘂𝗰𝗼𝗿 expects Q3 diluted EPS between $𝟱.𝟱𝟱 and $𝟱.𝟲𝟱.

➤ Q2 diluted EPS was $𝟱.𝟬𝟰, with adjusted EPS of $𝟰.𝟴𝟰.

➤ Year-ago Q3 earnings were $𝟮.𝟲𝟯 per diluted share.

➤ 𝗦𝘁𝗲𝗲𝗹 𝗺𝗶𝗹𝗹𝘀 earnings expected to rise on higher selling prices.

➤ 𝗦𝘁𝗲𝗲𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 earnings expected higher on volumes and realized pricing.

➤ 𝗥𝗮𝘄 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 earnings expected to decline on pricing and shipments.

➤ Q2 included $𝟭𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in prior-period procurement cash refunds.

➤ Nucor repurchased approximately 𝟮.𝟬𝟯 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 shares during Q3.

➤ Average Q3 repurchase price was $𝟮𝟰𝟳.𝟬𝟰 per share.

➤ Year-to-date shareholder returns total approximately $𝟭.𝟯𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Guidance indicates a 𝘀𝗲𝗾𝘂𝗲𝗻𝘁𝗶𝗮𝗹 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗶𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 despite losing Q2 one-time benefits.

➤ Higher steel pricing and volumes signal stronger operating conditions in core segments.

➤ Continued 𝘀𝗵𝗮𝗿𝗲 𝗿𝗲𝗽𝘂𝗿𝗰𝗵𝗮𝘀 demonstrate substantial ongoing capital returns to shareholders.

➤ Raw-material weakness remains a potential offset to improving steel profitability.