| NUE |
Report |
GAAP diluted EPS |
BEAT |
pred ~$4.88 vs. cons $4.58 |
MEDIUM |
| NUE |
Report |
Revenue |
IN-LINE |
pred ~$10.05B vs. cons $10.00B |
MEDIUM |
| NUE |
Report |
Steel Mills pretax earnings |
BEAT |
pred ~$1.66B vs. cons $1.57B |
MEDIUM |
| NUE |
Guide |
3Q26 adjusted EPS outlook / pricing-and-margin commentary |
BETTER |
guide ~$4.35 vs. cons $4.15 (3Q26) |
MEDIUM |
| NUE |
Guide |
Full-year shipment-growth outlook |
BETTER |
guide ~8.0% vs. cons 6.0% (FY2026) |
MEDIUM |
| NUE |
Guide |
FY2026 capital-expenditure outlook |
UNCHANGED |
guide ~$2.50B vs. cons $2.50B (FY2026) |
HIGH |
| NUE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| NUE |
Return |
5-day cumulative residual |
+4.1% (FOLLOW-THROUGH) |
A ~$4.88 reported EPS result versus $4.58 consensus is supported by steel-mill pricing and the procurement refund, but the more durable positive is an implied 3Q26 adjusted-EPS outlook of ~$4.35 versus $4.15 consensus and FY2026 shipment growth of ~8.0% versus 6.0%; those out-period inputs should drive upward revisions even after investors normalize the discrete ~$0.20/share Helion gain. |
MEDIUM |