| NUE |
Report |
Operating EPS |
BEAT |
pred ~$4.62 vs. cons $4.46 |
MEDIUM |
| NUE |
Report |
Revenue |
IN-LINE |
pred ~$10.05B vs. cons $9.99B |
MEDIUM |
| NUE |
Report |
Steel-mill shipments |
IN-LINE |
pred ~5.570M tons vs. cons 5.532M tons |
MEDIUM |
| NUE |
Guide |
Q3 2026 earnings commentary |
BETTER |
guide ~$5.15 vs. cons $5.02 |
LOW |
| NUE |
Guide |
FY26 shipment-growth commentary |
UNCHANGED |
reaffirm >5% growth; consensus UNVERIFIED |
LOW |
| NUE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| NUE |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest forward upside versus a high bar |
LOW |