| STLD |
Report |
EPS - Diluted Operating (Q2 2026) |
BEAT |
pred ~$3.70 vs. cons $3.64 |
MEDIUM |
| STLD |
Report |
Steel EBITDA (Q2 2026) |
BEAT |
pred ~$920M vs. cons $896M |
MEDIUM |
| STLD |
Report |
Aluminum EBITDA (Q2 2026) |
BEAT |
pred ~$35M vs. cons $7M |
MEDIUM |
| STLD |
Guide |
EPS (Q3 2026) |
UNKNOWN |
guide ~$3.80-4.00 vs. cons UNVERIFIED |
LOW |
| STLD |
Guide |
FY2026 EPS |
UNCHANGED |
guide ~$16.50-17.00 vs. cons $16.48 |
MEDIUM |
| STLD |
Guide |
Aluminum through-cycle EBITDA target (qualitative) |
BETTER |
guide ~$700-750M vs. prior $650-700M |
MEDIUM |
| STLD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| STLD |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
STABILIZE - beat holds but near-term estimate cuts on Q3 guide offset aluminum upside; no compounding |
MEDIUM |