Free · no account · quoted from the filing

What changed in NUE's 10-Q

Source: 10-Q filed 2026-05-13 · compared against 10-Q 2025-11-12. Every passage below is quoted verbatim from the filing itself.

Earnings and Margins

This filing

Net earnings attributable to Nucor stockholders as a percentage of net sales were 7.8% and 2.0% in the first quarter of 2026 and 2025, respectively.

Guidance

This filing

We expect higher consolidated earnings in the second quarter of 2026, with improved earnings across all three operating segments.

Steel Mills Segment

This filing

The increase in the steel mills segment earnings in the first quarter of 2026 was primarily due to record quarterly shipments and increased average selling prices and metal margins.

Steel Products Segment

This filing

Earnings in the steel products segment decreased slightly in the first quarter of 2026 compared to the first quarter of 2025 primarily due to margin compression caused by increased steel input costs.

Raw Materials Segment

This filing

Included in the raw materials segment’s earnings in the first quarter of 2026 was $15 million of impairment charges related to certain assets within the segment.

Trade Policy

This filing

Imports' share of the U.S. finished steel market declined from over 22% in the first quarter of 2025 to approximately 15% in the first quarter of 2026.

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.