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Dec 31, 2025
Steel Dynamics Q4 2025 Earnings Report
Steel Dynamics reported solid Q4 2025 results with steady earnings and record steel shipments.
Key Takeaways
Steel Dynamics delivered strong quarterly performance supported by record steel shipments, while aluminum operations made EBITDA-positive progress. Despite seasonal and maintenance headwinds, profitability remained robust.
Revenue by Segment
Forward Guidance
Steel Dynamics expects favorable market conditions driven by improved steel pricing, onshoring trends, and infrastructure investment, alongside ongoing momentum in aluminum and biocarbon platforms.
Positive Outlook
- Improved flat rolled steel pricing trends
- Customer optimism across key sectors
- Momentum in aluminum operations with positive EBITDA
- Strong demand from infrastructure and manufacturing
- Onshoring and regionalization trends benefiting operations
Challenges Ahead
- Seasonal slowdown impacted Q4 volumes
- Extended maintenance outages reduced production
- Steel fabrication margin compression continues
- Softening in non-ferrous recycling prices
- Aluminum platform still undergoing ramp-up and commissioning
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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