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Apr 05

Nucor Q1 2025 Earnings Report

Nucor reported lower earnings and revenue compared to the previous year but showed solid operational performance in Q1 2025.

Key Takeaways

Nucor saw reduced earnings year-over-year due to lower selling prices but benefited from strong shipment volumes and a healthy balance sheet.

Net income declined to $156M from $845M a year ago.

Revenue dropped 4% year-over-year to $7.83B.

Steel mills shipment volumes increased 10% year-over-year.

Strong cash position with over $4B in liquidity.

Total Revenue
$7.83B
Previous year: $8.14B
-3.8%
EPS
$0.77
Previous year: $3.46
-77.7%
Total External Shipments
6.83M
Gross Profit
$605M
Previous year: $1.53B
-60.4%
Cash and Equivalents
$3.16B
Previous year: $4.56B
-30.8%
Free Cash Flow
-$495M
Previous year: -$211M
+134.9%
Total Assets
$34.7B
Previous year: $33.9B
+2.3%

Nucor

Nucor

Nucor Revenue by Segment

Forward Guidance

Nucor expects higher earnings in Q2 2025 across all segments driven by improved average selling prices and volume growth.

Positive Outlook

  • Higher average selling prices at sheet and plate mills expected.
  • Steel mills earnings projected to show the largest improvement.
  • Increased volumes anticipated in steel products segment.
  • Improved earnings expected in the raw materials segment.
  • Solid demand trends continuing into Q2.

Challenges Ahead

  • Continued financial market volatility.
  • Potential margin pressure from raw material costs.
  • Lower average selling prices compared to previous years.
  • Costs associated with pre-operating and start-up projects.
  • Uncertainty around global economic conditions impacting demand.

Revenue & Expenses

Visualization of income flow from segment revenue to net income