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Jul 02, 2022

Nucor Q2 2022 Earnings Report

Nucor achieved record quarterly earnings driven by strong performance across all segments.

Key Takeaways

Nucor Corporation reported record quarterly consolidated net earnings of $2.56 billion, or $9.67 per diluted share, for the second quarter of 2022. The results were driven by increased profitability in the steel products segment and strengthened earnings in the steel mills segment. The raw materials segment also generated increased profits due to higher selling prices.

Nucor reported record quarterly consolidated net earnings of $2.56 billion, or $9.67 per diluted share.

Net sales increased 12% to $11.79 billion compared to the first quarter of 2022.

Average sales price per ton increased 44% compared to the second quarter of 2021.

The company expects another strong quarter of profitability in the third quarter of 2022, though lower than the second quarter.

Total Revenue
$11.8B
Previous year: $8.79B
+34.2%
EPS
$9.67
Previous year: $5.15
+87.8%
Average sales price per ton
44%
Previous year: 457%
-90.4%
Total external shipments
6.98M
Previous year: 7.48M
-6.7%
Gross Profit
$4.1B
Previous year: $2.47B
+65.9%
Cash and Equivalents
$2.45B
Previous year: $2.72B
-10.0%
Free Cash Flow
$1.74B
Previous year: $964M
+80.6%
Total Assets
$31.7B
Previous year: $23B
+37.7%

Nucor

Nucor

Nucor Revenue by Segment

Forward Guidance

Nucor anticipates a strong third quarter of 2022, although expecting a decrease from the record-setting second quarter. The company believes that 2022 will be the most profitable year in Nucor’s history.

Positive Outlook

  • Demand remains stable and resilient across major end-use markets.
  • Customer inventory levels appear right-sized relative to economic conditions.
  • Steel products segment is expected to have another very strong quarter, with earnings roughly in-line with the second quarter of 2022.
  • Raw materials segment earnings are expected to improve due to higher realized pricing at DRI facilities.
  • Nucor believes that 2022 will be the most profitable year in its history.

Challenges Ahead

  • Expect a decrease from the record-setting second quarter.
  • Steel mills segment earnings are expected to be sequentially lower.
  • Lower expected shipment volumes.
  • Lower average selling prices, particularly at sheet and plate mills.
  • Unspecified risks and uncertainties that may impact the business, financial condition and results of operations.