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Oct 01, 2022

Nucor Q3 2022 Earnings Report

Nucor's earnings decreased in Q3 2022 compared to the previous quarter and Q3 2021.

Key Takeaways

Nucor reported net earnings of $1.69 billion, or $6.50 per diluted share, for the third quarter of 2022, a decrease compared to the second quarter of 2022 and the third quarter of 2021. The decrease in earnings was primarily driven by the steel mills segment due to metal margin contraction and reduced shipping volumes.

Nucor reported Q3 2022 net earnings of $1.69 billion, or $6.50 per diluted share.

Consolidated net sales decreased 11% to $10.50 billion in Q3 2022 compared to $11.79 billion in Q2 2022, but increased 2% compared to $10.31 billion in Q3 2021.

A total of 6,415,000 tons were shipped to outside customers in Q3 2022, an 8% decrease from the second quarter of 2022 and an 11% decrease from the third quarter of 2021.

Nucor repurchased approximately 5.3 million shares of its common stock during Q3 2022 at an average price of $122.24 per share.

Total Revenue
$10.5B
Previous year: $10.3B
+1.8%
EPS
$6.5
Previous year: $7.28
-10.7%
Average sales price per ton
14%
0
Total external shipments
6.42M
Previous year: 7.17M
-10.6%
Gross Profit
$2.84B
Previous year: $3.41B
-16.5%
Cash and Equivalents
$3.05B
Previous year: $1.76B
+72.9%
Free Cash Flow
$2.34B
Previous year: $1.23B
+90.1%
Total Assets
$32.1B
Previous year: $24.9B
+28.6%

Nucor

Nucor

Forward Guidance

Nucor expects fourth quarter of 2022 earnings to be decreased from the third quarter of 2022.

Positive Outlook

  • Nucor continues to believe that 2022 will be the most profitable year for earnings in Nucor’s history.
  • The steel products segment is expected to have another strong quarter in the fourth quarter of 2022.

Challenges Ahead

  • Nucor is seeing increasingly challenging market conditions amid economic uncertainty.
  • In the steel mills segment, Nucor expects considerably lower earnings in the fourth quarter of 2022 as compared to the third quarter of 2022 due to lower average selling prices and lower volumes, with the largest decrease in profitability expected at our sheet mills.
  • The steel products segment's profitability is anticipated to decrease from the third quarter of 2022 primarily due to typical seasonality experienced in the fourth quarter.
  • The raw materials segment is expected to have significantly decreased earnings in the fourth quarter of 2022 as compared to the third quarter of 2022 due to decreased selling prices for raw materials.