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Dec 31, 2023

Nucor Q4 2023 Earnings Report

Nucor's Q4 2023 earnings decreased due to lower pricing and volumes across all three operating segments, but the company delivered a strong finish to the year.

Key Takeaways

Nucor Corporation reported consolidated net earnings of $785.4 million, or $3.16 per diluted share, for the fourth quarter of 2023. The results were lower compared to the previous quarter and the same quarter of the previous year due to decreased pricing and volumes across all operating segments.

Q4 2023 diluted EPS was $3.16.

Q4 2023 net earnings before noncontrolling interests was $872.8 million; EBITDA was $1.36 billion.

Nucor shipped approximately 5,934,000 tons to outside customers in Q4 2023, a 3% increase from Q4 2022.

The company expects earnings in the first quarter of 2024 to increase compared to the fourth quarter of 2023.

Total Revenue
$7.71B
Previous year: $8.72B
-11.7%
EPS
$3.16
Previous year: $4.89
-35.4%
Total external shipments
5.93M
Previous year: 5.74M
+3.4%
Gross Profit
$1.39B
Previous year: $2.1B
-33.6%
Cash and Equivalents
$7.13B
Previous year: $4.28B
+66.6%
Free Cash Flow
$802M
Previous year: $2.02B
-60.2%
Total Assets
$35.3B
Previous year: $32.5B
+8.8%

Nucor

Nucor

Nucor Revenue by Segment

Forward Guidance

Nucor expects earnings in the first quarter of 2024 to increase compared to the fourth quarter of 2023.

Positive Outlook

  • Steel mills segment’s earnings are expected to increase due to higher average selling prices and volumes.
  • Sheet mills are expected to contribute significantly to the increase in steel mills segment earnings.
  • Raw materials segment is expected to see increased earnings.
  • DRI facilities are expected to have increased profitability.
  • Scrap processing and brokerage operations are expected to contribute to increased earnings.

Challenges Ahead

  • Earnings in the steel products segment are expected to decrease due to lower average selling prices.

Revenue & Expenses

Visualization of income flow from segment revenue to net income