NYSE$NUE

Nucor Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Nucor's financial performance decreased in Q2 2024 due to softening market conditions, but the company remained focused on its long-term growth strategy.

Nucor reported net earnings attributable to Nucor stockholders of $645.2 million, or $2.68 per diluted share, for the second quarter of 2024. Net sales were $8.08 billion. The company's strategy to grow its core steelmaking operations and expand into steel-adjacent downstream markets positions the company to create attractive shareholder value and improve the company’s through-cycle earnings profile.

  • Net earnings attributable to Nucor stockholders was $645.2 million, or $2.68 per diluted share.
  • Net sales reached $8.08 billion.
  • Net earnings before noncontrolling interests was $712.1 million; EBITDA was $1.23 billion.
  • The company returned more than $1.7 billion to investors through June.

Headline financials

Total Revenue

$8.08B

Previous: $9.52B-15.2%
EPS

$2.68

Previous: $5.81-53.9%
Avg. Sales Price per Ton

$396.00

No prior period
Total External Shipments

6.3M

Previous: 6.6M-4.5%
Capital Expenditures

-$1.47B

Previous: $525M-380.0%
Free Cash Flow

-$826M

Previous: $1.4B-159.2%
Net Income

$645M

Previous: $1.46B-55.8%
Operating Income

$826M

Previous: $2.05B-59.7%
Gross Profit

$1.19B

Previous: $2.5B-52.3%
Cash & Equivalents

$4.64B

Previous: $4.51B+2.8%
Total Assets

$34.2B

Previous: $33.4B+2.4%
Stock-Based Comp

$61.4M

Previous: $63.2M-2.9%

Revenue & EPS history

Nucor · Revenue · Quarterly

$8.08B

Q2 2024-15.2%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Nucor · $1.76B total across 3 segments · Q3 2023

  • Steel Mills
    $883M
  • Steel Products
    $807M
  • Raw Materials
    $71.4M

Forward guidance

We expect earnings in the third quarter of 2024 to decrease compared to the second quarter of 2024. The largest driver for the expected decrease in earnings in the third quarter of 2024 is the expected decrease in earnings of the steel mills segment, primarily due to lower average selling prices.

Headwinds

  • The largest driver for the expected decrease in earnings in the third quarter of 2024 is the expected decrease in earnings of the steel mills segment, primarily due to lower average selling prices.
  • We expect earnings in the steel products segment to decrease in the third quarter of 2024 as compared to the second quarter of 2024 due to lower average selling prices.
  • The earnings of the raw materials segment are expected to decrease in the third quarter of 2024 as compared to the second quarter of 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.6%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+3.5%

Avg return

30 days after

56%

41 / 73 earnings

Positive

+11.2%

Q3 2022

Best reaction

-8.7%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%+0.3%+11.0%
Q4 2025+0.8%+5.1%+14.5%
Q3 2025+5.4%+4.1%+10.4%
Q2 2025-1.7%+2.5%-8.6%
Q1 2025+1.9%+5.5%-6.5%
Q4 2024+3.8%+5.3%+10.5%
Q3 2024-7.7%-10.6%-6.4%
Q2 2024-0.6%-1.0%-9.9%
Q1 2024-8.7%-8.3%-10.6%
Q4 2023+7.9%+4.7%+9.8%
Q3 2023+4.1%+4.8%+11.3%
Q2 2023+5.5%+3.1%+1.9%
Q1 2023+4.0%+0.2%-6.1%
Q4 2022+6.5%+7.9%+3.7%
Q3 2022+11.2%+12.0%+16.5%
Q2 2022+1.8%+4.7%+17.3%
Q1 2022-4.8%-7.2%-29.1%
Q4 2021+7.3%+15.5%+39.8%
Q3 2021-2.7%+6.0%+7.3%
Q2 2021+1.5%+5.9%+25.3%
Q1 2021-2.9%+0.6%+27.4%
Q4 2020-5.1%-1.7%+16.5%
Q3 2020+3.6%-0.5%+8.5%
Q2 2020+1.4%+1.0%+5.8%
Q1 2020+4.9%+1.2%+5.1%
Q4 2019-2.3%-3.4%-15.0%
Q3 2019+2.3%+3.9%+4.7%
Q2 2019+3.7%+3.4%-10.9%
Q1 2019+2.4%-1.0%-9.8%
Q4 2018+3.1%+5.1%+3.5%
Q3 2018-1.2%-0.8%+7.0%
Q2 2018+1.0%+3.4%-4.9%
Q1 2018-2.9%-4.8%+0.2%
Q4 2017-3.0%-7.0%-2.2%
Q3 2017+4.7%+4.4%-4.3%
Q2 2017-0.7%+0.4%-10.8%
Q1 2017+4.1%+5.8%-1.7%
Q4 2016-5.3%-4.6%+4.2%
Q3 2016-0.3%-2.1%+22.5%
Q2 2016-2.5%-0.7%-7.5%
Q1 2016-1.5%
Q4 2015+9.4%
Q3 2015+7.9%
Q2 2015+1.1%
Q1 2015+2.8%
Q4 2014-0.7%
Q3 2014+2.1%
Q2 2014+0.6%
Q1 2014-2.7%
Q4 2013+0.0%
Q3 2013+2.5%
Q2 2013+0.8%
Q1 2013-0.4%
Q4 2012-1.9%
Q3 2012+0.3%
Q2 2012-1.9%
Q1 2012-6.0%
Q4 2011-1.4%
Q3 2011-3.0%
Q2 2011+0.2%
Q1 2011+1.5%
Q4 2010-0.7%
Q3 2010+1.8%
Q2 2010-2.9%
Q1 2009+0.4%
Q1 2010+3.4%
Q4 2009-1.6%
Q4 2007-1.6%
Q3 2008+0.2%
Q3 2009+0.2%
Q4 2008-1.0%
Q2 2009-1.0%
Q2 2008-1.0%

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