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Nucor (NUE) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Materials· Apr 28, 2026

Source: earnings call transcript

Nucor delivered a strong first quarter, driven by record steel mill shipments and expanding backlogs across its segments. The company is benefiting from robust demand in non-residential construction and infrastructure, with key growth projects progressing towards commercial operation. Management remains optimistic about continued earnings growth and shareholder returns, while strategically managing costs and capital allocation.

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NUE operating KPIs by quarter

NUE operating KPIs stated on its earnings calls, by fiscal quarter
KPI Mar 2025 Q1 FY25 Sep 2025 Q3 FY25 Dec 2025 Q4 FY25This call Mar 2026 Q1 FY26 Jun 2026 Q2 FY26Change vs prior quarter
Employees
32K+ So on behalf of our more than 32,000 team members, thank you both for all of your leadership, friendship and dedication to Nucor You will be greatly missed. Source: earnings call transcript
33K I want to begin by thanking our 33,000 Nucor teammates for their continued commitment to safety. Source: earnings call transcript
33K And on behalf of our 33,000 team members, Dave, thank you. Source: earnings call transcript
33K And as always, I want to begin by recognizing our 33,000 teammates across the company for their continued commitment to working safely. Source: earnings call transcript
33K Culture, obviously, is how we care for the 33,000 men and women of this incredible family of ours. Source: earnings call transcript
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Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.