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Nucor (NUE) Q4 FY25 earnings call

Earnings call· Dec 2025 (Q4 FY25)· Materials· Jan 27, 2026

Source: earnings call transcript

Nucor concluded FY25 with strong operational momentum, driven by record safety performance and the successful completion and ramp-up of several strategic growth projects. The company enters 2026 with robust backlogs and an optimistic outlook for increased shipments and improved margins, particularly as trade policies continue to support domestic steel demand. Management remains committed to a balanced capital allocation framework, prioritizing value-creating growth and significant shareholder returns, while navigating elevated start-up costs for new facilities.

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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 FY25This call Dec 2025 Q4 FY25 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.