股价表现 - Nucor (NUE) 最近的股价为$189.99，较前一个交易日上涨了+1.79% [1] - Nucor的股价在过去一个月上涨了6.84%，超过了基础材料部门的1.21%和标普500指数的5.01% [2] 财务预测 - 分析师预计Nucor的每股收益(EPS)将为$3.84，较去年同期下降了13.71%，营收预计为$8.26亿，较去年同期下降了5.16% [3] - Zacks Consensus Estimates预计Nucor全年每股收益为$12.97，营收为$325.8亿，较去年同期分别下降了27.94%和6.13% [4] 估值和行业排名 - 投资者应关注分析师对Nucor的最新估值变化，这些变化通常代表近期业务趋势的变化 [5] - 研究表明，这些估值变化与即将到来的股价表现直接相关，投资者可以利用Zacks Rank来抓住这一机会 [6] - Zacks Rank系统从1 (强热门)到5 (强卖出)，过去30天，Zacks Consensus EPS估值上涨了3.33%，Nucor目前持有Zacks Rank 3 (持有) [7] - 目前，Nucor的前瞻市盈率为14.39，相对于行业平均前瞻市盈率10.88，处于溢价状态 [8] - 钢铁生产行业属于基础材料部门，目前该行业的Zacks Industry Rank为166，位于超过250个行业中的后35% [9] 建议 - 我们的研究显示，排名前50%的行业表现优于后50%的行业 [10] - 请利用Zacks.com在未来的交易日中关注所有这些影响股价的指标 [11]

公司战略 - Nucor公司董事会批准了8.6亿美元用于在太平洋西北地区建造一座年产65万吨的螺纹钢微型工厂[1] - Nucor公司董事长、总裁兼首席执行官表示，新的螺纹钢微型工厂将有助于Nucor在钢筋市场保持领先地位，并进一步执行服务西洛矶山脉以西客户的战略[2] 公司产品 - Nucor目前在美国拥有15家钢筋工厂，生产一系列钢材产品，包括混凝土钢筋、热轧钢筋、圆钢、轻型型材、结构角钢、槽钢、线材和公路产品[3]

CHARLOTTE, N.C., Feb. 20, 2024 /PRNewswire/ -- The Board of Directors of Nucor Corporation (NYSE: NUE) declared the regular quarterly cash dividend of $0.54 per share on Nucor's common stock.  This cash dividend is payable on May 10, 2024 to stockholders of record on March 28, 2024 and is Nucor's 204th consecutive quarterly cash dividend. About Nucor Nucor and its affiliates are manufacturers of steel and steel products, with operating facilities in the United States, Canada and Mexico. Products produced i ...

Nucor (NUE) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this steel company have returned +7.9%, compared to the Zacks S&P 500 composite's +2.9% change. During this period, the Zacks Steel - Producers industry, which Nucor falls in, has lost 2.7%. The key question now is: What could be the stock's future direction?Although media reports or rumor ...

“Steel represents the triumph of human ingenuity.” - UnknownThe steel industry is often heralded as the backbone of modern society. Its history is shrouded in mystery, with origins dating back over 4,000 years. A durable companion to humanity over time, steel has helped shape industries through vast periods of innovation.The landscape of the steel industry continues to evolve at a rapid pace. Select winners have emerged that were able to adapt to the broader economic and societal changes; these stocks are t ...

Nucor Corporation (NUE)第四季度报告 - 公司每股收益为3.16美元，低于去年同期的4.89美元，但超过了Zacks Consensus Estimate的2.83美元[1] - 公司的净销售额为77.045亿美元，同比下降约11.7%，超过了Zacks Consensus Estimate的75.638亿美元[2] - 第四季度收益下降主要是由于价格下降[3] - 钢铁厂对外销售的总销售吨数为551.3万吨，同比增长8%，超过了我们预计的452.5万吨[4]

财务数据和关键指标变化 - 2023年第四季度合并净收益为7.85亿美元,包括1.27亿美元的启动前成本 [30] - 2023年全年合并净收益达到18美元/股,为公司历史第三高 [14] - 过去3年公司累计净收益近200亿美元,超过过去20年的总和 [14][15] - 2023年公司投资21亿美元资本支出,向股东返还21亿美元,占净收益的46% [15] 各条业务线数据和关键指标变化 - 钢铁厂业务第四季度税前利润为5.88亿美元,较上季度下降33% [32] - 钢铁制品业务第四季度税前利润为6.56亿美元,占总利润一半以上,为连续第6个季度贡献至少40% [33] - 原料业务第四季度亏损约1400万美元,主要由于计划停产导致产量下降和单位成本上升 [34] 各个市场数据和关键指标变化 - 钢板市场方面,公司2023年第四季度出货量同比增长11%,但价格有所下降 [80][81] - 钢筋市场保持稳定,需求有支撑,利润率保持较高水平 [101][102] 公司战略和发展方向及行业竞争 - 公司将继续执行"发展核心、拓展边界"的战略,预计未来5-6年拓展业务将贡献20%-25%收入 [100] - 公司将保持在北美市场的重心,利用自身的文化、团队和转换模式优势 [100] - 公司看好钢铁行业的长期趋势,预计联邦计划将带来500万-800万吨的额外钢铁需求 [25][26] 管理层对经营环境和未来前景的评论 - 管理层对2024年经济前景持谨慎乐观态度,预计可能出现"软着陆" [42] - 公司看好下游建筑、基础设施等领域的需求前景,但对一些周期性行业如仓储建设持谨慎态度 [26][42] - 公司有信心未来几年继续保持至少40%的净收益分红率 [36] 问答环节重要的提问和回答 问题1 **Curt Woodworth 提问** 询问公司对建筑和基础设施市场的信心来源 [46][47] **Dan Needham 回答** 公司看好再制造、新能源、基础设施等领域的需求,但也面临一些挑战如劳动力短缺和监管审批延迟 [48][49] 问题2 **Katja Jancic 提问** 询问公司实现6.7亿美元EBITDA目标的进展 [58][59][60][61] **Leon Topalian 和 Steve Laxton 回答** 公司正在执行相关投资项目,预计未来几年会逐步实现该目标 [59][60][61] 问题3 **Bill Peterson 提问** 询问公司在脱碳方面的具体计划和投资 [84][85][86] **Leon Topalian 和 Greg Murphy 回答** 公司正在采取多种措施提高原料可再生性、减少碳排放,但大部分为小规模投资,不会大幅增加资本支出 [85][86]

FOURTH QUARTER AND YEAR-END 2023 EARNINGS CALL LEON TOPALIAN Chair, President and CEO STEVE LAXTON Executive Vice President and CFO FORWARD-LOOKING STATEMENTS Certain statements made in this presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements involve risks and uncertainties. The words “anticipate,” “believe,” ...

智通财经APP获悉，周二，美股钢铁板块涨跌不一，截至发稿，克里夫斯天然资源公司(CLF.US)涨超2%，纽柯钢铁(NUE.US)涨超3.6%，特尔尼翁钢铁(TX.US)跌0.71%，美国钢铁(X.US)跌0.23%。 消息面上，纽柯钢铁四季度营收为77亿美元，超过了FactSet调查的分析师预期的76.3亿美元。季度利润为7.854亿美元，合每股3.16美元，而去年同期为12.6亿美元，合每股4.89美元。FactSet调查的分析师预计每股收益为2.83美元。瑞银集团给予纽柯钢铁“买入”评级，目标价为210美元。 ...

Nucor (NUE) reported $7.7 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 11.7%. EPS of $3.16 for the same period compares to $4.89 a year ago.The reported revenue represents a surprise of +1.86% over the Zacks Consensus Estimate of $7.56 billion. With the consensus EPS estimate being $2.83, the EPS surprise was +11.66%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...