FORT WAYNE, Ind., Feb. 26, 2024 /PRNewswire/ -- Steel Dynamics, Inc. (NASDAQ/GS: STLD) today announced that the company's board of directors declared a first quarter cash dividend of $0.46 per common share, or 8% increase over the company's 2023 quarterly rate. The dividend is payable to shareholders of record at the close of business on March 31, 2024 and is payable on or about April 14, 2024. "We are pleased that our board of directors took this action, based on our confidence in the current and anticipat ...

股价表现 - Steel Dynamics (STLD) 最近的股价为 $127.01，较前一个交易日收盘价上涨了 +1.79% [1] - 过去一个月，Steel Dynamics 的股价上涨了 7.66%，超过了基础材料部门的 1.21% 和标普500指数的 5.01% [2] 财务表现 - 预计 Steel Dynamics 将在即将公布的财报中报告每股收益为 $3.48，较去年同期下降了 13.22% [3] - 根据我们目前的共识估计，预计营收为 $46.1 亿美元，较去年同期下降了 5.89% [4] - Zacks Consensus Estimates 预计全年每股收益为 $11.13，营收为 $179.5 亿美元，较去年分别下降了 25.55% 和 4.51% [5] 投资评级 - 投资者可以通过使用 Zacks Rank 来利用这一点，Steel Dynamics 目前的 Zacks Rank 为 2 (Buy) [8] 市场比较 - Steel Dynamics 目前的前瞻市盈率为 11.21，较行业平均前瞻市盈率 10.88 有一定溢价 [9] 行业排名 - 钢铁生产行业属于基础材料部门，目前的 Zacks Industry Rank 为 166，位于所有 250+ 行业的后 35% [10] - Zacks Industry Rank 通过计算各个股票的平均 Zacks Rank 来评估各行业群体的实力，研究表明排名前 50% 的行业的表现是后 50% 的两倍 [11]

It has been about a month since the last earnings report for Steel Dynamics (STLD) . Shares have added about 4.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Steel Dynamics due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Steel Dynamics' Q4 Earnings Lag Estimat ...

财务数据和关键指标变化 - 2023年全年收入达到创纪录的188亿美元,创下公司第二高的年度收入 [9] - 2023年全年经营利润达32亿美元,为公司第三高 [14] - 2023年全年净利润达25亿美元,每股收益14.64美元 [14] - 2023年全年经营活动现金流达35亿美元,创公司历史第二高 [22] - 2023年全年资本回报率达32%,为S&P 500材料公司中最高 [50] 各条业务线数据和关键指标变化 - 钢铁业务2023年全年实现营业利润19亿美元,创纪录的年度出货量达12.8百万吨 [16] - 金属回收业务2023年全年实现营业利润1.08亿美元,受到废钢价格下降的影响 [18] - 钢结构制造业务2023年全年实现营业利润16亿美元,创历史新高 [20] 各个市场数据和关键指标变化 - 汽车生产预计2024年达1600万辆,经销商库存仍低于历史平均水平 [37] - 非住宅建筑需求保持强劲,体现在钢结构制造业务的订单和交货量 [37] - 能源市场活跃,带动OCTG和太阳能相关订单增长 [38] 公司战略和发展方向及行业竞争 - 公司正在大力投资铝加工业务,计划在2025年中期投产一条65万吨铝加工生产线 [42-43] - 铝加工业务预计达到年均EBITDA 6.5-7亿美元的水平,将大幅提升公司的财务指标 [46] - 公司利用在钢铁行业积累的高效运营经验,有信心在铝加工业务中复制同样的成功 [47-48] - 公司未来将继续保持高回报的有机和并购增长策略 [49-50] 管理层对经营环境和未来前景的评论 - 管理层对2024年及未来几年的钢铁需求和价格走势持乐观态度 [51][103][138-139] - 认为基础设施投资法案和减排法案将为公司带来持续的增长机会 [51][138-139] - 公司的多元化产品组合和高效运营模式将支撑其在各个市场周期中保持强劲的财务表现 [9][53] 问答环节重要的提问和回答 问题1 **Martin Englert提问** 询问Sinton工厂在2023年四季度的转换成本情况,以及2024年一季度是否会有所下降 [57-60] **Theresa Wagler回答** Sinton工厂产量提升将带动转换成本下降,但具体数字难以预测,公司不会对此做具体指引 [57-60] 问题2 **Tristan Gresser提问** 询问公司2024年钢结构制造业务的产量和价格预期 [67-70] **Mark Millett和Barry Schneider回答** 钢结构制造业务订单已见底并开始回升,预计2024年产量和价格将逐步改善 [68-69][103] 问题3 **Carlos De Alba提问** 询问公司新建铝加工项目的客户合同签订和定价情况 [83-85] **Mark Millett回答** 公司正在积极与客户洽谈,反响良好,有信心在2025年中期投产后实现预期的盈利水平 [83-85]

公司财务业绩发布 - Steel Dynamics, Inc.宣布将于2024年1月23日市场收盘后发布2023年第四季度和全年财务业绩[1] - 公司将于2024年1月24日上午11:00开始举行电话会议，主持人包括董事长兼首席执行官Mark D. Millett、执行副总裁兼首席财务官Theresa E. Wagler以及总裁兼首席运营官Barry Schneider[1] - 参与者可拨打+1.973.528.0011并至少提前十分钟参加电话会议，也可在公司网站www.steeldynamics.com上以听模式访问电话会议[1]

Steel Dynamics, Inc. (STLD) logged fourth-quarter 2023 earnings of $2.61 per share, down from $3.61 in the year-ago quarter. It lagged the Zacks Consensus Estimate of $2.63.Net sales in the fourth quarter were down around 12.3% year over year to $4,233.4 million. It, however, surpassed the Zacks Consensus Estimate of $4,112.4 million.Segment HighlightsNet sales for steel operations were $2,915.3 million in the reported quarter, down around 0.8% year over year. STLD registered steel shipments of roughly 3.06 ...

Steel Dynamics (STLD) reported $4.23 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 12.3%. EPS of $2.61 for the same period compares to $4.37 a year ago.The reported revenue represents a surprise of +2.94% over the Zacks Consensus Estimate of $4.11 billion. With the consensus EPS estimate being $2.63, the EPS surprise was -0.76%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall St ...

Investors are always looking for stocks that are poised to beat at earnings season and Steel Dynamics, Inc. (STLD) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Steel Dynamics is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a prett ...

公司财务业绩发布 - Steel Dynamics, Inc.宣布将于2024年1月23日市场收盘后发布2023年第四季度和全年财务业绩[1] - 公司将于2024年1月24日上午11:00开始举行电话会议，由主席兼首席执行官Mark D. Millett、执行副总裁兼首席财务官Theresa E. Wagler和总裁兼首席运营官Barry Schneider主持[1] - 参与者可拨打+1.973.528.0011并提及Steel Dynamics 2023年第四季度和全年财报电话会议，也可通过公司网站www.steeldynamics.com进入（仅限听取模式）[1]

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are ...