Nucor Corporation
Shortcut
5.84Normalized diluted EPS
+0.2% vs Street
Street
5.83Normalized diluted EPS
October 25 consensus snapshot
Real
5.80Normalized diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Nucor guided 3Q26 EPS to $5.55-$5.65 on 2026-09-17 with no non-GAAP items flagged; the segment build matches its direction (mills and products up, raw materials down, corporate expense higher).
Nucor met or beat its own mid-quarter guidance midpoint in each of the last six quarters (company adjusted basis, +$0.00 to +$0.53; mean +$0.26); the $5.84 estimate sits $0.24 above the midpoint.
Prices kept rising through the quarter: Nucor HRC CSP went from $1,135/st (Jul 13) to $1,220/st (Sep 28) and STLD realized steel ASP rose $102/t with scrap -$8/t; the model has mills external ASP +6.6% to ~$1,221/t and COGS/ton +$10.
On the record.
- Reporting period
- Q3 2026 (FQ3 2026; fiscal quarter ended 2026-10-03)
- Reporting basis
- Normalized (issuer adjusted) diluted EPS
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 25, 2026 at 11:12 PM PDT
- Reviewed revision completed
- Oct 25, 2026 at 11:12 PM PDT
- First published
- Oct 26, 2026 at 3:10 AM PDT
Result basis
The issuer filed diluted EPS of $5.80 for the 13 weeks ended October 3, 2026. Google Finance now explicitly reports Q3 normalized EPS of $5.80. The normalized actual is verified directly rather than inferred from GAAP equality; the issuer also reports $17m of losses and impairments, and no additional normalization is inferred from that line. The $0.20 Helion exclusion in this release concerns Q2, not Q3.