About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

It has been about a month since the last earnings report for Nucor (NUE) . Shares have lost about 7.9% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Nucor due for a breakout? 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 drivers.How Have Estimates Been Moving Since Then?It turns out, esti ...

Nucor Corporation (NUE) and Steel Dynamics, Inc. (STLD) are two of the top steel producers in the United States, often regarded as bellwethers for the domestic steel industry. Both have strong domestic footprints and play crucial roles in supplying steel for construction, automotive and industrial markets. With their similar business models and exposure to U.S. steel demand, they are natural candidates for a head-to-head comparison. Especially with U.S. steel prices rebounding sharply this year after hittin ...

Nucor (NUE -2.11%) is a large and diversified U.S. steelmaker. Despite being conservatively run, the company can't avoid the cyclical nature of the industry in which it operates. No amount of diversification or financial strength can change steel demand trends or market-driven steel pricing. With its industry weak right now, Nucor's stock has fallen dramatically from its recent highs. But for investors, that could present an attractive long-term opportunity.What does Nucor do?Nucor makes steel and manufactu ...

United States Steel's (X 2.19%) place in history is secure, given how important the company was to the creation of the steel industry. But US Steel is no longer the industry-leading company it once was. Here's what's going on with this iconic steelmaker, and why peers Nucor (NUE -3.05%) and Steel Dynamics (STLD -2.33%) will likely be worth more than US Steel in five years.What does United States Steel do?US Steel makes steel, but that's not really the important thing here. It is the way in which US Steel ma ...

United States Steel (X -0.41%) has a storied history, but it is a troubled company today. The problem is multifaceted, but a key issue is the way in which US Steel makes steel. That's the same issue that plagues Cleveland Cliffs (CLF -0.73%). It's also why industry downturns in the cyclical steel industry are usually the best time to buy stronger competitors like Nucor (NUE -1.55%) and Steel Dynamics (STLD -1.17%). Here's what you need to know if you have $2,000, or more, to invest today. Steel Dynamics is ...

Steelmaker Nucor said on Wednesday that it had experienced a cybersecurity incident and temporarily shut down some of its production operations as a precaution. The North Carolina-based company said it discovered "unauthorized third party access to certain information technology systems" that it uses.Nucor did not specify which production operations had been "temporarily and proactively" shut down in a regulatory filing but said it was currently working on getting them back up and running.  Its facilities a ...

Nucor (NUE) FY 2025 Annual General Meeting May 08, 2025 09:00 AM ET Speaker0 Welcome to the twenty twenty five Annual Meeting of Stockholders of Nucor Corporation. I'd like to introduce Jack Sullivan, Vice President, Treasurer and General Manager of Investor Relations. Mr. Sullivan? Speaker1 Thank you, Luca, and good morning, everyone. Pleased you're joining us for Nucor's twenty twenty five Annual Meeting of Stockholders. Today's meeting may include forward looking information within the meaning of securit ...

文章核心观点 - 纽柯公司（Nucor）在本十年末有强大宏观经济机遇，美国关税政策可能推动国内制造业增长 [1] 分析师信息 - 迈克尔·德尔·蒙特是有超5年行业经验的买方股票分析师，此前在专业服务领域工作超十年，涉及多个行业 [1] 投资建议原则 - 投资建议基于整个投资生态系统，而非独立考虑公司 [1]

文章核心观点 - 标准普尔500指数旨在代表美国更广泛的经济，成分股由委员会挑选 ，纽柯公司作为指数成分股，虽股价从2024年初高点下跌超40%，但因其长期发展策略、独特商业模式和稳健财务状况，当下可能是买入时机 [1][2][12] 分组1：标准普尔500指数相关 - 标准普尔500指数股票由委员会挑选，目标是代表美国更广泛的经济，而非仅代表股票市场 [1] - 该指数包含大型重要公司，是寻找股票投资的有趣起点 [2] 分组2：纽柯公司概况 - 纽柯公司是北美最大钢铁制造商之一，属于标准普尔500指数成分股 [3] - 钢铁行业高度周期性，需求和价格影响公司营收和利润，当前需求和价格下降致投资者抛售其股票 [3] 分组3：纽柯公司长期策略 - 公司着眼长期，视行业低迷为增长机会，正推进100亿美元资本投资计划，目标是提升底线业绩 [5] - 公司是股息之王，连续50年提高年度股息，显示其在好坏市场中均能有效执行的强大商业模式 [6] 分组4：纽柯公司商业模式优势 - 公司采用电弧迷你轧机炼钢，大量使用废钢，比传统高炉更灵活，能随需求调整产量以维持利润率 [8] - 公司努力转向高利润率产品，除生产商品钢外，还制造高附加值、低周期性的钢铁制品，有助于提高整体利润率和抵御行业低迷 [9] 分组5：纽柯公司财务状况 - 公司资产负债表稳健，2024年末债务权益比率约为0.33倍，在同行中最低，有更多应对逆境的空间和维持资本投资计划的能力 [11] 分组6：纽柯公司投资时机 - 对于周期性股票，最佳买入时机通常是在华尔街不受青睐时，纽柯公司目前股价回调幅度与过去50年最深跌幅相当，虽可能继续下跌，但不应错过买入机会 [12]