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Dec 17, 2025 12:00 PM

Nucor Faces Seasonal Headwinds In Q4, Yet Order Backlogs Signal 2026 Recovery

Nucor Corporation (NYSE:NUE) shares are trading lower on Wednesday after the company issued fourth-quarter EPS guidance below analyst estimates.

The company projects fourth-quarter 2025 EPS of $1.65–$1.75, below the $2.18 consensus estimate, citing seasonal pressures while noting improving order backlogs heading into 2026.

Nucor expects earnings to decline across all three operating segments on a sequential basis, reflecting seasonal factors and fewer shipping days.

In the steel mills segment, earnings are expected to decrease ...