Short answer
Nucor (NUE) filed its Q4 2025 10-Q quarterly report on Nov 12, 2025 for the quarter ended Oct 4, 2025. Quarterly revenue was $8.5B (up 14.5% year over year) with net income of $607M.
Q4 2025 key financials · XBRL
- Revenue
- $8.5B
- +14.5% YoY · +0.8% QoQ
- Net income
- $607M
- +142.9% YoY · +0.7% QoQ
- EPS (diluted)
- $2.62
- +142.6% YoY · +1.2% QoQ
Source: XBRL data from the Nucor (NUE) Q4 2025 10-Q on SEC EDGAR. USD.
Nucor Q4 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $8.52B Q3 2025, up 14% YoY from $7.44B; 9-month revenue $24.81B, up 5% YoY from $23.66B
- Gross margin Q3 14% vs 10% YoY; 9-month margin 12% vs 15% YoY, driven by steel mills segment metal margins increase and steel products segment decline
- Best segment Q3 earnings steel mills $793M (+157% YoY); worst segment raw materials $43M vs -$66M loss YoY, but steel products earnings flat excluding $40M impairments
- Cash and equivalents $2.75B Q3 2025 vs $4.14B Dec 2024; operating cash flow $2.44B 9 months 2025 vs $3.25B 2024; CapEx up $326M to $2.62B 9 months
- Q4 2025 outlook: earnings expected lower due to reduced volumes, lower metal prices, and planned DRI facility outages
Risk Factors
- No material changes to risk factors from most recent 10-K disclosed
- Carried-forward regulatory risk: potential impact from evolving U.S. trade policies on steel tariffs
- Operational risk: steel market volatility affecting near-term demand and pricing stability
- Financial risk: exposure to raw material price fluctuations impacting cost structure and margins
- Competitive risk: intensified competition from domestic and international steel producers affecting market share
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other Nucor quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.