Nucor Earnings Preview: Market Expectations Overview

Focus: Q3 2025 U.S. Stock Earnings Reports Nucor (NUE), with a market capitalization of $37.6 billion, is one of the world's leading steel producers, specializing in the manufacturing of various steel products and related materials. Headquartered in Charlotte, North Carolina, the company is expected to release its Q4 2025 earnings report after the U.S. market closes on Monday, January 26, 2026.

Ahead of the earnings release, analysts project that the steel giant will report earnings per share (EPS) of $1.80 for the quarter, marking a 47.5% year-over-year increase from $1.22 in the same period last year. Reviewing Nucor’s recent performance, the company has surpassed Wall Street analysts' profit expectations in three of the past four quarters, missing only once. Notably, in Q3 2025, Nucor reported EPS of $2.63, significantly exceeding market expectations by 22.3%.

For the fiscal year ending December 2025, analysts estimate Nucor’s full-year EPS at $7.99, reflecting a 10.2% decline from $8.90 in fiscal 2024. However, the market remains optimistic about its recovery, forecasting a 46.8% year-over-year EPS growth to $11.73 in fiscal 2026.

Over the past 52 weeks, Nucor’s stock price has surged by 40.4%, outperforming both the broader U.S. market and industry benchmarks. During the same period, the S&P 500 rose by 15.7%, while the Materials Select Sector ETF (XLB) gained only 7.6%.

On October 27, 2025, Nucor’s stock jumped 3.9% following its better-than-expected Q3 earnings release. The company reported a 14.5% year-over-year revenue increase to $8.5 billion, surpassing consensus estimates by 4.4%. EPS soared by 150.5% to $2.63, easily beating analysts' prior forecast of $2.15.

Wall Street analysts maintain an overwhelmingly bullish stance on Nucor, assigning it an overall 'Strong Buy' rating. Among the 14 analysts covering the stock, 11 recommend 'Strong Buy,' 1 suggests 'Moderate Buy,' and only 2 advise 'Hold.' The average target price for Nucor stands at $177.17, implying an 8.2% upside potential from its current price.