Скачать или смотреть Nucor Q3 2025 Beat: Data Center Boom & Capacity Ramps Drive Rally

Nucor Corporation's Q3 2025 earnings report showcased a strong beat on revenue and EPS, with $8.52 billion revenue and $2.63 EPS surpassing expectations by significant margins. The companys steel shipments rose 12% year-over-year, complemented by a 5% pricing increase per ton, driving EBITDA to approximately $1.27 billion. These results highlight Nucor's operational efficiency and strategic positioning in key growth markets. CEO Leon Topalian emphasized the ramp-up of new capacity projects like the Lexington rebar micro mill and Kingman melt shop, which are expected to become EBITDA positive by Q1 2026, signaling a transition from heavy capital spending to earnings generation.

A major growth driver is Nucors expanding role in the booming data center construction market, forecasted to grow 30% year-over-year with 60 million square feet planned in 2025. Nucor uniquely supplies over 95% of the steel components for data centers, from structural steel to interior infrastructure, supported by its data systems business producing server cabinets and containment solutions. This integrated approach positions Nucor as a critical supplier in a rapidly expanding tech infrastructure sector, distinct from typical steel producers.

Despite a cautious Q4 outlook due to seasonal factors and expected lower sheet steel pricing realization, the market responded positively, focusing on the long-term growth trajectory and tariff-supported domestic pricing. Nucors strong balance sheet, $2.75 billion liquidity, ongoing share buybacks, and 210 consecutive dividend payments underscore its financial discipline. Analysts like Morgan Stanley raised targets amid this evolving strategy, highlighting Nucor's shift from commodity steel to high-margin infrastructure solutions as a key investment theme going into 2026.

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