Every material Form 8-K Nucor has filed with the SEC since October 21, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Nucor Corporation announced net earnings of $1.32 billion, or $5.80 per diluted share, for the third quarter of 2026, up from $1.16 billion in the second quarter. The company returned $629 million to stockholders through share repurchases and dividends during the quarter and expects fourth-quarter earnings to be generally in line with or modestly higher than the third quarter.
Net earnings attributable to Nucor stockholders were $1.32 billion, or $5.80 per diluted share, on net sales of $11.25 billion for Q3 2026.
The company returned approximately $629 million to stockholders in Q3 2026 through share repurchases and dividend payments.
Nucor repurchased approximately 2.03 million shares at an average price of $247.04 per share during the third quarter.
Nucor reported second-quarter 2026 net earnings attributable to stockholders of $1.16 billion, or $5.04 per diluted share, up from $603 million, or $2.60 per share, a year earlier and $743 million in the first quarter of 2026. Excluding a non-cash, pre-tax benefit of $61 million tied to its Helion investment, adjusted earnings were $4.84 per diluted share, and the company expects higher consolidated earnings in the third quarter of 2026.
Net sales were $10.40 billion, up from $8.46 billion in the second quarter of 2025.
Adjusted net earnings were $1.11 billion, or $4.84 per diluted share, excluding a $61 million pre-tax benefit ($0.20 per diluted share).
Nucor returned about $479 million to stockholders in the quarter through share repurchases and dividends.
An earnings call is scheduled for July 28, 2026 at 10:00 a.m. Eastern Time.
Nucor reported first-quarter 2026 net earnings attributable to stockholders of $743 million, or $3.23 per diluted share, on net sales of $9.50 billion, compared with $378 million and $1.64 per share in the fourth quarter of 2025. The company expects higher consolidated earnings in the second quarter of 2026, with improved earnings across all three operating segments, and its board approved a new $4.00 billion share repurchase program.
Q1 2026 net earnings of $743 million ($3.23 per diluted share), up from $378 million ($1.64) in Q4 2025 and $156 million ($0.67) in Q1 2025
Net sales of $9.50 billion, up from $7.69 billion in Q4 2025 and $7.83 billion in Q1 2025; EBITDA of $1.51 billion
Second-quarter 2026 outlook calls for higher consolidated earnings, with improved earnings in steel mills, steel products and raw materials
About $3.97 billion remained under the $4.00 billion repurchase authorization as of April 4, 2026; quarterly dividend of $0.56 per share payable May 11, 2026
Nucor Executive Vice President of Commercial Daniel R. Needham notified the board on February 27, 2026, that he will retire effective June 20, 2026. The company says the decision was voluntary and follows its succession planning, and the filing reports no financial results or guidance changes.
Daniel R. Needham, 60, joined Nucor in 2000 and has been an Executive Vice President since 2021.
Retirement is effective June 20, 2026; he notified the board on February 27, 2026.
The company describes the retirement as voluntary and in line with its succession planning.
Nucor's news release announcing the retirement is dated March 3, 2026 (Exhibit 99.1).
Nucor's board elected John L. "Jack" Sullivan, currently Vice President, Treasurer and General Manager of Investor Relations, as Chief Financial Officer, Treasurer and Executive Vice President, effective March 1, 2026. Stephen D. Laxton, who has served as CFO, continues as President and Chief Operating Officer, so the change is a planned leadership handover in the finance role.
Sullivan's annual base salary will increase to $680,000 effective March 1, 2026.
Sullivan, 52, joined Nucor in 2022 and previously spent 13 years at Duke Energy and nine years at Bank of America.
Laxton was promoted to President and Chief Operating Officer effective January 1, 2026, and is covered by the 8-K as the officer he succeeds.
Nucor reported fourth-quarter 2025 net earnings attributable to stockholders of $378 million, or $1.64 per diluted share, and net sales of $7.69 billion. Earnings fell from the third quarter but rose from the fourth quarter of 2024, and full-year 2025 net earnings were $1.74 billion, down from $2.03 billion in 2024. The company expects earnings to increase in the first quarter of 2026 across all three operating segments.
Q4 2025 net earnings of $378 million, or $1.64 per diluted share, versus $607 million, or $2.63, in Q3 2025 and $287 million, or $1.22, in Q4 2024
Excluding impairment charges, adjusted net earnings were $400 million, or $1.73 per diluted share
Q4 2025 net sales of $7.69 billion, down 10% from Q3 2025 and up 9% from Q4 2024
Expects first quarter 2026 earnings to increase across all three segments, with the largest increase in steel mills
Nucor's Board appointed Chief Financial Officer Stephen Laxton as President and Chief Operating Officer effective January 1, 2026, while Chief Operating Officer David Sumoski retires, with his retirement effective June 13, 2026. Laxton will also remain CFO until the company appoints a successor, and Chair and CEO Leon Topalian continues in his roles, so shareholders will see a change in the company's senior operating and finance leadership.
Stephen D. Laxton, CFO since 2022, becomes President and COO effective January 1, 2026, with his annual base salary increased to $1,000,000
David A. Sumoski steps down as COO on January 1, 2026, stays on as an Executive Vice President and advisor, and retires June 13, 2026
Laxton remains CFO until a successor is appointed, and Nucor says it will conduct a search for a new CFO
Leon J. Topalian continues as Chair and Chief Executive Officer
Nucor reported third-quarter 2025 net earnings attributable to stockholders of $607 million, or $2.63 per diluted share, up from $603 million, or $2.60 per share, in the second quarter and $250 million, or $1.05 per share, a year earlier. Net sales were $8.52 billion, compared with $8.46 billion in the second quarter and $7.44 billion a year earlier. Management expects fourth-quarter 2025 earnings to be lower than the third quarter, citing lower volumes and lower realized pricing in several segments.
Q3 2025 net earnings attributable to Nucor stockholders: $607 million, or $2.63 per diluted share, versus $2.60 in Q2 2025 and $1.05 in Q3 2024
Q3 2025 net sales: $8.52 billion, versus $8.46 billion in Q2 2025 and $7.44 billion in Q3 2024
Fourth-quarter 2025 outlook: earnings expected to be lower than Q3 2025, mainly on lower volumes and lower average selling prices in sheet mills
Nearly $1 billion returned to shareholders year to date; about $506 million remains under the repurchase authorization as of October 4, 2025
Nucor reported second-quarter 2025 net earnings attributable to stockholders of $603 million, or $2.60 per diluted share, up from $156 million ($0.67) in the first quarter but down from $645 million ($2.68) a year earlier. Net sales rose 8% sequentially to $8.46 billion, and the company expects third-quarter earnings to be nominally lower than the second quarter, with margin compression in its steel mills segment.
Q2 2025 net earnings attributable to Nucor stockholders of $603 million, or $2.60 per diluted share, versus $645 million, or $2.68 per diluted share, in Q2 2024
Net sales of $8.46 billion, up 8% from Q1 2025 and up 5% from Q2 2024
Outlook: Q3 2025 earnings expected to be nominally lower than Q2, with margin compression in the steel mills segment
Q2 share repurchases of about 1.8 million shares for $200 million; quarterly dividend of $0.55 per share payable August 11, 2025
At its May 8, 2025 annual meeting, Nucor stockholders elected all eight director nominees, ratified PricewaterhouseCoopers LLP as the independent auditor for 2025, and approved an advisory vote on 2024 named executive officer compensation. Stockholders also approved the 2025 Omnibus Incentive Compensation Plan, which replaces the 2014 plan and allows equity-based awards to employees, officers, consultants and non-employee directors.
All eight director nominees were elected to terms ending at the 2026 annual meeting; Norma B. Clayton received 173,140,259 votes for and 3,025,596 withheld.
The 2025 Plan was approved with 168,785,878 votes for and 5,744,594 against, with 1,635,383 abstentions.
The advisory say-on-pay vote on 2024 executive compensation passed with 152,257,251 votes for and 22,323,644 against.
PricewaterhouseCoopers LLP was ratified as independent registered public accounting firm for 2025 with 192,784,896 votes for and 9,465,079 against.
Nucor disclosed a cybersecurity incident involving unauthorized third-party access to certain of its information technology systems and said it has notified federal law enforcement. As a precaution, the company temporarily halted certain production operations at various locations and is now restarting them, while the investigation continues and the company monitors the incident's timing and materiality.
Unauthorized third-party access to certain IT systems; company activated its incident response plan and took affected systems offline
Certain production operations at various locations were temporarily and proactively halted; restart is in progress
Company is investigating with external cybersecurity experts and has notified federal law enforcement
Filing gives no dollar estimate of costs or financial impact; the company says it will continue to monitor materiality
Nucor reported first-quarter 2025 net earnings attributable to stockholders of $156 million, or $0.67 per diluted share, down from $845 million, or $3.46 per share, in the first quarter of 2024. Net sales were $7.83 billion, down 4% from a year earlier but up 11% from the fourth quarter of 2024, and the company expects second-quarter 2025 earnings to rise from the first quarter.
Net earnings were $156 million, or $0.67 per diluted share, versus $845 million, or $3.46 per share, in Q1 2024; adjusted earnings were $179 million, or $0.77 per share, excluding $29 million in one-time charges
Net sales were $7.83 billion, down 4% year over year and up 11% from the fourth quarter of 2024; average sales price per ton fell 12% year over year
Nucor expects second-quarter 2025 earnings to increase versus the first quarter, with the largest increase in the steel mills segment, driven by higher average selling prices at sheet and plate mills
The Board declared a $0.55 per share cash dividend payable May 12, 2025; about $806 million remained under the repurchase authorization as of April 5, 2025
Nucor entered into a Fifth Amended and Restated Multi-Year Revolving Credit Agreement with Bank of America, N.A., as administrative agent, on March 11, 2025. The amendment increases borrowing capacity from $1.75 billion to $2.25 billion and extends the maturity date to March 11, 2030, giving the company more available credit for a longer period.
Borrowing capacity increased from $1.75 billion to $2.25 billion
Maturity date extended to March 11, 2030
Agreement dated March 11, 2025, with Bank of America, N.A. as administrative agent
Nucor completed the sale of $500 million of 4.650% notes due 2030 and $500 million of 5.100% notes due 2035 on March 5, 2025, after an underwriting agreement signed March 3. The company received net proceeds of about $988.2 million after expenses and the underwriting discount. The new debt adds to the company's borrowings, with interest payable semi-annually and principal due in 2030 and 2035.
Two series: $500 million of 4.650% notes due June 1, 2030 and $500 million of 5.100% notes due June 1, 2035
Net proceeds of approximately $988.2 million after expenses and underwriting discount, received on March 5, 2025
Notes are senior unsecured obligations, with interest paid semi-annually starting December 1, 2025
Holders may require repurchase at 101% of principal upon a Change of Control Triggering Event
Nucor reported fourth-quarter 2024 net earnings attributable to stockholders of $287 million, or $1.22 per diluted share, down from $785 million, or $3.16 per share, a year earlier. Full-year 2024 net earnings were $2.03 billion, or $8.46 per share, versus $4.53 billion, or $18.00 per share, in 2023. The company said it expects lower overall net earnings in the first quarter of 2025 because of higher corporate, administrative and tax costs.
Q4 2024 net sales were $7.08 billion, down 8% from $7.71 billion in Q4 2023 and down 5% from Q3 2024.
Full-year 2024 net sales were $30.73 billion, down 11% from $34.71 billion in 2023.
Q1 2025 outlook: steel mills and steel products earnings similar to Q4 2024; raw materials earnings expected to decrease; higher corporate, administrative and tax impacts may lower net earnings.
Nucor repurchased about 13.1 million shares in 2024 and declared a $0.55 per share quarterly dividend payable February 11, 2025.
Nucor reported third-quarter 2024 net earnings attributable to stockholders of $249.9 million, or $1.05 per diluted share, down from $1.14 billion, or $4.57 per share, a year earlier, on net sales of $7.44 billion, down 15%. The company expects fourth-quarter 2024 earnings to decrease from the $1.05 per share reported for the third quarter, citing lower average selling prices and decreased volumes at the steel mills.
Q3 2024 net earnings attributable to Nucor stockholders were $249.9 million, or $1.05 per diluted share, versus $645.2 million, or $2.68 per share, in Q2 2024 and $4.57 per share in Q3 2023.
Excluding non-cash impairment charges of $123.0 million, adjusted earnings were $353.0 million, or $1.49 per diluted share.
Q3 2024 net sales were $7.44 billion, down 8% from Q2 2024 and down 15% from Q3 2023.
Management expects Q4 2024 earnings to decrease from the $1.05 per diluted share reported for Q3 2024.
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