Nucor (NUE) earnings for the quarter ended September 2026: EPS misses estimates
Nucor reported results for the quarter ended September 2026 on October 26, 2026. Adjusted earnings per share came in at $5.80 against the analysts’ average forecast of $5.83, a miss of 0.5%.
Revenue for the quarter was $11.25 billion, up 32.0% from $8.52 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 4.9% on the first trading day after the report.
The last four quarters
Nucor has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $5.80 | $5.83 | −0.5% | +32% | +4.9% |
| Jun 2026 | $4.84 | $4.53 | +6.9% | +23% | +7.3% |
| Mar 2026 | $3.23 | $2.82 | +14.7% | +21% | +5.1% |
| Dec 2025 | $1.73 | $1.81 | −4.4% | +9% | −4.4% |
What comes next
Analysts expect EPS of $6.06 for the next quarter on average and $19.98 for the fiscal year ending December 31, 2026.
The average analyst price target is $298.38, 19% above the current price of $251.73.
Valuation and score
Nucor scores 3.6 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 16.0, and its intrinsic value under moderate assumptions is about 46% above the current market value. Full Nucor analysis with 10 years of financials
Frequently asked questions
What was Nucor’s EPS for the quarter ended September 2026?
$5.80 adjusted per share, against an analyst consensus of $5.83.
How much revenue did Nucor report?
$11.25 billion, up 32.0% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.