Nucor reported FY2025 revenue of $32.5 billion and Q1 2026 revenue of $9.5 billion. The thesis depends on steel spreads, downstream mix, capex discipline and operating cash flow.
NUE: Nucor needs steel-cycle quality to show up in cash flow
NYSENUECoverage BootstrapNucor Corporation
Thesis summary
Nucor reported FY2025 revenue of $32.5 billion and Q1 2026 revenue of $9.5 billion. The thesis depends on steel spreads, downstream mix, capex discipline and operating cash flow.
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