NUE

EX-99.1

2 d150975dex991.htm

EX-99.1

EX-99.1

Exhibit 99.1

News Release

Nucor Reports Results for the First Quarter of 2026

First Quarter of 2026 Highlights

•

Net earnings attributable to Nucor stockholders of $743 million, or $3.23 per diluted share

•

Net sales of $9.50 billion

•

Net earnings before noncontrolling interests of $870 million; EBITDA of $1.51 billion

CHARLOTTE, N.C. – April 27, 2026 - Nucor Corporation (NYSE: NUE) today announced consolidated net earnings attributable to Nucor stockholders of $743 million, or $3.23 per diluted share, for the first quarter of 2026. Nucor reported consolidated net earnings attributable to Nucor stockholders in the fourth quarter of 2025 of $378 million, or $1.64 per diluted share (adjusted net earnings of $400 million, or $1.73 per diluted share). Nucor reported net earnings attributable to Nucor stockholders in the first quarter of 2025 of $156 million, or $0.67 per diluted share (adjusted net earnings of $179 million, or $0.77 per diluted share).

“Nucor teammates delivered a strong start to 2026, with our steel mills segment achieving a new quarterly shipment record,” said Leon Topalian, Nucor’s Chair and Chief Executive Officer. “All three of our operating segments reported sequential earnings growth, driven by strong demand across key end markets, growing contributions from recent capital investments, and federal trade policies that continue to reduce the flood of unfairly traded imports into the United States. We enter the second quarter with real momentum, committed to executing our growth strategy, generating strong returns for our shareholders, and continuing our pursuit of becoming the safest steel company in the world.”

Earnings Before Income Taxes and Noncontrolling Interests by Segment (In millions)

Three Months (13 Weeks) Ended

April 4, 2026

December 31, 2025

April 5, 2025

Steel mills

$ 1,128

$ 516

$ 231

Steel products

285

230

288

Raw materials

45

24

29

Corporate/eliminations

(362 )

(269 )

(263 )

$ 1,096

$ 501

$ 285

Analysis of First Quarter of 2026 Results Compared to the Fourth Quarter of 2025

The increase in first quarter earnings was driven primarily by the increase in earnings in the steel mills segment, which experienced higher average selling prices and volumes across all product groups. The steel products segment had improved earnings due to increased volumes and stable average realized pricing. The raw materials segment had higher earnings in the first quarter due to increased average selling prices and volumes.

Financial Strength

At the end of the first quarter of 2026, Nucor had $2.48 billion in cash and cash equivalents and short-term investments on hand. The Company’s $2.25 billion revolving credit facility remains undrawn and does not expire until March 2030. The Company continues to have the strongest credit ratings in the North American steel sector (A-/A-/A3) with stable outlooks at Standard & Poor’s, Fitch Ratings and Moody’s, respectively.

Page 1 of 10

Nucor Executive Offices: 1915 Rexford Road, Charlotte, North Carolina 28211

Phone 704-366-7000 Fax 704-362-4208 www.nucor.com

Nucor Reports Results for the First Quarter of 2026 (Continued)

Commitment to Returning Capital to Stockholders

During the first quarter of 2026, Nucor repurchased approximately 0.7 million shares of its common stock at an average price of $175.19 per share. Nucor has returned approximately $250 million to stockholders in the form of share repurchases and dividend payments year-to-date. On February 20, 2026, Nucor’s Board of Directors approved a new share repurchase program under which Nucor is authorized to repurchase up to $4.00 billion of its common stock and terminated any previously authorized share repurchase programs. As of April 4, 2026, Nucor had approximately $3.97 billion remaining for repurchases under its authorized share repurchase program. This share repurchase authorization is discretionary and has no scheduled expiration date.

On February 20, 2026, Nucor’s Board of Directors declared a cash dividend of $0.56 per share. This cash dividend is payable on May 11, 2026, to stockholders of record as of March 31, 2026 and is Nucor’s 212th consecutive quarterly cash dividend.

Second Quarter of 2026 Outlook Compared to the First Quarter of 2026

We expect higher consolidated earnings in the second quarter of 2026, with improved earnings across all three operating segments. In the steel mills segment, the expected increase is due to higher realized selling prices with stable volumes. In the steel products segment, we expect improved earnings due to higher volumes on stable pricing. The raw materials segment is expected to have increased earnings due to higher realized pricing.

Earnings Conference Call

An earnings call is scheduled for April 28, 2026 at 10:00 a.m. Eastern Time to review Nucor’s first quarter of 2026 financial results and provide a business update. The call can be accessed via webcast fro

8-K

NUCOR CORP false 0000073309 0000073309 2026-01-26 2026-01-26

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 26, 2026

NUCOR CORPORATION

(Exact name of Registrant as Specified in Its Charter)

Delaware

1-4119

13-1860817

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

1915 Rexford Road, Charlotte, NC

28211

(Address of Principal Executive Offices)

(Zip Code) Registrant’s Telephone Number, Including Area Code: (704) 366-7000 Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, par value $0.40 per share

NUE

New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On January 26, 2026, Nucor Corporation issued a news release reporting its financial results for the quarter ended December 31, 2025. A copy of the news release is furnished as Exhibit 99.1 and incorporated herein by reference.

Item 7.01. Regulation FD Disclosure.

On January 26, 2026, Nucor Corporation, in conjunction with the issuance of the aforementioned news release, posted an investor presentation to its Investor Relations website. A copy of the investor presentation is furnished as Exhibit 99.2 and incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

99.1

News Release of Nucor Corporation dated January 26, 2026

99.2

Investor Presentation dated January 26, 2026

104

Cover Page from this Current Report on Form 8-K, formatted in Inline XBRL

The information contained in this Current Report on Form 8-K, including the exhibits attached hereto, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section. Furthermore, the information contained in this Current Report on Form 8-K shall not be deemed to be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in any such registration statement or other document.

1

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NUCOR CORPORATION

Date: January 26, 2026

By:

/s/ Stephen D. Laxton

Stephen D. Laxton

President and Chief Operating Officer

2

8-K

NUCOR CORP false 0000073309 0000073309 2025-10-27 2025-10-27

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2025

NUCOR CORPORATION

(Exact name of Registrant as Specified in Its Charter)

Delaware

1-4119

13-1860817

(State or Other Jurisdiction of Incorporation)

(Commission File Number)

(IRS Employer Identification No.)

1915 Rexford Road, Charlotte, NC

28211

(Address of Principal Executive Offices)

(Zip Code) Registrant’s Telephone Number, Including Area Code: (704) 366-7000 Not Applicable (Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, par value $0.40 per share

NUE

New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition.

On October 27, 2025, Nucor Corporation issued a news release reporting its financial results for the quarter ended October 4, 2025. A copy of the news release is furnished as Exhibit 99.1 and incorporated herein by reference.

Item 7.01. Regulation FD Disclosure.

On October 27, 2025, Nucor Corporation, in conjunction with the issuance of the aforementioned news release, posted an investor presentation to its Investor Relations website. A copy of the investor presentation is furnished as Exhibit 99.2 and incorporated herein by reference.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits

99.1

News Release of Nucor Corporation dated October 27, 2025

99.2

Investor Presentation dated October 27, 2025

104

Cover Page from this Current Report on Form 8-K, formatted in Inline XBRL

The information contained in this Current Report on Form 8-K, including the exhibits attached hereto, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section. Furthermore, the information contained in this Current Report on Form 8-K shall not be deemed to be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in any such registration statement or other document.

1

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NUCOR CORPORATION

Date: October 27, 2025

By:

/s/ Stephen D. Laxton

Stephen D. Laxton

Chief Financial Officer and Executive Vice President

2