US · Basic Materials · Steel
EPS came in at 5.26 against a street estimate of 5.42 — a miss of 3.0%.
Analysts rate Steel Dynamics Inc a buy (9 buy, 4 hold, 1 sell out of 14) with an average price target of $272.68.
CONFIDENT Strong steel quarter, record shipments and healthy demand outweighed aluminum startup disruption. Management expects aluminum improvement, stronger fabrication pricing, and favorable steel pricing into 2027. Q3 FY26 The call discussed domestic and North American markets, but did not provide a regional revenue or profit breakdown. Analysts focused on aluminum’s ramp economics, fabrication pricing, steel margins, maintenance, capital allocation and demand. Management emphasized improving yields, higher scrap usage, stronger backlogs and continued operational execution. 2026-10-20…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.72% |
| Vanguard Capital Management, LLC | 6.26% |
| FMR Inc | 5.43% |
| State Street Corp | 5.19% |
| Vanguard Portfolio Management, LLC | 4.75% |
| Geode Capital Management, LLC | 2.66% |
| Capital Research Global Investors | 2.56% |
| Morgan Stanley - Brokerage Accounts | 2.35% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Steel Dynamics reported third-quarter 2026 net sales of $6,509,419 thousand, up from $4,828,215 thousand in the third quarter of 2 | 2026-10-23 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net sales were $6.5 billion, operating income was $1.0 billion, and net income attributable to Steel Dynamics was $756 mil | 2026-10-20 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Steel Dynamics, Inc. filed a Form 8-K dated October 19, 2026. • The filing reports the release of a press release titled “Steel | 2026-10-19 |
| Reg FD disclosure · Q3 2026 STEEL DYNAMICS, INC. - FORM 8-K SUMMARY GUIDANCE & OUTLOOK • Steel Dynamics issued third quarter 2026 earnings guidance on September 17, 2026 • Spec | 2026-09-18 |
| Company announcement · Q3 2026 STEEL DYNAMICS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Dividend Announcement: Steel Dynamics announced a third quarter 2026 cash dividend on Aug | 2026-08-14 |
| Board / officer change · Q3 2026 STEEL DYNAMICS, INC. - FORM 8-K SUMMARY Filing Date: August 4, 2026 --- HEADLINE NUMBERS • CEO Transition Date: January 1, 2027 • Board Size Change | 2026-08-04 |
| Quarterly report · Q2 2026 STEEL DYNAMICS, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales (6 months): $11,296,415 thousand ($11.3 billion) vs. $8,934,318 thousand ($ | 2026-07-28 |
| Results announced · Q3 2026 STEEL DYNAMICS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales: $6.1 billion (Q2 2026), up 34% from $4.6 billion (Q2 2025) • Net income: $534 | 2026-07-21 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.53 / share ex-date Sep 30, 2026 · pay Oct 9, 2026 | 2026-09-30 |
| Dividend | $0.53 / share ex-date Jun 30, 2026 · pay Jul 10, 2026 | 2026-06-30 |
| Dividend | $0.53 / share ex-date Mar 31, 2026 · pay Apr 10, 2026 | 2026-03-31 |
| Dividend | $0.50 / share ex-date Dec 31, 2025 · pay Jan 9, 2026 | 2025-12-31 |
| Announcement | Date |
|---|---|
| Third quarter 2026 earnings guidance provided Steel Dynamics issued a press release on September 17, 2026 providing earnings guidance for the third quarter of 2026. The 8-K filing itself does not contain the actual guidance numbers or d | 2026-09-18 |
| Third Quarter 2026 cash dividend announced Steel Dynamics announced a third quarter 2026 cash dividend on August 14, 2026. While the specific dividend amount and per-share payment are not detailed in this 8-K filing itself (those det | 2026-08-14 |
| Second Quarter 2026 Earnings Guidance Provided Steel Dynamics, Inc. issued an 8-K filing on June 18, 2026, disclosing that it provided second quarter 2026 earnings guidance to investors via a press release dated June 17, 2026. The actual | 2026-06-18 |
| First Quarter 2026 earnings guidance provided Steel Dynamics issued Q1 2026 earnings guidance on March 17, 2026. This 8-K filing is a standard disclosure document that references a press release containing the actual guidance details, b | 2026-03-18 |
| First Quarter 2026 Cash Dividend Increased by 6% Steel Dynamics announced a 6% increase to its quarterly cash dividend effective in Q1 2026. The company raised its dividend payout to shareholders, increasing it from the previous quarterly | 2026-02-23 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Steel Dynamics Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.