STLD Earnings Date: Jan 25, 2027 (Estimated) — Steel Dynamics, Inc.
NASDAQ · Materials · Steel
Updated
When is STLD's next earnings date?
Steel Dynamics, Inc. (STLD) is expected to report Q4 2026 earnings on Monday, January 25, 2027 at 8:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $5.62 on revenue of $6.17B.
How did STLD do in its last earnings report?
In its most recent report on Oct 19, 2026 (Q3 2026), Steel Dynamics, Inc. posted EPS of $5.26 versus the $5.38 estimate, a miss of 2.2%. Revenue was $6.51B against a $6.42B estimate. The stock's 1-day post-earnings move was -0.3%.
How much does STLD stock move after earnings?
STLD beat EPS estimates in 5 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 3.1% (up or down) in the day after earnings.
About Steel Dynamics, Inc.
Steel Dynamics, Inc. is a prominent American steel manufacturer and metal recycling enterprise, conducting its operations through three distinct business divisions. The Steel Operations segment is responsible for producing a broad range of steel products, including hot, cold, and coated rolled steel, various structural shapes like beams, channels, and angles, flat and reinforcing bars, and a diverse selection of rail and engineered steel bar products. This segment also provides specialized processing services for both bar products (such as turning, polishing, and heat treating) and specialty items (including cutting, welding, and galvanizing). Its offerings cater to numerous industries, such as construction, automotive, manufacturing, transportation, heavy and agricultural equipment, and pipe and tube production. Sales are channeled directly to end-users, steel fabricators, and service centers. The Metals Recycling Operations division focuses on acquiring, processing, and reselling ferrous (e.g., heavy melting steel, shredded scrap, cast iron) and nonferrous (e.g., aluminum, copper, stainless steel) scrap metals, transforming them into reusable materials. This division further offers supplementary services including transportation logistics, marketing, brokerage, and scrap management. The Steel Fabrication Operations segment manufactures crucial components for commercial building construction, such as steel joists, girders, trusses, and steel deck products. Established in 1993 and headquartered in Fort Wayne, Indiana, the company also engages in exporting its products internationally.
🤖 AI Earnings Analysis
Steel Dynamics’ record 3.8 million-ton shipments and $6.5 billion sales underscore strong steel demand, with revenue up roughly 35% year over year; however, EPS of $5.26 missed estimates by $0.12.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-19 | Q3 2026 | 5.38 | 5.26 | -2.23% | $6.51B | ❌ Miss | -0.33% | -3.11% | — |
| 2026-07-20 | Q2 2026 | 3.68 | 3.69 | +0.27% | $6.09B | ✅ Beat | +1.31% | +8.58% | +8.38% |
| 2026-04-20 | Q1 2026 | 2.79 | 2.78 | -0.36% | $5.21B | ❌ Miss | +5.19% | +7.49% | +6.69% |
| 2026-01-26 | Q4 2025 | 1.70 | 1.82 | +7.06% | $4.41B | ✅ Beat | -4.41% | -0.97% | +5.27% |
| 2025-10-20 | Q3 2025 | 2.64 | 2.74 | +3.79% | $4.83B | ✅ Beat | +5.15% | +8.02% | +5.69% |
| 2025-04-22 | Q1 2025 | 1.38 | 1.44 | +4.35% | $4.37B | ✅ Beat | +4.35% | +10.13% | +12.63% |
| 2025-01-22 | Q4 2024 | 1.42 | 1.36 | -4.23% | $3.87B | ❌ Miss | -0.42% | +5.12% | +6.37% |
| 2024-10-16 | Q3 2024 | 1.97 | 2.05 | +4.06% | $4.34B | ✅ Beat | +4.00% | -0.94% | +6.13% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $6.25B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Steel Operations | 72.4% | $4.52B | — | $6.65B | $3.15B | $3.38B | $6.87B |
| Metals Recycling and Ferrous Resources Operations | 20.1% | $1.26B | — | $3.35B | $1.07B | $1.16B | $2.11B |
| Steel Fabrication Operations | 7.5% | $468.7M | — | $879.0M | $352.5M | $340.7M | $725.5M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.