NUCOR CORP

Nucor (NUE), North America's largest steel producer, is anticipating its Q1 2025 earnings announcement on April 28th, with analysts predicting a year-over-year decline despite upward revisions [1]. While competitor Steel Dynamics' positive Q1 results suggest a potentially stronger steel market [1], Nucor's guidance remains lower due to decreased steel prices [4]. Positive sentiment exists around Nucor's efficient mini-mill operations [6] and potential benefits from steel import tariffs [4], [7], with some analysts upgrading NUE to a "Buy" rating [4]. However, concerns remain regarding stock buybacks potentially depleting cash reserves [2] and the recent retirement of a key executive [5], [8].