Stock Pulse
Nucor Corp (NUE) reported strong Q1 2025 earnings with $0.77 adjusted EPS and $696 million in EBITDA, reinvesting heavily in growth and returning capital to shareholders [1]. Despite current market headwinds and start-up costs, the company anticipates higher Q2 earnings due to a growing backlog and strong cash position, further strengthened by a new debt issuance [1]. Positive Q1 results from competitor Steel Dynamics suggest a potentially strong steel market [2], while Nucor benefits from reinstated steel tariffs and is positioned for long-term growth [1], [5]. Concerns remain regarding macroeconomic uncertainty and potential margin compression [1], and Jim Cramer has expressed concerns about Nucor's stock buyback strategy [3] despite previously praising the company [4], [8]. The retirement of a key executive [6], [9] introduces a leadership transition period.