Ryerson leans into Olympic merger as demand shows early green shoots
Ryerson Holding Corp. reported a net loss for Q4 and full-year 2025, but expressed optimism due to early signs of a manufacturing rebound and the integration of Olympic Steel. The merger creates North America's second-largest service center network, with Ryerson expecting $120 million in annual run-rate synergies. Despite rising mill input costs impacting Q4 results, executives note stronger quoting activity and anticipate a 13-15% rise in Q1 2026 same-store shipments.
Nucor promotes Jack Sullivan to CFO
Nucor Corp. has promoted John L. “Jack” Sullivan to the role of chief financial officer, treasurer, and executive VP, effective March 1. Sullivan, who joined Nucor in 2022, previously served as VP, treasurer, and general manager of investor relations. He succeeds Steve Laxton, who became president and COO on January 1.
Charlotte steel giant Nucor fills CFO role as part of C-suite shakeup
Nucor Corp., a Charlotte-based steelmaker, has appointed an internal candidate with strong local connections to fill its CFO position. This change is part of a broader C-suite shakeup within the company. The article also mentions upcoming events hosted by the Charlotte Business Journal, including the 2026 Women in Business Awards and the Most Admired CEO Awards.
Nucor promotes Sullivan to CFO
Nucor Corp. has promoted Jack Sullivan to Chief Financial Officer and Executive Vice President, effective March 1. Sullivan joined the Charlotte-based steel manufacturer in 2022 and previously worked at Duke Energy and Bank of America. He succeeds Steve Laxton, who became President and COO on January 1, and will also continue in his role as treasurer.
Nucor Corporation (NUE) Appoints New Chief Financial Officer
Nucor Corporation has announced the appointment of John L. "Jack" Sullivan as its new Chief Financial Officer, Treasurer, and Executive Vice President, effective March 1, 2026. Sullivan, currently the Vice President, Treasurer, and General Manager of Investor Relations at Nucor, will succeed Stephen D. Laxton, who will transition to President and Chief Operating Officer. This strategic leadership change aims to strengthen the company's executive team and support future growth initiatives.
Nucor declares dividend, approves $4 billion buyback program
Nucor Corporation announced a quarterly cash dividend of $0.56 per share, payable on May 11, 2026, marking its 212th consecutive quarterly dividend. The company also approved a new $4 billion share repurchase authorization, replacing a previous one under which $3.69 billion of common stock had been repurchased. This comes amidst strong stock performance with a 31% gain over the past year, although InvestingPro analysis suggests shares are slightly overvalued.
Nucor Corp. (NYSE:NUE) Passes Key Dividend Sustainability Screen
Nucor Corp. (NYSE:NUE) has passed a key dividend sustainability screen, making it an attractive option for income-oriented investors. The company demonstrates a cautious payout ratio, a strong track record of dividend growth, and a reasonable yield supported by firm financial health. Its profitability and secure liquidity, despite higher-than-average debt for the sector, suggest its dividend is well-supported for the long term.
Companhia Siderurgica Nacional: Can This High?Beta Steel Play Still Reward US Investors?
Companhia Siderurgica Nacional (SID) is presented as a high-beta investment for US investors interested in emerging market cyclicals, infrastructure, and steel. The article explains that SID's performance is influenced more by global economic sentiment, Brazilian macro factors, and US risk appetite than by company-specific news. It provides a detailed analysis of the risks and rewards, fundamental drivers, and how SID fits into a US portfolio, emphasizing its volatility and suitability for tactical allocations rather than core holdings.
Ternium S.A. (NYSE:TX) Q4 2025 Earnings Call Transcript
Ternium S.A. (NYSE:TX) reported Q4 2025 earnings, missing EPS expectations with $0.33 against an anticipated $0.77. The company discussed maintaining profitability through cost reduction and efficiency programs, navigating challenging market conditions and trade measures in the US, Mexico, and Brazil. They also highlighted significant investments in their Pesqueria facility, including a new cold rolling and galvanized line, and a slab plant, while outlining future capital expenditure plans and capital allocation strategies.
Are Wall Street Analysts Bullish on Nucor Corporation Stock?
Wall Street analysts generally have a "Strong Buy" consensus on Nucor Corporation (NUE) stock, despite a recent slight downgrade from UBS due to concerns about increased competition from steel imports. The company's shares have outperformed the S&P 500 over the past year, driven by strong order backlogs and an optimistic outlook for 2026, particularly in construction and infrastructure. Analysts project a significant increase in Nucor's EPS for the current fiscal year.
Looking Into Nucor Corp's Recent Short Interest
Nucor Corp (NYSE: NUE) has seen a 5.93% increase in its short interest since the last report, with 4.98 million shares sold short, representing 2.86% of its available shares. This indicates a potential bearish sentiment among some investors, although the stock currently has less short interest compared to its peer group average of 5.60%. It would take traders an average of 2.39 days to cover their short positions.
Romanian antitrust body reviews UMB Steel takeover of ArcelorMittal Hunedoara assets
The Romanian Competition Council is currently reviewing the proposed acquisition of specific assets belonging to ArcelorMittal Hunedoara SA by UMB Steel SRL. This transaction falls under the Metals & Mining industry, indicating a potential shift in the regional steel market. The review will determine if the takeover complies with antitrust regulations and does not create an unfair market advantage.
SunCoke sees coke supply tighten as facility closure, Algoma breach reshape 2026 outlook
SunCoke Energy (NYSE: SXC) forecasts a tightened coke supply market in 2026 due to the permanent closure of its Haverhill I facility and an ongoing contract breach with Algoma Steel. Despite a net loss in 2025 driven by one-time charges and lower domestic coke sales, the company expects improved margins from its optimized coke fleet operating at full utilization and extended long-term supply agreements. SunCoke is pursuing arbitration against Algoma Steel for breach of contract, while also expecting industrial services growth to offset some coke segment weakness.
One month in, USW Local 3057 carries on strike at the Tuby in Shelby
USW Local 3057 continues its strike outside ArcelorMittal in Shelby, now one month after workers began their industrial action. On February 17, over 100 union members from various area labor unions joined the picket line to show their support for the striking workers. The strike began on January 13.
ArcelorMittal raises prices for hot-rolled coil in Europe by €50/t
ArcelorMittal has increased prices for hot-rolled coil (HRC) in Europe by €50/t, setting the new base price at €750/t delivered, and also raised prices for cold-rolled coil and long steel products by €50/t and €20/t respectively. This move is attributed to rising production costs such as scrap, gas, and electricity. The company's action mirrors a broader trend of price increases by other manufacturers facing similar cost pressures, although global HRC and rebar prices showed mixed dynamics earlier in the year.
SunCoke Energy Reports Q4 and FY2025 Net Loss on Impairment Charges, Issues 2026 EBITDA Outlook
SunCoke Energy reported a net loss for Q4 and full-year 2025, primarily due to non-cash impairment charges and costs from closing its Haverhill I facility. Despite this, the company met its revised 2025 adjusted EBITDA goals and projects growth for 2026, driven by the acquisition of Phoenix Global. The report details financial performance, an outlook for 2026 focusing on deleveraging, contract stability, and asset optimization, while also outlining reasons some might pass on SXC stock due to financial declines and operational risks.
2026 Circular Steel Summit: The view from Nucor
At the 2026 Fastmarkets Circular Steel Summit, Nucor EVP Dan Needham discussed the growth in nonresidential construction, particularly in data centers and energy, and highlighted Nucor's strategic investments in new facilities and product lines. He addressed the impact of Section 232 tariffs on reducing steel imports and emphasized Nucor's market-driven approach to decarbonization, focusing on actionable steps and transparency in embodied carbon reporting.
STLD Stock Price, Forecast & Analysis | STEEL DYNAMICS INC (NASDAQ:STLD)
This article provides a detailed analysis of Steel Dynamics Inc. (NASDAQ:STLD), covering its stock price, forecast, and various financial metrics. As of February 20, 2026, the stock price is $189.325, with analysts forecasting a 1.35% price increase over the next year. The company holds strong technical and fundamental ratings from ChartMill, with notable performance in profitability and a durable dividend.
ArcelorMittal (ENXTAM:MT) Valuation Check As Profitability Returns And Dividend And Growth Plans Advance
ArcelorMittal (ENXTAM:MT) is gaining market attention after announcing a €1.3 billion electric arc furnace project, a proposed dividend increase, and higher 2026 production guidance. Despite a strong recent stock performance, with a 94.15% one-year return, its fair value is estimated at €47.02, suggesting it might be overvalued at its current €53.22. However, the company's current P/E ratio of 15.2x is considerably lower than its peers and a model-suggested fair ratio, indicating potential for further re-rating.
Department of Interior, BLM and Warrior Met Celebrate Blue Creek Mine Expansion and Local Impact
The Department of the Interior, Bureau of Land Management (BLM), and Warrior Met Coal, Inc. celebrated the expansion of the Blue Creek Mine in Alabama, a project that is expected to create over 300 jobs and significantly boost the state's economy. This $1 billion investment will increase the mine's metallurgical coal production capacity by 75%, generating substantial royalties for federal and state treasuries. The expansion highlights a successful collaboration between government and industry to advance energy goals, provide economic benefits to rural communities, and ensure responsible resource development for critical national needs.
Steelworkers union criticizes Nippon Steel's proposal for lack of long-term commitment By Reuters
The United Steelworkers union has expressed strong criticism of Nippon Steel's merger proposal, specifically concerning a clause that allows the U.S. government to veto production cuts. The union argues this provision demonstrates a lack of long-term commitment to production sustainability and domestic capacity. The decision on the merger now rests with President Biden, who must act by January 7 or face automatic approval of the deal.
Grupo Simec se sacude la volatilidad: qué hay detrás del último movimiento de la acción
Grupo Simec's stock is experiencing low liquidity and high price dispersion, primarily due to a lack of formal coverage from major global financial institutions and inconsistent pricing across platforms. Despite this, the company's operational strength in specialized steel products, disciplined management, and exposure to infrastructure and industrial investment trends in Mexico and North America suggest underlying value. Investors are advised to focus on operational signals like volumes, margins, capital discipline, and effective exposure to nearshoring projects given the limited market transparency.
Basic Materials Stocks dip into tariff headlines as XLB ends higher — what traders watch next week
The Materials Select Sector SPDR Fund (XLB) gained 0.9% despite reports that Trump might roll back steel and aluminum tariffs, causing steel and aluminum company shares to drop. Gold mining stocks, however, saw a lift following a rebound in gold prices due to softer-than-forecasted CPI numbers. Traders are now looking to the PCE inflation figures due on February 20th.
Nucor, Cleveland-Cliffs, Alcoa Slide As Trump Reportedly Mulls Steel & Aluminum Tariff Rollback
Shares of major American steel and aluminum producers, including Nucor, Cleveland-Cliffs, and Alcoa, saw significant declines after reports emerged that former President Donald Trump is considering rolling back tariffs on imported steel and aluminum. This potential policy shift could increase foreign competition and reduce domestic pricing power, impacting the profitability of these companies. Conversely, industries that use steel and aluminum as inputs, such as automakers and machinery manufacturers, might benefit from lower costs.
Nucor EVP query sells $1.46 million in NUE stock By Investing.com
Executive Vice President Kenneth Rex of Nucor (NUE) sold 7,452 shares of common stock for a total of $1.46 million. This transaction occurred shortly after Nucor reported fourth-quarter 2025 earnings that missed market expectations, with both EPS and revenue falling short of forecasts. Despite the financial miss, there have been no recent analyst rating changes.
Insider Sell: Kenneth Query Sells Shares of Nucor Corp (NUE)
Kenneth Query, Executive Vice President of a Nucor Corp subsidiary, sold 7,452 shares of NUE on February 11, 2026. This transaction continues a pattern of insider selling, with 17 insider sells and no buys recorded over the past year. Nucor Corp's stock is currently trading at $196.02, making it modestly overvalued according to GuruFocus's GF Value.
Nucor, Cleveland-Cliffs, Alcoa Slide As Trump Reportedly Mulls Steel & Aluminum Tariff Rollback
Shares of Nucor Corp (NYSE:NUE), Cleveland-Cliffs Inc (NYSE:CLF), and Alcoa Corp (NYSE:AA) fell following reports that former President Donald Trump is considering reversing tariffs on imported steel and aluminum. This potential rollback could lead to increased foreign competition and softer domestic pricing for metal producers, while simultaneously benefiting downstream industries like automakers and machinery manufacturers due to lower input costs. The market is already adjusting to the prospect of a policy shift that could redefine pricing dynamics in these sectors.
Nucor EVP query sells $1.46 million in NUE stock
Nucor Executive Vice President Kenneth Rex Query sold 7,452 shares of NUE common stock for approximately $1.46 million on February 11, 2026, retaining 76,628 shares. This sale follows Nucor's weaker-than-expected Q4 2025 earnings and revenue, a significant development for investors. Despite the financial miss, analyst ratings have remained unchanged.
Nucor, Cleveland-Cliffs, Alcoa Slide As Trump Reportedly Mulls Steel & Aluminum Tariff Rollback
Shares of Nucor, Cleveland-Cliffs, and Alcoa fell after reports indicated that former President Donald Trump is considering rolling back tariffs on imported steel and aluminum. This potential policy shift could increase foreign competition and soften domestic pricing for steel and aluminum producers, which had previously benefited from tariff protection. Conversely, a tariff rollback could lead to lower input costs for downstream industries like automotive and construction, benefiting companies such as Ford, General Motors, Caterpillar, and Deere.
Vale Likely to Keep Growing Iron Ore Volumes as It Brings More Capacity Online
Vale, the world's largest iron ore miner, is expected to increase its iron ore volumes by bringing more capacity online. This growth occurs despite anticipated slowdowns in Chinese raw material demand as China's infrastructure-led investment boom wanes and recycled steel use increases. However, the report also notes that recent earnings were moderately weaker than expected, even with stronger base metals results.
Nucor (NUE) is a Top-Ranked Value Stock: Should You Buy?
The article highlights Nucor (NUE) as a top-ranked value stock, detailing how Zacks Style Scores and Rank can help investors identify promising stocks. Nucor has a Zacks Rank of #3 (Hold) but boasts a strong Value Style Score of B and a VGM Score of A, with attractive valuation metrics. Analysts have also revised Nucor's fiscal 2026 earnings estimates upwards, making it an attractive option for value-oriented investors.
Nucor, Cleveland-Cliffs, Alcoa Slide As Trump Reportedly Mulls Steel & Aluminum Tariff Rollback
Shares of Nucor Corp, Cleveland-Cliffs Inc, and Alcoa Corp fell after reports that former President Donald Trump is considering reversing tariffs on imported steel and aluminum. The potential rollback of tariffs could lead to increased foreign competition and softer domestic pricing for steel and aluminum producers, while potentially benefiting industries that use these materials, such as automakers and machinery manufacturers. The market reaction indicates a swift adjustment to the possibility of a significant policy shift in trade.
Steel Tariffs Will Drive M&A in US Industry, Wells Fargo Says
Wells Fargo projects that President Trump's steel tariffs will stimulate mergers and acquisitions within the U.S. metals industry this year. The tariffs have benefited domestic steelmakers by decreasing foreign competition, thus increasing demand for U.S.-produced steel. This environment is expected to attract new buyers and drive M&A activity.
Dual-Fuel Diesel - Gas Fuel Delivery Market | Global Industry Analysis & Outlook - 2036
The dual-fuel diesel-gas fuel delivery market is projected to grow from USD 604.0 million in 2026 to USD 1,292.0 million by 2036, at a CAGR of 7.9%. This growth is driven by stricter emissions standards and the pursuit of lower operating costs. Diesel + CNG is expected to dominate the market with a 59.0% share, and new build OEM will lead the sales channel segment.
CMC Jumps 69% in a Year: What's the Right Strategy for Investors Now?
Commercial Metals Company (CMC) stock has surged 68.8% in the past year, outperforming its industry and the broader market. Despite challenges in its European operations, the company reported strong Q1 fiscal 2026 earnings driven by solid demand in North America and recent acquisitions. With positive estimate revisions, attractive valuation, and long-term growth initiatives, the article suggests existing investors hold CMC shares, while new investors should proceed with caution due to European market conditions.
CMC Jumps 69% in a Year: What's the Right Strategy for Investors Now?
Commercial Metals Company (CMC) stock has significantly outperformed its industry and peers, soaring 68.8% in the past year, driven by strong quarterly earnings and strategic acquisitions in North America. While the company's valuation appears attractive and it's well-positioned for long-term growth, challenges in its European operations warrant caution for new investors. Existing shareholders are advised to remain invested due to CMC's solid growth prospects, supported by a Zacks Rank #3 (Hold).
Nucor stock reaches 52-week high at $193.53
Nucor Corporation's stock reached a 52-week high of $193.53, reflecting a robust period for the steel manufacturing company with a market capitalization of $43.94 billion and significant returns over the past year and six months. Despite strong performance and consistent dividend payments, the company recently missed Q4 2025 earnings and revenue expectations. While some analysts see further upside, InvestingPro's Fair Value assessment suggests the stock is currently slightly overvalued.
Stock Market Today, Feb. 11: Steelmaker Gerdau Jumps After Trading Volume Surges on U.S. Jobs Report
Shares of the Brazilian steelmaker Gerdau (GGB) jumped 2.59% on February 11, 2026, with trading volume 286% above its three-month average. This surge followed a mixed U.S. jobs report, which led investors to anticipate potential Federal Reserve rate cuts and increased demand for steel in construction. Other steel companies like Nucor (NUE) and Steel Dynamics (STLD) also saw gains.
Nucor stock reaches 52-week high at $193.53 By Investing.com
Nucor's stock hit a 52-week high of $193.53, highlighting a strong period for the steel manufacturer. The company has seen a 41.28% return over the past year and maintains a "GOOD" financial health score despite a recent Q4 2025 earnings miss. While analysts suggest further upside, InvestingPro's Fair Value assessment indicates the stock is currently slightly overvalued.
STZ Stock Price, Forecast & Analysis | CONSTELLATION BRANDS INC-A (NYSE:STZ)
This article provides an analysis of Constellation Brands Inc. (NYSE:STZ) stock, covering its current price, performance overview, technical and fundamental ratings, financial highlights, and analyst forecasts. The stock closed at $149.30, down 8.04%, with analysts projecting an 18.71% price increase over the next year. Key statistics, ownership data, recent news, and competitor comparisons are also included, alongside a company profile.
Mueller Industries and the Discipline the Market Keeps Mispricing
The article argues that Mueller Industries (MLI) is often mispriced by the market, which tends to view it solely through the lens of copper prices and construction activity. Instead, the author contends that Mueller's long-term performance is driven more by disciplined capital allocation and its role as a value-added manufacturer with strong balance sheet management. The current valuation does not fully account for the company's financial flexibility, reduced share count, and resilient business model.
French steelmaker invest €1.3 billion to produce 'green steel'
ArcelorMittal is investing €1.3 billion to construct a large electric arc furnace at its Dunkirk plant in northern France. This project aims to produce two million tonnes of "green steel" annually by 2029, eliminating the need for coal and significantly reducing CO₂ emissions, which currently account for about 15% of French industrial emissions. The investment, supported by the French government and spurred by new European protective measures, is a step towards decarbonizing the steel industry, though some union representatives remain cautious about the timeline and job implications.
The Resilient Giant: A Comprehensive Research Feature on Cleveland-Cliffs Inc. (NYSE: CLF) in 2026
Cleveland-Cliffs Inc. (NYSE: CLF) has transformed into a leading integrated steel producer in North America by 2026, driven by vertical integration and strategic acquisitions like Stelco Holdings. After a challenging "reset year" in 2025, the company is poised for a financial rebound in 2026, supported by a "Fortress America" trade environment, a strategic alliance with POSCO, and focus on high-growth areas like electrical steels and green steel. CEO Lourenco Goncalves' leadership and the company's unique business model position CLF as a strong play on the reshoring of the American economy despite inherent cyclical risks.
Cliffs logs big loss in '25, sees better times in '26
Cleveland-Cliffs Inc. experienced a significant net loss of $1.48 billion in 2025, nearly double the previous year, primarily due to weak automotive production, an unfavorable slab contract, and adverse Canadian market dynamics. However, the company anticipates a return to profitability in 2026, driven by an improved trade environment, the expiration of the problematic slab contract, and expected increases in US vehicle production. Cliffs projects higher shipments, improved demand, rising prices, and declining unit costs, along with strategic partnerships like the one with POSCO, to contribute to dramatically improved results.
GrafTech’s results underscore pricing pain despite strong US volume gains
GrafTech International closed 2025 with increased sales volumes and significant cost reductions but remained unprofitable due to global oversupply and aggressive competitor pricing. Despite a notable rise in US shipments, the firm's realized prices fell sharply, impacting overall sales and leading to widened net losses. GrafTech is focusing on cost control and shifting tonnage to the higher-priced US market for its 2026 outlook, while still facing challenges from supply-side imbalances in the graphite electrode industry.
ArcelorMittal earned $3.1 billion in net profit in 2025
ArcelorMittal reported a net profit of $3.15 billion in 2025, a significant increase of 135.4% compared to 2024, despite a slight decrease in revenue to $61.35 billion. The company's CEO, Aditya Mittal, highlighted improving global outlooks, especially in India, and strategic projects contributing to EBITDA growth. ArcelorMittal is a major global steelmaker and mining company, with its financial report detailing performance metrics for the full year and the fourth quarter of 2025.
Easter Eggs Are Dropping. Will They Break?
This article discusses the impact of tariffs, particularly those described by the acronym TACO ("Trump Always Chickens Out"), on the North American rail industry and car builders. Authored by David Nahass, it highlights the uncertainty created by constantly shifting tariff policies, the specific resistance to Section 232 tariffs on foreign steel, and the potential for significant job losses and increased costs for railcar manufacturers like The Greenbrier Companies. The discussion also touches on the broader volatility in the rail economy caused by these trade policies and their implications for competitiveness against other transportation modes.
Ternium's (NYSE:TX) investors will be pleased with their impressive 128% return over the last five years
Ternium (NYSE:TX) shareholders have enjoyed a 128% total shareholder return over the last five years, significantly outperforming its 55% share price increase in the same period. While earnings per share grew by 61% annually, the share price only increased by 9%, indicating a more pessimistic market sentiment despite strong fundamentals. The company's dividends have played a crucial role in boosting the overall shareholder return.
Steel Dynamics Inc. Stock Is Quietly Going Off – Are You Too Late To Cop In?
Steel Dynamics Inc. (STLD) is gaining attention as a stable industrial stock with strong cash flow and dividends, contrasting with more volatile tech and meme stocks. The article analyzes its price performance, dividend yield, and risk profile, comparing it to rival Nucor Corporation (NUE). It concludes that STLD is a "cop" for long-term investors seeking real profits and exposure to the physical economy, despite its cyclical nature.
Steel Dynamics Inc. Stock Is Quietly Going Off – Are You Too Late To Cop In?
Steel Dynamics Inc. (STLD) is gaining quiet traction among investors, particularly on social media platforms like TikTok, for its stability, strong cash flow, and dividends, contrasting with more volatile meme stocks. The article explores whether this "boring" steel stock is a genuine opportunity or overhyped, analyzing its price performance, dividend appeal, and risk profile. It also compares STLD to a key competitor, Nucor Corporation, ultimately suggesting that Steel Dynamics could be a solid portfolio backbone for the right investor, though it's not a short-term "moonshot" play.
