Steel Dynamics (STLD) official guidance
Steel Dynamics (STLD) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteSTLDSTEEL DYNAMICS INCFY2027 · ends 2027-12-31
1 metricearnings call · 10d
2026-10-20 16:31:59 UTCat least $600M
Right now, for CapEx next year, it might be in the range of $600 million plus, but that needs to be refined.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
2026-07-22 04:01:14 UTC$500M – $600Mnew
Absent any significant additional items, I would think that we'd probably be in the range of that $500 million-$600 million at maximum.
STLD · transcript · Q2 FY2026
2026-07-22 04:00:00 UTCOpen source
STLDSTEEL DYNAMICS INCQ4 FY2026 · ends 2026-12-31
2 metrics2 newearnings call · 10d
2026-10-20 16:31:59 UTC$150Mnew-20.4% vs Q4 FY2025
During the third quarter 2026, we invested $150 million in capital investments, with fourth quarter estimates also in that same range.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
2026-10-20 16:31:59 UTCimprovenew
We expect volumes, cost structure, and profitability from the aluminum rolling mill to improve in the fourth quarter and throughout 2027.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
STLDSTEEL DYNAMICS INCFY2026
1 metric1 newearnings call · 10d
2026-10-20 16:31:59 UTCremain very strong to slightly upwardnew
So it would be our view that the margins or spreads will remain very strong to slightly upward in the coming months.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
STLDSTEEL DYNAMICS INCFY2027 · ends 2027-12-31
1 metricearnings call · 10d
2026-10-20 16:31:59 UTCcontinue improving
We believe volume and profitability from our aluminum operations will increase sharply in the fourth quarter and continue improving through 2027 as startup costs subside, utilization yields improve, and scrap content increases.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
2026-10-20 13:31:22 UTCimprove
Looking ahead, we expect aluminum volumes and profitability to improve in the fourth quarter 2026 and throughout 2027, as startup costs subside, utilization and yields improve, and scrap content increases.
STLD · EX-99.1 · Q3 FY2026
2026-10-20 13:30:19 UTCOpen source
2026-07-21 13:43:01 UTCincrease sharplynew
The company expects volumes and profitability from its aluminum operations to increase sharply in the second half 2026 and for full year 2027, as startup costs subside, utilization and yields improve, and scrap content increases.
STLD · EX-99.1 · Q2 FY2026
2026-07-21 13:42:18 UTCOpen source
STLDSTEEL DYNAMICS INCQ4 FY2026 · ends 2026-12-31
1 metricearnings call · 10d
2026-10-20 16:31:59 UTCimprove
We expect volumes, cost structure, and profitability from the aluminum rolling mill to improve in the fourth quarter and throughout 2027.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
2026-10-20 13:31:22 UTCimprovenew
Looking ahead, we expect aluminum volumes and profitability to improve in the fourth quarter 2026 and throughout 2027, as startup costs subside, utilization and yields improve, and scrap content increases.
STLD · EX-99.1 · Q3 FY2026
2026-10-20 13:30:19 UTCOpen source
STLDSTEEL DYNAMICS INCFY2027 · ends 2027-12-31
1 metric1 newearnings call · 10d
2026-10-20 16:31:59 UTCa really strong opportunity for an uplift on marginsnew
But 2027 seems to be a really strong opportunity for an uplift on margins, volumes, and pricing.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
STLDSTEEL DYNAMICS INCFY2026 · ends 2026-12-31
1 metricearnings call · 10d
2026-10-20 16:31:59 UTC90%
Though it has put us a month behind, we still believe we can achieve 90% by the end of the year.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
2026-07-22 04:01:14 UTCat least 90%
The aluminum flat roll mill itself produced 84,000 metric tons in the second quarter, which is approximately 50% of capability, with expectations to exit 2026 at a monthly production rate of at least 90% capacity, allowing for full volume capability in 2027.
STLD · transcript · Q2 FY2026
2026-07-22 04:00:00 UTCOpen source
2026-04-22 04:00:49 UTC90%maintained
We continue to believe we'll be exiting 2026 at a monthly rate of 90% capacity.
STLD · transcript · Q1 FY2026
2026-04-22 04:00:00 UTCOpen source
2026-01-27 05:01:10 UTC90%
I'm confident we will be exiting 2026 at a rate approaching 90% capacity.
STLD · transcript · Q4 FY2025
2026-01-27 05:00:00 UTCOpen source
2025-10-22 04:01:09 UTCat least 75%new
What we have done is provided substantiation that we still are very confident in exiting the year, at least at a 75% utilization rate.
STLD · transcript · Q3 FY2025
2025-10-22 04:00:00 UTCOpen source
STLDSTEEL DYNAMICS INCFY2027 · ends 2027-12-31
1 metricearnings call · 10d
2026-10-20 16:31:59 UTCincrease sharply
We believe volume and profitability from our aluminum operations will increase sharply in the fourth quarter and continue improving through 2027 as startup costs subside, utilization yields improve, and scrap content increases.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
2026-10-20 13:31:22 UTCimprove
Looking ahead, we expect aluminum volumes and profitability to improve in the fourth quarter 2026 and throughout 2027, as startup costs subside, utilization and yields improve, and scrap content increases.
STLD · EX-99.1 · Q3 FY2026
2026-10-20 13:30:19 UTCOpen source
2026-07-21 13:43:01 UTCincrease sharplynew
The company expects volumes and profitability from its aluminum operations to increase sharply in the second half 2026 and for full year 2027, as startup costs subside, utilization and yields improve, and scrap content increases.
STLD · EX-99.1 · Q2 FY2026
2026-07-21 13:42:18 UTCOpen source
STLDSTEEL DYNAMICS INCQ4 FY2026 · ends 2026-12-31
1 metricearnings call · 10d
2026-10-20 16:31:59 UTCimprove
We expect volumes, cost structure, and profitability from the aluminum rolling mill to improve in the fourth quarter and throughout 2027.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
2026-10-20 13:31:22 UTCimprovenew
Looking ahead, we expect aluminum volumes and profitability to improve in the fourth quarter 2026 and throughout 2027, as startup costs subside, utilization and yields improve, and scrap content increases.
STLD · EX-99.1 · Q3 FY2026
2026-10-20 13:30:19 UTCOpen source
STLDSTEEL DYNAMICS INCFY2027 · ends 2027-12-31
1 metric1 newearnings call · 10d
2026-10-20 16:31:59 UTCa really strong opportunity for an uplift on margins, volumes, and pricingnew
But 2027 seems to be a really strong opportunity for an uplift on margins, volumes, and pricing.
STLD · transcript · Q3 FY2026
2026-10-20 16:31:00 UTCOpen source
STLDSTEEL DYNAMICS INCQ3 FY2026 · ends 2026-09-30
9 metrics8 newguidance update · 2026-09-18 13:48:51 UTC
2026-09-18 13:48:51 UTCincreasenew
The company expects average realized steel selling values to increase in combination with lower scrap costs.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-09-18 13:48:51 UTCimprove meaningfully compared to sequential second quarter resultsnew
Third quarter 2026 earnings from the company’s aluminum operations are expected to improve meaningfully compared to sequential second quarter results, driven by increased shipments.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-09-18 13:48:51 UTClower than sequential second quarter resultsnew
Third quarter 2026 earnings from the company’s metals recycling operations are expected to be lower than sequential second quarter results, due to lower metal spreads and modestly lower shipments.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-09-18 13:48:51 UTCimprove modestly from sequential second quarter resultsnew
The company expects third quarter 2026 earnings from its steel fabrication operations to improve modestly from sequential second quarter results, supported by stronger shipments, which more than offset metal spread compression as higher pricing was offset by increased steel input material costs.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-09-18 13:48:51 UTC$5.34 – $5.38new94.9% – 96.4% vs Q3 FY2025
Steel Dynamics, Inc. (NASDAQ/GS: STLD) today provided third quarter 2026 earnings guidance in the range of $5.34 to $5.38 per diluted share.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-09-18 13:48:51 UTCsignificantly higher than sequential second quarter resultsnew
Third quarter 2026 profitability from the company’s steel operations is expected to be significantly higher than sequential second quarter results, driven by metal margin expansion across the platform and record shipments.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-09-18 13:48:51 UTClower scrap costsnew
The company expects average realized steel selling values to increase in combination with lower scrap costs.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-09-18 13:48:51 UTCrecord shipmentsnew
Third quarter 2026 profitability from the company’s steel operations is expected to be significantly higher than sequential second quarter results, driven by metal margin expansion across the platform and record shipments.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-09-18 13:48:51 UTCincreased shipments
Third quarter 2026 earnings from the company’s aluminum operations are expected to improve meaningfully compared to sequential second quarter results, driven by increased shipments.
STLD · EX-99.1
2026-09-18 13:47:31 UTCOpen source
2026-07-22 04:01:14 UTCSignificantly improvednew
Barry SchneiderPresident and COO at Steel Dynamics (00:52:02): Significantly improved.
STLD · transcript · Q2 FY2026
2026-07-22 04:00:00 UTCOpen source