Steel Dynamics: Trump Trade With Several Tailwinds
The reshoring of industrial capacity from China to the US, driven by tariffs, will benefit US steelmakers like Steel Dynamics. Steel Dynamics is well-positioned with competitive advantages in electric arc furnace technology, vertical integration, and value-added products. Strategic investments in new steel and aluminum mills are expected to significantly boost Steel Dynamics' EBITDA by $1.2 billion.
Steel Dynamics (STLD) Up 10.4% Since Last Earnings Report: Can It Continue?
Steel Dynamics (STLD) reported earnings 30 days ago. What's next for the stock?
Steel Dynamics: Tariffs Tailwind
Steel Dynamics shares have surged 8.6% due to Trump's tariffs, making their products more competitive against imports. Trump's recent tariffs on steel and aluminum will further benefit Steel Dynamics by allowing them to price products higher without foreign competition. Despite conservative growth estimates, I believe Steel Dynamics will see accelerated growth, with potential for up to 29.7% upside in shares.
Steel Dynamics, Inc. (STLD) Q4 2024 Earnings Call Transcript
Steel Dynamics, Inc. (NASDAQ:STLD ) Q4 2024 Earnings Conference Call January 23, 2025 11:00 AM ET Company Participants David Lipschitz - Director, IR Mark Millett - Chairman and CEO Theresa Wagler - EVP and CFO Barry Schneider - President and COO Conference Call Participants Tristan Gresser - BNP Paribas Timna Tanners - Wolfe Research Lawson Winder - Bank of America Merrill Lynch Alexander Hacking - Citigroup Bill Peterson - JPMorgan John Tumazos - Very Independent Research, LLC Operator Good day, and welcome to the Steel Dynamics Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Steel Dynamics' Q4 Earnings Surpass Estimates, Sales Miss
STLD believes that the market conditions are in place to support rising demand across its operational platforms in 2025.
Steel Dynamics (STLD) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Steel Dynamics (STLD) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Steel Dynamics (STLD) Q4 Earnings Top Estimates
Steel Dynamics (STLD) came out with quarterly earnings of $1.36 per share, beating the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $2.61 per share a year ago.
Steel Dynamics to Post Q4 Earnings: What's in the Cards for the Stock?
STLD's fourth-quarter results are likely to have been impacted by lower profitability in steel operations due to weaker prices.
Will Steel Dynamics (STLD) Beat Estimates Again in Its Next Earnings Report?
Steel Dynamics (STLD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Unlocking Q4 Potential of Steel Dynamics (STLD): Exploring Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Steel Dynamics (STLD) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Earnings Preview: Steel Dynamics (STLD) Q4 Earnings Expected to Decline
Steel Dynamics (STLD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Steel Dynamics (STLD) Surpasses Market Returns: Some Facts Worth Knowing
In the most recent trading session, Steel Dynamics (STLD) closed at $123.52, indicating a +0.2% shift from the previous trading day.
