Nucor Corporation: How the West Virginia Mill Could Unlock Automotive Share and Margin Upside!

Nucor Corporation delivered a mixed performance in the fourth quarter and full year 2025, marked by some significant strategic initiatives and notable operational achievements, but also facing challenges in certain segments. The firm recorded adjusted earnings per share of $1.73 for Q4 and $7.71 for the full year. While the fourth quarter earnings were under pressure compared to the previous quarter, the year-over-year performance indicates a broader resilience amidst challenging market conditions. Positively, Nucor achieved remarkable safety improvements, reducing injury and illness rates for the eighth consecutive year, reflecting robust operational controls. The company’s commitment to worker safety highlights its focus on sustainable operational excellence. Moreover, Nucor’s strategic endeavors include $3.4 billion in reinvestment aimed at long-term growth, particularly with 15 significant projects enhancing capabilities in the steel mills segment. This focus on higher-margin products and steel-related businesses promises enhanced revenue streams.