Nucor Corporation’s $3 Billion Bet: Is Brandenburg the Game-Changer Steel Was Waiting For? 

Nucor Corporation’s first quarter of 2025 results provide a comprehensive overview of both strategic advancements and challenges faced by the company. The details from the conference call highlight several aspects of Nucor’s operational and financial status, guiding an investment thesis that balances growth prospects with market challenges. Financially, the company reported earnings before interest, taxes, depreciation, and amortization (EBITDA) of $696 million and adjusted earnings per share (EPS) of $0.77. This figure reflects a decrease compared to previous quarters, driven by significant reinvestments amounting to nearly $860 million for future growth projects. Despite these lower results, Nucor maintains a strong balance sheet and liquidity, allowing for continued focus on its long-term growth strategies.