SHARPE
Reported results
- GAAP net sales were $11.25 billion for the third quarter of 2026.
- GAAP net earnings attributable to Nucor stockholders were $1.32 billion, or $5.80 per diluted share, for the third quarter of 2026.
- GAAP net earnings before noncontrolling interests were $1.47 billion for the third quarter of 2026.
- Non-GAAP EBITDA was $2.28 billion for the third quarter of 2026.
- Non-GAAP free cash flow was $2,661 million for the first nine months of 2026.
Guidance
- Earnings in the fourth quarter of 2026 are expected to be generally in-line with or modestly higher than the third quarter of 2026.
Notes
Beginning in the third quarter of 2026, the company added free cash flow to its non-GAAP financial measures.
Price and volatility reaction
The stock moved +5.2% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -4.8 vol points across the event (constant-maturity series — not the front-week crush).
| Measure | Value | Basis |
|---|---|---|
| Close before release | 257.35 | 2026-10-26 |
| Close after release | 270.79 | 2026-10-27 |
| Realised move | +5.2% | close to close |
| 30d ATM IV change | -4.8 vol pts | constant-maturity series, not the front expiry |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-10-26 (8-K, Item 2.02). Read the original filing on sec.gov.