Q2 FY2026 EarningsQ2 FY26 beat consensus significantly on the top and bottom lines: revenue $6.09B vs. $5.46B expected, and diluted EPS $3.69 vs. $3.68 mean (approaching high end of $4.11). Steel Operations led the beat with 22% YoY revenue growth and record shipments of 3.7M tons, benefiting from expanded metal spreads. Operating income surged 83% YoY to $700.5M, overcoming a 125% jump in net interest expense caused by lower capitalized interest as the aluminum mill project nears completion.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Steel Dynamics(STLD) the Revenue is 6.092 B (+33.44%), Beat estimate;the EBIT is 700.48 M (+82.96%), Miss estimate;the EPS is 3.69 (+83.58%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
6.09B33.44%
5.46B19.71%
+0.63B13.73%
EBITMiss expectations
0.70B82.96%
0.71B85.60%
-0.01B2.64%
EPSExceed expectations
3.6983.58%
3.677882.98%
+0.01220.60%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf