Subtext

Nucor Corporation NUE

SectorMaterials
Transcripts69
Date range2008-01-24 – 2025-04-29
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-22-11+0+11+222007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q4 · Overall: +10.82008 Q1 · Overall: +12.12008 Q2 · Overall: +13.82008 Q3 · Overall: +2.92008 Q4 · Overall: +1.42009 Q1 · Overall: +0.42009 Q2 · Overall: -8.42009 Q3 · Overall: +0.62009 Q4 · Overall: +2.12010 Q1 · Overall: +6.72010 Q2 · Overall: +4.12010 Q4 · Overall: +8.42011 Q1 · Overall: +10.52011 Q2 · Overall: +6.42011 Q3 · Overall: +9.52011 Q4 · Overall: +12.52012 Q1 · Overall: +6.72012 Q2 · Overall: +6.12012 Q3 · Overall: +1.92012 Q4 · Overall: +11.62013 Q1 · Overall: +7.02013 Q2 · Overall: +11.62013 Q3 · Overall: +4.82013 Q4 · Overall: +11.32014 Q1 · Overall: +5.52014 Q2 · Overall: +17.22014 Q3 · Overall: +12.62014 Q4 · Overall: +7.92015 Q1 · Overall: +4.62015 Q2 · Overall: +9.62015 Q3 · Overall: +11.02015 Q4 · Overall: +13.52016 Q1 · Overall: +11.92016 Q2 · Overall: +13.62016 Q3 · Overall: +7.82016 Q4 · Overall: +7.52017 Q1 · Overall: +14.72017 Q2 · Overall: +17.52017 Q3 · Overall: +8.72017 Q4 · Overall: +12.42018 Q1 · Overall: +17.22018 Q2 · Overall: +15.52018 Q3 · Overall: +4.92018 Q4 · Overall: +19.22019 Q1 · Overall: +11.82019 Q2 · Overall: +7.42019 Q3 · Overall: +14.02019 Q4 · Overall: +14.22020 Q1 · Overall: +2.02020 Q2 · Overall: +7.62020 Q3 · Overall: +11.12020 Q4 · Overall: +9.32021 Q1 · Overall: +11.92021 Q2 · Overall: +19.22021 Q3 · Overall: +3.82021 Q4 · Overall: +12.02022 Q1 · Overall: +8.12022 Q2 · Overall: +13.52022 Q3 · Overall: +8.02022 Q4 · Overall: +8.52023 Q1 · Overall: +10.92023 Q2 · Overall: +7.82023 Q3 · Overall: +5.42023 Q4 · Overall: +8.32024 Q1 · Overall: +11.22024 Q2 · Overall: +5.82024 Q3 · Overall: +3.52024 Q4 · Overall: +4.82025 Q1 · Overall: +9.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-34-17+0+17+342007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q4 · CEO: +7.02008 Q3 · CEO: +6.22008 Q4 · CEO: +3.72009 Q1 · CEO: -2.12009 Q2 · CEO: +2.72009 Q3 · CEO: -4.32009 Q4 · CEO: +3.02010 Q1 · CEO: +3.72010 Q2 · CEO: +1.82010 Q4 · CEO: +7.02011 Q1 · CEO: +8.42011 Q2 · CEO: +10.12011 Q3 · CEO: +8.02011 Q4 · CEO: +13.92012 Q1 · CEO: -1.52012 Q2 · CEO: +2.82012 Q3 · CEO: +2.92012 Q4 · CEO: +17.12013 Q1 · CEO: +13.52013 Q2 · CEO: +16.22013 Q3 · CEO: +10.92013 Q4 · CEO: +15.52014 Q1 · CEO: +7.42014 Q2 · CEO: +21.12014 Q3 · CEO: +18.62014 Q4 · CEO: +6.62015 Q1 · CEO: +7.52015 Q4 · CEO: +20.02016 Q3 · CEO: +15.82017 Q1 · CEO: +18.72017 Q2 · CEO: +22.12017 Q3 · CEO: +12.52017 Q4 · CEO: +19.32018 Q1 · CEO: +20.32018 Q2 · CEO: +21.92018 Q3 · CEO: +8.62018 Q4 · CEO: +26.32019 Q1 · CEO: +17.62019 Q2 · CEO: +11.62019 Q3 · CEO: +22.02019 Q4 · CEO: +23.02020 Q1 · CEO: +2.82020 Q2 · CEO: +10.12020 Q3 · CEO: +14.52020 Q4 · CEO: +14.72021 Q1 · CEO: +17.82021 Q2 · CEO: +24.22021 Q3 · CEO: +7.72021 Q4 · CEO: +15.62022 Q1 · CEO: +8.02022 Q2 · CEO: +16.32022 Q3 · CEO: +15.12022 Q4 · CEO: +9.92023 Q1 · CEO: +13.52023 Q2 · CEO: +9.12023 Q3 · CEO: +12.02023 Q4 · CEO: +11.52024 Q1 · CEO: +14.92024 Q2 · CEO: +6.72024 Q4 · CEO: +5.32025 Q1 · CEO: +12.72008 Q3 · CFO: +21.22008 Q4 · CFO: -0.92009 Q1 · CFO: +2.02009 Q3 · CFO: +1.32009 Q4 · CFO: +13.02010 Q1 · CFO: +7.02010 Q2 · CFO: +12.72010 Q4 · CFO: +10.92011 Q1 · CFO: +21.82011 Q2 · CFO: +23.92011 Q3 · CFO: +20.62011 Q4 · CFO: +24.82012 Q1 · CFO: +29.92012 Q2 · CFO: +21.02012 Q3 · CFO: +9.72012 Q4 · CFO: +20.42013 Q1 · CFO: +6.02013 Q2 · CFO: +11.72013 Q3 · CFO: +2.52013 Q4 · CFO: +20.92014 Q1 · CFO: +15.52014 Q2 · CFO: +19.42014 Q3 · CFO: +13.42014 Q4 · CFO: +18.22015 Q1 · CFO: +6.42015 Q4 · CFO: +11.02016 Q3 · CFO: +4.62017 Q1 · CFO: +21.22017 Q2 · CFO: +23.82017 Q3 · CFO: +11.72017 Q4 · CFO: +11.72018 Q1 · CFO: +20.82018 Q2 · CFO: +16.92018 Q3 · CFO: +16.42018 Q4 · CFO: +25.12019 Q1 · CFO: +10.22019 Q2 · CFO: +4.82019 Q3 · CFO: +6.92019 Q4 · CFO: +10.82020 Q1 · CFO: -3.02020 Q2 · CFO: +12.62020 Q3 · CFO: +10.92020 Q4 · CFO: +7.02021 Q1 · CFO: +13.52021 Q2 · CFO: +20.92021 Q3 · CFO: +2.22021 Q4 · CFO: +21.12022 Q2 · CFO: +25.62022 Q3 · CFO: +6.82022 Q4 · CFO: +11.52023 Q1 · CFO: +21.12023 Q2 · CFO: +18.82023 Q3 · CFO: -2.82023 Q4 · CFO: +14.42024 Q1 · CFO: +20.42024 Q2 · CFO: +4.72024 Q4 · CFO: +9.92025 Q1 · CFO: +11.6
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-46-23+0+23+462007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q4 · Prepared remarks: +31.22008 Q1 · Prepared remarks: +37.12008 Q2 · Prepared remarks: +27.72008 Q3 · Prepared remarks: +15.62008 Q4 · Prepared remarks: +12.02009 Q1 · Prepared remarks: +13.82009 Q2 · Prepared remarks: +0.02009 Q3 · Prepared remarks: -0.92009 Q4 · Prepared remarks: +13.52010 Q1 · Prepared remarks: +21.62010 Q2 · Prepared remarks: +11.42010 Q4 · Prepared remarks: +20.52011 Q1 · Prepared remarks: +23.42011 Q2 · Prepared remarks: +11.22011 Q3 · Prepared remarks: +17.22011 Q4 · Prepared remarks: +26.12012 Q1 · Prepared remarks: +20.92012 Q2 · Prepared remarks: +6.32012 Q3 · Prepared remarks: +15.42012 Q4 · Prepared remarks: +26.22013 Q1 · Prepared remarks: +17.12013 Q2 · Prepared remarks: +12.92013 Q3 · Prepared remarks: +9.52013 Q4 · Prepared remarks: +21.42014 Q1 · Prepared remarks: +14.82014 Q2 · Prepared remarks: +22.22014 Q3 · Prepared remarks: +26.12014 Q4 · Prepared remarks: +19.52015 Q1 · Prepared remarks: +13.52015 Q2 · Prepared remarks: +13.82015 Q3 · Prepared remarks: +26.02015 Q4 · Prepared remarks: +26.02016 Q1 · Prepared remarks: +26.12016 Q2 · Prepared remarks: +39.82016 Q3 · Prepared remarks: +18.02016 Q4 · Prepared remarks: +9.72017 Q1 · Prepared remarks: +15.72017 Q2 · Prepared remarks: +32.82017 Q3 · Prepared remarks: +24.22017 Q4 · Prepared remarks: +22.02018 Q1 · Prepared remarks: +34.12018 Q2 · Prepared remarks: +16.52018 Q3 · Prepared remarks: +29.62018 Q4 · Prepared remarks: +30.92019 Q1 · Prepared remarks: +28.32019 Q2 · Prepared remarks: +13.32019 Q3 · Prepared remarks: +24.12019 Q4 · Prepared remarks: +22.42020 Q1 · Prepared remarks: +5.62020 Q2 · Prepared remarks: +19.62020 Q3 · Prepared remarks: +17.72020 Q4 · Prepared remarks: +19.12021 Q1 · Prepared remarks: +28.62021 Q2 · Prepared remarks: +30.52021 Q3 · Prepared remarks: +15.72021 Q4 · Prepared remarks: +23.42022 Q1 · Prepared remarks: +19.62022 Q2 · Prepared remarks: +14.42022 Q3 · Prepared remarks: +12.92022 Q4 · Prepared remarks: +13.42023 Q1 · Prepared remarks: +21.82023 Q2 · Prepared remarks: +26.72023 Q3 · Prepared remarks: +7.72023 Q4 · Prepared remarks: +10.52024 Q1 · Prepared remarks: +19.62024 Q2 · Prepared remarks: +6.22024 Q3 · Prepared remarks: +3.62024 Q4 · Prepared remarks: +7.02025 Q1 · Prepared remarks: +16.32007 Q4 · Q&A responses: +4.52008 Q1 · Q&A responses: -0.42008 Q2 · Q&A responses: +9.72008 Q3 · Q&A responses: +2.82008 Q4 · Q&A responses: -1.12009 Q1 · Q&A responses: -6.12009 Q2 · Q&A responses: +1.02009 Q3 · Q&A responses: +6.12009 Q4 · Q&A responses: +1.22010 Q1 · Q&A responses: +0.72010 Q2 · Q&A responses: +5.12010 Q4 · Q&A responses: +3.92011 Q1 · Q&A responses: +4.72011 Q2 · Q&A responses: +5.62011 Q3 · Q&A responses: +7.52011 Q4 · Q&A responses: +13.22012 Q1 · Q&A responses: +0.32012 Q2 · Q&A responses: +9.62012 Q3 · Q&A responses: +2.32012 Q4 · Q&A responses: +8.22013 Q1 · Q&A responses: +6.32013 Q2 · Q&A responses: +5.32013 Q3 · Q&A responses: +7.02013 Q4 · Q&A responses: +11.12014 Q1 · Q&A responses: +5.72014 Q2 · Q&A responses: +19.92014 Q3 · Q&A responses: +12.42014 Q4 · Q&A responses: +3.22015 Q1 · Q&A responses: +3.12015 Q2 · Q&A responses: +7.82015 Q3 · Q&A responses: +9.42015 Q4 · Q&A responses: +14.22016 Q1 · Q&A responses: +7.32016 Q2 · Q&A responses: +8.52016 Q3 · Q&A responses: +5.92016 Q4 · Q&A responses: +8.12017 Q1 · Q&A responses: +26.92017 Q2 · Q&A responses: +14.92017 Q3 · Q&A responses: +8.02017 Q4 · Q&A responses: +14.02018 Q1 · Q&A responses: +11.22018 Q3 · Q&A responses: +1.52018 Q4 · Q&A responses: +14.82019 Q1 · Q&A responses: +6.92019 Q2 · Q&A responses: +5.02019 Q3 · Q&A responses: +14.82019 Q4 · Q&A responses: +13.32020 Q1 · Q&A responses: +1.22020 Q2 · Q&A responses: +4.42020 Q3 · Q&A responses: +14.52020 Q4 · Q&A responses: +5.02021 Q1 · Q&A responses: +8.52021 Q2 · Q&A responses: +12.82021 Q3 · Q&A responses: +0.22021 Q4 · Q&A responses: +11.72022 Q1 · Q&A responses: +4.72022 Q3 · Q&A responses: +9.02022 Q4 · Q&A responses: +7.82023 Q1 · Q&A responses: +8.72023 Q2 · Q&A responses: +2.62023 Q3 · Q&A responses: +10.12023 Q4 · Q&A responses: +12.22024 Q1 · Q&A responses: +10.92024 Q2 · Q&A responses: +9.32024 Q3 · Q&A responses: +6.52024 Q4 · Q&A responses: +8.12025 Q1 · Q&A responses: +8.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.62$10.78$20.942007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $2.732014 Q2: $2.932014 Q3: $3.042014 Q4: $3.442015 Q1: $2.652015 Q2: $2.382015 Q3: $2.592015 Q4: $2.412016 Q1: $2.022016 Q2: $2.602016 Q3: $3.072016 Q4: $3.392017 Q1: $3.812017 Q2: $4.522017 Q3: $4.462017 Q4: $4.272018 Q1: $5.292018 Q2: $6.252018 Q3: $6.822018 Q4: $6.362019 Q1: $6.072019 Q2: $5.032019 Q3: $4.552019 Q4: $3.892020 Q1: $3.512020 Q2: $2.242020 Q3: $2.682020 Q4: $3.312021 Q1: $6.952021 Q2: $10.672021 Q3: $14.702021 Q4: $16.752022 Q1: $17.192022 Q2: $19.542022 Q3: $16.862022 Q4: $12.442023 Q1: $14.002023 Q2: $14.142023 Q3: $14.012023 Q4: $12.422024 Q1: $13.132024 Q2: $11.862024 Q3: $10.702024 Q4: $8.72

Forward P/E

4.6414.2423.842007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 18.172014 Q2: 17.732014 Q3: 19.032014 Q4: 14.392015 Q1: 18.632015 Q2: 20.182015 Q3: 16.082015 Q4: 16.042016 Q1: 22.522016 Q2: 19.402016 Q3: 14.762016 Q4: 18.602017 Q1: 16.652017 Q2: 13.082017 Q3: 12.032017 Q4: 14.482018 Q1: 12.462018 Q2: 10.682018 Q3: 9.512018 Q4: 8.432019 Q1: 9.812019 Q2: 10.792019 Q3: 11.622019 Q4: 14.662020 Q1: 8.362020 Q2: 19.642020 Q3: 17.732020 Q4: 17.052021 Q1: 10.112021 Q2: 9.372021 Q3: 7.462021 Q4: 6.462022 Q1: 7.862022 Q2: 5.962022 Q3: 7.162022 Q4: 11.892023 Q1: 10.342023 Q2: 10.652023 Q3: 11.502023 Q4: 13.422024 Q1: 14.022024 Q2: 13.132024 Q3: 13.362024 Q4: 13.15

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -4.6 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q4 tone ↓ -4.7 fwd EPS ↑ +0.40 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↑ +5.0 fwd EPS ↓ -0.26 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↑ +2.5 fwd EPS ↓ -0.18 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -5.8 fwd EPS ↑ +0.47 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↑ +3.7 fwd EPS ↓ -0.19 Tone rose while the forward EPS estimate was cut.
  • 2018 Q3 tone ↓ -10.6 fwd EPS ↑ +0.57 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↑ +14.3 fwd EPS ↓ -0.46 Tone rose while the forward EPS estimate was cut.
  • 2019 Q3 tone ↑ +6.6 fwd EPS ↓ -0.48 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +5.7 fwd EPS ↓ -1.27 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -15.4 fwd EPS ↑ +4.03 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -3.9 fwd EPS ↑ +0.44 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -3.1 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +3.0 fwd EPS ↓ -1.59 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-29+9.0——View →
2024 Q42025-01-28+4.8$8.7213.2View →
2024 Q32024-10-22+3.5$10.7013.4View →
2024 Q22024-07-23+5.8$11.8613.1View →
2024 Q12024-04-23+11.2$13.1314.0View →
2023 Q42024-01-30+8.3$12.4213.4View →
2023 Q32023-10-24+5.4$14.0111.5View →
2023 Q22023-07-25+7.8$14.1410.7View →