The earnings call reflected a strong operational year for Steel Dynamics, highlighted by safety achievements and significant progress in aluminum operations. However, challenges such as decreased steel pricing, increased imports, and operational outages impacted financials, balancing the overall sentiment.

Company Guidance

During the Steel Dynamics Q4 2024 earnings call, the company provided comprehensive guidance for the upcoming year, 2025. They reported a strong financial performance for 2024 despite market challenges, with steel shipments reaching the second-highest annual figure at 12.7 million tons. The company generated $1.8 billion in cash from operations and achieved an adjusted EBITDA of $2.5 billion. Steel Dynamics is ramping up four new value-added flat-rolled steel coating lines, expected to contribute 1.1 million tons of higher-margin products in 2025. The Sinton facility showed considerable progress, operating above 80% capacity, with profitability anticipated in the coming months. Additionally, their Aluminum Dynamics division cast its first aluminum ingot, with commercial shipments expected by June 2025. The company highlighted a record year in safety, with 60% of locations reporting zero recordable injuries and 81% reporting zero lost-time incidents. Looking forward, they anticipate positive impacts from infrastructure investments and reduced imports, projecting higher steel demand and prices in 2025.

Record Safety Achievements

Steel Dynamics celebrated its safest year ever with 60% of locations having zero recordable injuries and 81% having zero lost time incidents.

High Operating Performance

Achieved operating income of $1.9 billion and net income of $1.5 billion for the year, with a 23% after-tax return on invested capital over three years.

Strong Liquidity Position

Liquidity remained strong at $2.2 billion, with cash and investments of approximately $1 billion.

Aluminum Dynamics Progress

First aluminum ingot cast at the Columbus facility, with expectations for commercial shipments by June 2025.

Sinton Plant Improvement

Sinton plant ran at over 80% capacity, improving to nearly 90% utilization, contributing to expectations of profitability soon.

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Steel Dynamics (STLD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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STLD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2018	2018 (Q2)	- / 1.53	0.63	142.86% (+0.90)	―	―
Oct 17, 2018	2018 (Q3)	- / 1.69	0.66	156.06% (+1.03)	―	―
Jan 22, 2019	2018 (Q4)	- / 1.31	0.47	178.72% (+0.84)	―	―
Apr 22, 2019	2019 (Q1)	- / 0.91	0.96	-5.21% (-0.05)	―	―
Jul 22, 2019	2019 (Q2)	- / 0.87	1.53	-43.14% (-0.66)	―	―
Oct 16, 2019	2019 (Q3)	- / 0.69	1.69	-59.17% (-1.00)	―	―
Jan 22, 2020	2019 (Q4)	- / 0.62	1.31	-52.67% (-0.69)	―	―
Apr 20, 2020	2020 (Q1)	- / 0.88	0.91	-3.30% (-0.03)	―	―
Jul 20, 2020	2020 (Q2)	- / 0.47	0.87	-45.98% (-0.40)	―	―
Oct 19, 2020	2020 (Q3)	- / 0.51	0.69	-26.09% (-0.18)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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STLD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 22, 2025	$122.88	$122.37	-0.42%
Oct 16, 2024	$129.34	$134.50	+3.99%
Jul 17, 2024	$129.07	$128.14	-0.72%
Apr 23, 2024	$132.64	$128.45	-3.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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