What is Steel Dynamics's expected EPS for Q1 2026?

Analysts expect Steel Dynamics (STLD) to report consensus EPS of approximately $2.79 for Q1 2026. Estimates range from $2.74 to $2.86.

What revenue do analysts expect for Steel Dynamics in Q1 2026?

The consensus revenue forecast for Steel Dynamics (STLD) in Q1 2026 is approximately $5.06B. Forecasts range from $4.7B to $5.47B.

How many analysts cover Steel Dynamics?

6 analysts contribute to the Steel Dynamics (STLD) Q1 2026 consensus estimate.

Has Steel Dynamics beaten earnings estimates recently?

Steel Dynamics beat analyst EPS estimates in 0 of the last 1 quarter. Steel Dynamics beat revenue estimates in 1 of 1. In the most recent quarter (Q1 2026), Steel Dynamics EPS missed by 0.2% and revenue beat by 2.5%.

When does Steel Dynamics report Q1 2026 earnings?

Steel Dynamics (STLD) is expected to report Q1 2026 earnings on April 20, 2026 after market close.

STLD Q1 2026 earnings estimate

Consensus EPS · Q1 2026

$2.79

Consensus revenue · Q1 2026

$5.1B

Analysts

Last reported

Apr 20, 2026

After close

Results are in

XP scoring in progress…

Revenue actual$5.2B

Revenue consensus$5.1B

EPS actual$2.78

EPS consensus$2.84

Revenue surprise: +2.08%EPS surprise: -2.11%

Analyst consensus

Based on estimates from 6 analysts.

Metric	Low	Consensus	High
Revenue	$4.7B	$5.1B	$5.5B
EPS	$2.74	$2.79	$2.86
EBITDA	$895.1M	$971.3M	$1B
EBIT	$785.5M	$852.4M	$914.2M
Net income	$397.5M	$403.2M	$407.6M

Revenue$5.1B
EPS$2.79
EBITDA$971.3M
EBIT$852.4M
Net income$403.2M

Historical beat/miss

Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.

Period	Rev. actual	Rev. est.	Rev. surprise	EPS actual	EPS est.	EPS surprise
Q1 2026	$5.2B	$5.1B	+2.5%	$2.78	$2.78	-0.2%

Q1 2026+2.5%-0.2%

Estimate revisions

How analyst consensus estimates have changed over the past 90 days.

Collecting data

Revision trends appear once we have collected at least two daily snapshots for this period.

Community vs analysts

See how the TickerLeague crowd's forecast stacks up against Wall Street.

No community consensus

No TickerLeague members predicted Steel Dynamics (STLD) Q1 2026 before it reported.

Analyst price target

Based on price targets from 4 analysts.

Low: $260.00
Consensus: $273.80
Median: $272.00
High: $300.00
Current: $251.26
Upside: +9.0%

Upside calculated vs most recent trading price of $251.26.

Analyst ratings

Consensus: Buy — based on 27 analyst ratings.

Buy 14Hold 12Sell 1

24-month trend

Recent analyst actions

Date	Firm	Action	From	To
Jul 22, 2026	Wells Fargo	maintain	Overweight	Overweight
Jul 22, 2026	Morgan Stanley	maintain	Equal Weight	Equal Weight
Jul 22, 2026	JP Morgan	maintain	Neutral	Neutral
Jul 22, 2026	Barclays	maintain	Overweight	Overweight
Jul 15, 2026	JP Morgan	maintain	Neutral	Neutral
Jul 9, 2026	B of A Securities	maintain	Neutral	Neutral
Jun 24, 2026	Keybanc	maintain	Overweight	Overweight
Jun 22, 2026	Morgan Stanley	maintain	Equal Weight	Equal Weight
Jun 18, 2026	Wells Fargo	maintain	Overweight	Overweight
Jun 18, 2026	B of A Securities	maintain	Neutral	Neutral

Jul 22, 2026Wells FargoOverweight
Jul 22, 2026Morgan StanleyEqual Weight
Jul 22, 2026JP MorganNeutral
Jul 22, 2026BarclaysOverweight
Jul 15, 2026JP MorganNeutral
Jul 9, 2026B of A SecuritiesNeutral
Jun 24, 2026KeybancOverweight
Jun 22, 2026Morgan StanleyEqual Weight
Jun 18, 2026Wells FargoOverweight
Jun 18, 2026B of A SecuritiesNeutral

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