NU

Nucor Corporation stock research

Apr 5, 2025

FY2025 Q1

Nucor (NUE) Gross Margin — Quarter Ended Apr 5, 2025

Revenue increased from the prior quarter, but gross profit declined, leading to a lower gross margin. Compared to the same quarter last year, revenue was slightly lower while gross profit decreased substantially, resulting in a significantly weakened gross margin.

Gross margin takeaway

Quarter ended Apr 5, 2025 · FY2025 Q1

Revenue increased from the prior quarter, but gross profit declined, leading to a lower gross margin. Compared to the same quarter last year, revenue was slightly lower while gross profit decreased substantially, resulting in a significantly weakened gross margin.

  • The cost of revenue grew faster than revenue from the prior quarter, compressing gross profit. The year-over-year comparison shows a much larger increase in cost of revenue relative to the revenue decline, which is the primary observable factor behind the margin weakening.
  • Gross margin weakened compared to both the prior quarter and the same quarter last year. The decline from the prior quarter was moderate, while the decline from a year ago was substantial.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

7.7%

Gross profit

$605.0M

Revenue

$7.8B

Cost of revenue

$7.2B

Quarter-over-quarter change

-2.5 pts

Year-over-year change

-11.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 30, 2024$8.1B$1.5B$6.6B18.7%
Jun 29, 2024$8.1B$1.2B$6.9B14.8%
Sep 28, 2024$7.4B$758.0M$6.7B10.2%
Apr 5, 2025$7.8B$605.0M$7.2B7.7%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 28, 2024

-2.5 pts

Year-over-year change

Mar 30, 2024

-11.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The cost of revenue grew faster than revenue from the prior quarter, compressing gross profit. The year-over-year comparison shows a much larger increase in cost of revenue relative to the revenue decline, which is the primary observable factor behind the margin weakening.

Gross margin weakened compared to both the prior quarter and the same quarter last year. The decline from the prior quarter was moderate, while the decline from a year ago was substantial.

Monitor the trajectory of cost of revenue relative to revenue, as its growth has outpaced revenue in both comparisons.

NUE Gross Margin — Quarter Ended Apr 5, 2025