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Revenue by Segment
Analyzes revenue contributions from each segment, offering a clear view of which parts of the business are most impactful to overall growth.Steel remains the cash engine—revenues recovered and climbed with record shipments and firmer HRC pricing, underpinning strong cash flow and buyback/dividend capacity. Fabrication has normalized down from its 2022 peak and now contributes steady, cyclical demand exposure. Recycling is volatile and seasonal but has been a meaningful earnings tailwind when scrap prices run up. Crucially, aluminum moved from zero to a fast-ramping revenue stream: small today but accelerating and strategic long‑term; management warns it’s a near‑term cash/earnings drag as startup issues and working‑capital demands resolve.
Date | Other | Steel Operations | Metals Recycling | Steel Fabrication | Aluminum |
|---|---|---|---|---|---|
Mar 31, 2026 | $490.11M | $3.54B | $593.18M | $355.43M | $227.39M |
Dec 31, 2025 | $304.64M | $3.14B | $463.04M | $347.25M | $157.75M |
Sep 30, 2025 | $320.76M | $3.65B | $1.13B | $378.26M | $104.44M |
Jun 30, 2025 | $540.88M | $4.14B | $1.27B | $393.86M | $518.92M |
Mar 31, 2025 | $348.40M | $3.07B | $534.89M | $352.31M | $66.58M |
Dec 31, 2024 | $287.74M | $2.65B | $482.08M | $396.23M | $60.10M |
Sep 30, 2024 | $411.73M | $3.02B | $1.09B | $449.80M | $83.21M |
Jun 30, 2024 | $441.14M | $3.25B | $1.17B | $473.74M | $1.86M |
Mar 31, 2024 | $311.11M | $3.51B | $1.09B | $451.76M | $0.00 |
Dec 31, 2023 | $179.29M | $3.01B | $977.77M | $525.17M | $0.00 |