Steel Dynamics, Inc. (STLD) Q3 2026 Earnings Call Transcript
Steel Dynamics, Inc. (STLD) Q3 2026 Earnings Call October 20, 2026 11:00 AM EDT
Company Participants
David Lipschitz – Investor Relations Director
Mark Millett – Co-Founder, Chairman & CEO
Theresa Wagler – Executive VP, CFO, Company Secretary & Director
Conference Call Participants
Nicklaus Cash – Goldman Sachs Group, Inc., Research Division
Alexander Hacking – Citigroup Inc., Research Division
Katja Jancic – BMO Capital Markets Equity Research
Carlos de Alba – Morgan Stanley, Research Division
Lawson Winder – BofA Securities, Research Division
Albert Realini – Jefferies LLC, Research Division
Tristan Gresser – BNP Paribas, Research Division
Timna Tanners – Wells Fargo Securities, LLC, Research Division
Samuel McKinney – KeyBanc Capital Markets Inc., Research Division
William Peterson – JPMorgan Chase & Co, Research Division
John Tumazos – John Tumazos Very Independent Research, LLC
Presentation
Operator
Good day, and welcome to the Steel Dynamics Third Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that this call is being recorded today, October 20, 2026, and your participation implies consent to our recording this call. If you do not agree to these terms, please disconnect.
At this time, I would like to turn the conference over to David Lipschitz, Director, Investor Relations. Please go ahead, sir.
David Lipschitz
Investor Relations Director
Thank you, [ Sylvie ]. Good morning, and welcome to Steel Dynamics Third Quarter 2026 Earnings Conference Call. As a reminder, today’s call is being recorded and will be available on our website for replay later today. Leading today’s call are Mark Millett, Chairman and Chief Executive Officer of Steel Dynamics; and Theresa Wagler, Executive Vice President and Chief Financial Officer. The other members of our senior leadership team are joining us on the call individually.
Some of today’s statements, which speak only as of this date, may be Forward-Looking and predictive, typically preceded by believe, expect, anticipate or words of similar meaning. They are intended to be
