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US Industrial Manf '26: Steel Production
8 tickers · $107.96B total market cap
Group: US Industrial Manf
US Industrial Manf '26: Steel Production tracks 8 publicly listed stocks in this theme: CLF, CMC, IIIN, MTUS, NUE, STLD, USAP, X. See the constituent table for details.
Constituents
Build 20260424T074455
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Nucor CorporationNUE | 01/26/2026 (AMC) | — | -2.52% | — | 22.96% | — | $48.50B | 32.0000 |
Steel Dynamics, Inc.STLD | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 0.61% | -1.06%* | 30.44% | — | $32.61B | 25.0000 |
United States Steel CorporationX | 05/01/2025 | 05/01/2025 | — | 0.70% | — | — | $12.42B | 14.0000 |
Commercial Metals CompanyCMC | 03/26/2026 (BMO) | — | -6.62% | — | 16.73% | — | $7.55B | 10.0000 |
Cleveland-Cliffs Inc.CLF | 04/20/2026 (BMO) | 04/20/2026 (BMO) | -16.70% | -8.15% | -18.99% | -0.44% | $5.18B | 9.5000 |
Metallus Inc.MTUS | 02/19/2026 (AMC) | 05/04/2026 (AMC) | -16.01% | — | 6.66% | — | $782.4M | 4.0000 |
Insteel Industries, Inc.IIIN | 04/16/2026 (BMO) | 04/16/2026 (BMO) | — | -28.36% | — | — | $499.8M | 3.0000 |
Universal Stainless & Alloy Products, Inc.USAP | 10/30/2024 | — | — | — | — | — | $423.6M | 2.5000 |
| Average | -8.25% | -9.22% | 11.56% | -0.44% | $13.50B | 12.5000 | ||
| Median | -6.62% | -4.60% | 16.73% | -0.44% | $6.36B | 9.7500 | ||
| Std Dev | 7.01% | 11.54% | 17.15% | 0.00% | $16.58B | 10.1026 | ||
| Min | -16.70% | -28.36% | -18.99% | -0.44% | $423.6M | 2.5000 | ||
| Max | 0.61% | 0.70% | 30.44% | -0.44% | $48.50B | 32.0000 | ||
| % Positive Tickers | 20.00% | 25.00% | 80.00% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.