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{"created_at":"2026-04-22T03:03:32.063 {"created_at":"2026-04-22T03:03:32.063787+00:00","dedupe_key":"signal_enriched:discovery_sec_filing_delta:85d16ba3720ccdd5","evidence_event_ids":["evt_73765999d4fb"],"signal_type":"discovery_sec_filing_delta","source":"discovery_sec_filings","value":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/1022671/0001104659-26-045938.txt","as_of":"2026-04-22T03:03:32.063787+00:00","canonical_url":"https://www.sec.gov/Archives/edgar/data/1022671/0001104659-26-045938.txt","company":"STEEL DYNAMICS INC","enrichment":{"aggregator_url":"https://www.sec.gov/Archives/edgar/data/1022671/0001104659-26-045938.txt","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_a6b36cde589c7a0e","canonical_host":"sec.gov","canonical_is_aggregator":false,"canonical_url":"https://www.sec.gov/Archives/edgar/data/1022671/0001104659-26-045938.txt","content_type":"text/plain","enriched_at":"2026-04-22T03:24:29.541289+00:00","extraction_method":"trafilatura","fetched_description":"","fetched_title":"","final_url":"https://www.sec.gov/Archives/edgar/data/1022671/0001104659-26-045938.txt","html_truncated":true,"paywall_likely":false,"publisher_domain":"sec.gov","publisher_resolution":"canonical_url","requested_url":"https://www.sec.gov/Archives/edgar/data/1022671/0001104659-26-045938.txt","source_event_id":"evt_73765999d4fb","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"form_type":"8-K","fp":"3e52285d191ffa0f","kind":"sec_filing","published_at":"20260421","publisher_domain":"sec.gov","signal_understanding":{"analysis_basis":"article","claim_confidence":0.86,"dates_mentioned":["2026-04-20","2026-04-21","2026-04-22"],"entities":[{"asset_class":"equity","name":"Steel Dynamics, Inc.","relevance":"high","symbol":"STLD","type":"issuer"},{"asset_class":"equity","name":"NASDAQ/GS","relevance":"medium","symbol":"STLD","type":"exchange_identifier"},{"asset_class":"other","name":"PRNewswire","relevance":"low","symbol":"","type":"distribution_channel"}],"event_type":"earnings","information_gaps":["The provided cleaned text truncates mid-sentence in Exhibit 99.1 (\u201cdue to r\u201d), so any remaining quantitative/qualitative details after that point are not captured.","No explicit \u201cwhat changed vs prior known state\u201d is provided in the text beyond comparisons to sequential fourth quarter 2025 and prior year first quarter; prior-period baseline beyond those comparisons is not included.","No explicit guidance/forecast numbers are provided; only qualitative outlook language (\u201cLooking ahead, we expect to benefit from strong demand across our platforms.\u201d)."],"key_facts":["Form type: 8-K (Current Report).","Item 2.02: On April 20, 2026, Steel Dynamics, Inc. issued a press release titled \u201cSteel Dynamics Reports First Quarter 2026 Results.\u201d","Exhibit 99.1 contains the press release referenced under Item 2.02.","Item 2.02 states the information in Exhibit 99.1 is furnished and not deemed \u201cfiled\u201d for purposes of Section 18 or incorporated by reference except as expressly set forth.","Exhibit 99.1 reports first quarter 2026 net sales of $5.2 billion.","Exhibit 99.1 reports first quarter 2026 net income of $403 million, or $2.78 per diluted share.","Exhibit 99.1 reports sequential fourth quarter 2025 net income of $266 million, or $1.82 per diluted share.","Exhibit 99.1 reports prior year first quarter net income of $217 million, or $1.44 per diluted share.","Exhibit 99.1 states operating income increased $228 million, or 73 percent, and attributes improvement to record steel shipments combined with higher steel prices.","Exhibit 99.1 states underlying steel demand strengthened in first quarter 2026, with customer orders rebounding and backlogs increasing across steel and steel fabrication operations.","Exhibit 99.1 states steel prices continued to improve and lead times extended, and value-added flat rolled steel margins expanded from fourth quarter 2025 lows.","Exhibit 99.1 includes qualitative outlook language: company expects to benefit from strong demand across its platforms.","Exhibit 99.1 states aluminum commissioning/startup progress for a Columbus, Mississippi aluminum flat rolled products mill, including producing finished products and receiving/ongoing product qualifications for multiple sectors."],"numeric_claims":[{"label":"First quarter 2026 net sales","value":"$5.2 billion"},{"label":"First quarter 2026 net income","value":"$403 million"},{"label":"First quarter 2026 net income per diluted share","value":"$2.78"},{"label":"Sequential fourth quarter 2025 net income","value":"$266 million"},{"label":"Sequential fourth quarter 2025 net income per diluted share","value":"$1.82"},{"label":"Prior year first quarter net income","value":"$217 million"},{"label":"Prior year first quarter net income per diluted share","value":"$1.44"},{"label":"Operating income increase","value":"$228 million"},{"label":"Operating income increase percent","value":"73%"}],"primary_claim":"On April 20, 2026, Steel Dynamics, Inc. issued a press release titled \u201cSteel Dynamics Reports First Quarter 2026 Results,\u201d which is furnished as Exhibit 99.1 in its Form 8-K filed April 21, 2026.","relevance_score":0.78,"sentiment":"mixed","source_quality":"high","summary":"Steel Dynamics, Inc. (STLD) filed a Form 8-K on April 21, 2026 reporting first quarter 2026 results via an attached Exhibit 99.1 press release. The filing includes net sales, net income, and per-share figures, plus qualitative commentary on operating income drivers and demand/market conditions.","topics":["Form 8-K","Item 2.02 Results of Operations and Financial Condition","Exhibit 99.1 press release","First quarter 2026 financial results","Operating income drivers","Steel demand and pricing commentary","Aluminum mill commissioning and startup"]},"source":"sec_edgar","source_domain":"sec.gov","summary":"Form 8-K \u00b7 STEEL DYNAMICS INC \u00b7 Filed 20260421","ticker":"STLD","tickers":["STLD"],"title":"STLD filed 8-K","url":"https://www.sec.gov/Archives/edgar/data/1022671/0001104659-26-045938.txt"}}... |