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Tony Taccone

A strategy consultant to steel companies for 20 years and a founding partner of First River Consulting, a strategy consulting boutique. Follows the steel industry globally and proudly admits to being a steel nerd.

Posts by Tony Taccone

Q4 2015 earnings spreadsheet

January 26, 2016

Several mills are releasing Q4 and full year 2015 earnings this week. Starting things off are Steel Dynamics and AK Steel. AK’s EBITDA per ton jumped from $75 in Q3 to $108 in Q4, while Steel Dynamic’s EBITDA fell to $62 from $94. Later this week we’ll get results from US Steel, Nucor and TimkenSteel. […]

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Q3 2015 NA steel company EBITDA per ton

November 9, 2015

Most North American steel companies have released Q3 2015 earnings. The chart below shows EBITDA per ton for the companies included in the Nerds of Steel quarterly earnings spreadsheet. As you can see in the chart, some mills are reporting slightly improved EBITDA/ton while others are showing a decline from Q2. TimkenSteel, which is heavily […]

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Nerds of Steel earnings spreadsheet is back

August 12, 2015

After an extended hiatus, we are reintroducing the Nerds of Steel earnings spreadsheet, which tracks EBITDA and operating income per ton for major NA steel producing companies.  We will update the spreadsheet and chart on a quarterly basis.  The chart below shows EBITDA per ton for Q1 and Q2 2015 by company.  The spreadsheet behind […]

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Q4 2013 earnings for AK, Nucor, Steel Dynamics, and US Steel

February 4, 2014

Earnings for the final quarter of 2013 are being released.  So far four companies we track in the Nerds of Steel Earnings Spreadsheet have reported. See links to their press releases below. AK Steel earnings press release Nucor earnings press release Stel Dynamics earnings press release US Steel earnings press release Three of the four […]

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Final batch of Q3 2013 earnings

November 19, 2013

All the companies we track in the Nerds of Steel earnings spreadsheet have now reported earnings for Q3 2013.  Links to the press releases for the latest batch of announcements can can be found below: ArcelorMittal English version of earnings press release Essar Steel Algoma management discussion and analysis Severstal Q3 2013 financial results press […]

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Second batch of Q3 2013 earnings

November 4, 2013

More Q3 earnings have been released and logged into the Nerds of Steel earnings spreadsheet.  Links to press releases are shown below. AHMSA Q3 earnings report Gerdau Q3 earnings results SSAB Q3 earnings report SSAB’s EBITDA per ton is the lowest we’ve seen so far at $9, due to weakness in the plate market and […]

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