Core Insights - ArcelorMittal S.A. reported a fourth-quarter 2025 net income of $177 million, or 23 cents per share, a significant improvement from a loss of $390 million, or 51 cents per share, in the same quarter last year [2] - Adjusted earnings were 86 cents per share, exceeding the Zacks Consensus Estimate of 56 cents [2] - Total sales increased by approximately 2% year over year to $14,971 million, although this figure fell short of the consensus estimate of $15,760.7 million [2] Financial Performance - Total steel shipments decreased by 4% year over year to 13 million metric tons, missing the consensus estimate of 14.5 million metric tons [3] - In North America, sales rose by 16% year over year to $3,045 million, while crude steel production fell by 4.2% to 1,804 million metric tons [4] - Brazil saw a slight sales increase of 0.4% year over year to $2,901 million, with crude steel production rising by 3.1% to 3,636 million metric tons [5] - European sales declined by around 6% year over year to $6,736 million, with crude steel production down nearly 17% to 6,398 million metric tons [6] - Mining segment sales surged by 29% year over year to $908 million, with iron ore production totaling 10.1 million metric tons, up approximately 13.5% [7] Cash and Debt Position - At the end of the reported quarter, cash and cash equivalents stood at $5,476 million, down from $5,733 million in the previous quarter, with net debt around $7.9 billion [8] Future Outlook - The company anticipates global steel demand, excluding China, to improve in 2026, with apparent steel consumption projected to grow around 2% year over year [9] - ArcelorMittal plans to invest $4.5 to $5.0 billion in capital expenditures during 2026 to enhance capacity and efficiency, targeting medium- and long-term structural demand drivers [11] Stock Performance - ArcelorMittal's shares have increased by 105.6% over the past year, contrasting with a 58.7% decline in the industry [14]

安赛乐米塔尔首席执行官阿迪亚·米塔尔在声明中表示，贸易战导致各国普遍征收关税，特别是欧洲依 靠碳边境调节机制对进口钢铁征税，有助于本土钢厂产量和需求提升，该集团预计从中显著受益。 （文章来源：新华财经） 财报指出，2025年，在全球钢材平均售价下跌2.3%的背景下，该集团营收有所下滑，同时，该集团息 税折旧摊销前利润同比下降7.3%，至65.4亿美元。不过，得益于正面的汇率因素及所得税降低，该集团 调整后净利润同比上涨26.3%，至29.38亿美元，调整后每股收益为3.85美元，高于2024年同期的2.95美 元。 该集团对2026年前景表示乐观。该集团计划，2026年将投资支出进一步提升至45-50亿美元，高于2025 年的43亿美元。此外，公司还将就已结束的财年向股东派发每股0.60美元股息，较2025年的0.55美元增 长9%。 新华财经巴黎2月6日电（记者李文昕）巴黎证交所成分股、钢铁巨头安赛乐米塔尔5日发布的财报显 示，由于钢价下行和欧洲需求疲软，该集团2025年全年营收同比下滑1.7%至614亿美元。 ...

Key Takeaways Initial Jobless Claims Rise to Highest Level of 2026Continuing Claims Off Lowest Print in 2 YearsBMY, COP, RL & More Report Earnings This MorningThursday, February 5th, 2026Ahead of today’s open, we see fresh Weekly Jobless Claims data. It turns out to be the last employment data of what we had anticipated to be a complete “Jobs Week,” but non-farm payrolls from the U.S. government have once again been delayed until Wednesday of next week (Feb. 11th).Initial Jobless Claims reached their highes ...

ArcelorMittal (NYSE:MT) Q4 2025 Earnings call February 05, 2026 09:30 AM ET Company ParticipantsAditya Mittal - CEOCole Hathorn - SVP of Equity ResearchDaniel Fairclough - Head of Investor RelationsEphrem Ravi - Managing DirectorGenuino M. Christino - CFOMatt Greene - Head of European Metals and Mining Equity ResearchReinhardt Van Der Walt - SVP of Equity ResearchTimna Tanners - Managing Director of Equity ResearchTristan Gresser - Head of Steel Equity ResearchConference Call ParticipantsAlain Gabriel - Met ...

ArcelorMittal (NYSE:MT) Q4 2025 Earnings call February 05, 2026 09:30 AM ET Company ParticipantsAditya Mittal - CEOCole Hathorn - SVP of Equity ResearchDaniel Fairclough - Head of Investor RelationsEphrem Ravi - Managing DirectorGenuino M. Christino - CFOMatt Greene - Head of European Metals and Mining Equity ResearchReinhardt Van Der Walt - SVP of Equity ResearchTimna Tanners - Managing Director of Equity ResearchTristan Gresser - Head of Steel Equity ResearchConference Call ParticipantsAlain Gabriel - Met ...

ArcelorMittal (NYSE:MT) Q4 2025 Earnings call February 05, 2026 09:30 AM ET Speaker4Good afternoon, everyone. This is Daniel Fairclough from the ArcelorMittal Investor Relations team. Thank you for joining this call to discuss ArcelorMittal's performance and progress in 2025. Present on today's call, we have our CEO, Aditya Mittal, and our CFO, Genuino Christino. Before we begin, I'd like to mention a few housekeeping items. As usual, we will not be going through the pr- results presentation that we publish ...

Key Takeaways ArcelorMittal extended its Liberia Mineral Development Agreement to 2050, with a 25-year renewal option. MT plans a $1.8B expansion to raise shipments from 5 mtpa to 20 mtpa by 2026. MT pays $200M for mining rights extension and reserved access to railroad capacity. ArcelorMittal S.A. (MT) and the Government of the Republic of Liberia recently formalized a major long-term amendment to their existing Mineral Development Agreement (“MDA”), extending ArcelorMittal’s iron ore mining rights in Libe ...

4Q 2025 and FY 2025 Financial Results February 5, 2026 1. LTIFR = Lost time injury frequency rate defined as Lost Time Injuries (LTI) per 1,000,000 worked hours (own personnel and contractors) and includes fatalities; A LTI is an incident that causes an injury that prevents the person from returning to his/her next scheduled shift or work period Year 1 (2025) – Laying the foundations for change Year 2 – Shifting into the implementation and scale phase Roadmaps have been established at the Corporate and site ...

ArcelorMittal closed the final quarter of 2025 with results that exceeded market expectations, reinforcing signs of a recovery taking shape across Europe's steel industry. The Luxembourg-headquartered... ...

Group 1 - The steel maker is implementing measures to protect domestic production, which could enhance its market share in the continent [1] - The company aims to reverse the decline in earnings experienced last year [1]