Key Takeaways MT shares jumped 41.9% over the past year, outperforming its industry's 23.6% decline. ArcelorMittal expects 2025 EPS of $4.23, indicating 43.4% year-over-year growth. MT is expanding premium steel and boosting shareholder returns via buybacks and a higher dividend.ArcelorMittal S.A. (MT) shares have rallied roughly 39.1% over the past three months. We are optimistic about MT’s prospects and believe that the time is right for you to add the stock to your portfolio, as it looks promising and ...

Worthington Steel (WS) Q4 2025 Earnings Call June 26, 2025 08:30 AM ET Company Participants Melissa Dykstra - VP - IR & Corporate CommunicationsGeoff G. Gilmore - CEO, President & DirectorTim Adams - VP & CFOSamuel McKinney - AVP - Equity ResearchJohn Tumazos - Owner & CEO Operator Good morning, and welcome to Worthington Steel's Fourth Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answe ...

Worthington Steel Investor Presentation | June 2025 Safe Harbor Statement Selected statements contained in this release constitute "forward-looking statements," as that term is used in the Private Securities Litigation Reform Act of 1995 (the "Act"). The Company wishes to take advantage of the safe harbor provisions included in the Act. Forward-looking statements reflect the Company's current expectations, estimates or projections concerning future results or events. These statements are often identified by ...

Core Viewpoint - ArcelorMittal has completed the acquisition of Nippon Steel Corporation's 50% equity stake in AM/NS Calvert, gaining full ownership of the facility, which is a significant step in enhancing its presence in the U.S. steel market [1][5][11] Acquisition Details - The acquisition was finalized in accordance with the Equity Purchase Agreement signed on October 11, 2024, with ArcelorMittal already holding the remaining 50% stake [1] - The facility, now named ArcelorMittal Calvert, was originally acquired in 2014 for $1.55 billion and has undergone over $2 billion in capital expenditures since then to improve efficiency and product offerings [2][11] Facility Capabilities - ArcelorMittal Calvert has an annual flat rolled steel capacity of 5.3 million metric tonnes and is recognized as one of the most advanced steel finishing facilities in North America [2] - The facility includes a new state-of-the-art steelmaking facility capable of producing 1.5 million metric tonnes of low CO2 steel annually, which will support automotive customers [2][3] Strategic Investments - A new seven-year domestic slab supply agreement with NSC has commenced, averaging 750,000 metric tonnes per year, ensuring a significant portion of slab requirements are met domestically [2] - The company plans to invest $1.2 billion to construct a non-grain-oriented electrical steel manufacturing facility at the Calvert site, expected to produce up to 150,000 metric tonnes annually [4][11] Financial Implications - In FY 2024, AM/NS Calvert generated EBITDA of $614 million, with approximately 60% reflected in ArcelorMittal Group EBITDA [11] - Following the acquisition, ArcelorMittal's net debt is expected to increase by approximately $1.3 billion, with an exceptional gain of about $1.5 billion anticipated in its 2Q 2025 results [11] Future Outlook - The company aims to establish a manufacturing center of excellence at Calvert, focusing on safety and expanding its product portfolio to meet growing automotive mobility demands [10][11] - The facility is positioned to play a pivotal role in supporting the U.S. steel industry's revitalization and addressing critical market needs [11]

Cleveland-Cliffs (CLF) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Lourenco Goncalves - Chairman, President & CEOCelso Goncalves - EVP and CFOAlbert Realini - Senior Equity Research AssociateBill Peterson - Equity ResearchTimna Tanners - Managing Director - Equity Research Conference Call Participants Nick Giles - Senior Research AnalystLawson Winder - AnalystAlex Hacking - Equity Research Analyst - Metals & MiningCarlos de Alba - Analyst Operator Good morning, ladies and gentlemen. ...

Wall Street analysts forecast that Cleveland-Cliffs (CLF) will report quarterly loss of $0.67 per share in its upcoming release, pointing to a year-over-year decline of 472.2%. It is anticipated that revenues will amount to $4.6 billion, exhibiting a decline of 11.6% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 59.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of ...

Worthington Steel (WS) Q3 2025 Earnings Call March 20, 2025 08:30 AM ET Company Participants Melissa Dykstra - Vice President of Corporate Communication & Investor RelationsGeoff G. Gilmore - CEO, President & DirectorTim Adams - VP & CFOJohn Tumazos - Owner and CEO Conference Call Participants Martin Englert - Senior Equity Research Analyst - Metals & MiningPhilip Gibbs - Director, Metals Equity Research Analyst Operator Hello, and welcome to Worthington Steel's Third Quarter twenty twenty five Earnings Cal ...

Cleveland-Cliffs Inc. (NYSE:CLF) Q4 2024 Earnings Conference Call February 25, 2024 8:30 AM ET Company Participants Lourenco Goncalves - Chairman, President, and Chief Executive Officer Celso Goncalves - Executive Vice President and Chief Financial Officer Conference Call Participants Martin Englert - Seaport Research Partners Nick Giles - B. Riley Securities Philip Gibbs - KeyBanc Capital Markets Christopher LaFemina - Jefferies Carlos De Alba - Morgan Stanley Lawson Winder - Bank of America Michael Harris ...

Cleveland-Cliffs (CLF) Q3 2024 Earnings Call November 05, 2024 08:30 AM ET Company Participants Lourenco Goncalves - Chairman, President & CEOCelso Goncalves - Executive VP & CFO Conference Call Participants Lucas Pipes - AnalystLawson Winder - AnalystCarlos de Alba - AnalystBill Peterson - AnalystAlex Hacking - Equity Research Analyst - Metals & MiningChris LaFemina - Equity Research AnalystPhil Gibbs - Director, Metals Equity Research Analyst Operator Good morning, ladies and gentlemen. My name is Daryl, ...