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ArcelorMittal (MT)
:MT
US Market
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ArcelorMittal (MT) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 05, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.66
Last Year’s EPS
-0.51
Same Quarter Last Year
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a balanced outlook with structural improvements in EBITDA and positive cash flow generation, but also highlighted operational challenges in Mexico and demand pressures in core markets. The proposed trade tools in Europe and strategic projects provide a positive future outlook, while import pressures and high energy costs in other regions pose challenges.
Company Guidance
In the recent call, ArcelorMittal's CFO, Genuino Christino, highlighted several key metrics and forward-looking guidance. The company reported a third-quarter EBITDA per tonne of $111, which is 25% above their historical average margin, indicating structural improvements driven by asset optimization and growth strategies. ArcelorMittal expects to capture a $0.7 billion structural EBITDA improvement this year, with a medium-term target of $2.1 billion unchanged. The first nine months of free cash flow were approximately $0.5 billion, excluding working capital, even after investing nearly $1 billion in strategic growth projects. Looking ahead, the company anticipates a better outlook, supported by a proposed European trade tool and CBAM that will help the European steel sector return to healthier capacity utilization levels. Additionally, ArcelorMittal plans to maintain its capital return policies, aiming to grow its dividend at a compound rate of 16% over the past five years and having repurchased 38% of its equity. The company remains committed to enabling the energy transition and continues to invest in high-margin electrical steels and a competitive renewable energy portfolio.
Structural Improvements in EBITDA
Third quarter EBITDA per tonne was $111, which is 25% above the historical average margin, demonstrating positive impact from asset optimization and growth strategy.
Positive Free Cash Flow Generation
Excluding working capital, 9 months free cash flow was approximately $0.5 billion positive, even after investing close to $1 billion in strategic growth projects.
Strong Performance in Europe
Encouraging outlook due to new trade tools proposed by the European Commission, which could lead to healthier capacity utilization levels.
North America Performance
Record level of shipments at Calvert, with strong operations in Canada and good performance from the HBI DRI plant in Texas.
Dividend and Share Repurchase Strategy
Over the past 5 years, the company grew its dividend at a compound rate of 16% and repurchased 38% of its equity.

ArcelorMittal (MT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

MT Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 05, 2026
2025 (Q4)
0.66 / -
-0.51
Nov 06, 2025
2025 (Q3)
0.61 / 0.50
0.3735.14% (+0.13)
Jul 31, 2025
2025 (Q2)
1.15 / 2.34
0.63271.43% (+1.71)
Apr 30, 2025
2025 (Q1)
0.64 / 1.04
1.16-10.34% (-0.12)
Feb 06, 2025
2024 (Q4)
0.49 / -0.51
-3.5785.71% (+3.06)
Nov 07, 2024
2024 (Q3)
0.53 / 0.37
1.1-66.36% (-0.73)
Aug 01, 2024
2024 (Q2)
0.77 / 0.63
2.2-71.36% (-1.57)
May 02, 2024
2024 (Q1)
0.91 / 1.16
1.27-8.66% (-0.11)
Feb 08, 2024
2023 (Q4)
-2.25 / -3.57
0.3-1290.00% (-3.87)
Nov 09, 2023
2023 (Q3)
1.00 / 1.10
1.11-0.90% (-0.01)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

MT Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$37.20$37.64+1.18%
Jul 31, 2025
$32.27$31.45-2.54%
Apr 30, 2025
$29.79$29.30-1.64%
Feb 06, 2025
$25.14$27.96+11.22%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ArcelorMittal (MT) report earnings?
ArcelorMittal (MT) is schdueled to report earning on Feb 05, 2026, Before Open (Confirmed).
    What is ArcelorMittal (MT) earnings time?
    ArcelorMittal (MT) earnings time is at Feb 05, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is MT EPS forecast?
          MT EPS forecast for the fiscal quarter 2025 (Q4) is 0.66.
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