Cleveland-Cliffs (CLF) Q1 2026 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]
Cleveland-Cliffs Inc. (CLF)
Last cleveland-cliffs inc. earnings: 2/20 07:00 am
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US:NYSE Investor Relations:
clevelandcliffs.com/investors/overview/default.aspx
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Source: Globe and Mail, The
Chairman, President, and Chief Executive Officer — Lourenco Goncalves Executive Vice President, Chief Financial Officer — Celso Goncalves Need a quote from a Motley Fool analyst? Email pr@fool.com Takeaways Adjusted EBITDA -- $95 million for the quarter, a $274 million increase from the prior year, primarily due to higher pricing. Shipments -- 4.1 million tons, up more than 300,000 tons sequentially from the fourth quarter of 2025, with further volume improvement expected in the second quarter. Average selling price -- Increased by $68 per ton year over year and $55 per ton sequentially from the fourth quarter of 2025, reflecting stronger spot and contract pricing, though realization lag extended to two months. One-time energy cost impact -- Spiking Midwest energy costs resulted in an $80 million negative EBITDA impact for the quarter. Canadian segment pricing -- Stelco selling prices are 40% below U.S. pricing, disconnected from historical parity, but remain margin p
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CLF
News
- Cleveland-Cliffs Q1 Earnings: A Mundane Report At A Time Of Uncertainty [Seeking Alpha]Seeking Alpha
- Cleveland-Cliffs stock drops on $80 million Q1 energy cost [Yahoo! Finance Canada]Yahoo! Finance Canada
- Cleveland-Cliffs stock drops on $80 million Q1 energy cost [Yahoo! Finance]Yahoo! Finance
- Cleveland-Cliffs Q1 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Cleveland Cliffs shares fall as higher costs overshadow Q1 earnings beat [Yahoo! Finance]Yahoo! Finance
CLF
Earnings
- 4/20/26 - Beat
CLF
Sec Filings
- 4/20/26 - Form 8-K
- 4/2/26 - Form 4
- 4/2/26 - Form 4
- CLF's page on the SEC website