Cleveland-Cliffs Résultats passés
Passé contrôle des critères 0/6
Les bénéfices de Cleveland-Cliffs ont diminué à un taux annuel moyen de -69.9%, tandis que le secteur Metals and Mining a vu ses bénéfices augmenter de en baisse à 2.7% par an. Les revenus ont augmenté de en baisse à un taux moyen de 1.1% par an.
Informations clés
-69.91%
Taux de croissance des bénéfices
-70.03%
Taux de croissance du BPA
| Metals and Mining Croissance de l'industrie | 26.40% |
| Taux de croissance des recettes | -1.12% |
| Rendement des fonds propres | -14.13% |
| Marge nette | -4.51% |
| Dernière mise à jour des bénéfices | 30 Jun 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Sep 07
CLF: Steel Pricing And Middletown Investment Will Shape Balanced Risk Reward
The analyst price target for Cleveland-Cliffs has moved from $11.65 to $12.00, reflecting updated views on steel pricing, cost trends, and volume expectations across recent research. Analyst Commentary Recent research on Cleveland-Cliffs shows a wide range of views, with price targets clustered around the low to mid teens and ratings spread from Buy through Underweight.Seeking Alpha • Sep 01
Cleveland-Cliffs: 2027 Could Be A Very Big Year
Summary Cleveland-Cliffs is North America's largest flat-rolled steel producer, trading at a discount despite recent EBITDA growth and strong automotive contracts. CLF's upside case hinges on contract resets and undisclosed Stelco earnings, but consensus may overstate 2027 FCF by crediting unproven contributions. Management prioritizes deleveraging over capital returns, with buybacks on hold and all free cash flow directed to reducing leverage below 2.5x. I see CLF as a buy at $11, not at $15, given risks from leverage, forward steel prices, and lack of immediate shareholder returns. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 10
CLF: Elevated Steel Prices Will Expose Leverage Risk And Limit Upside
Analysts have nudged Cleveland-Cliffs' fair value estimate higher to $10.00, citing updated price targets that reflect recent Q2 results, expectations for firmer steel pricing, and a willingness in some cases to apply a richer future P/E multiple despite ongoing concerns about leverage and sector volatility. Analyst Commentary Recent research on Cleveland-Cliffs shows a divided set of views, with some firms lifting price targets following Q2 results and others trimming expectations or maintaining cautious stances.Mise à jour du récit • Jul 26
CLF: Steel Pricing And Deleveraging Efforts Will Shape Balanced Risk Reward
The analyst price target for Cleveland-Cliffs has been raised modestly, supported by research pointing to easing comparisons, firmer steel pricing, and expectations for improved margins as costs and volumes are reassessed. Analyst Commentary Recent research on Cleveland-Cliffs shows a split view, with some bullish analysts leaning into the latest Q2 beat and steel pricing trends, while more cautious voices focus on leverage, commodity assumptions, and where the stock trades relative to their targets.Mise à jour du récit • Jul 12
CLF: Tighter Service Center Inventories Will Support Steel Pricing Tailwinds
Cleveland-Cliffs' updated analyst price target has been trimmed by roughly $0.75 to reflect lower commodity price forecasts, higher assumed discount rates, and sector wide valuation resets that analysts see affecting steel and metals stocks through at least the autumn. Analyst Commentary Recent research around Cleveland-Cliffs shows a split view, with some analysts focusing on earnings potential if steel pricing holds up, while others highlight balance sheet risk and sector headwinds that could pressure valuation.Mise à jour du récit • Jun 28
CLF: Peaking Steel Prices Will Drive A More Cautious Bearish Outlook
Analysts have trimmed the fair value estimate for Cleveland-Cliffs to $8.00, reflecting a reset in revenue growth and margin expectations, even as recent price target revisions cluster around $12 to $14 following the stock's sharp rally and updated steel price assumptions. Analyst Commentary Recent Street research on Cleveland-Cliffs shows a more cautious tone, even as several firms update steel price assumptions and revise targets.Mise à jour du récit • Jun 14
CLF: Higher Leverage And Tariff Shift Will Pressure Future Returns
Analysts have shifted their view on Cleveland-Cliffs with a higher blended price target near $13 to $14, supported by updated steel price assumptions, expectations for firmer Q2 and second half demand, and modestly higher modeled margins, even as some still flag leverage as a constraint on the stock's P/E multiple. Analyst Commentary Recent research on Cleveland-Cliffs reflects a mix of constructive and cautious views, with several firms updating steel price assumptions, earnings models, and valuation frameworks ahead of sector guidance and mid-quarter previews.
Mise à jour du récit • May 31
CLF: Tariff Policy And Leverage Concerns Will Shape Future Earnings Power
Analysts have reduced the Cleveland-Cliffs fair value estimate by about $2.40 to $14.42 per share, reflecting lower assumed revenue growth and P/E multiple, along with a modestly higher profit margin outlook and recent cautious coverage, including new Underweight ratings with a $9 price target. Analyst Commentary Recent Street research on Cleveland-Cliffs has leaned cautious overall, with several firms assigning Underweight ratings and lower price targets.Mise à jour du récit • May 03
CLF: Tariff Policy And Mixed Street Views Will Shape Future Returns
Analysts have trimmed the average price target for Cleveland-Cliffs by about $2.40, reflecting a mix of recent target cuts from several firms and a smaller upward revision from Goldman Sachs. These changes have contributed to more cautious assumptions on margins and valuation multiples, even as revenue growth expectations have remained steady to slightly higher.Mise à jour du récit • Apr 19
CLF: Tariff Policy And Import Share Shifts Will Shape Future Earnings Power
The updated fair value estimate for Cleveland-Cliffs moves slightly lower to $16.80 from $17.00, as analysts factor in softer revenue growth and margins, along with a higher discount rate, despite a wide range of recent price target changes across the Street. Analyst Commentary Recent Street research on Cleveland-Cliffs has been mixed, with a cluster of valuation resets and rating changes as analysts recalibrate expectations after recent company updates and sector notes.Mise à jour du récit • Apr 04
CLF: Tariff Shifts And Higher Costs Will Shape A Cautious Rare Earths Story
Analysts have made only a small adjustment to their $-based price targets for Cleveland-Cliffs, reflecting a mix of higher assumed profit margins, a lower future P/E multiple, and a more cautious view on growth and risk after recent Neutral and Sector Weight calls, along with both minor cuts and raises to published targets. Analyst Commentary Recent research on Cleveland-Cliffs has leaned more cautious, with several Bearish analysts highlighting execution and valuation risks despite some earlier optimism around pricing and policy support for the U.S. steel sector.Mise à jour du récit • Mar 21
CLF: Tariff Support And Auto Contract Wins Will Shape Future Returns
The analyst price target for Cleveland-Cliffs has been adjusted slightly lower to reflect a new fair value estimate of about $13.08, as analysts weigh mixed rating changes, valuation concerns, and updated expectations for margins and future P/E multiples. Analyst Commentary Recent research on Cleveland-Cliffs reflects a divided view, with some analysts focusing on potential upside from pricing, tariffs, and growth initiatives, while others point to valuation, costs, and execution risks around upcoming results and leadership actions.Mise à jour du récit • Mar 07
CLF: Tariff Support And Auto Contract Wins Will Drive Future Upside
Analysts have adjusted their Cleveland-Cliffs price targets in a tight range, with small upward and downward moves of roughly $0.10 to $2. They are weighing mixed views on sector valuation, CEO stock sales, steel pricing expectations, and the company's cost profile and longer term opportunities.Mise à jour du récit • Feb 21
CLF: Tariff Policy And Steel Pricing Will Drive Future Upside Potential
Analysts have nudged their price target on Cleveland-Cliffs slightly lower to around $13.41, reflecting mixed recent research in which some firms cited valuation concerns and insider selling, while others pointed to potential longer term opportunities in U.S. steel and tariff support. Analyst Commentary Recent research on Cleveland-Cliffs splits into two clear camps, with some analysts focused on upside tied to steel pricing and tariffs, and others emphasizing valuation constraints, cost pressures, and insider selling.Mise à jour du récit • Feb 06
CLF: Elevated Tariffs And Import Share Gains Will Reshape Future Earnings Power
Analysts have raised their fair value estimate for Cleveland-Cliffs to $17.00 from $14.00, citing updated assumptions on steel pricing, tariffs, and company-specific opportunities outlined in recent research, while noting that views remain divided on costs, valuation, and sector risks. Analyst Commentary Recent research shows a split view on Cleveland-Cliffs, with some firms turning more cautious on valuation and costs, while others highlight potential upside tied to pricing, tariffs, and company specific initiatives.Mise à jour du récit • Jan 23
CLF: Tariff Support And Cost Pressures Will Shape Steel Outlook
Analysts have raised their blended price target on Cleveland-Cliffs to about $13.44, up from $12.45. This shift reflects updated views on revenue growth, profit margins, and future P/E assumptions, alongside mixed Street research that notes both tariff support for steel pricing and ongoing concerns about costs and valuation.Mise à jour du récit • Jan 09
CLF: Rare Earths Excitement Will Eventually Clash With Rising Cost Pressures
Analysts have trimmed their average price expectations for Cleveland-Cliffs to about US$12.50 to US$16, reflecting concerns about valuation, higher than expected costs and a mixed macro backdrop, even as some still highlight catalysts around auto contracts, liquidity and updated post earnings models. Analyst Commentary Recent Street research around Cleveland-Cliffs has leaned more cautious, with several bearish analysts pulling back on their expectations while a few remain constructive.Mise à jour du récit • Dec 15
CLF: Rare Earths Hype Will Likely Fade Against Weak Steel Fundamentals
Analysts have nudged our Cleveland Cliffs fair value estimate higher to approximately $8.62 from about $6.06 per share. This reflects a modestly higher long term valuation multiple even as they factor in softer near term revenue growth, still pressured margins, and a mixed macro backdrop for steel demand.Mise à jour du récit • Dec 01
CLF: Cost Discipline And Trade Concerns Will Shape Outlook Into Year End
Analysts have slightly lowered their average price target for Cleveland-Cliffs to $12.45 from $12.58, citing a challenging macro environment for metals and mining. However, this is offset by potential demand rebounds in key regions.Mise à jour du récit • Nov 17
CLF: Future Partnerships And Auto Steel Advances Will Support Upside Momentum
The analyst price target for Cleveland-Cliffs has been lowered slightly, from $12.76 to $12.58. Analysts cite muted revenue growth expectations and continued margin pressures, despite recent volatility in the shares.Mise à jour du récit • Nov 02
CLF: Tariff Pressures And New Auto Contracts Will Shape Fair Value Outlook
Analysts have raised their price target for Cleveland-Cliffs by $0.59 to $12.76. This change reflects improved projected revenue growth and profit margin outlooks following the company’s recent earnings report and revised forecasts.Mise à jour du récit • Oct 19
US Tariffs And Reshoring Will Support Domestic Steel Demand
Cleveland-Cliffs' analyst price target has increased from $11.57 to $12.17, as analysts point to improving risk and reward following stronger operating efficiency and potential benefits from ongoing industry tariffs and trade policy shifts. Analyst Commentary Analyst reactions to Cleveland-Cliffs’ recent performance and industry trends have been mixed, reflecting both optimism about the company’s trajectory and some caution about underlying challenges.Article d’analyse • Oct 09
Cleveland-Cliffs Inc. (NYSE:CLF) Surges 26% Yet Its Low P/S Is No Reason For Excitement
Cleveland-Cliffs Inc. ( NYSE:CLF ) shares have continued their recent momentum with a 26% gain in the last month alone...Mise à jour du récit • Oct 05
US Tariffs And Reshoring Will Support Domestic Steel Demand
Analysts have raised their fair value estimate for Cleveland-Cliffs from $11.31 to $11.57 per share. This update is based on improved cost performance, anticipated tariff benefits, and a more favorable risk/reward outlook for the company.Mise à jour du récit • Sep 16
US Tariffs And Reshoring Will Support Domestic Steel Demand
Cleveland-Cliffs’ consensus price target has increased to $11.31 as improved cost and efficiency post-Q2, potential share gains in auto steel from tariffs and onshoring, and supportive trade policies offset soft underlying demand and future supply concerns. Analyst Commentary Bullish analysts note improved risk/reward for Cleveland-Cliffs post-Q2 earnings, citing better cost and efficiency performance.Seeking Alpha • Apr 16
Cleveland-Cliffs: Even Tariffs Don't Seem To Help
Summary Tariffs are intended to raise domestic prices and boost U.S. steel producers' profits, but this hasn't significantly impacted Cleveland-Cliffs' stock price. The real issue isn't trade but technological change; integrated steel producers face declining demand due to increased recycling and electric arc furnace use. Cleveland-Cliffs' expansion and debt burden exacerbate its vulnerability in a market shifting away from virgin steel production. Tariffs alone won't solve Cleveland-Cliffs' structural problems; the industry's future lies in adapting to technological advancements, not trade protectionism. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
Cleveland-Cliffs: No Panic, A Rebound May Be Near
Summary Cleveland-Cliffs has underperformed, dropping 26% since my initial "Buy" rating, but I maintain my stance due to recent positive trends. Q4 2024 saw the lowest steel demand since 2010, but financial improvements and a strong order book signal a potential turnaround. The inclusion of Stelco and rising HRC prices could significantly boost CLF's revenues, potentially exceeding market expectations. On a net-net basis, the steel imports tariffs recently imposed; should a) increase CLF's volumes; and b) increase pricing. CLF's fair value today is close to $13.25/share. Despite macro risks, tariffs should enhance CLF's volumes and pricing, justifying my continued "Buy" rating and plans to add to my position. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Cleveland-Cliffs Could Be At The Beginning Of A Major Pricing Upcycle
Summary Cleveland-Cliffs Inc. has multiple catalysts coming forth in 2025, driven by an improved macroeconomic environment and US manufacturing outlook. Section 232 tariffs have the ability to benefit Cleveland-Cliffs on multiple fronts, including price support and higher volume sales if imports decline. Cleveland-Cliffs may also benefit from nearshoring manufacturing, potentially driving more domestic construction projects. Higher steel prices from tariffs should benefit CLF, but potential risks include constrained demand from high interest rates and supply chain adjustments in the automotive industry. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Cleveland-Cliffs: Trump Tariffs Likely To Boost Results
Summary Cleveland-Cliffs remains a Buy despite the failed U.S. Steel acquisition and falling steel prices, as fundamentals remain strong. The company's vertical model and Trump's 25% steel tariffs enhance competitiveness, particularly against foreign producers, offering long-term advantages. Financial results show a tough 2024 with a significant drop in steel prices, leading to negative cash flow and increased debt, but management remains optimistic. Updated valuation reflects a more conservative outlook due to cyclicality and higher interest rates, but the intrinsic value still supports a Buy rating. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Cleveland-Cliffs gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 30 Jun 26 | 19,195 | -866 | 301 | 0 |
| 31 Mar 26 | 18,903 | -1,209 | 305 | 0 |
| 31 Dec 25 | 18,610 | -1,473 | 320 | 0 |
| 30 Sep 25 | 18,622 | -1,679 | 319 | 0 |
| 30 Jun 25 | 18,457 | -1,675 | 296 | 0 |
| 31 Mar 25 | 18,615 | -1,191 | 243 | 0 |
| 31 Dec 24 | 19,185 | -760 | 239 | 0 |
| 30 Sep 24 | 19,972 | -467 | 271 | 0 |
| 30 Jun 24 | 21,008 | 40 | 310 | 0 |
| 31 Mar 24 | 21,900 | 389 | 368 | 0 |
| 31 Dec 23 | 21,996 | 384 | 373 | 0 |
| 30 Sep 23 | 21,928 | 337 | 313 | 0 |
| 30 Jun 23 | 21,976 | 226 | 299 | 0 |
| 31 Mar 23 | 22,329 | 474 | 257 | 0 |
| 31 Dec 22 | 22,989 | 1,332 | 253 | 0 |
| 30 Sep 22 | 23,291 | 2,424 | 227 | 0 |
| 30 Jun 22 | 23,642 | 3,503 | 222 | 0 |
| 31 Mar 22 | 22,350 | 3,561 | 224 | 0 |
| 31 Dec 21 | 20,444 | 2,798 | 212 | 0 |
| 30 Sep 21 | 17,354 | 1,984 | 261 | 0 |
| 30 Jun 21 | 12,996 | 743 | 241 | 0 |
| 31 Mar 21 | 9,044 | -33 | 229 | 0 |
| 31 Dec 20 | 5,354 | -123 | 190 | 0 |
| 30 Sep 20 | 3,632 | -122 | 150 | 0 |
| 30 Jun 20 | 2,542 | -20 | 126 | 0 |
| 31 Mar 20 | 2,192 | 264 | 109 | 0 |
| 31 Dec 19 | 1,990 | 295 | 114 | 0 |
| 30 Sep 19 | 2,152 | 855 | 114 | 0 |
| 30 Jun 19 | 2,338 | 963 | 112 | 0 |
| 31 Mar 19 | 2,309 | 1,031 | 105 | 0 |
| 31 Dec 18 | 2,332 | 1,040 | 99 | 0 |
| 30 Sep 18 | 2,148 | 749 | 94 | 0 |
| 30 Jun 18 | 2,003 | 572 | 92 | 0 |
| 31 Mar 18 | 1,760 | 428 | 94 | 0 |
| 31 Dec 17 | 1,866 | 365 | 103 | 0 |
| 30 Sep 17 | 2,108 | 130 | 106 | 0 |
| 30 Jun 17 | 2,065 | 84 | 115 | 0 |
| 31 Mar 17 | 2,090 | 12 | 113 | 0 |
| 31 Dec 16 | 1,555 | 97 | 109 | 0 |
| 30 Sep 16 | 1,831 | 51 | 110 | 0 |
| 30 Jun 16 | 1,871 | 103 | 101 | 0 |
| 31 Mar 16 | 1,873 | 46 | 109 | 0 |
| 31 Dec 15 | 2,013 | 97 | 110 | 0 |
| 30 Sep 15 | 2,568 | -731 | 109 | 0 |
Des revenus de qualité: CLF n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: CLF n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: CLF n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 69.9% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de CLF au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: CLF n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Metals and Mining ( 86.1% ).
Rendement des fonds propres
ROE élevé: CLF a un retour sur capitaux propres négatif ( -14.13% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/10 12:59 |
| Cours de l'action en fin de journée | 2026/09/10 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Cleveland-Cliffs Inc. est couverte par 34 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Richard Garchitorena | Barclays |
| Ignace Proot | Bernstein |
| Tony Robson | BMO Capital Markets Equity Research |