Arcelormittal Stock Price, News & Analysis

ArcelorMittal (NYSE:MT) reported Q2 2025 results with EBITDA of $1.9 billion and a margin of $135/tonne. The company achieved net income of $1.8 billion (EPS: $2.35), including $0.8 billion in exceptional items. Key operational highlights include record iron ore production in Liberia and the successful commissioning of Calvert's new 1.5Mt EAF.

The company completed several strategic acquisitions, including full control of AM/NS Calvert by acquiring Nippon Steel's 50% stake. Net debt increased to $8.3 billion, up $1.5 billion from the previous quarter, primarily due to M&A activities. The company maintains strong liquidity of $11.0 billion and received a credit rating upgrade to BBB from S&P.

ArcelorMittal continues its shareholder returns program, having reduced shares outstanding by 38% since September 2020, with 8.8 million shares repurchased in 2025 for $262 million.

ArcelorMittal (NYSE:MT) has released its Q2 2025 sell-side analyst consensus figures, aggregated from approximately 15 brokers through Visible Alpha's platform. The consensus estimates project EBITDA of $1.85 billion, adjusted net income of $811 million, and adjusted earnings per share of $1.06 for the second quarter of 2025.

The consensus is based on estimates from 11 participating brokers, including major institutions like Bank of America, Goldman Sachs, and Morgan Stanley. ArcelorMittal emphasizes that these projections are independent analyst estimates, and the company is not involved in collecting or compiling the data.

ArcelorMittal (NYSE:MT) has filed its 2024 Payments to governments in respect of extractive activities report. The report provides a consolidated overview of payments made by ArcelorMittal and its subsidiaries to governments regarding their mining operations during 2024. The document, which complies with Luxembourg law requirements, is now available on the company's corporate website.

ArcelorMittal (MT) has signed an agreement to sell its Bosnian operations, including ArcelorMittal Zenica (integrated steel plant) and ArcelorMittal Prijedor (iron ore mining business), to Pavgord Group. The company expects to record a non-cash loss of approximately $0.2 billion on the disposal. The transaction, expected to close in Q3 2025, includes the transfer of all employee jobs to the new owner. The decision comes after a strategic review, despite considerable previous investments. ArcelorMittal has operated in Bosnia for 21 years and remains a global steel leader with operations in 60 countries, generating revenues of $62.4 billion in 2024 with production of 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore.

ArcelorMittal (MT) has completed the acquisition of Nippon Steel Corporation's 50% stake in AM/NS Calvert, gaining full ownership of the facility now renamed ArcelorMittal Calvert. The Alabama-based facility, originally acquired in 2014 for $1.55 billion, is one of North America's most advanced steel finishing facilities with 5.3 million metric tonnes annual capacity. Over $2 billion in investments have enhanced the facility since 2014, including a new steelmaking facility producing 1.5 million tonnes of low CO2 steel annually. A new seven-year slab supply agreement with NSC ensures 750,000 metric tonnes annually. ArcelorMittal is investing $1.2 billion in a new electrical steel facility at the site, expected to produce 150,000 tonnes of NOES annually by 2027. The transaction will increase ArcelorMittal's net debt by $1.3 billion, with the company expecting to record an exceptional gain of approximately $1.5 billion in Q2 2025.

ArcelorMittal (MT) inaugurated a new 20 million tonne capacity iron ore concentrator in Tokadeh, Nimba County, Liberia, attended by President Joseph Boakai and Executive Chairman Lakshmi Mittal. The facility, one of Africa's largest iron ore beneficiation plants, is part of ArcelorMittal's $1.8 billion expansion project, bringing total investment in Liberia to $3 billion. The project will quadruple production from 5 to 20 million tonnes annually while improving ore quality. Infrastructure upgrades include railway enhancement from Tokadeh to Buchanan and a new pier with material handling facilities. The expansion has created 5,000 contractor jobs and will generate 1,000 permanent positions upon completion. ArcelorMittal plans further expansion to 30 million tonnes annual capacity, with potential for DRI quality concentrate production. The company has already upgraded railway capacity to handle 30 million tonnes annually in anticipation of future growth.

ArcelorMittal (NYSE: MT) has announced that notifications regarding share transactions by Designated Persons (Directors or Executive Officers) are now available for viewing. These notifications can be accessed through the Luxembourg Stock Exchange's electronic database OAM on www.bourse.lu and on ArcelorMittal's website. As context, ArcelorMittal is a leading integrated steel and mining company operating in 60 countries with primary steelmaking operations in 15 countries. In 2024, the company generated $62.4 billion in revenues, produced 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore. The company maintains its position as Europe's largest steel producer with significant presence in the Americas and growing operations in Asia through AM/NS India.

ArcelorMittal (NYSE: MT) held its Annual General Meeting with 71.73% of voting rights represented. Shareholders approved key resolutions including a dividend of $0.55 per share and the implementation of buyback program(s). The meeting also resulted in the re-election of Vanisha Mittal Bhatia and Karel de Gucht as directors for three-year terms.

As the largest steel producer in Europe, ArcelorMittal operates in 60 countries with primary steelmaking in 15 countries. In 2024, the company achieved revenues of $62.4 billion, producing 57.9 million metric tonnes of crude steel and 42.4 million tonnes of iron ore.

[ "Approval of dividend distribution of $0.55 per share", "Authorization of new buyback program(s)", "Strong shareholder participation with 71.73% voting rights represented", "Solid 2024 performance with $62.4B in revenue" ]

ArcelorMittal reported Q1 2025 results with EBITDA of $1.6 billion and net income of $0.8 billion. The company achieved EBITDA per tonne of $116, showing resilience despite challenging market conditions. Key highlights include record production from Liberia iron ore operations and normalized operations in North America.

The company maintains strong liquidity of $10.8 billion while net debt increased to $6.7 billion following seasonal working capital investment. Strategic growth projects are progressing well, with expected EBITDA potential increase of $1.8 billion. Notable developments include Liberia expansion to 20Mt capacity, new EAF at AMNS Calvert, and AMNS India expansion.

Safety remains a priority with LTIF rate at 0.63x. The company continues its commitment to shareholder returns, having completed 9 buyback programs since 2020, reducing shares outstanding by 38%. A new 2025-2030 share buyback program was announced, alongside the base dividend of $0.55 per share.