ArcelorMittal announces the publication of its first quarter 2026 sell-side analyst consensus figures
Rhea-AI Summary
ArcelorMittal (NYSE: MT) published sell-side analyst consensus for 1Q 2026: EBITDA $1,655m, Net income $498m, EPS $0.65. Consensus draws on Visible Alpha aggregation of estimates from sell-side analysts, with 13 brokers contributing updated estimates as of 21 April 2026.
ArcelorMittal states these forecasts are third‑party estimates and not prepared or verified by the company.
Positive
- 1Q'26 consensus EBITDA $1,655m
- 1Q'26 consensus Net income $498m
- 1Q'26 consensus EPS $0.65
- Sell‑side participation: 13 brokers contributed updated estimates
Negative
- Consensus figures are third‑party estimates not verified or prepared by ArcelorMittal
News Market Reaction – MT
In the Apr 23 session, MT declined 2.46%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Mar 27 | Statutory results filing | Neutral | -2.7% | Publication of 2025 parent-company statutory financial statements and key volume metrics. |
| Mar 17 | Insider transactions notice | Neutral | +1.2% | Disclosure of management share transactions under Market Abuse Regulation requirements. |
| Mar 06 | Annual report & dividend | Positive | +0.8% | Filing of 2025 Annual Report with capex, shareholder returns and proposed dividend policy. |
| Feb 11 | Insider transaction update | Neutral | +5.6% | Designated person notification about a director or executive share transaction. |
| Feb 10 | Decarbonisation investment | Positive | +1.6% | Confirmation of €1.3bn Dunkirk electric arc furnace investment to cut steelmaking emissions. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent news has mostly seen price moves consistent with the informational or positive nature of the announcements, with one outsized move on a routine management trading disclosure.
Over the last few months, ArcelorMittal has reported several corporate and disclosure updates. On Mar 27 2026, it published 2025 statutory financial statements with revenue of $61.4 billion, and earlier, on Mar 6 2026, it filed its 2025 Annual Report highlighting $1.1bn strategic capex, $0.7bn shareholder returns and a proposed $0.60/share dividend. Designated person notifications on Feb 10 and Feb 11 2026 triggered modest to strong moves despite neutral content. Today’s consensus publication fits into this stream of structured financial disclosure rather than a new operational inflection point.
Key Terms
ebitda financial
sell-side analyst consensus financial
visible alpha financial
form 20 f regulatory
market abuse regulation regulatory
AI-generated analysis. How Rhea-AI works. Not financial advice.
23 April 2026, 15:00 CET
ArcelorMittal today announces the publication of its first quarter 2026 sell-side analyst consensus figures.
The consensus figures are based on analysts’ estimates recorded on an external web-based tool provided and managed by an independent company, Visible Alpha.
To arrive at the consensus figures below, Visible Alpha has aggregated the expectations of sell-side analysts who, to the best of our knowledge, cover ArcelorMittal on a continuous basis. This is currently a group of approximately 15 brokers. The listed sell-side analysts follow ArcelorMittal on their own initiative and ArcelorMittal is not responsible for their views. ArcelorMittal is neither involved in the collection of the information nor in the compilation of the estimates.
1Q’26 consensus estimates:
| 1Q'26 | |
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Equity analyst contributing to consensus:
Sell-side analyst participation stands at 13 brokers (i.e., those with updated estimates in Visible Alpha). The sell-side analysts who cover ArcelorMittal and whose estimates are included in the 1Q’26 consensus outlined above are the following:
- Bank of America – Reinhardt Van Der Walt
- CITI – Ephrem Ravi, Krishan Agarwal
- Deutsche Bank – Bastian Synagowitz
- Goldman Sachs – Matt Greene
- Groupo Santander – Robert Jackson
- ING – Stijn Demesster
- Jefferies – Cole Hathorn
- Kepler – Boris Bourdet
- Keybanc – Samuel Mckinney
- Morgan Stanley – Alain Gabriel
- Oddo – Maxime Kogge
- UBS – Andrew Jones
- Wells Fargo – Timna Tanners
Disclaimer
Estimates based on Visible Alpha consensus dated 21.4.26. The disclaimer is:
The information provided by Visible Alpha cited herein is provided “as is” and “as available” without warranty of any kind. Use of any Visible Alpha data is at a user’s own risk and Visible Alpha disclaims any liability for use of the Visible Alpha data. Although the information is obtained or compiled from reliable sources Visible Alpha neither can nor does guarantee or make any representation or warranty, either express or implied, as to the accuracy, validity, sequence, timeliness, completeness or continued availability of any information or data, including third-party content, made available herein. In no event shall Visible Alpha be liable for any decision made or action or inaction taken in reliance on any information or data, including third-party content. Visible Alpha further explicitly disclaims, to the fullest extent permitted by applicable law, any warranty of any kind, whether express or implied, including warranties of merchantability, fitness for a particular purpose and non-infringement.
The consensus estimate is based on estimates, forecasts and predictions made by third party financial analysts, as described above. It is not prepared based on information provided or checked by ArcelorMittal and can only be seen as a consensus view on ArcelorMittal's results from an outside perspective. ArcelorMittal has not provided input on these forecasts, except by referring to past publicly disclosed information. ArcelorMittal does not accept any responsibility for the quality or accuracy of any individual forecast or estimate. This web page may contain forward-looking statements based on current assumptions and forecasts made by ArcelorMittal or third parties. Various known and unknown risks, uncertainties and other factors could lead to material differences between ArcelorMittal's actual future results, financial situation, development or performance, and the estimates given here. These factors include those discussed in ArcelorMittal's periodic reports available on http://corporate.arcelormittal.com/.
ENDS
About ArcelorMittal
ArcelorMittal is one of the world’s leading integrated steel and mining companies with a presence in 60 countries and primary steelmaking operations in 14 countries. It is the largest steel producer in Europe, among the largest in the Americas, and has a growing presence in Asia through its joint venture AM/NS India. ArcelorMittal sells its products to a diverse range of customers including the automotive, engineering, construction and machinery industries, and in 2025 generated revenues of
ArcelorMittal is listed on the stock exchanges of New York (MT), Amsterdam (MT), Paris (MT), Luxembourg (MT) and on the Spanish stock exchanges of Barcelona, Bilbao, Madrid and Valencia (MTS).
http://corporate.arcelormittal.com/
| ArcelorMittal Investor Relations contact information | |
| General | +44 20 7543 1128 |
| Retail | +44 20 3214 2893 |
| Bonds/Credit | +33 171 921 026 |
| Bonds/Credit | +33 171 921 026 |
| ArcelorMittal Corporate Communications contact information | |
| Paul Weigh | |
| Tel: | +44 20 3214 2419 |
| press@arcelormittal.com | |
