US · Basic Materials · Steel
EPS came in at 0.89 against a street estimate of 1.18 — a miss of 24.6%.
Analysts rate ArcelorMittal SA ADR a buy (5 buy, 3 hold, 0 sell out of 8) with an average price target of $77.80.
CONFIDENT ArcelorMittal posted Q2 EBITDA of $2.1B ($155/tonne) on improved European momentum post-TRQ policy changes. Guiding stable-to-higher Q3 shipments (seasonal outperformance) and $1.8B incremental EBITDA from growth projects. Strong free cash flow trajectory supports shareholder returns. Q2 2026 Europe showing strongest near-term momentum; India and Liberia executing to plan; Brazil capacity-constrained but strategically positioned. Analysts pressed on inventory/demand dynamics (answered: no excess inventory in Europe; demand flat but import share shifting), price-setting mechanisms (answered: too early; depends on demand recovery), and European decarbonization sequencing (answered: EAF prioritized over DRI; economics must improve). Management defended capital discipline and refused to forecast precise price trajectories. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 1.51% |
| Dimensional Fund Advisors, Inc. | 0.43% |
| Maple Rock Capital Partners, Inc. | 0.29% |
| Morgan Stanley - Brokerage Accounts | 0.20% |
| BlackRock Inc | 0.20% |
| The Goldman Sachs Group Inc | 0.17% |
| Castle Hook Partners LP | 0.17% |
| Bank of New York Mellon Corp | 0.13% |
| Document | Date |
|---|---|
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • On September 25, 2026, ArcelorMittal announced it is unable to safely and sustainably restart operations at ArcelorMittal Kryvyi R | 2026-09-25 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • ArcelorMittal filed a Form 6-K dated September 14, 2026. • The filing contains a company statement regarding a missile strike on | 2026-09-15 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • The document is a Form 6-K filed by ArcelorMittal on August 17, 2026. • It contains a company statement regarding a missile strik | 2026-08-17 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • ArcelorMittal filed a Form 6-K dated August 3, 2026, covering company disclosures published on July 31, 2026 and August 3, 202 | 2026-08-03 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • ArcelorMittal filed its Form 20-F for the fiscal year ended December 31, 2025, reporting under IFRS as issued by the IASB. • The | 2026-03-06 |
| Annual report FY2024 (20-F) | 2025-03-10 |
| Annual report FY2023 (20-F) | 2024-02-28 |
| Annual report FY2022 (20-F) | 2023-03-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.15 / share ex-date Nov 13, 2026 · pay Dec 2, 2026 | 2026-11-13 |
| Dividend | $0.15 / share ex-date Aug 7, 2026 · pay Sep 9, 2026 | 2026-08-07 |
| Dividend | $0.15 / share ex-date May 13, 2026 · pay Jun 10, 2026 | 2026-05-13 |
| Dividend | $0.15 / share ex-date Feb 20, 2026 · pay Mar 18, 2026 | 2026-02-20 |
| Dividend | $0.28 / share ex-date Nov 13, 2025 · pay Dec 3, 2025 | 2025-11-13 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for ArcelorMittal SA ADR — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.