Cleveland-Cliffs Inc. (CLF) logged a loss (as reported) of $495 million or $1.00 per share in the first quarter of 2025, wider than a loss of $67 million or 14 cents per share a year ago.Barring one-time items, the first-quarter adjusted loss was 92 cents per share. This compares to earnings of 18 cents in the prior-year quarter. It was wider than the Zacks Consensus Estimate of a loss of 78 cents.Revenues fell around 11% from the year-ago quarter to $4,629 million. The top line, however, beat the Zacks Con ...

Cleveland-Cliffs (CLF) came out with a quarterly loss of $0.92 per share versus the Zacks Consensus Estimate of a loss of $0.78. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -17.95%. A quarter ago, it was expected that this mining company would post a loss of $0.65 per share when it actually produced a loss of $0.68, delivering a surprise of -4.62%. Over the last four quarters, the compa ...

NEWS RELEASE Cleveland-Cliffs Reports First-Quarter 2025 Results CLEVELAND—May 7, 2025—Cleveland-Cliffs Inc. (NYSE: CLF) today reported first-quarter results for the period ended March 31, 2025. First-Quarter Consolidated Results First-quarter 2025 consolidated revenues were $4.6 billion, compared to $4.3 billion in the fourth quarter of 2024. For the first quarter of 2025, the Company recorded a GAAP net loss of $483 million, or $1.00 per diluted share, with an adjusted net loss of $456 million, or $0.92 p ...

Cleveland-Cliffs Inc. (CLF) is slated to release first-quarter 2025 results after the closing bell on May 7.CLF has a trailing fourth-quarter negative earnings surprise of roughly 5.4%, on average. It delivered a negative earnings surprise of around 4.6% in the last reported quarter. While CLF is expected to have benefited from actions to lower costs and higher volumes, lower year-over-year prices are likely to have weighed on its performance in the first quarter.The CLF stock has lost 49.9% in the past yea ...

Wall Street analysts forecast that Cleveland-Cliffs (CLF) will report quarterly loss of $0.67 per share in its upcoming release, pointing to a year-over-year decline of 472.2%. It is anticipated that revenues will amount to $4.6 billion, exhibiting a decline of 11.6% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 59.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of ...

The most recent trading session ended with Cleveland-Cliffs (CLF) standing at $7.91, reflecting no shift from the previouse trading day's closing. This move lagged the S&P 500's daily gain of 0.74%. On the other hand, the Dow registered a gain of 0.05%, and the technology-centric Nasdaq increased by 1.26%.Coming into today, shares of the mining company had lost 15.22% in the past month. In that same time, the Basic Materials sector lost 2.61%, while the S&P 500 lost 4.77%.Investors will be eagerly watching ...

Cleveland-Cliffs (CLF) closed the most recent trading day at $7.30, moving +1.67% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.13%. Meanwhile, the Dow lost 1.33%, and the Nasdaq, a tech-heavy index, lost 0.13%.Shares of the mining company witnessed a loss of 24.9% over the previous month, trailing the performance of the Basic Materials sector with its loss of 4.72% and the S&P 500's loss of 6.3%.Analysts and investors alike will be keeping a close eye on ...

公司股价表现 - 最新收盘价7.34美元，较前一日上涨0.82%，但跑输标普500当日1.81%的涨幅，同时道指上涨1.56%，纳斯达克上涨2.06% [1] - 过去一个月股价下跌25.18%，跑输基础材料板块7.52%的跌幅和标普500指数6.14%的跌幅 [1] 公司盈利与营收预期 - 预计2025年5月7日发布财报，预计每股收益为 - 0.62美元，较去年同期下降444.44%，预计营收46亿美元，较去年同期下降11.5% [2] - 全年Zacks共识预期每股收益 - 0.72美元，营收201.6亿美元，同比分别变化 + 1.37%和 + 5.08% [3] 分析师评级与模型 - 分析师估计的修订反映短期业务趋势，积极修订体现对公司业务和盈利能力的乐观 [4] - 估计修订与股价表现直接相关，Zacks Rank模型考虑这些变化并提供评级系统 [5] - Zacks Rank系统从1（强力买入）到5（强力卖出），1级股票自1988年以来平均年回报率为 + 25%，过去30天Zacks共识每股收益估计下降31%，公司目前Zacks Rank为3（持有） [6] 行业情况 - 矿业 - 杂项行业属于基础材料板块，目前Zacks行业排名150，处于所有250多个行业的后40% [7] - Zacks行业排名通过计算行业内个股平均Zacks Rank评估行业实力，研究显示排名前50%的行业表现是后50%的2倍 [7]

文章核心观点 - 近期标普500指数大幅下跌，源于特朗普贸易关税政策，混乱中钢铁行业出现投资机会，克利夫兰-克里夫斯、美国钢铁和钢动力公司股票有潜在上行空间 [1][2] 行业背景 - 贸易关税目的是激励国内外公司在国内制造产品，半导体等公司需建工厂，为钢铁制造商带来机会 [2] 克利夫兰-克里夫斯公司 - 股价跌至52周高点的35%，市场抛售或因贸易关税，但机构投资者增持，持股比例达4.3%，市值1.997亿美元 [3][5] - 12个月股价预测为16.43美元，上行空间137.75%，评级为适度买入，分析师预测2025年第三季度每股收益达0.06美元，远高于当前亏损 [4][6] 美国钢铁公司 - 12个月股价预测为41.32美元，上行空间7.90%，评级为适度买入，过去一个季度跑赢标普500指数32% [8] - 2025年4月有880万美元机构资金流入，上一季度买入6.05亿美元，制造业采购经理人指数显示钢铁新订单需求上升 [9][10] 钢动力公司 - 股价跌至52周高点的75%，过去一个月空头兴趣下降19.2%，过去一个季度有11亿美元机构资金流入，新季度又有350万美元流入 [11][12] - 12个月股价预测为149.67美元，上行空间37.04%，评级为适度买入，华尔街分析师目标价暗示净上行空间达29% [12][13]

文章核心观点 - 美国钢铁制造商克利夫兰 - 悬崖公司股价大幅下跌，关税政策虽旨在保护国内钢铁制造商，但实际对钢铁终端市场需求产生负面影响，导致公司裁员 [1][2][6] 公司表现 - 周四公司股价暴跌 16.9%，远超标准普尔 500 指数 4.8% 的跌幅 [1] - 一周前公司宣布今夏将裁员 600 人，并闲置密歇根州迪尔伯恩的一座钢铁厂 [3] - 3 月中旬公司宣布“临时”解雇弗吉尼亚州和明尼苏达州两个采矿业务的 630 名工人 [4] 行业影响 - 2018 年实施钢铁关税和贸易战升级时，对抗性贸易政策对钢铁终端市场需求不利，尤其是汽车行业，需求下降超过关税带来的好处 [2] - 此前 25% 的钢铁关税本应保护国内钢铁制造商，提振需求和维持就业，但目前关税起到了相反作用，至少短期内如此 [5][6] - 截至 4 月 2 日关税威胁已压低需求，尤其是汽车这一钢铁关键终端市场，疲软需求盖过了关税给国内钢铁制造商带来的价格提升 [6] 管理层观点 - 公司称裁员行动将使其在当前市场环境下更高效、更具成本竞争力，相信特朗普政策全面生效且汽车生产迁回美国后，能恢复迪尔伯恩的钢铁生产 [7] - 但何时能重新激发汽车等大宗商品的需求尚不清楚，因为关税是对消费者的一种累退税，会使美国广大民众更无力购买汽车 [7]