12 June 2024, 18:30 CET ArcelorMittal (the ‘Company’) announces that on 12 June 2024 it received a shareholding notification from BlackRock Inc.. According to this notification, the following threshold of (potential) voting rights was reached: 4.99% on 10 June 2024. This notification is available in the Luxembourg Stock Exchange’s OAM electronic database on www.bourse.lu and on the Company’s website corporate.arcelormittal.com under ‘Investors - Corporate Governance - Shareholding structure’. This notificat ...

11 June 2024, 08:00 CET ArcelorMittal (‘the Company' or ‘the Issuer') priced yesterday an offering of US$500 million aggregate principal amount of 6.00% notes due 17 June 2034 and US$500 million aggregate principal amount of 6.35% notes due 17 June 2054 (the ‘Notes'). The net proceeds to ArcelorMittal (before expenses), amounting to approximately $989,290,000, will be used for general corporate purposes. The offering is scheduled to close on 17 June 2024, subject to satisfaction of customary conditions. Th ...

11 June 2024, 08:00 CET ArcelorMittal (‘the Company’ or ‘the Issuer’) priced yesterday an offering of US$500 million aggregate principal amount of 6.00% notes due 17 June 2034 and US$500 million aggregate principal amount of 6.35% notes due 17 June 2054 (the ‘Notes’). The net proceeds to ArcelorMittal (before expenses), amounting to approximately $989,290,000, will be used for general corporate purposes. The offering is scheduled to close on 17 June 2024, subject to satisfaction of customary conditions. Th ...

ArcelorMittal S.A.’s (MT) unit ArcelorMittal Powders — dedicated to producing high-quality steel powders — entered into a memorandum of understanding with Materialise, a global leader in 3D printing software and services. This partnership aims to develop innovative solutions to optimize laser powder bed fusion (LPBF) equipment and metal 3D printing strategies. Through this collaboration, MT will utilize Materialise’s next-generation build processor for 3D printers.The collaboration aligns with ArcelorMittal ...

文章核心观点 - ArcelorMittal收购Italpannelli公司,扩大了其轻质隔热板业务的能力,增强了在新市场的交付能力[1][2][3] - 收购带来了地理市场的拓展,产品组合的丰富,为农业、住宅和冷藏等领域提供更好的服务[3] - 收购预计会带来协同效应和成本效益[3] - ArcelorMittal对中长期钢铁需求持乐观态度,预计2024年全球钢铁消费量(不含中国)将增长3-4%[4][5] 行业概况 - ArcelorMittal的股价在过去6个月内上涨4.1%,而同期行业下跌3.3%[3] - 行业内其他表现较好的公司包括ATI、Carpenter Technology和Ecolab[7][8][9][10][11]

ArcelorMittal S.A. (MT) , in collaboration with Mitsubishi Heavy Industries, Ltd. (MHI), BHP, and Mitsubishi Development Pty Ltd, commenced operating a pilot carbon capture unit at its Gent site in Belgium. This unit is designed to capture emissions from the blast furnace off-gas. The pilot unit, which will run for one to two years, aims to assess the feasibility of scaling up the technology to capture a significant portion of the Gent site's emissions. Since January, engineers have been on site to assemble ...

GENT, Belgium, May 22, 2024 (GLOBE NEWSWIRE) -- ArcelorMittal and partners Mitsubishi Heavy Industries, Ltd. (MHI), BHP, along with Mitsubishi Development Pty Ltd (Mitsubishi Development) have successfully started operating a pilot carbon capture unit on the blast furnace off-gas at ArcelorMittal Gent in Belgium. The pilot carbon capture unit will operate for one to two years at Gent, to test the feasibility of progress to full-scale deployment of the technology, which would be able to capture a sizeable po ...

文章核心观点 - 公司正在吉洪工厂建设电弧炉(EAF),这是欧洲脱碳计划下的首个重大EAF项目,标志着公司向低碳钢铁制造的重要一步 [1][2][3] - 新的生产工艺将大幅降低CO2排放,预计完成转型后每年可减少100万吨CO2排放 [2] - 该项目将使公司的长材部门在欧洲脱碳努力中处于领先地位,并能生产满足最高安全标准的高价值钢轨和线材 [3][4] - 公司对未来中长期钢铁需求前景持乐观态度,并计划在今年投资45-50亿美元,其中14-15亿美元用于战略性增长项目 [6][7] 公司概况 - 公司股价在过去一年内上涨0.9%,低于行业20.3%的涨幅 [5] - 公司目前评级为中性(Zacks Rank 3) [8] - 公司同行中,ATI、CRS和ECL等公司评级较高,股价在过去一年内分别上涨72.6%、130.8%和34.4% [9][10][11][12]

For the quarter ended March 2024, ArcelorMittal (MT) reported revenue of $16.28 billion, down 12% over the same period last year. EPS came in at $1.16, compared to $1.27 in the year-ago quarter.The reported revenue represents a surprise of +2.89% over the Zacks Consensus Estimate of $15.82 billion. With the consensus EPS estimate being $0.93, the EPS surprise was +24.73%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine the ...

公司业绩 - ArcelorMittal在2024年第一季度取得了积极的业绩，销售额增长11.9%，达到162.8亿美元[14] - 公司在1Q 2024实现了净利润9亿美元，相比于2023年第四季度的30亿美元的净亏损有了显著改善[17] - 1Q 2024的EBITDA达到19.56亿美元，较上一季度增长34.6%，主要得益于北美、巴西、欧洲和印度等地区的业绩提升[16] 区域市场表现 - 巴西市场销售额在2024年第一季度增长了12.6%，达到了31亿美元，主要受益于钢铁平均售价上涨4.0%[25] - 欧洲市场销售额在2024年第一季度增长了18.4%，达到了78.47亿美元，主要受益于出货量的改善[29] - 印度和合资企业在2024年第一季度的收入为2.42亿美元，较上一季度增长，主要受益于Calvert、欧洲和美国投资者的贡献[32] 公司战略举措 - ArcelorMittal计划在阿拉巴马州的Calvert建立一个先进制造设施，每年可提供15万公吨非晶向电工钢的国内生产能力[44] - ArcelorMittal任命Kleber Silva为矿业部门的新首席执行官，他在矿业和金属行业拥有35年的丰富经验[45] 财务数据 - 公司在2024年第一季度的销售额为16,282百万美元，较上一季度14,552百万美元有所增长[52] - 公司在2024年第一季度的营业利润为1,072百万美元，较上一季度的亏损1,980百万美元有显著改善[52] - 公司在2024年第一季度的基本每股收益为1.16美元，较上一季度的每股亏损3.57美元有明显增长[52] - 公司在2024年第一季度的净债务为4,784百万美元，较上一季度的2,898百万美元有所增加[55] 财务指标 - ROE是指“净资产收益率”，计算方法为过去十二个月调整后的净利润（不包括减值损失和特殊项目）除以归属于母公司股东的平均净资产。[73] - 2024年第一季度ROE为8.6%，2023年ROE为8.9%[73] - 每股股东权益书值计算方法为归属于母公司股东的净资产除以期末股份数。[74]