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ArcelorMittal (MT) investor relations material
ArcelorMittal Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
3Q 2025 EBITDA was $1.5bn with a margin of $111/ton, reflecting asset optimization, diversification, and strategic growth investments, including record iron ore production in Liberia.
Net income for 3Q 2025 was $377m (EPS $0.50), with adjusted net income at $474m (adjusted EPS $0.62).
Net debt rose to $9.1bn, mainly due to working capital and M&A investments; liquidity remains robust at $11.2bn.
Share buybacks reduced fully diluted shares by 38% since September 2020; 8.8m shares repurchased in 2025.
Safety transformation program underway, with improved lost time injury frequency rate and new contractor safety standards.
Financial highlights
3Q 2025 sales were $15.7bn, down 1.7% sequentially; 9M 2025 sales were $46.4bn.
Operating income for 3Q 2025 was $544m, down from $1.9bn in 2Q 2025, impacted by lower shipments and prices.
EBITDA margin for 3Q 2025 was 9.6%, compared to 11.7% in 2Q 2025.
Adjusted net income for 9M 2025 reached $2.3bn, with adjusted EPS of $2.99.
Book value per share increased to $72, with 38% of shares repurchased since September 2020.
Outlook and guidance
EU trade policy and CBAM reforms expected to support European profitability and capacity utilization.
Strategic growth projects and M&A expected to add $2.1bn to future EBITDA, with $0.7bn in 2025 and $0.8bn in 2026.
Free cash flow outlook for 4Q 2025 is strong, with working capital investment expected to unwind.
EU capacity utilization expected to rise to 80-85% with new trade tools, supporting profitability.
Base dividend of $0.55/share, with at least 50% of post-dividend FCF returned to shareholders.
Explain treasury share cancellation impact
EU trade policy impact on Europe investment plans
How 4Q working capital unwind impacts FCF
EU trade policy: impact on Europe investments?
Breakdown of $2.1bn future EBITDA potential.
Investable cash flow allocation priorities?
Europe capital allocation with new trade tools?
Mexico ops: confidence in normalized performance?
China exports: strategy to counter market impact?
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Next ArcelorMittal earnings date
Q4 20255 Feb, 2026
Next ArcelorMittal earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
ArcelorMittal S.A., owns and operates steel manufacturing and mining facilities in many parts of the world. The company engages in the production of flat steel products, long products, and coated products, as well as processing operations related to steel and other metals. It operates through Europe & North America, Asia Pacific, African Operations, Indian Subcontinent & Middle East, and Latin America segments. ArcelorMittal S.A., is based in Luxembourg city, Luxembourg.
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