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Cleveland-Cliffs (CLF) investor relations material
Cleveland-Cliffs Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary21 Jul, 2025
Executive summary
Achieved record steel shipments of 4.3 million net tons in Q2 2025, with revenues of $4.9 billion.
Adjusted EBITDA reached $97 million, up $271 million sequentially from Q1 2025, though down from $323 million in Q2 2024.
Reported GAAP net loss of $470 million in Q2 2025, including $323 million in non-recurring charges from idled facilities.
Liquidity stood at $2.7 billion as of June 30, 2025, aided by significant working capital release.
Multiple facilities were idled in 2025 to optimize operations amid weak automotive demand and market volatility.
Financial highlights
Q2 2025 revenues were $4.9 billion, up from Q1 but down from $5.1 billion in Q2 2024.
Net loss for Q2 2025 was $470 million, compared to net income of $9 million in Q2 2024.
Adjusted EBITDA of $97 million in Q2 2025, compared to a loss of $174 million in Q1 2025 and $323 million in Q2 2024.
Steel unit cost reductions of $15 per net ton sequentially from Q1 2025.
Working capital release of $200 million, with $100 million each from raw materials and finished steel.
Outlook and guidance
Full-year 2025 capital expenditures expected at $600 million, down from $625 million.
SG&A expenses forecasted at $575 million, reduced from $600 million.
Steel unit cost reductions maintained at $50 per net ton compared to 2024.
Expect continued improvement in Adjusted EBITDA from Q2 to Q3 2025.
Domestic steel demand projected to increase, with import share of consumption expected to decline to 17% by 2029.
How will tariffs impact domestic steel/auto sectors?
Explain the EBITDA impact of Indiana Harbor slab contract.
Detail cost reduction impact from footprint changes.
Noncore asset sales value and timeline
Middletown project's revised scope
Stelco's Canadian market protection strategy
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Next Cleveland-Cliffs earnings date
Q3 202520 Oct, 2025
Next Cleveland-Cliffs earnings date
Q3 202520 Oct, 2025
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Frequently asked questions
Cleveland-Cliffs Inc. produces iron ore pellets, lump and fines iron ore, and metallurgical coal products. It sells its products to integrated steel companies and steel producers in the United States, Canada, and Mexico, as well as Asia. The company was formerly known as Cliffs Natural Resources Inc. Cleveland-Cliffs Inc. was founded in 1847 and is headquartered in Cleveland, Ohio.
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