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Cleveland-Cliffs (CLF) Reports Q2 Earnings: What Key Metrics Have to Say

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Cleveland-Cliffs (CLF - Free Report) reported $4.93 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 3.1%. EPS of -$0.50 for the same period compares to $0.11 a year ago.

The reported revenue represents a surprise of +0.62% over the Zacks Consensus Estimate of $4.9 billion. With the consensus EPS estimate being -$0.68, the EPS surprise was +26.47%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Cleveland-Cliffs performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • External Sales Volumes - Total steel shipments: 4,290.00 KTon compared to the 4,202.55 KTon average estimate based on four analysts.
  • Average net selling price per net ton of steel products: $1,015.00 versus the four-analyst average estimate of $1,022.99.
  • Steel shipments by product - Coated steel: 1,142.00 KTon compared to the 1,133.21 KTon average estimate based on three analysts.
  • Steel shipments by product - Slab and other steel products: 442.00 KTon versus the three-analyst average estimate of 375.55 KTon.
  • Revenues- Other Businesses: $163 million versus the four-analyst average estimate of $166.39 million. The reported number represents a year-over-year change of -7.9%.
  • Revenues- Steelmaking: $4.77 billion compared to the $4.75 billion average estimate based on four analysts. The reported number represents a change of -2.9% year over year.
  • Revenues- Steelmaking- Coated steel: $1.39 billion compared to the $1.39 billion average estimate based on three analysts. The reported number represents a change of -10% year over year.
  • Revenues- Steelmaking- Slab and other steel products: $276 million versus the three-analyst average estimate of $262.56 million. The reported number represents a year-over-year change of -13.2%.
  • Revenues- Steelmaking- Plate: $275 million versus the three-analyst average estimate of $269.36 million. The reported number represents a year-over-year change of -13.3%.
  • Revenues- Steelmaking- Other: $417 million versus the three-analyst average estimate of $414.67 million. The reported number represents a year-over-year change of -2.6%.
  • Revenues- Steelmaking- Cold-rolled steel: $645 million compared to the $638.27 million average estimate based on three analysts. The reported number represents a change of -9.3% year over year.
  • Revenues- Steelmaking- Hot-rolled steel: $1.33 billion versus $1.34 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +19.5% change.

View all Key Company Metrics for Cleveland-Cliffs here>>>

Shares of Cleveland-Cliffs have returned +60.1% over the past month versus the Zacks S&P 500 composite's +5.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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