CLF · Cleveland-Cliffs Inc.
$11.90
-0.25 (-2.06%)
At close · Aug 14
Market Cap
$6.79B
Shares
570.54M
Cleveland-Cliffs Inc. Earnings Call Transcripts
Every quarterly earnings call for Cleveland-Cliffs Inc. (CLF) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼5.8%
$5.65B
$152.00M
'22 Q3
22-10-25
▼5.6%
$5.04B
−$214.00M
'22 Q4
23-02-13
▼11.1%
$5.29B
−$57.00M
'23 Q1
23-04-24
▼5.6%
$5.98B
$347.00M
'23 Q2
23-07-24
▼0.8%
$5.61B
$264.00M
'23 Q3
23-10-23
▲1.3%
$5.11B
−$169.00M
'23 Q4
24-01-29
▼1.8%
$5.20B
−$67.00M
'24 Q1
24-04-22
▼14.9%
$5.09B
$2.00M
'24 Q2
24-07-22
▼18.5%
$4.57B
−$244.00M
'24 Q3
24-11-04
▼15.4%
$4.33B
−$451.00M
'24 Q4
25-02-24
▼11%
$4.63B
−$498.00M
'25 Q1
25-05-07
▼3.1%
$4.93B
−$486.00M
'25 Q2
25-07-21
▲3.6%
$4.73B
−$251.00M
'25 Q3
25-10-20
▼0.3%
$4.31B
−$243.00M
'25 Q4
26-02-09
▲6.3%
$4.92B
−$237.00M
'26 Q1
26-04-20
LATEST
▲5.9%
$5.23B
−$145.00M
'26 Q2
26-07-23
Earnings call
FY26 · Q2
2026-07-23
Second Quarter 2026 Earnings Conference Call
Confident tone
Pricing power and contract renewals
Automotive demand and contracts
Earnings recovery and EBITDA guidance
Revenue
$5.23B
▲ 5.9% YoY Diluted EPS
$-0.25
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-20
Cleveland-Cliffs Inc. Q1 FY2026 Earnings Call
Confident tone
Q1 energy cost headwind and cost trajectory
Aluminum-to-steel substitution
Canada / Stelco oversupply
Revenue
$4.92B
▲ 6.3% YoY Diluted EPS
$-0.42
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-09
Cleveland-Cliffs Inc. Q4 FY2025 Earnings Call
Confident tone
Stelco acquisition and Canadian market
Automotive market share and OEM contracts
POSCO partnership and joint venture
Revenue
$4.31B*
▼ 0.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-20
Cleveland-Cliffs Inc. Q3 FY2025 Earnings Call
Confident tone
Government defense contract and rare earths
Stelco and Canadian market
Manufacturing capacity and footprint
Revenue
$4.73B
▲ 3.6% YoY Diluted EPS
$-0.51
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-21
Cleveland-Cliffs Inc. Q2 FY2025 Earnings Call
Confident tone
Cost reduction and operational efficiency
Automotive sector outlook
Section 232 tariffs and trade policy
Revenue
$4.93B
▼ 3.1% YoY Diluted EPS
$-0.98
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Cleveland-Cliffs Inc. Q1 FY2025 Earnings Call
Cautious tone
Capital expenditures and government-funded projects
Section 232 tariffs
Non-core asset idlings
Revenue
$4.63B
▼ 11% YoY Diluted EPS
$-1.01
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-24
Cleveland-Cliffs Inc. Q4 FY2024 Earnings Call
Confident tone
Tariffs and trade policy
Stelco acquisition and synergies
2024 demand weakness
Revenue
$4.33B*
▼ 15.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
Cleveland-Cliffs Inc. Q3 FY2024 Earnings Call
Positive tone
Stelco Acquisition & Synergies
Strategic Growth Projects
2025 Demand Catalysts
Revenue
$4.57B
▼ 18.5% YoY Diluted EPS
$-0.52
▼ 200% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-22
Cleveland-Cliffs Inc. Q2 FY2024 Earnings Call
Confident tone
Stelco acquisition
Growth and green-energy projects
Automotive demand
Revenue
$5.09B
▼ 14.9% YoY Diluted EPS
$0.00
▼ 100% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-22
Cleveland-Cliffs Inc. Q1 FY2024 Earnings Call
Confident tone
U.S. Steel acquisition commentary
Q1 financial results and auto demand
Electric melt furnace project
Revenue
$5.20B
▼ 1.8% YoY Diluted EPS
$-0.14
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-01-29
Cleveland-Cliffs Inc. Q4 FY2023 Earnings Call
Confident tone
Debt reduction and balance sheet
Steel market pricing and scrap
Automotive contracts and pricing
Revenue
$5.11B*
▲ 1.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-23
Cleveland-Cliffs Inc. Q3 FY2023 Earnings Call
Revenue
$5.61B
▼ 0.8% YoY Diluted EPS
$0.52
▲ 79.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-24
Cleveland-Cliffs Inc. Q2 FY2023 Earnings Call
Revenue
$5.98B
▼ 5.6% YoY Diluted EPS
$0.67
▼ 40.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-24
Cleveland-Cliffs Inc. Q1 FY2023 Earnings Call
Revenue
$5.29B
▼ 11.1% YoY Diluted EPS
$-0.11
▼ 107.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-13
Cleveland-Cliffs Inc. Q4 FY2022 Earnings Call
Revenue
$5.04B*
▼ 5.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-25
Cleveland-Cliffs Inc. Q3 FY2022 Earnings Call
Revenue
$5.65B
▼ 5.8% YoY Diluted EPS
$0.29
▼ 87.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-22
Cleveland-Cliffs Inc. Q2 FY2022 Earnings Call
Revenue
$6.34B
▲ 25.6% YoY Diluted EPS
$1.13
▼ 15% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-22
Cleveland-Cliffs Inc. Q1 FY2022 Earnings Call
Revenue
$5.96B
▲ 47.1% YoY Diluted EPS
$1.50
▲ 2042.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-11
Cleveland-Cliffs Inc. Q4 FY2021 Earnings Call
Revenue
$5.35B*
▲ 137% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-22
Cleveland-Cliffs Inc. Q3 FY2021 Earnings Call
Revenue
$6.00B
▲ 264.8% YoY Diluted EPS
$2.33
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-22
Cleveland-Cliffs Inc. Q2 FY2021 Earnings Call
Revenue
$5.04B
▲ 361.6% YoY Diluted EPS
$1.33
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-22
Cleveland-Cliffs Inc. Q1 FY2021 Earnings Call
Revenue
$4.05B
▲ 1027.9% YoY Diluted EPS
$0.07
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Cleveland-Cliffs Inc. Q4 FY2020 Earnings Call
Revenue
$2.26B*
▲ 322.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-23
Cleveland-Cliffs Inc. Q3 FY2020 Earnings Call
Revenue
$1.65B
▲ 196.3% YoY Diluted EPS
$-0.02
▼ 106.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-30
Cleveland-Cliffs Inc. Q2 FY2020 Earnings Call
Revenue
$1.09B
▲ 47.1% YoY Diluted EPS
$-0.31
▼ 154.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-17
Cleveland-Cliffs Inc. Q1 FY2020 Earnings Call
Revenue
$359.00M
▲ 128.7% YoY Diluted EPS
$-0.18
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Cleveland-Cliffs Inc. Q4 FY2019 Earnings Call
Revenue
$534.10M
▼ 23.3% YoY Diluted EPS
$0.23
▼ 88.4% YoY Gross margin
23.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
764065
CUSIP
185899101
13F (30d)
541 filings
527 filers
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