Spoken Alpha
CLF
CLEVELAND-CLIFFS INC.
Overview
Cleveland-Cliffs manufactures integrated steel products, including flat-rolled carbon and stainless steels, electrical steels, and tubular components, primarily serving the automotive, infrastructure, and manufacturing industries across North America.
CLEVELAND-CLIFFS INC is a Basic Materials company operating in Steel with a $7.00B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 19, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-2017 Q&A exchanges
- Q4 FY2025Earnings2026-02-0916 Q&A exchanges
- Q3 FY2025Earnings2025-10-2018 Q&A exchanges
- Q2 FY2025Earnings2025-07-2133 Q&A exchanges
- Q1 FY2025Earnings2025-05-0823 Q&A exchanges
- Q4 FY2024Earnings2025-02-2543 Q&A exchanges
- Q3 FY2024Earnings2024-11-0528 Q&A exchanges
- Q2 FY2024Earnings2024-07-2315 Q&A exchanges
- Q1 FY2024Earnings2024-04-2325 Q&A exchanges
- Q4 FY2023Earnings2024-01-3023 Q&A exchanges
- Q3 FY2023Earnings2023-10-2426 Q&A exchanges
- Q2 FY2023Earnings2023-07-2525 Q&A exchanges
- Q1 FY2023Earnings2023-04-2522 Q&A exchanges
- Q4 FY2022Earnings2023-02-1419 Q&A exchanges
- Q3 FY2022Earnings2022-10-2526 Q&A exchanges
- Q2 FY2022Earnings2022-07-2228 Q&A exchanges
- Q1 FY2022Earnings2022-04-2229 Q&A exchanges
- Q4 FY2021Earnings2022-02-1114 Q&A exchanges
- Q3 FY2021Earnings2021-10-2245 Q&A exchanges
- Q2 FY2021Earnings2021-07-2234 Q&A exchanges
- Q1 FY2021Earnings2021-04-2224 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-19EPS— vs $-0.20—Rev— vs ——EODHD
- Q1 FY20262026-04-19EPS$-0.42 vs $-0.44+4.5%Rev$4.92B vs ——EODHD
- Q4 FY20252026-02-08EPS$-0.43 vs $-0.56+23.2%Rev$4.31B vs ——EODHD
- Q3 FY20252025-10-19EPS$-0.45 vs $-0.450.0%Rev$4.73B vs ——EODHD
- Q2 FY20252025-07-20EPS$-0.50 vs $-0.67+25.4%Rev$4.93B vs ——EODHD
- Q1 FY20252025-04-20EPS$-0.92 vs $-0.83-10.8%Rev$4.63B vs ——EODHD
- Q4 FY20242025-02-23EPS$-0.68 vs $-0.67-1.5%Rev$4.33B vs ——EODHD
- Q3 FY20242024-11-03EPS$-0.33 vs $-0.30-10.0%Rev$4.57B vs ——EODHD
- Q2 FY20242024-07-21EPS$0.11 vs $-0.02+100.0%Rev$5.09B vs ——EODHD
- Q1 FY20242024-04-21EPS$-0.14 vs $0.22-100.0%Rev$5.20B vs ——EODHD
- Q4 FY20232024-01-28EPS$-0.05 vs $-0.050.0%Rev$5.11B vs ——EODHD
- Q3 FY20232023-10-22EPS$0.54 vs $0.48+12.5%Rev$5.61B vs ——EODHD
- Q2 FY20232023-07-23EPS$0.69 vs $0.70-1.4%Rev$5.98B vs ——EODHD
- Q1 FY20232023-04-23EPS$-0.11 vs $-0.14+21.4%Rev$5.29B vs ——EODHD
- Q4 FY20222023-02-12EPS$-0.41 vs $-0.30-36.7%Rev$5.04B vs ——EODHD
- Q3 FY20222022-10-24EPS$0.29 vs $0.54-46.3%Rev$5.65B vs ——EODHD
- Q2 FY20222022-07-21EPS$1.31 vs $1.36-3.7%Rev$6.34B vs ——EODHD
- Q1 FY20222022-04-21EPS$1.50 vs $1.41+6.4%Rev$5.96B vs ——EODHD
- Q4 FY20212022-02-10EPS$1.76 vs $2.03-13.3%Rev$5.35B vs ——EODHD
- Q3 FY20212021-10-21EPS$2.35 vs $2.23+5.4%Rev$6.00B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-19 | — | $-0.20 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-19 | $-0.42 | $-0.44 | +4.5% | $4.92B | — | — | EODHD |
| Q4 FY2025 | 2026-02-08 | $-0.43 | $-0.56 | +23.2% | $4.31B | — | — | EODHD |
| Q3 FY2025 | 2025-10-19 | $-0.45 | $-0.45 | 0.0% | $4.73B | — | — | EODHD |
| Q2 FY2025 | 2025-07-20 | $-0.50 | $-0.67 | +25.4% | $4.93B | — | — | EODHD |
| Q1 FY2025 | 2025-04-20 | $-0.92 | $-0.83 | -10.8% | $4.63B | — | — | EODHD |
| Q4 FY2024 | 2025-02-23 | $-0.68 | $-0.67 | -1.5% | $4.33B | — | — | EODHD |
| Q3 FY2024 | 2024-11-03 | $-0.33 | $-0.30 | -10.0% | $4.57B | — | — | EODHD |
| Q2 FY2024 | 2024-07-21 | $0.11 | $-0.02 | +100.0% | $5.09B | — | — | EODHD |
| Q1 FY2024 | 2024-04-21 | $-0.14 | $0.22 | -100.0% | $5.20B | — | — | EODHD |
| Q4 FY2023 | 2024-01-28 | $-0.05 | $-0.05 | 0.0% | $5.11B | — | — | EODHD |
| Q3 FY2023 | 2023-10-22 | $0.54 | $0.48 | +12.5% | $5.61B | — | — | EODHD |
| Q2 FY2023 | 2023-07-23 | $0.69 | $0.70 | -1.4% | $5.98B | — | — | EODHD |
| Q1 FY2023 | 2023-04-23 | $-0.11 | $-0.14 | +21.4% | $5.29B | — | — | EODHD |
| Q4 FY2022 | 2023-02-12 | $-0.41 | $-0.30 | -36.7% | $5.04B | — | — | EODHD |
| Q3 FY2022 | 2022-10-24 | $0.29 | $0.54 | -46.3% | $5.65B | — | — | EODHD |
| Q2 FY2022 | 2022-07-21 | $1.31 | $1.36 | -3.7% | $6.34B | — | — | EODHD |
| Q1 FY2022 | 2022-04-21 | $1.50 | $1.41 | +6.4% | $5.96B | — | — | EODHD |
| Q4 FY2021 | 2022-02-10 | $1.76 | $2.03 | -13.3% | $5.35B | — | — | EODHD |
| Q3 FY2021 | 2021-10-21 | $2.35 | $2.23 | +5.4% | $6.00B | — | — | EODHD |
Source: EODHD. CLF reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks CLF's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.55 | $1.84 | +38.6% | +5.2% | +7.0% |
| Q4 FY2026 | $2.65 | $1.76 | +50.3% | +4.1% | +5.9% |
| Q3 FY2026 | $2.55 | $1.73 | +47.4% | +4.0% | +1.3% |
| Q2 FY2026 | $2.47 | $1.80 | +37.0% | -0.8% | -0.9% |
| Q1 FY2025 | $2.95 | $1.96 | +50.5% | -2.7% | -1.7% |
| Q4 FY2025 | $2.80 | $1.96 | +43.0% | +6.7% | +7.6% |
| Q3 FY2025 | $2.67 | $1.84 | +45.1% | -2.0% | -3.0% |
| Q2 FY2025 | $3.08 | $2.09 | +47.2% | +5.4% | +4.7% |
| Q1 FY2024 | $2.73 | $1.85 | +47.7% | +3.0% | +2.6% |
| Q4 FY2024 | $2.83 | $2.02 | +39.9% | +6.0% | +4.5% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Lourenco GoncalvesCEO5 mo21 callsCurrentSample
CEO since 2026 • 2/2 beats (100%) • guidance suspended Q3 FY2026
- Celso L Goncalves JrCFO5 mo19 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Keith KociPresident5 mo2 callsCurrentSample
PRESIDENT since 2026 • 2/2 beats (100%) • last guidance cut Q1 FY2026
- Clifford T SmithCOO5 mono recorded callsCurrentSample
COO since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Terry G FedorEVP, Engineering & Technology5 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance raise Q2 FY2026
- Kimberly A FlorianiSVP, Controller & CAO5 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
Peers
Other companies in Basic Materials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for CLF.
$ curl https://api.spokenalpha.com/v1/companies/CLFFAQ
Frequently asked about CLF
Where can I find CLEVELAND-CLIFFS INC.'s (CLF) earnings call transcripts?
Spoken Alpha indexes CLF's earnings call transcripts at https://spokenalpha.com/companies/CLF. Each call links to attributed speakers and parsed analyst Q&A. CLEVELAND-CLIFFS INC.'s own investor relations page is at https://www.clevelandcliffs.com/investors.
When was CLEVELAND-CLIFFS INC.'s most recent earnings call?
CLEVELAND-CLIFFS INC. (CLF) held its most recent earnings call on 2026-04-20, covering fiscal Q1 2026.
What sector is CLF in?
CLEVELAND-CLIFFS INC. (CLF) operates in the Basic Materials sector (Steel industry).