Cleveland-Cliffs Inc.

CLFSteelClosed

14.18+16.9%Up to 1000x leverageTrade CLF

What it reported

Reported yesterday, 2026-10-19.

EPS against forecast+30.8%
Revenue against forecast-1.5%

Forecast against the result

ForecastReportedSurprise
Revenue5.7B5.6B+18.5% year on year-1.5%
Net income121.7M152.0M+160.6% year on year+24.9%
Earnings per share0.210.28+162.2% year on year+30.8%

Year on year compares the same quarter a year earlier (2025-10-20), not the quarter before.

CLF trades at up to 1000x here. At 1000x, a 0.10% move against you wipes out the whole margin. This ignores fees, funding and maintenance margin, all of which bring liquidation forward. Your actual liquidation price is the one shown on the order page.

You can hold through the announcement here

CLF is quoted here 24 hours a day and does not stop when the US market closes. On a US exchange the same news only shows up as a gap at the next open.

What the market expects

For the quarter ending 2026-12-30.

EPS forecast5 analysts
0.31
0.250.36
Revenue forecast5 analysts
5.6B
4.5B6.1B
Net income
179.0M
145.1M208.0M
EBITDA
647.0M
601.7M685.8M

Against the same quarter last year (2026-02-09): EPS +172.9%revenue +31.0%

These are third-party analyst forecasts. CoinUnited.io does not produce them and does not choose which analysts are included.

Where the revenue comes from

  • Steelmaking93.7%5.1B
  • Other Businesses6.3%339.0M

Most recent reported quarter (2026-06-30).

Track record

Next report expected 2027-02-08. Reports quarterly.

Beat estimates 6 of the last 8 quarters. The typical gap is +0.04 per share.

Where analysts put it in 12 months

A different timescale from the rest of this page: these are 12-month views, not the two-day move around a report.

Lowest9.00
Median11.50
Highest17.48
FirmTargetSet onSource
Barclays11.002026-10-19TheFly
GLJ Research17.482026-09-21TheFly
UBS13.002026-09-07TheFly
BNP Paribas11.502026-07-24TheFly
Wells Fargo9.002026-07-09TheFly
Morgan Stanley12.502026-06-22TheFly
Goldman Sachs10.002026-05-01TheFly

From 7 firms that published a target in the last 180 days, latest call per firm. Targets are set by those firms; CoinUnited.io does not produce or endorse them.

Reported results

ReportedEPS forecastEPS actualSurpriseRevenue surprise
2026-10-190.2140.28+30.8%-1.5%
2026-07-23-0.2084-0.2+4.0%+1.6%
2026-04-20-0.44-0.4+9.1%+2.4%
2026-02-09-0.62-0.43+30.6%-5.5%
2025-10-20-0.48-0.45+6.2%+1.6%
2025-07-21-0.68-0.5+26.5%+0.8%
2025-05-07-0.8253-0.92-11.5%+0.1%
2025-02-24-0.65-0.68-4.6%-3.0%
2024-11-04-0.31-0.33-6.5%-4.2%
2024-07-220.0550.11+100.0%-2.2%
2024-04-220.21930.18-17.9%-2.7%
2024-01-29-0.07-0.05+28.6%-0.7%

EPS history for CLF runs from 1985-09-30 to 2026-10-19, 133 reports.