Monitor actual Q1 2026 results against the published consensus of $1.655B EBITDA and $0.65 EPS. Evaluate how the company's sustainability investments, particularly the 13% of revenue from green initiatives and the Dunkirk EAF project, contribute to long-term margin stability amid energy transition pressures.
Price Chart
Executive Summary
ArcelorMittal released its 2025 Sustainability Report highlighting a 47.7% reduction in absolute Scope 1 and 2 emissions since 2018, significant safety improvements, and $335 million in R&D investment. It also published analyst consensus estimates for Q1 2026, projecting $1.655 billion EBITDA and $0.65 EPS.
Key Facts
- Reduced absolute Scope 1 and 2 emissions by 47.7% since 2018
- Invested $335 million in R&D in 2025, launching 38 new products
- 13% of 2025 revenues came from sustainability-focused areas (renewables, electrical steels, low-carbon products)
- Q1 2026 analyst consensus: $1.655B EBITDA, $498M net income, $0.65 EPS
- 1.3 billion euro Dunkirk EAF project expected to cut site emissions by 25%
Financial Impact
Q1 2026 consensus EBITDA of $1.655 billion and EPS of $0.65 provide near-term financial expectations; $335M R&D investment and 13% revenue from green initiatives indicate strategic shift
Risk Factors
- Revised 2030 emissions reduction target to 'up to 10%' from 2018 levels indicates slower decarbonization pace than initially expected
- Steel industry cyclicality and exposure to raw material price volatility could impact near-term profitability despite sustainability progress
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001243429-26-000034 |
| Exhibit: exhibit99242326.htm | 0001243429-26-000034 |
| Document: amform6-k4232026.htm | 0001243429-26-000034 |
| Document: 0001243429-26-000034-index-headers.html | 0001243429-26-000034 |
| Document: 0001243429-26-000034-index.html | 0001243429-26-000034 |
| Document: 0001243429-26-000034.txt | 0001243429-26-000034 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 3, 2026 20w ago | 6-K | $0.0587 $0.0587 | · 0.00% | ▼ −2.50% | $0.0587 (−0.00%) |
May 27, 2026 21w ago | 6-K | $0.0587 $0.0587 | · 0.00% | ▼ −1.88% | $0.0587 (−0.00%) |
May 19, 2026 23w ago | 6-K | $0.0587 $0.0587 | · 0.00% | ▼ −6.29% | $0.0587 (−0.00%) |
May 19, 2026 23w ago | 6-K | $0.0587 $0.0587 | · 0.00% | ▼ −6.29% | $0.0587 (−0.00%) |
May 14, 2026 23w ago | 6-K | $0.0587 $0.0587 | · 0.00% | ▼ −3.59% | $0.0587 (−0.00%) |
May 13, 2026 23w ago | 424B5 | $0.0587 $0.0587 | · 0.00% | ▼ −4.44% | $0.0587 (−0.00%) |
May 13, 2026 23w ago | 6-K | $0.0587 $0.0587 | · 0.00% | ▼ −4.44% | $0.0587 (−0.00%) |
May 12, 2026 24w ago | 424B5 | $0.0587 $0.0587 | · 0.00% | ▼ −4.38% | $0.0587 (−0.00%) |
May 12, 2026 24w ago | 6-K | $0.0587 $0.0587 | · 0.00% | ▼ −4.38% | $0.0587 (−0.00%) |
May 6, 2026 24w ago | 6-K | $0.0587 $0.0587 | · 0.00% | ▼ −2.06% | $0.0587 (−0.00%) |
US Market Status
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