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Jun 30, 2024

Cleveland-Cliffs Q2 2024 Earnings Report

Cleveland-Cliffs reported mixed results for Q2 2024, with revenue slightly decreasing but demonstrating strong free cash flow generation and strategic investments for future growth.

Key Takeaways

Cleveland-Cliffs reported second-quarter 2024 revenues of $5.1 billion and net income of $9 million. The company generated $362 million in free cash flow and reduced net debt by $237 million. It also repurchased 7.5 million shares during the quarter.

Revenues reached $5.1 billion.

Steel shipments amounted to 4.0 million net tons.

Net income was $9 million, with adjusted EPS at $0.11 per diluted share.

Free cash flow generation was $362 million.

Total Revenue
$5.09B
Previous year: $5.98B
-14.9%
EPS
$0.11
Previous year: $0.69
-84.1%
Adjusted EBITDA
$323M
Previous year: $775M
-58.3%
Revenues from product sales
$1.13K
Previous year: $1.26K
-10.4%
Sales volume
4M
Previous year: 4.2M
-4.8%
Gross Profit
$162M
Previous year: $629M
-74.2%
Cash and Equivalents
$110M
Previous year: $34M
+223.5%
Free Cash Flow
$362M
Previous year: $756M
-52.1%
Total Assets
$16.9B
Previous year: $18.3B
-7.5%

Cleveland-Cliffs

Cleveland-Cliffs

Forward Guidance

Cliffs expects to benefit in Q3 from another major step down in costs. The automotive sector remains in good shape, and orders from service center customers are expected to increase as seaborne steel imports dry up.

Positive Outlook

  • Anticipates a major step down in costs in Q3.
  • Expects strong performance in the automotive sector.
  • Sees increasing orders from service center customers.
  • Expects seaborne steel imports to decrease.
  • The company is making progress on environmental and social fronts.

Challenges Ahead

  • Steel demand was less than ideal during the quarter.
  • Pricing remained weak throughout the quarter.
  • Uncertainties associated with the highly competitive and cyclical steel industry.
  • Potential weaknesses and uncertainties in global economic conditions.
  • Impacts of existing and increasing governmental regulation.