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ArcelorMittal S.A. (MT) Q4 2025 Earnings Call Transcript

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Q4: 2026-02-05 Earnings Summary

EPS of $0.86 beats by $0.31

 | Revenue of $14.97B (1.75% Y/Y) misses by $628.98M

ArcelorMittal S.A. (MT) Q4 2025 Earnings Call February 5, 2026 9:30 AM EST

Company Participants

Daniel Fairclough – Head of Investor Relations & VP of Corporate Finance
Aditya Mittal – CEO & Director
Genuino Christino – Executive VP & CFO

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Conference Call Participants

Alain Gabriel – Morgan Stanley, Research Division
Tristan Gresser – BNP Paribas, Research Division
Ephrem Ravi – Citigroup Inc., Research Division
Cole Hathorn – Jefferies LLC, Research Division
Reinhardt van der Walt – BofA Securities, Research Division
Bastian Synagowitz – Deutsche Bank AG, Research Division
Matthew Greene – Goldman Sachs Group, Inc., Research Division
Timna Tanners – Wells Fargo Securities, LLC, Research Division
Philip Gibbs – KeyBanc Capital Markets Inc., Research Division
Maxime Kogge – ODDO BHF Corporate & Markets, Research Division

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Presentation

Daniel Fairclough
Head of Investor Relations & VP of Corporate Finance

Good afternoon, everyone. This is Daniel Fairclough from the ArcelorMittal Investor Relations team. Thank you for joining this call to discuss ArcelorMittal’s performance and progress in 2025. Present on today’s call, we have our CEO, Aditya Mittal; and our CFO, Genuino Christino.

Before we begin, I’d like to mention a few housekeeping items. As usual, we will not be going through the results presentation that we published this morning on our website However, I do want to draw your attention to the disclaimers on Slide 26 of that presentation. Following opening remarks from Aditya and Genuino, we will move directly to the Q&A session. [Operator Instructions]

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And with that, I will hand over the call to Aditya.

Aditya Mittal
CEO & Director

Thanks, Daniel. Welcome, everyone, and thank you for joining today’s call. Before I ask Genuino to walk through our financial performance, I want to start by reflecting on the progress we have made against our 2025 priorities.

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When I look back at the year, the achievements are clear and everyone at ArcelorMittal

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