financetom
Market
financetom
/
Market
/
Research Alert: U.s. Steel Q1 Margin Compression Overshadows Top-line Beat
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: U.s. Steel Q1 Margin Compression Overshadows Top-line Beat
May 25, 2025 11:57 PM

11:40 PM EDT, 05/01/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

U.S. Steel reported Q1 2025 adj. loss per share of $0.39 (vs. $0.82 EPS prior year) but beat consensus by $0.08, while Q1 adjusted EBITDA of $172M fell 59% Y/Y on lower selling prices and reduced demand. The North American Flat-Rolled segment showed resilience with 5% EBITDA margin despite seasonal mining constraints, while Mini Mill segment struggled with 10% margins (down meaningfully Y/Y) due to $55M in Big River 2 ramp-up costs. Management expects Q2 2025 adjusted EBITDA to improve to $375M-$425M, driven by easing seasonal constraints in Flat-Rolled and higher prices and volumes from BR2. However, we note that planned maintenance activities and outage costs are likely to partially offset these anticipated improvements, suggesting a gradual rather than rapid recovery in operational performance.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Gold Trading at a Fresh Record High Ahead of an Expected Cut to U.S. Interest Rates
Gold Trading at a Fresh Record High Ahead of an Expected Cut to U.S. Interest Rates
Sep 16, 2025
09:09 AM EDT, 09/16/2025 (MT Newswires) -- Gold continued its record run up early on Tuesday as the Federal Reserve's policy committee begins a two-day meeting that is expected to end with the central bank's first cut to interest rates this year. Gold for December delivery was last seen up US$8.60 to US$3,723.60 per ounce, rising off Monday's record close....
Sector Update: Health Care
Sector Update: Health Care
Sep 16, 2025
09:11 AM EDT, 09/16/2025 (MT Newswires) -- Health care stocks were mixed premarket Tuesday, with the Health Care Select Sector SPDR Fund (XLV) down 0.1% and the iShares Biotechnology ETF (IBB) 0.3% higher. Novo Nordisk ( NVO ) shares were up more than 3% after the company said a phase 3 Redefine subanalysis found once-weekly cagrilintide 2.4 mg produced mean...
Sector Update: Tech
Sector Update: Tech
Sep 16, 2025
08:55 AM EDT, 09/16/2025 (MT Newswires) -- Technology stocks were flat to lower premarket Tuesday, with the Technology Select Sector SPDR Fund (XLK) inactive and the SPDR S&P Semiconductor ETF (XSD) down 0.7%. Oracle (ORCL) is among a consortium of firms that would help TikTok to continue operations in the US if the US and China finalize a framework deal,...
Investors Digest Data, Fed Meeting Kicks Off as US Equity Futures Waver Pre-Bell
Investors Digest Data, Fed Meeting Kicks Off as US Equity Futures Waver Pre-Bell
Sep 16, 2025
09:00 AM EDT, 09/16/2025 (MT Newswires) -- US equity futures were flat before Tuesday's opening bell as traders digested a batch of economic data, while the Federal Reserve kicks off its policy-setting meeting. Dow Jones Industrial Average futures were down 0.05%, S&P 500 futures were up 0.1%, and Nasdaq futures were 0.2% higher. The Federal Open Market Committee meeting kicks...
Copyright 2023-2026 - www.financetom.com All Rights Reserved