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克里夫蘭-克里夫斯公司第一季業績超乎預期,虧損收窄;執行長暗示有望獲利

-- 克里夫蘭-克里夫斯公司 (CLF) 第一季度虧損收窄幅度超出預期,營收也超出市場預期。執行長洛倫佐·貢薩爾維斯表示,這家鋼鐵生產商預計第二季將恢復獲利。 該公司週一表示,截至3月份的第一季,經調整後的每股虧損收窄至0.40美元,低於去年同期的0.93美元,也高於FactSet預測的每股虧損0.43美元。營收從46.3億美元增加至49.2億美元,高於華爾街預期的48.1億美元。 貢薩爾維斯在聲明中表示,第一季業績「反映了能源價格和價格實現滯後等短期不利因素的影響」。 “隨著時間的推移,預計每個季度業績都會逐季改善,因為我們訂單和定價方面已經顯現的勢頭將繼續轉化為收益和現金流。” 貢薩爾維斯補充道,該公司預計第二季將“產生健康的正自由現金流”,標誌著公司恢復盈利。 第一季鋼鐵產品銷售量從去年同期的414萬淨噸降至411萬淨噸。煉鋼收入從44.7億美元增加至47.6億美元。 貢薩爾維斯表示,中東衝突增強了克利夫蘭-克里夫斯公司的“競爭地位”,但並未加快與韓國鋼鐵製造商浦項製鐵(POSCO)潛在交易的進程。去年10月,克里夫蘭-克里夫斯公司宣布與浦項製鐵簽署諒解備忘錄,探討以美國鋼鐵生產為重點的合作。 貢薩爾維斯表示:“我們將繼續在諒解備忘錄框架內本著誠意進行談判,以達成一項能夠增值股東利益、充分體現公司資產價值、市場地位以及美國鋼鐵需求強勁的交易。” 克里夫蘭-克里夫斯公司預計,2026年其鋼鐵出貨量仍將維持在1,650萬至1,700萬淨噸左右。 該公司股價週一下跌4.7%,今年以來累計下跌29%。

Price: $9.48, Change: $-0.47, Percent Change: -4.68%

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