-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：CLF第一季調整後每股虧損0.40美元，而去年同期虧損0.93美元，超出市場預期0.02美元；營收49.2億美元，年增6.3%，超出市場預期2.7%，主要得益於鋼鐵出貨量增加410萬淨噸以及平均售價達到每噸1048美元。鋼鐵業務扭虧為盈，實現現金利潤1.36億美元，而去年同期虧損1.49億美元，但8000萬美元的天氣相關EBITDA影響掩蓋了其潛在優勢。貿易執法對國內定價構成支撐，而浦項鋼鐵的談判仍作為策略重點繼續進行。管理層重申了2026年全年鋼鐵出貨量1650萬至1700萬淨噸的預期。我們預計到2026年，業績將逐季改善，這得益於分期付款合約終止帶來的5億美元EBITDA收益以及預計第二季將出現的正自由現金流。重點關注領域包括第二季度現金流生成情況、PKX合作夥伴關係進展以及多年期合約下的汽車銷售成長。由於淨債務高達73億美元，隨著EBITDA的改善，公司需要繼續專注於降低債務。
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