金吾财讯 | 克利夫斯（Cleveland-Cliffs）发布 2026 年第一季度财报，公司非 GAAP 每股亏损 0.40 美元，较市场预期高 0.02 美元；季度营收 49 亿美元，同比增长 6.3%，超出市场预期 1.1 亿美元。期内钢铁出货量 410 万净吨，较上一季度增加 33.8 万净吨。一季度钢铁产品销量结构中，热轧产品占比 44%，涂层产品占 29%，冷轧产品占 15%，中厚板占 5%，不锈钢及电工钢占 3%，板坯等其他产品占 4%。公司炼钢业务收入 48 亿美元，其中分销与加工市场收入 15 亿美元，占比 31%；基建与制造市场收入 14 亿美元，占比 29%；汽车市场直销收入 14 亿美元，占比 29%；钢铁生产商收入 5.52 亿美元，占比 11%。公司同时维持此前发布的 2026 年全年业绩指引不变，预计全年钢铁出货量约 1650 万至 1700 万净吨，资本支出约 7 亿美元，销售及管理费用约 5.75 亿美元，折旧、折耗及摊销费用约 11 亿美元，养老金及其他退休福利现金支付与缴款约 1.25 亿美元。
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