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ArcelorMittal delivered resilient Q1 2026 results with EBITDA of $1.68bn ($131/t) and EPS of $0.76, beating expectations on both revenue and earnings. Management flagged that Q1 performance does not yet reflect the materially improved pricing environment, with the full benefit of CBAM and the new EU TRQ trade tool expected from Q2 2026 onwards.
Rio Tinto delivered full-year 2025 underlying EBITDA of $25.4 billion, up 9% year-on-year, driven by an 8% uplift in copper-equivalent production and disciplined cost management. Underlying EPS was flat at 669 US cents while consolidated sales revenue rose 7% to $57.6 billion, supporting a tenth consecutive year of 60% ordinary dividend payout totalling $6.5 billion.
Glencore reported FY2025 Adjusted EBITDA of $13.5bn, down 6% year-on-year, landing around the mid-point of its upgraded long-term Marketing guidance range of $2.3–$3.5bn. A record Metals and Minerals marketing performance and stronger copper and zinc industrial earnings partially offset a 30% decline in Energy and Steelmaking Coal EBITDA driven by sharply lower benchmark coal prices.
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