A narrow miss on both lines, but operating income nearly doubled from a year ago to $1.01 billion on record steel shipments. The fabrication backlog sits 50% above year-ago levels and stretches into Q2 2027, with the aluminum mill still a drag.
Latest Activity
Two tariff-era steelmakers and three regional banks report inside one session, making tomorrow the cleanest read yet on whether steel pricing and credit quality are holding up.
Cleveland-Cliffs $CLF and Fifth Third $FITB report tomorrow before the open. Crown $CCK, Steel Dynamics $STLD, W.R. Berkley $WRB, Western Alliance $WAL, and Zions $ZION follow after the close. https://t.co/Em6vSdvdKc
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267 companies report next week, and Monday alone stacks regional banks, steel and mortgage REITs into one session. Cleveland-Cliffs and Fifth Third go before the open, with Steel Dynamics and AGNC after the close, setting the credit and industrial tone for the rest of the week.
- CLFCleveland-Cliffs IncMon Oct 19Before open
- FITBFifth Third BancorpMon Oct 19Before open
- SMBKSmartFinancial, Inc.Mon Oct 19Before open
- VFSVinFast Auto Ltd.Mon Oct 19Before open
- DXDynex Capital, Inc.Mon Oct 19Before open
- STLDSteel Dynamics, Inc.Mon Oct 19After close
- AGNCAGNC Investment Corp.Mon Oct 19After close
- KAROKarooooo Ltd.Mon Oct 19After close
- CCKCrown Holdings, Inc.Mon Oct 19After close
- BOKFBOK Financial CorporationMon Oct 19After close
- RBBRBB BancorpMon Oct 19After close
- WASHWashington Trust Bancorp, Inc.Mon Oct 19After close
- HBCPHome Bancorp, Inc.Mon Oct 19After close
- RLIRLI Corp.Mon Oct 19After close
- SFBSServisFirst Bancshares, Inc.Mon Oct 19After close
STLD Coverage
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