ArcelorMittal announces the publication of its third quarter 2026 sell-side analyst consensus figures

(NYSE:MT) ArcelorMittal has published its third quarter 2026 sell-side analyst consensus figures, which are based on estimates recorded by Visible Alpha, an independent company. The 3Q’26 consensus EBITDA is $1,972 million. The consensus for adjusted net income is $652 million. The consensus for adjusted earnings per share is $0.84. Adjusted net income and adjusted earnings per share exclude anticipated non-cash charges related to the idling of ArcelorMittal Kryvyi Rih (Ukraine), as announced on September 25, 2026. The consensus is based on the participation of 12 sell-side brokers with updated estimates in Visible Alpha. The contributing analysts are from Bank of America (Reinhardt Van Der Walt), CITI (Ephrem Ravi, Krishan Agarwal), Deutsche Bank (Bastian Synagowitz), Goldman Sachs (Matt Greene), ING (Stijn Demeester), Jefferies (Cole Hathorn), Kepler (Boris Bourdet), Keybanc (Samuel Mckinney), Morgan Stanley (Alain Gabriel), Oddo (Maxime Kogge), UBS (Andrew Jones), and Wells Fargo (Timna Tanners). Analysts whose estimates have not yet been appropriately updated to reflect the previously announced Ukraine impairment have been excluded from the adjusted net income and adjusted EPS consensus. The consensus estimates are dated 30.10.26. In 2025, ArcelorMittal generated revenues of $61.4 billion. In 2025, the company produced 55.6 million metric tonnes of crude steel and 48.8 million tonnes of iron ore. ArcelorMittal has a presence in 60 countries and primary steelmaking operations in 14 countries. The company is the largest steel producer in Europe, among the largest in the Americas, and has a growing presence in Asia through its joint venture AM/NS India. ArcelorMittal is listed on the stock exchanges of New York (MT), Amsterdam (MT), Paris (MT), Luxembourg (MT), and on the Spanish stock exchanges of Barcelona, Bilbao, Madrid, and Valencia (MTS).