US Industry Earnings Intelligence

Steel earnings map

Forward reporting exposure, estimate delivery, earnings growth and company-level event concentration.

Forward window13 Aug to 11 Nov 20265 matched companies

Group read

The earnings tape is mixed beneath the calendar load

100% of companies with measured latest results beat estimates, while 50% show positive year-on-year EPS growth. Basic Materials carries the largest forward market-cap exposure.

Forward events5next 90 days
Market-cap exposure$66.5Bmatched companies
Latest beat breadth100%latest measured quarter
Positive EPS growth50%year on year

Forward exposure

Steel reporting load by date

Count and matched market cap

Delivery

Latest result breadth

100%beat breadth

Timing

Session certainty

80%estimate coverage

Growth breadth

Positive versus contracting

Company size

Capital at risk by tier

Company attention queue

Most consequential upcoming reports

Ordered by market capitalisation so the largest potential peer and index read-through appears first.

5 shown
STLDSteel Dynamics IncSteel
19 Oct67 days
Event risk17/100Contained
Market cap$37.2BTime unconfirmed
Beat rate75%up to 8 quarters
EPS growth54.4%year on year
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RSReliance Steel & Aluminum CoSteel
21 Oct69 days
Event risk27/100Moderate
Market cap$19.4BTime unconfirmed
Beat rate38%up to 8 quarters
EPS growth21.3%year on year
Open earnings dossier
CLFCleveland-Cliffs IncSteel
19 Oct67 days
Event risk29/100Moderate
Market cap$7.3BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-year on year
Open earnings dossier
WSWorthington Steel IncSteel
23 Sep41 days
Event risk38/100Moderate
Market cap$2.1BTime unconfirmed
Beat rate50%up to 8 quarters
EPS growth-84.8%year on year
Open earnings dossier
MSBMesabi TrustSteel
21 Sep39 days
Event risk18/100Contained
Market cap$345.1MTime unconfirmed
Beat rate-up to 8 quarters
EPS growth-87.9%year on year
Open earnings dossier

Forward company tape

Steel upcoming earnings reports

5 shown

Interpretation

How to read group earnings intelligence

Calendar concentration

Counts show operational density. Market-cap exposure identifies dates with greater potential for peer and index read-through.

Delivery breadth

Only the latest measured result per matched company enters the breadth split, preventing long-history companies from dominating.

Growth breadth

Positive year-on-year EPS growth is kept separate from estimate surprise because growth and expectations answer different questions.

Decision use

The page helps prioritise research and event risk. It does not determine whether to buy, sell or expect a directional reaction.

Evidence context