{"schema_version":"secwatch.filing_event.v1","accession":"0000764065-26-000022","form_type":"8-K","ticker":"CLF","cik":"0000764065","company_name":"CLEVELAND-CLIFFS INC.","filed_at":"2026-02-09T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.661719+00:00","generated_at":"2026-05-16T03:58:59.894717+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Cleveland-Cliffs reports Q4 net loss $235M, full-year loss $1.4B; 2026 guidance issued","bullets":["Q4 2025 revenues $4.3B flat YoY; GAAP net loss $235M ($0.44/diluted share), adjusted loss $0.43.","Full-year 2025 net loss $1.4B ($2.91/diluted), adjusted loss $2.48; Adjusted EBITDA $37M vs $773M in 2024.","Steel shipments Q4 3.8M tons (down 1.5% YoY); average selling price $993/ton up 1.7% YoY.","CEO cites weak automotive, expiring slab contract, Canadian headwinds; 2026 outlook improved.","POSCO strategic partnership due diligence ongoing; targeting definitive agreement H1 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0000764065-26-000022","json":"https://secwatch.observer/filing/0000764065-26-000022.json","markdown":"https://secwatch.observer/filing/0000764065-26-000022.md","text":"https://secwatch.observer/filing/0000764065-26-000022.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/764065/000076406526000022/0000764065-26-000022-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/764065/000076406526000022/clf-20260209.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T03:58:59.894717+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}