ArcelorMittal shares surge 6.87% after-hours as trade restrictions and 2026 projects boost profit outlook.

ArcelorMittal surged 6.87% in after-hours trading following a strong earnings report and strategic trade policy advocacy. The company’s Q4 2025 net income rose to $177 million, surpassing estimates, while full-year 2025 net profit jumped 135.4% to $3.15 billion, driven by higher North American steel prices and operational improvements. Additionally, ArcelorMittal called for stricter steel import restrictions in the Americas, aligning with U.S. and EU measures like the 232 tariff and CBAM, which it anticipates will reduce imports and bolster domestic pricing. The firm also highlighted 2026 growth from new production projects, including a 1.5 million-ton electric arc furnace in Alabama and expanded capacity in Brazil, reinforcing investor confidence in its long-term profitability and market positioning.