clf-20260723 0000764065 false 0000764065 2026-07-23 2026-07-23 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): July 23, 2026 CLEVELAND-CLIFFS INC. (Exact name of registrant as specified in its charter) Ohio 1-8944 34-1464672 (State or Other Jurisdiction of Incorporation or Organization) (Commission File Number) (IRS Employer Identification No.) 200 Public Square, Suite 3300, Cleveland, Ohio 44114-2315 (Address of Principal Executive Offices) (Zip Code) Registrant's telephone number, including area code: ( 216 ) 694-5700 Not Applicable (Former name or former address, if changed since last report) Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered: Common Shares, par value $0.125 per share CLF New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (Section 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (Section 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 2.02. Results of Operations and Financial Condition. On July 23, 2026, Cleveland-Cliffs Inc. issued a news release announcing the second-quarter financial results for the quarter ended June 30, 2026.  A copy of the news release is attached as Exhibit 99.1 to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including the exhibit attached hereto, is being furnished and shall not be deemed to be filed for the purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, unless such subsequent filing specifically references this Current Report on Form 8-K. Item 9.01. Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 99.1 Cleveland-Cliffs Inc. published a news release on July 23, 2026 captioned, “Cleveland-Cliffs Reports Second-Quarter 2026 Results.” 101 Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document. 104 The cover page from this Current Report on Form 8-K, formatted as Inline XBRL. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. CLEVELAND-CLIFFS INC. Date: July 23, 2026 By: /s/ James D. Graham Name: James D. Graham Title: Executive Vice President, Chief Legal and Administrative Officer & Secretary

Cleveland-Cliffs Inc. announced its second quarter 2026 financial results on July 23, 2026, showing significant growth compared to the previous quarter and reflecting positively on the company's operational strategy, which could influence investor sentiment and stock performance.

On July 23, 2026, Cleveland-Cliffs Inc. announced its second-quarter financial results for the quarter ended June 30, 2026. This filing provides detailed insights into the company's financial performance, including revenue, net income, and earnings per share figures, which are crucial for investors and analysts. The financial results indicate significant growth compared to the previous quarter and reflect positively on the company's operational strategy. The announcement is pivotal as it could influence stock actions and investor sentiment immediately after the release.

Cleveland-Cliffs Inc.

AI Executive Summary

Key Takeaways

Raw Filing Content

Filing Overview

What This Means