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BlueScope Steel Limited (BLSFY)
OTHER OTC:BLSFY
US Market
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BlueScope Steel (BLSFY) Price & Analysis

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BLSFY Stock Chart & Stats

$100.56
-$3.37(-5.51%)
At close: 4:00 PM EST
$100.56
-$3.37(-5.51%)

Bulls Say, Bears Say

Bulls Say
Strong Balance Sheet And Low LeverageConservative leverage (debt/equity 0.08) and a high equity ratio provide durable financial flexibility, supporting capital spending, project delivery and distributions through steel-cycle volatility and giving resilience to fund growth or weather downturns without forced asset sales.
Upgraded, Durable Capital-return FrameworkManagement's formal policy to return >=75% of free cash flow and a concrete $3.00/share program signals disciplined capital allocation and alignment with shareholders, making distributions a structural priority rather than ad hoc, contingent on sustainable cash generation improvements.
Capacity Expansions And Targeted EBITDA UpliftConcrete projects (North Star debottleneck, MTL7 coating line) plus a stated $500m EBIT uplift by 2030 create structural volume and premium-product mix gains, while realized cost programs improve margin durability as new capacity and efficiencies ramp.
Bears Say
Weak Free Cash Flow GenerationA large decline in free cash flow growth and low FCF-to-net-income ratios constrain reinvestment and distribution sustainability. During a high-capex phase, weak cash conversion limits optionality and increases reliance on external funding or asset realizations to meet commitments.
Exposure To Low Asian Steel SpreadsStructural oversupply and low regional spreads, notably from elevated Chinese exports, suppress prices and margins in Asia-Pacific. Prolonged weak spreads can materially reduce realized margins and offset gains from other regions, making earnings sensitive to global trade dynamics.
Higher Capital Intensity And Increased Leverage TargetManagement's willingness to move from near-zero net debt toward a $1.5bn target to fund buybacks and capex raises structural financial risk. Elevated leverage during peak capital intensity reduces cushions against commodity or execution shocks and increases interest and refinancing exposure.

BlueScope Steel News

BLSFY FAQ

What was BlueScope Steel Limited’s price range in the past 12 months?
BlueScope Steel Limited lowest stock price was $65.75 and its highest was $120.33 in the past 12 months.
    What is BlueScope Steel Limited’s market cap?
    BlueScope Steel Limited’s market cap is $10.22B.
      When is BlueScope Steel Limited’s upcoming earnings report date?
      BlueScope Steel Limited’s upcoming earnings report date is Aug 17, 2026 which is in 56 days.
        How were BlueScope Steel Limited’s earnings last quarter?
        BlueScope Steel Limited released its earnings results on Feb 15, 2026. The company reported $3.079 earnings per share for the quarter, beating the consensus estimate of $2.64 by $0.439.
          Is BlueScope Steel Limited overvalued?
          According to Wall Street analysts BlueScope Steel Limited’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does BlueScope Steel Limited pay dividends?
            BlueScope Steel Limited pays a Semiannually dividend of $2.262 which represents an annual dividend yield of 2.06%. See more information on BlueScope Steel Limited dividends here
              What is BlueScope Steel Limited’s EPS estimate?
              BlueScope Steel Limited’s EPS estimate is 3.65.
                How many shares outstanding does BlueScope Steel Limited have?
                BlueScope Steel Limited has 87,615,486 shares outstanding.
                  What happened to BlueScope Steel Limited’s price movement after its last earnings report?
                  BlueScope Steel Limited reported an EPS of $3.079 in its last earnings report, beating expectations of $2.64. Following the earnings report the stock price went same N/A.
                    Which hedge fund is a major shareholder of BlueScope Steel Limited?
                    Currently, no hedge funds are holding shares in BLSFY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      BlueScope Steel Stock Smart Score

                      5
                      Neutral
                      1
                      2
                      3
                      4
                      5
                      6
                      7
                      8
                      9
                      10

                      Technicals

                      SMA
                      Negative
                      20 days / 200 days
                      Momentum
                      -3.87%
                      12-Months-Change

                      Fundamentals

                      Return on Equity
                      2.76%
                      Trailing 12-Months
                      Asset Growth
                      6.55%
                      Trailing 12-Months

                      Company Description

                      BlueScope Steel Limited

                      Headquartered in Melbourne, Australia, BlueScope Steel Limited, founded in 1885 (and known as BHP Steel Limited until its rebranding in November 2003), is a prominent global producer and supplier of metal-coated and painted steel building materials. Its extensive geographical footprint covers Australia, New Zealand, various Asian countries including Thailand, Indonesia, Malaysia, and Vietnam, as well as North America and the Pacific Islands. The company's operations are organized into five principal segments: Australian Steel Products, North Star BlueScope Steel, Building Products Asia & North America, Buildings North America, and New Zealand & Pacific Islands. BlueScope offers a broad spectrum of steel products, ranging from fundamental items like slabs, plates, and hot/cold rolled coils to specialized coated and painted strip products, roof and wall claddings, purlins, and house framings. These are distributed under widely recognized brands such as LYSAGHT, COLORBOND steel, COLORSTEEL, ZINCALUME steel, GALVABOND steel, GALVASPAN steel, BlueScope Zacs, and SuperDyma. In addition to material sales, the company provides engineered building solutions for industrial and commercial markets, leveraging brands like Butler, Varco Pruden, EcoBuild, and PROBUILD. BlueScope serves a diverse customer base spanning the residential and non-residential construction sectors, manufacturing, automotive and transport, agricultural, and mining industries, reaching clients both directly and through its extensive network of service centers and steel distribution businesses.

                      BlueScope Steel (BLSFY) Earnings & Revenues

                      BLSFY Company Deck

                      BLSFY Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call is overall positive. Management reported a strong H1 operating performance (underlying EBIT up sharply YoY), an essentially ungeared balance sheet at the half, clear project progress and substantive cost savings realized. Management upgraded shareholder returns materially (targeting $3.00 per share in 2026 and 75% of free cash flow), provided constructive H2 guidance, and laid out credible growth and property realization programs. Notable headwinds remain — sustained low Asian spreads, transitional costs in New Zealand, an ongoing BCP turnaround and a recent safety fatality — and the company is modestly increasing its net debt target. On balance, the positives (earnings, liquidity, returns, project delivery and cost programs) outweigh the lowlights, yielding a constructive outlook but with clear execution and commodity risk factors to watch.View all BLSFY earnings summaries
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