v3.26.1
Revenue from Contracts with Customers (Tables)
 6 Months Ended
Jun. 30, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Estimated Fixed Fee and Take-Or-Pay Revenue
The following table provides estimated fixed fee and take-or-pay revenue for unsatisfied or partially unsatisfied performance obligations from all of our multi-year industrial services contracts as of June 30, 2026, which are expected to be recognized over approximately the next 10 years.
(Dollars in millions)
2026-2028$278.6 
2029-2031152.4 
2032-thereafter84.2 
Total estimated fixed fee and take-or-pay revenue$515.2 
Schedule of Disaggregation of Revenue
The following table provides disaggregated sales and other operating revenue by product or service, excluding intersegment revenues:
Three Months Ended June 30,Six Months Ended June 30,
 2026202520262025
 (Dollars in millions)
Sales and other operating revenue:
Cokemaking$357.5 $397.2 $707.9 $788.5 
Energy9.3 12.5 19.8 25.3 
Industrial Services97.6 13.9 182.5 36.0 
Operating and licensing fees9.4 8.6 17.4 16.4 
Other1.5 1.9 2.8 3.9 
Sales and other operating revenue$475.3 $434.1 $930.4 $870.1 
The following table provides disaggregated sales and other operating revenue by customer:
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
(Dollars in millions)
Sales and other operating revenue:
Cliffs Steel$290.0 $250.7 $555.0 $550.0 
U.S. Steel64.4 60.3 131.3 120.3 
Other120.9 123.1 244.1 199.8 
Sales and other operating revenue$475.3 $434.1 $930.4 $870.1 
The following table provides disaggregated sales and other operating revenue by domestic and international:
Three Months Ended June 30,Six Months Ended June 30,
2026202520262025
(Dollars in millions)
Sales and other operating revenue:
Domestic
$448.0 $425.5 $879.0 $853.7 
International
27.3 8.6 51.4 16.4 
Sales and other operating revenue$475.3 $434.1 $930.4 $870.1