Commodity producers whose revenue is driven primarily by physical output from mines, mills, smelters, refineries, and steelmaking assets multiplied by realized commodity prices. The operating model is production volume, grade / yield, realized price, and unit-cost economics rather than customer retention, equipment backlog, or fluid hydrocarbon flow. This template covers gold, copper, lithium, iro
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| CRS | Carpenter Technology Corporation | Segment shipment volume in pounds | FY2026-Q3 | +117.9% | -51.4% |
| PKG | Packaging Corporation of America | Containerboard production | FY2026-Q2 | +18.4% | -6.7% |
| CLF | Cleveland-Cliffs Inc. | Coated Product Mix | FY2026-Q2 | +4.0 pts | -2.0 pts |
| AA | Alcoa Corporation | Aluminum production | FY2026-Q2 | +11.2% | +5.3% |
| KNF | Knife River Corporation | Net leverage | FY2026-Q2 | +0.1% | +1.7% |
| SCCO | Southern Copper Corporation | Copper production | FY2026-Q2 | -3.5% | -1.4% |
| ATI | ATI Inc. | Managed working capital as a percentage of sales | FY2026-Q2 | -2.2 pts | +1.0 pts |
| NUE | Nucor Corporation | Total Debt | FY2026-Q2 | +3.2% | -0.2% |
| HCC | Warrior Met Coal, Inc. | Gross price realization | FY2026-Q2 | -14.0 pts | -10.0 pts |
| FCX | Freeport-McMoRan Inc. | Incremental copper production from leaching initiatives | FY2026-Q2 | -9.6% | -5.5% |
| NEM | Newmont Corporation | Attributable gold production | FY2026-Q2 | -12.5% | -7.8% |
| EXP | Eagle Materials Inc. | Gypsum Wallboard sales volume | FY2027-Q1 | -1.5% | +3.6% |
| DOW | Dow Inc. | Operating EBIT (Performance Materials & Coatings) | FY2026-Q2 | -12.5% | +4.1% |
| HL | Hecla Mining Company | Greens Creek silver production | FY2026-Q2 | -12.5% | +9.1% |
| CENX | Century Aluminum Company | Aluminum shipments | FY2026-Q2 | -25.7% | +4.7% |
| MP | MP Materials Corp. | Rare Earth Concentrate Production Volume | FY2026-Q2 | -15.8% | +44.7% |
A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.