CENX · Century Aluminum Co
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Century delivered a sharply higher Q2 with adjusted EBITDA up $95.5 million sequentially to $326.9 million as full output from the Mt. Holly expansion and Grundartangi Line 2 restart hit a tight market. The company guided Q3 adjusted EBITDA to $325–$345 million, and announced a new Trump executive order allowing Century to import up to 300,000 metric tons of aluminum annually at a reduced 25% tariff starting in 2027 to help fund the new Oklahoma smelter.
- + Q2 adjusted EBITDA rose $95.5 million sequentially to $326.9 million on higher LME, regional premiums, and Mt. Holly volumes
- + Cash now exceeds total debt as of end of July after $94.3 million 45X refund and additional insurance recoveries
- + Q3 adjusted EBITDA guidance of $325–$345 million roughly in line with Q2 record
- + Jamalco's new TG4 turbine brought online August 1 enables fully self-generated power and removes reliance on Jamaican grid purchases
- − Q2 GAAP net income fell $88.2 million sequentially, primarily because Q1 included a one-time $287.9 million gain on sale of Hawesville
- − Jamalco continues to face a modest cost and volume headwind from lower-quality bauxite expected to take another couple of quarters to resolve
- − Q3 guidance includes a $10–$15 million summer energy headwind, a $5 million sequential raw materials headwind, and $20–$25 million realized hedge settlement headwind
- − Mt. Holly is experiencing post-restart instability that is impacting Q3 output, with recovery not expected until after Q3
- − Q2 results included $61.3 million net-of-tax exceptional charge related to Iceland equipment failure and business interruption
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Technicals
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Versus peers
Aluminum — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CENX
this stock
Century Aluminum Co
|
$4.53B | +19.4% | +19.1% | 7.9 | 9.3% |
|
ALMMF
Aluminum Corp Of China Ltd
|
$17.04B | -39.1% | — | — | 0.0% |
|
AA
Alcoa Corp
|
$13.18B | -4.2% | +7.9% | 10.4 | 4.1% |
|
CSTM
Constellium SE
|
$3.60B | +42.8% | +15.2% | 8.6 | 4.9% |
|
KALU
Kaiser Aluminum Corp
|
$2.67B | +42.2% | +13.5% | 12.1 | 5.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CENX | +5.8% | -0.7% | -19.4% | +2.2% | +19.4% |
| SPY | -0.5% | -1.2% | +12.6% | -0.7% | +11.7% |
| vs SPY | +6.4% | +0.5% | -32.1% | +2.9% | +7.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.