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
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Aluminum — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CENX
this stock
Century Aluminum Co
|
$3.56B | -8.1% | +19.1% | 6.2 | 9.8% |
|
ALMMF
Aluminum Corp Of China Ltd
|
$17.76B | -39.3% | — | — | 0.0% |
|
AA
Alcoa Corp
|
$11.13B | -20.9% | +7.9% | 8.8 | 4.5% |
|
CSTM
Constellium SE
|
$3.29B | +30.8% | +15.2% | 7.8 | 5.2% |
|
KALU
Kaiser Aluminum Corp
|
$2.49B | +29.2% | +13.5% | 11.3 | 5.8% |
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 | -5.6% | -23.9% | -46.3% | +0.0% | -8.1% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -5.2% | -23.7% | -58.7% | -0.2% | -20.2% |
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.