Century Aluminum Company (CENX)
Century Aluminum: More Production Could Make Earnings More Durable
Century Aluminum is rated Buy with a $48 price target, driven by expanded production capacity and improved liquidity post-Mt. Holly and Grundartangi ramp-ups. Q2 profitability was primarily fueled by higher aluminum prices and regional premiums, with gross margin rising to 30.3% and significant government credit support. CENX expects to maintain Q3 EBITDA near Q2 levels ($335M vs. $327M), as incremental production offsets cost pressures, though execution risks remain at Mt. Holly and Grundartangi.
Century Aluminum Q2 Earnings Lag Estimates, Sales Rise Y/Y
CENX posted a sharp Q2 profit increase as higher aluminum prices and shipments drove EBITDA to $326.9M, despite a sales miss.
CENX Q2 Earnings Call Focuses on Full Capacity and Oklahoma
Century Aluminum highlights full-capacity smelters, strong U.S. demand and Oklahoma progress as it targets a year-end investment decision.
Century Aluminum Company (CENX) Q2 2026 Earnings Call Transcript
Century Aluminum Company (CENX) Q2 2026 Earnings Call Transcript
Century Aluminum (CENX) Q2 Earnings and Revenues Miss Estimates
Century Aluminum (CENX) came out with quarterly earnings of $2.39 per share, missing the Zacks Consensus Estimate of $2.4 per share. This compares to a loss of $0.05 per share a year ago.
Century Aluminum Q2 Earnings Call Highlights
Century Aluminum NASDAQ: CENX reported higher second-quarter shipments, sales and adjusted EBITDA as it expanded output at its Mount Holly plant and advanced the restart of a potline at its Grundartangi facility in Iceland.
Century Aluminum to Report Q2 Earnings: Here's What to Expect
CENX's Q2 outlook hinges on stronger aluminum prices, but rising costs, restart expenses and commodity dependence may cloud the earnings picture.
Century Aluminum: Trading At A Slight Discount And Set To Grow
Century Aluminum (CENX) is rated a buy, supported by strong financials, discounted valuation, and favorable political and market tailwinds. CENX's expansion includes Mount Holly smelter recommissioning and a major Oklahoma joint venture, both poised to boost domestic production and revenue. The company maintains a robust asset-to-liability ratio (1.94x), improved liquidity, and ongoing deleveraging, positioning it for upcoming capital expenditures.
Century Aluminum Bets on Tight Markets, Tariffs and Oklahoma Smelter to Drive Growth
Century Aluminum NASDAQ: CENX used a fireside chat at the Wells Fargo Industrials and Materials Conference to frame its investment case around tight aluminum markets, U.S. and European production exposure, and a planned new smelter in Oklahoma.
Century Aluminum: The Rally Still Has Plenty Fuel
Century Aluminum (CENX) remains a Buy, with ~50% upside potential over 12-16 months driven by industry structural deficits and strong aluminum pricing. CENX's Q1 adjusted EBITDA surged 35% QoQ to $231 million, with Q2 guidance of $315–335 million and a run-rate potentially exceeding $400 million. Long-term catalysts include a 40% stake in a new US smelter JV with EGA and anticipated share buybacks as CAPEX needs ease from 2H 2026 onward.
Century (CENX) Is a Great Choice for 'Trend' Investors, Here's Why
Century (CENX) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
2 Aluminum Stocks Poised for Big Tariff-Related Gains
The price of aluminum has surged by almost 50% in the last year, reaching multi-year highs amid pressure due to the Iran war, domestic tariffs, and more. The shutdown of the Strait of Hormuz has had a particularly strong impact, given its critical role in the transmission of aluminum through the Middle East to other parts of the world.
