“Gross profit Gross profit increased by $84.4 million for the twelve months ended December 31, 2025, compared to the same period in 2024, primarily due to favorable realized LME and regional price premiums of $415.9 million, partially offset by unfavorable raw…”10-K · Mar 3, 2026 ↗
Century Aluminum Company
CENX
Market read
Century Aluminum Company's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
- Higher U.S. power price realization due to extreme winter weather increased costs in the period (company cites a ~$39.5M impact).
Invalidation: The isolated read changes if CENX's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Higher U.S. power price realization due to extreme winter weather increased costs in the period (company cites a ~$39.5M impact).
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +13.9% year over year.
- Operating margin changed +1.4 percentage points in the latest annual period.
- Operating cash flow covered net income at 4.43x in the latest annual period.
- Net margin changed -13.5 percentage points in the latest annual period.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
44.33Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The change in net cash provided by investing activities during the six months ended June 30, 2026 compared to the net cash used in investing activities during six months ended June 30, 2025 was primarily due to proceeds received from the sale of Hawesville an…”10-Q · Aug 6, 2026 ↗
“The change in net cash provided by financing activities during the nine months ended September 30, 2025 compared to net cash used in financing activities in the nine months ended September 30, 2024 was primarily due to proceeds from the issuance of the 2032 N…”10-Q · Nov 6, 2025 ↗
“Pension OPEB 2025 2024 2025 2024 Change in plan assets: Fair value of plan assets at beginning of year $ 272.2 $ 282.9 $ — $ — Actual return on plan assets 27.0 8.3 — — Acquisition — — — — Employer contributions 8.9 2.5 4.9 5.5 Medicare Part D subsidy receive…”10-K · Mar 3, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CENX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for CENX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CENX
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CENX is currently a Leader in the organic co-movement group Aluminum Producers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for CENX; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.