Feed / CENX

Century Aluminum Company

CENX

Basic Materials · 44.33 -7.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

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.

Company-7.1% todayVolume comparison unavailable
Market group0 of 1 activeAluminum Producers · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Basic Materials · Aluminum

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • 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

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements78
Verified relationships2
Evidence supporting the case
  • 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.
Evidence challenging the case
  • Net margin changed -13.5 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

44.33
6m-23.7%12m+103.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.2B+37.8%$-1.85+0.8%
2022-12-31$2.8B+25.5%$-0.15+1.3%
2023-12-31$2.2B-21.3%$-0.47+1.1%
2024-12-31$2.2B+1.6%$3.27+6.5%
2025-12-31$2.5B+13.9%$0.42-3.2%

What management says matters

Persistent and emerging business drivers

Input and raw-material costsmixed · 3 filings
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
Capital investment and capacitypositive · 3 filings
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
Credit and interest ratesmixed · 1 filings
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
Foreign exchangemixed · 1 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

44.33-7.1% today

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.