Q4 2025 Century Aluminum Co Earnings Call Transcript

Feb 19, 2026 / 10:00 PM GMT

Release Date Price: $52.5 (+4.54%)

Transcript 10-K8-K

Key Points

Positve

Century Aluminum Co (CENX) announced a partnership with EGA to build the first new smelter in the US in nearly 50 years, which will significantly increase production capacity.
The company reported strong financial performance with a Q4 net income of $1.8 million and adjusted net income of $128 million.
Century Aluminum Co (CENX) successfully sold and redeveloped the Haasville site into a digital infrastructure campus, receiving $200 million in cash and retaining a 6.8% interest.
The company is on track to restart production at its Mount Holly facility, which will increase US aluminum production by nearly 10% in 2026.
Century Aluminum Co (CENX) has secured insurance coverage for business interruption losses in Iceland, with reimbursements expected to support cash flow.

Negative

The Grunderangi smelter in Iceland experienced a temporary production halt due to transformer failures, impacting Q4 shipments.
Hurricane Melissa caused significant instability in the electrical supply to the Jamalco refinery, leading to higher costs and lower production volumes.
The company faces challenges with global supply chains for transformers, delaying the full restart of production at Grunderangi.
There is uncertainty regarding the finalization of the power contract for the new Oklahoma smelter, which is crucial for the project's success.
Century Aluminum Co (CENX) is exposed to potential risks from fluctuating aluminum prices and energy costs, which could impact future earnings.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CENX.OQ - Century Aluminum Co
Q4 2025 Century Aluminum Co Earnings Call
Feb 19, 2026 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon.

Thank you for attending the Century Aluminum Company 4th quarter 2025 earnings conference call. My name is Matt and I'll be your moderator for today's call. All lines will be needed during the presentation portion of the call for an opportunity for questions and answers at the end. If you would like to ask a question, please press 1 on your telephone keypad. I'm I have to pass the conference over to our host, Chad Rigg, Vice President of finance and treasurer. Chad, please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you, operator. Good

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.