Q4 2025 Century Aluminum Co Earnings Call Transcript

Feb 19, 2026 / 10:00 PM GMT

Release Date Price: €44.26 (+4.21%)

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

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Presentation
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Unidentified_1 [1]
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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.

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Unidentified_2 [2]
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Thank you, operator. Good

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