CENX Century Aluminum (CENX) Q2 FY26 earnings call
Century Aluminum delivered a strong second quarter, achieving full operating capacity across its Mt. Holly and Grundartangi plants ahead of schedule, capitalizing on robust market conditions with high LME and regional premiums. The company made significant progress on its Oklahoma smelter project, bolstered by a new executive order providing tariff incentives for new U.S. production. With a strengthened balance sheet and improved cash flow, Century is well-positioned to fund future growth initiatives and consider shareholder returns.
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CENX operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Shipments | ~123K tonsQ1 shipments totaled approximately 123,000 tons, down sequentially due to Line 2 in Iceland being offline for the full quarter following its idling in late October 2025.Source: earnings call transcript | ~131K tonsOn a consolidated basis, second quarter shipments totaled approximately 131,000 tonnes, a 6% increase from the prior quarter due to additional production from the restart of Line 2 in Iceland and the Mt.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.