{"filings":[{"id":3484917,"accession_number":"0001193125-26-422891","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-10-15T20:14:04+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q3 2026 net income $483M, EPS $1.81; revenue $3.70B, adjusted EBITDA $789M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to Alcoa was $483M, or $1.81 EPS, vs $232M/$0.88 in 3Q25; adjusted net income $485M, or $1.82 EPS.","Revenue $3.704B, down 7% sequentially but up 24% YoY from $2.995B; adjusted EBITDA $789M vs $901M in 2Q26 and $270M in 3Q25.","Cash from operations was $643M; free cash flow $472M; ended quarter with $4.4B cash, including $2.6B financing obtained for the AliGroup acquisition.","South32 holders approved AliGroup acquisition Oct. 15, 2026; close targeted 1H27; Alcoa raised $2.6B via 6.625% 2034 and 6.875% 2036 notes for ~$3.1B cash consideration.","Entered definitive agreements to sell portions of Massena East site; expects $50M-$65M at closing, plus up to $250M for approved data center capacity, total potential $315M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":3046036,"accession_number":"0001193125-26-399499","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-09-23T20:33:30+00:00","items":["1.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"Alcoa closes $2.6B senior notes offering to fund South32 acquisition cash consideration","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.5B of 6.625% notes due 2034 and $1.1B of 6.875% notes due 2036 via Alcoa subsidiaries.","Net proceeds fund ~$3.1B cash portion of acquisition of South32's bauxite, alumina, aluminum assets.","Terminated all remaining commitments under 364-day bridge term loan facility tied to acquisition.","Acquisition still subject to South32 shareholder approval, regulatory approvals, other customary conditions.","Special mandatory redemption of notes required if acquisition not completed by June 29, 2027 (or extended)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2806236,"accession_number":"0001193125-26-388649","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-09-11T12:18:22+00:00","items":["8.01","9.01"],"status":"ready","headline":"South32 shareholders to vote Oct 15 on sale of aluminium assets to Alcoa","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["South32 general meeting set for 15 Oct 2026 (AWST); Resolution 7 seeks approval of sale of aluminium value chain to Alcoa.","Deal per Umbrella Implementation Deed dated 30 Jun 2026; announced 1 Jul 2026; covers bauxite, alumina, and aluminium ops excluding Mozal.","Alcoa filed Form S-4 on 1 Sep 2026; prospectus declared effective and filed with SEC on 8 Sep 2026.","South32 board unanimously recommends 'For' Resolution 7, absent superior proposal and subject to independent expert conclusion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2777844,"accession_number":"0001193125-26-386787","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-09-09T23:37:29+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa prices $2.6B senior notes to fund South32 acquisition cash consideration","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.5B of 6.625% notes due 2034 and $1.1B of 6.875% notes due 2036, issued by Alumina Pty Ltd and Alcoa Nederland Holding B.V.","Proceeds, with cash on hand, to fund ~$3.1B cash portion of South32 acquisition of bauxite, alumina, and aluminum smelter operations.","Notes expected to close September 23, 2026; guaranteed by Alcoa and certain subsidiaries.","Alcoa to terminate 364-day bridge loan facility upon completion of the offering.","Acquisition remains subject to South32 shareholder approval and regulatory clearances."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2751796,"accession_number":"0001193125-26-385947","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-09-09T12:23:42+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Alcoa announces $2.6B senior notes offering to fund South32 acquisition cash consideration","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$2.6B aggregate principal: $1.3B notes due 2034 (assumed 7.00%) and $1.3B due 2036 (assumed 6.75%) from subsidiaries Alumina Pty Ltd and Alcoa Nederland Holding B.V.","Proceeds plus cash on hand fund ~$3.1B cash portion of acquisition of South32's AliGroup (bauxite, alumina, aluminum assets); bridge loan commitments to be terminated.","Acquisition consideration also includes 17,008,960 Alcoa shares and contingent value right up to $750M based on alumina/aluminum prices.","Pro forma financials updated to reflect $2.6B notes and Sept 2, 2026 stock price; acquisition still subject to South32 shareholder and regulatory approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1691876,"accession_number":"0001193125-26-306118","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-07-16T20:12:48+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q2 2026: record revenue $4.0B, adj. EPS $2.12, announces $4.1B South32 acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3,966M (record), net income $407M ($1.53 EPS); adjusted net income $562M ($2.12 EPS).","Adjusted EBITDA $901M, up 51% sequentially; cash from ops $608M, free cash flow $422M.","Entered definitive agreement to acquire South32's bauxite, alumina, aluminum assets for ~$4.1B upfront plus up to $750M contingent.","Alumina production down 6% sequentially to 2.2M mt due to Pinjarra refinery disruptions; aluminum production up 5% to 636K mt on restarts.","Redeemed remaining $219M of 6.125% Senior Notes due 2028; cash balance $1.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1415437,"accession_number":"0000950103-26-010155","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-07-02T20:17:43+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Alcoa to acquire South32's bauxite, alumina, and aluminum assets for $3.1B cash plus stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total upfront consideration: $3.1B cash + ~17M Alcoa shares (valued ~$1B, ~6% ownership post-issuance).","Up to $750M contingent consideration based on average alumina and aluminum prices over four annual periods.","Transaction expected to close in H1 2027, subject to South32 shareholder approval and regulatory approvals.","Alcoa secured a $3.1B bridge loan commitment from Goldman Sachs to fund cash portion if permanent financing not obtained.","Break fees: South32 pays $41M or $82M to Alcoa in certain termination scenarios; Alcoa pays $82M to South32 in others."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1369356,"accession_number":"0000950103-26-009899","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-07-01T10:15:05+00:00","items":["7.01","9.01"],"status":"ready","headline":"Alcoa acquires South32's bauxite, alumina, aluminum assets for $4.1B upfront plus up to $750M CVR","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Upfront consideration: $3.1B cash + ~17M Alcoa shares (~$1.0B) for total $4.1B; implied enterprise value ~$4.7B including lease debt.","Expected synergies of ~$900M NPV; accretive to EPS and FCF immediately post-close.","Assets: Boddington bauxite mine, Worsley alumina refinery (Australia); Hillside smelter (South Africa); MRN bauxite, Alumar refinery/smelter (Brazil). Excludes Mozal.","CVR up to $750M based on alumina/aluminum price triggers over four annual periods starting July 1, 2026.","Expected close H1 2027; subject to South32 shareholder approval, regulatory approvals; fully committed bridge financing from Goldman Sachs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":13965,"accession_number":"0001193125-26-216915","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-05-11T20:32:05+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Alcoa shareholders approve amended equity plan, increase authorized shares to 38M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amended Stock and Incentive Compensation Plan approved with 195.8M for, 2.3M against; shares increased from 30M to 38M.","All 11 director nominees elected; James A. Hughes had 15.3M against votes (highest opposition).","Advisory say-on-pay approved: 187.2M for, 10.9M against.","Ratification of PwC as 2026 auditor passed with 216.0M for, 0.7M against.","Plan amendments include one-year minimum vesting, cash incentive awards, director cap of $750k/year, term extended to 2036."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94604,"accession_number":"0001193125-26-203996","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Alcoa extends $1.25B revolving credit facility maturity to June 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity date of the $1.25B revolving credit facility extended to June 27, 2028.","Credit spread adjustment and sustainability rate adjustments removed from facility.","Lender consent fee of 0.05% of commitment paid to participating lenders.","All existing lenders and borrowers reaffirm guarantees and security interests unchanged.","Aggregate commitments remain $1.25 billion; other terms substantially comparable."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94603,"accession_number":"0001193125-26-159018","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q1 net income $425M, adjusted EPS $1.40; redeems $219M notes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3.2B, net income $425M ($1.60 EPS); adjusted EPS $1.40 vs $2.15 YoY.","Adjusted EBITDA $595M, up $68M sequentially on higher aluminum prices.","Cash $1.4B; redeemed $219M of 6.125% notes due 2028 on May 15, 2026.","San Ciprián smelter restart completed safely in April 2026.","Alumina shipments down 31% sequentially due to Middle East conflict and Cyclone Narelle."],"consensus_eps_estimate":1.5385,"consensus_eps_actual":1.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":3193000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94602,"accession_number":"0001193125-26-154986","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-04-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa to redeem $219M of 6.125% Notes due 2028 on May 15, 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Alcoa Nederland subsidiary will redeem all $218.7M ($219M) of 6.125% Notes due 2028 on May 15, 2026.","Redemption price is 100% of principal plus accrued interest to redemption date, funded from cash on hand.","The full redemption eliminates the outstanding notes originally maturing in 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107112,"accession_number":"0001193125-26-019438","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q4 2025 revenue $3.45B, net income $226M; FY25 net income $1.17B vs $60M prior year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $3.45B (+15% sequentially); net income $226M ($0.85/sh); adjusted net income $335M ($1.26/sh).","FY25 revenue $12.8B (+8% YoY); net income $1.17B ($4.42/sh) vs $60M in FY24.","Q4 adjusted EBITDA ex-specials $546M (+$276M seq); FY25 $1.98B (+25% YoY).","Operating cash flow $1.2B; free cash flow $567M; redeemed $141M 2027 notes; cash balance $1.6B.","Set production records at five smelters, one refinery; closed Ma'aden JV sale; submitted WA EPA mine plan responses."],"consensus_eps_estimate":0.9429,"consensus_eps_actual":4.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":12831000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123450,"accession_number":"0001193125-25-297348","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa Nederland to redeem all $141M of 5.500% Notes due 2027 on Dec 15","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal of $141 million (5.500% notes due 2027) to be redeemed on December 15, 2025.","Redemption price at 100% of principal plus accrued interest to redemption date.","Funded from cash on hand; company reported $1.49 billion cash at September 30, 2025.","Notes are senior unsecured obligations guaranteed by Alcoa Corp and certain subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123449,"accession_number":"0001193125-25-246788","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q3 net income $232M but adjusted loss $0.02/share; Kwinana closure charge $895M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $3.0B (flat); net income $232M ($0.88 EPS) includes $895M restructuring charge for Kwinana closure and $786M gain on Ma'aden JV sale.","Adjusted net loss $6M ($0.02/share); adjusted EBITDA $270M down $43M sequentially due to tariffs, asset retirement costs, currency.","Alumina production up 4% to 2.5M tonnes; aluminum production up 1% to 579K tonnes; cash balance $1.5B.","Massena smelter gets long-term energy contract with NYPA and $60M capital investment; gallium plant at Wagerup advances with govt support.","Kwinana refinery permanently closed; term loan fully repaid ($74M); Australia mine approvals expected by end of 2026."],"consensus_eps_estimate":-0.2123,"consensus_eps_actual":3.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":9382000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140122,"accession_number":"0001193125-25-223652","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["2.05","2.06"],"status":"ready","headline":"Alcoa permanently closes Kwinana alumina refinery; records ~$890M charges","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total restructuring charges of ~$890M ($623M after-tax, $2.41/share) in Q3 2025.","Charges include $425M for asset retirement/environmental remediation and $265M of asset impairments.","Total cash outlays expected ~$600M over six years; ~$75M in Q4 2025 (restructuring $45M, retirement $30M).","Refinery has 2.2M metric ton nameplate capacity; fully curtailed since June 2024; ~220 employees affected.","Demolition and remediation to begin in 2026, continuing over next six years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140121,"accession_number":"0000950170-25-096260","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-07-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q2 net income $164M ($0.62 EPS) on revenue $3.0B; adj. 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expects ~$780M gain in Q3 2025.","Alcoa must hold shares min 3 years; can sell one-third after each of 3rd, 4th, 5th anniversaries.","Post-transaction, Alcoa owns ~2% of Ma'aden's outstanding shares.","Citi acted as exclusive financial advisor; White & Case served as legal counsel."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157766,"accession_number":"0000950170-25-070438","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Alcoa shareholders elect all 11 director nominees, ratify auditor, approve say-on-pay at 2025 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 board nominees elected; each received over 184M votes for, with largest opposition at 8.7M against for M.A. Citrino.","Ratification of PricewaterhouseCoopers as 2025 auditor passed with 207.7M for, 0.7M against.","Advisory say-on-pay proposal approved with 169.8M for, 17.0M against, and 6.1M abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157765,"accession_number":"0000950170-25-060610","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa wins Australian tax dispute; ATO may appeal within 28 days","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["ART ruled no additional tax owed on historic alumina sales transfer pricing, backing Alcoa's position.","Prepaid $74M (A$107M) in Q3 2020; prepaid tax asset now $67M (A$107M) as of March 31, 2025.","ATO has 28 days to appeal; if no appeal, refund of $67M expected in June 2025.","Net cash impact over 14 months: ~$149M (A$236M) outflow at current rates (refund minus cash taxes on interest deductions).","Dispute covered transfer pricing on third-party alumina sales; no additional tax owed per ART decision."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157764,"accession_number":"0000950170-25-054726","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q1 net income $548M; adjusted EBITDA $855M; debt repositioning & JV signed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $548M ($2.07 EPS) vs $202M in Q4 2024; adjusted net income $568M ($2.15 EPS).","Revenue $3.37B, down 3% sequentially; alumina shipments down 8%, aluminum shipments down 5%.","Adjusted EBITDA ex-special items $855M, up 26% sequentially, driven by higher aluminum prices.","Incurred $20M in U.S. Section 232 tariffs on Canadian aluminum imports; actively engaging policymakers.","Completed $1B notes issuance (6.125%-6.375% due 2030/32) and tendered $890M of existing debt."],"consensus_eps_estimate":null,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":3369000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157763,"accession_number":"0001193125-25-069604","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-04-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa forms JV with IGNIS for San Ciprián; smelter restart planned for 2025","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Alcoa holds 75% interest, IGNIS 25% in JV; contributed $81M and $27M respectively.","Planned restart of San Ciprián smelter in 2025, commitment from 2021 curtailment.","2024 smelter net loss $50M; negative cash from ops $60M; expects 2025 loss of $80-100M.","Up to $108M additional funding by Alcoa with priority in cash returns; further funding requires partner approval.","Restart capex ~$10M, included in unchanged total capex guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176137,"accession_number":"0001193125-25-055682","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Alcoa subsidiary issues $1B senior notes: 6.125% due 2030, 6.375% due 2032","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Alumina Pty Ltd, a wholly-owned Alcoa subsidiary, issued $500M of 6.125% notes due 2030 and $500M of 6.375% notes due 2032.","The notes are senior unsecured and guaranteed by Alcoa Corporation and certain of its subsidiaries.","Issuer may redeem the 2030 notes on/after March 15, 2027, and 2032 notes on/after March 15, 2028, at set redemption prices.","Upon a change of control repurchase event, holders can require repurchase at 101% of principal plus accrued interest.","The offering was private under Rule 144A and Regulation S; net proceeds not specified."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176136,"accession_number":"0001193125-25-055211","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa completes tender for $609M of 2027 notes; accepts $281M of 2028 notes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Tendered $609.1M of $750M 5.500% notes due 2027 at $1,002.47 per $1,000; $140.9M remain outstanding.","Accepted $281.3M of $500M 6.125% notes due 2028 at $1,012.50 per $1,000; increased cap from $250M.","Settlement for both tender offers expected on March 19, 2025.","Capped Note offer expires March 31, 2025; no further acceptances currently expected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176135,"accession_number":"0001193125-25-054700","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-03-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa announces cash tender offer for $750M 5.500% notes due 2027 at $1,002.47 per $1,000","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Consideration per $1,000 principal is $1,002.47 (excl. accrued interest); yield based on 2.875% UST due June 2025 plus 0 bps spread.","Outstanding principal of $750M; notes issued by Alcoa Nederland Holding B.V., fully guaranteed by Alcoa.","Tender offer expires March 14, 2025; settlement expected March 19, 2025.","Offer conditioned on financing condition; dealer managers are Morgan Stanley and BofA Securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176134,"accession_number":"0001193125-25-044205","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa subsidiary prices $1B senior notes offering to fund tender offers for existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Alumina Pty Ltd, Alcoa's wholly owned sub, priced $1B senior notes; guaranteed by Alcoa and certain subsidiaries.","Proceeds to fund tender offers for $750M 5.500% notes due 2027 and up to $250M of $500M 6.125% notes due 2028.","Closing expected March 17, 2025, subject to customary conditions; offering not conditioned on tender offers.","Remaining proceeds, if any, to be used for general corporate purposes or redemption of existing notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176133,"accession_number":"0001193125-25-043419","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa announces $1B senior notes offering and cash tender offers for up to $1B of existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Alumina Pty Ltd proposes $1B senior notes; guaranteed by Alcoa and certain subsidiaries.","Tender offers for any and all $750M 5.500% notes due 2027 and up to $250M of $500M 6.125% notes due 2028.","Tender offers expire Mar 14 (2027 notes) and Mar 31 (2028); early tender premium of $30 per $1,000 for 2028 notes.","Offering not conditioned on tender completion; proceeds used for tender and general corporate purposes.","Financing condition requires pricing and closing of new notes; guarantees also provided for credit facilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176132,"accession_number":"0001193125-25-031203","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-02-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Alcoa Chairman Steven Williams to step down at 2025 annual meeting, board reduces to 11","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Williams will not stand for re-election; term ends at conclusion of 2025 Annual Meeting.","He has served as director since 2016 and as Chairman since 2021.","Decision is not due to any disagreement with the Board or Company.","Board size will be reduced to 11 directors effective immediately upon his departure.","CEO William Oplinger thanked Williams for his service and leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176131,"accession_number":"0000950170-25-007765","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2025-01-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q4 net income $202M, adj EPS $1.04; FY24 revenue $11.9B, EBITDA $1.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $3,486M (+20% QoQ), net income $202M (+124% QoQ), diluted EPS $0.76; adjusted EPS $1.04.","FY24 revenue $11,895M (+13% YoY), net income $60M vs FY23 loss $651M; adjusted EBITDA $1,589M (+196%).","Alumina production 2.39M mt (-2% QoQ); aluminum production 571K mt (+2% QoQ); third-party alumina shipments +12%.","MoU signed for San Ciprián complex with Spanish government and IGNIS EQT; profitability program exceeded $645M target with $675M improvements.","Cash balance $1.1B; green bond net proceeds $737M; repaid $385M Alumina Limited debt; quarterly dividend $0.10/sh."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":11895000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193038,"accession_number":"0001193125-24-268405","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Alcoa repays $385M Alumina revolver, terminates facility with no penalties","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repaid $385M outstanding on Alumina Ltd revolving credit facility on Nov 29, 2024.","Cancelled all $385M in lender commitments; no early termination penalties incurred.","Facility had tranches maturing Oct 2025 ($100M), Jan 2026 ($150M), Jul 2026 ($150M), Jun 2027 ($100M).","Prior cancellations in Aug 2024 reduced commitments by $115M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193037,"accession_number":"0000950170-24-115018","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-10-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q3 net income $90M ($0.38/sh); adj. net income $135M; Alumina Ltd acquisition closed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue flat sequentially at $2.9B; Adjusted EBITDA ex-special items rose to $455M from $325M in Q2.","Completed Alumina Limited acquisition on Aug 1, 2024; announced sale of 25.1% Ma'aden interest for ~$1.1B.","Profitability improvement program 80% of $645M target achieved; on track for full target by year-end 2025.","Paid $0.10/share quarterly dividend; cash balance $1.3B; secured new 9-year power agreement with AGL for Portland smelter.","Alumina production down 4% sequentially; aluminum production up 3%; long-term alumina supply deal with Alba (16.5M tonnes)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":8409000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209406,"accession_number":"0001193125-24-219242","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-09-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa to sell 25.1% Ma'aden JV stake for ~$1.1B in shares and cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: ~86M Ma'aden shares (valued at $950M) plus $150M cash, totaling ~$1.1B.","Carrying value of Alcoa's investment was $545M as of June 30, 2024; transaction expected to close H1 2025.","Alcoa must hold Ma'aden shares for minimum 3 years, with one-third transferable after 3rd, 4th, and 5th anniversaries.","Closing subject to regulatory approvals and Ma'aden shareholder approval; pro forma Alcoa would own ~2% of Ma'aden."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209405,"accession_number":"0000950103-24-011378","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.01","2.03","3.02","3.03","5.02","5.03","8.01","9.01"],"status":"ready","headline":"Alcoa completes acquisition of Alumina Limited for ~$2.8B in all-stock deal","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Implied equity value ~$2.8B based on 0.02854 Alcoa shares per Alumina share (closing price July 26).","Alcoa issued 78.8M common shares and 4.04M non-voting convertible preferred shares to Alumina holders.","Alcoa now fully owns AWAC (bauxite and alumina assets); expects synergies from simplified governance.","Alumina had $385M drawn under its $500M revolving credit facility, which Alcoa assumes.","Board expanded to 12; appointed John Bevan and Alistair Field (former Alumina directors) effective Aug 1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209404,"accession_number":"0000950170-24-084275","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-07-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa reports Q2 net income of $20M; revenue up 12% sequentially; 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Aluminum segment EBITDA $230-$240M, both sequentially higher.","Cash balance ~$1.4B at June 30; acquisition of Alumina Limited on track to close on or about August 1, 2024.","Kwinana refinery fully curtailed in June 2024; San Ciprián funding expected exhausted by end of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":5505000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209401,"accession_number":"0000950103-24-009727","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-07-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alcoa adds standalone financial projections to proxy for Alumina deal amid litigation","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Alcoa standalone 2024E revenue $9,566M, adj. EBITDA $570M, unlevered FCF ($580)M.","Alumina Limited standalone 2024E revenue $1,830M, adj. EBITDA $91M, unlevered FCF ($189)M.","J.P. Morgan DCF implies Alcoa equity $22.35-$28.50/share vs. $29.85 close; Alumina $0.70-$0.90 vs. $0.81.","Two stockholder lawsuits and eight demand letters allege insufficient proxy disclosures; Alcoa supplements proxy.","UBS was engaged Oct. 18, 2023 as financial advisor to Alcoa board for the transaction."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227423,"accession_number":"0000950103-24-008148","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Alcoa expects to close Alumina Ltd acquisition by Aug 1, 2024; sets shareholder vote","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Alcoa filed definitive proxy on June 6; shareholder special meeting to vote on transaction scheduled for July 16, 2024.","Brazilian antitrust authority CADE approved acquisition on May 13; Australian ACCC indicated no public review.","Alumina shareholders to vote on acquisition on July 18; second court hearing set for July 22 if vote succeeds.","Independent Expert Report declares transaction fair and reasonable for Alumina shareholders.","Completion expected on or about August 1, subject to shareholder approvals and Foreign Investment Review Board clearance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227422,"accession_number":"0001193125-24-142916","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-05-20T23:59:59+00:00","items":["1.01","1.02","3.02","8.01","9.01"],"status":"ready","headline":"Alcoa amends Alumina acquisition deal; CITIC to get ~1.5% stake as non-voting preferred","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Amendment allows CITIC affiliate (~18.9% holder of Alumina) to receive non-voting convertible preferred stock instead of CDIs to comply with Bank Holding Company Act.","The non-voting preferred shares represent about 1.5% of pro forma Alcoa common stock; economic rights equivalent to CDIs.","Alcoa and Allan Gray mutually terminated Conditional Share Sale Agreement; Allan Gray reaffirms support for the scheme.","Transaction remains on track to close in Q3 2024, subject to shareholder and regulatory approvals (FIRB, Brazil antitrust)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227421,"accession_number":"0001193125-24-140571","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Alcoa shareholders elect all 10 directors, approve say-on-pay, reject lobbying report","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected; highest votes for William Oplinger at 117.5M for.","Ratification of PwC as auditor approved: 136.1M for, 0.8M against.","Advisory vote on 2023 executive compensation passed: 114.9M for, 3.0M against.","Non-binding lobbying report proposal failed: 42.7M for, 75.0M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227420,"accession_number":"0000950170-24-045115","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-04-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Alcoa Q1 revenue $2.6B, net loss $252M; Alumina Ltd acquisition; $100M cost savings target","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2,599M flat QoQ; net loss $(252)M ($1.41/sh); adjusted net loss $(145)M ($0.81/sh).","Entered binding all-stock agreement to acquire Alumina Limited; expects to close subject to approvals.","Initiated process for potential sale of San Ciprián complex; bid process by June 2024.","Launched productivity program targeting ~$100M operating cost run-rate savings by Q1 2025.","Issued $750M green bonds at 7.125% due 2031; cash balance $1.4B includes net proceeds."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":2599000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246290,"accession_number":"0001193125-24-073889","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-03-21T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Alcoa Corp subsidiary issues $750M 7.125% senior notes due 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Alcoa Nederland Holding B.V. issued $750M of 7.125% senior unsecured notes due 2031.","Notes guaranteed by Alcoa Corp and certain subsidiaries; 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combined ownership 31.25% Alumina / 68.75% Alcoa.","Equity value of Alumina implied at A$1.15 per share (~$2.2B) based on Alcoa's Feb. 23 close.","Transaction expected to close Q3 2024; requires shareholder, regulatory, and court approvals.","Termination fees: Alumina pays $22M; Alcoa pays $50M (or $20M if Alcoa shareholder approval fails).","Two Alumina directors will join Alcoa board; Alcoa to maintain ASX CDI listing for at least 10 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246288,"accession_number":"0001193125-24-062204","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alcoa prices $750M 7.125% senior notes due 2031 via subsidiary, for green projects and cash needs","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Subsidiary Alcoa Nederland Holding B.V. issued $750M principal of 7.125% notes due 2031.","Notes are guaranteed on a senior unsecured basis by Alcoa Corporation and certain subsidiaries.","Closing expected March 21, 2024, subject to customary conditions.","Net proceeds allocated to finance/refinance eligible green projects per ICMA Green Bond Principles and support cash needs.","Offering sold in private placement to QIBs under Rule 144A and offshore under Regulation S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246287,"accession_number":"0001193125-24-058605","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-03-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Alcoa announces potential $750M senior notes offering for green projects","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Potential $750M 7-year senior unsecured notes by subsidiary Alcoa Nederland Holding B.V.","Net proceeds to finance/refinance eligible green projects per ICMA Green Bond Principles.","Offering subject to market conditions; proceeds would support cash position and portfolio actions.","Notes would be sold in private placement under Rule 144A and Regulation S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246286,"accession_number":"0000950103-24-002771","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Alcoa proposes to acquire Alumina Limited for 0.02854 Alcoa CDIs per share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Alcoa entered exclusivity deed to negotiate scheme where subsidiary acquires all Alumina shares at 0.02854 CDIs each.","Alumina's independent directors and CEO intend to recommend the deal, subject to superior proposal and expert opinion.","Alcoa signed share sale agreement with Allan Gray Australia for up to 577.4M Alumina shares at same offer price.","Exclusivity period is 20 business days; upon closing, two Alumina directors would join Alcoa's board.","Alcoa currently owns 60% of AWAC; full acquisition of Alumina would give Alcoa full control of that joint venture."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246285,"accession_number":"0001193125-24-010382","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-01-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Alcoa amends credit facility: lowers interest coverage ratio to 3.00x for 2024, adds collateral","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Temporarily reduces minimum interest coverage ratio to 3.00:1.00 from 4.00:1.00 for 2024 fiscal year.","Increases maximum addback for cash restructuring charges in EBITDA to $450M through 2024 (reverts to 15% on Jan 1, 2025).","Company agrees to provide first-priority security interest in substantially all assets; collateral released if credit ratings improve post-Jan 1, 2025.","Total commitments remain $1.25 billion; lenders received 0.05% fee for amendments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":19556878084.857414,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":246284,"accession_number":"0001157523-24-000066","cik":1675149,"company_name":"Alcoa Corp","ticker":"AA","form_type":"8-K","filed_at":"2024-01-17T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Alcoa Q4 2023 net loss $150M; revenue $2.6B flat; cost savings target $100M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $150M ($0.84/sh); 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