earnings
confidence high
sentiment negative
materiality 0.75
Alcoa Q2 net income $164M ($0.62 EPS) on revenue $3.0B; adj. EBITDA $313M down from $855M prior Q
Alcoa Corp
2025-Q2 EPS
reported $2.69
vs consensus $0.32
▲ beat
(+740.6%)
- Revenue $3.0B down 10% sequentially; net income $164M ($0.62 EPS) vs $548M ($2.07) in Q1.
- Adjusted EBITDA ex-special items $313M vs $855M in Q1; tariff costs ~$115M on Canadian imports.
- Completed sale of 25.1% Ma'aden JV interest for $1.35B (shares + cash); expected Q3 gain ~$780M.
- Australian tax dispute settled favorably; refund of $69M received; cash taxes $225M payable by June 2026.
- San Ciprián smelter restart resumed, completion mid-2026; expected 2025 net loss $90-110M, cash use $110-130M.
item 2.02item 9.01