{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-306118","form_type":"8-K","ticker":"AA","cik":"0001675149","company_name":"Alcoa Corp","filed_at":"2026-07-16T20:12:48+00:00","discovered_at":"2026-07-16T20:14:00.627523+00:00","generated_at":"2026-07-16T20:14:08.832061+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Alcoa Q2 2026: record revenue $4.0B, adj. EPS $2.12, announces $4.1B South32 acquisition","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-306118","json":"https://secwatch.observer/filing/0001193125-26-306118.json","markdown":"https://secwatch.observer/filing/0001193125-26-306118.md","text":"https://secwatch.observer/filing/0001193125-26-306118.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1675149/000119312526306118/0001193125-26-306118-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1675149/000119312526306118/aa-20260716.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-16T20:14:08.832061+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}