{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-422891","form_type":"8-K","ticker":"AA","cik":"0001675149","company_name":"Alcoa Corp","filed_at":"2026-10-15T20:14:04+00:00","discovered_at":"2026-10-15T20:15:00.266059+00:00","generated_at":"2026-10-15T20:15:12.448119+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Alcoa Q3 2026 net income $483M, EPS $1.81; revenue $3.70B, adjusted EBITDA $789M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-422891","json":"https://secwatch.observer/filing/0001193125-26-422891.json","markdown":"https://secwatch.observer/filing/0001193125-26-422891.md","text":"https://secwatch.observer/filing/0001193125-26-422891.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1675149/000119312526422891/0001193125-26-422891-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1675149/000119312526422891/aa-20261015.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-15T20:15:12.448119+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"}