---
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"
generated_at: "2026-10-15T20:15:12.448119+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Alcoa Q3 2026 net income $483M, EPS $1.81; revenue $3.70B, adjusted EBITDA $789M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-422891
- JSON: https://secwatch.observer/filing/0001193125-26-422891.json
- Plain text: https://secwatch.observer/filing/0001193125-26-422891.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.