Century Aluminum (CENX) shares rallied 6.4% in the last trading session to close at $26.09. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 4.1% gain over the past four weeks.CENX’s shares are moving higher as it is poised to benefit from higher domestic aluminum prices as a result of the 50% tariffs on aluminum imports, which would drive its revenues. The restart of the Mt. Holly smelter to bring it to full ...

Core Insights - Investors prioritize companies with consistent profitability, measured effectively by net profit margin, which reflects operational efficiency and management quality [1][2] - Companies such as Great Lakes Dredge & Dock Corporation (GLDD), InfuSystem Holdings, Inc. (INFU), Interface, Inc. (TILE), and Century Aluminum Company (CENX) demonstrate strong net profit margins [1] Net Profit Margin - Net profit margin is calculated as Net Profit/Sales * 100, indicating a company's ability to convert sales into profits after all expenses [2] - A strong net profit margin signifies effective cost control and operational strength, essential for attracting investors and rewarding stakeholders [2] Industry Comparisons - Net profit margin varies across industries, complicating direct comparisons; it is more critical in traditional sectors than in technology [3] - Differences in accounting practices, particularly regarding non-cash expenses, further complicate comparisons [4] Investment Strategy - A healthy net profit margin and solid earnings per share (EPS) growth are key elements sought by investors [5] - Screening parameters include a net margin greater than or equal to 0, positive EPS growth, high broker ratings, and favorable Zacks Ranks [6] Stock Picks - The selected stocks (GLDD, INFU, TILE, CENX) have shown upward EPS estimate revisions, indicating positive outlooks [7] - GLDD is the largest U.S. dredging service provider with a Zacks Rank 1 and a VGM Score of A, with 2025 earnings estimates revised upward by $0.06 to $1.02 per share [8][9] - INFU, a healthcare services company, has seen its 2025 earnings estimate rise to $0.26 per share from $0.06, with an average surprise of 79.2% [10][11] - CENX, involved in primary aluminum production, has a revised earnings estimate of $2.06 per share, reflecting a 15.7% increase [11][12] - TILE, the largest modular carpet manufacturer, has its 2025 earnings estimate increased to $1.70 per share, consistently outperforming estimates [12][13]

Core Viewpoint - Century Aluminum is positioned to benefit significantly from favorable U.S. industrial policies, particularly due to increased tariffs on aluminum imports, which have led to a surge in domestic premiums and a strong financial outlook for the company [1][2][15]. Group 1: Market Position and Catalysts - The U.S. trade policy, specifically the increase of Section 232 tariffs on aluminum imports to 50% in June 2025, has made foreign aluminum more expensive, providing a competitive edge to domestic producers like Century Aluminum [2][3]. - The U.S. Midwest premium, a key revenue component for Century, has surged due to the higher costs of foreign supply, directly impacting the company's profitability [3][4]. - Century Aluminum's stock has increased over 60% in the past year, reflecting investor confidence in the company's strategic advantages and growth potential [1]. Group 2: Financial Performance and Investments - For Q3 2025, Century Aluminum projects an Adjusted EBITDA between $115 million and $125 million, attributing this optimistic forecast to the benefits of higher domestic premiums [4]. - The company is investing approximately $50 million to restart idled capacity at its Mt. Holly smelter, which is expected to enhance future revenue-generating capacity [6][15]. - In July 2025, Century refinanced $400 million of its senior notes, reducing annual interest payments and extending debt maturity to 2032, thereby improving financial flexibility [7][8]. Group 3: Future Growth and Strategic Initiatives - Century Aluminum plans to build a new, low-emission U.S. smelter, potentially receiving up to $500 million in funding from the Department of Energy, which would mark the first new U.S. smelter in nearly 50 years [9][10]. - This new smelter is expected to create over 100 high-wage manufacturing jobs and increase U.S. primary aluminum production by nearly 10% [14]. - The company is well-positioned as a pure-play U.S. producer, making it an attractive investment opportunity amid the resurgence of American industry [15][16].

Core Insights - Century Aluminum Company (CENX) reported a loss of 5 cents per share for Q2 2025, missing the Zacks Consensus Estimate of 34 cents and showing a decline from a loss of 3 cents in the prior year quarter and earnings of 29 cents in the previous quarter [1][7] Revenue and Shipments - The company achieved net sales of $628.1 million, reflecting a 12% year-over-year increase, but fell short of the Zacks Consensus Estimate of $650.7 million. Sequentially, sales decreased by 0.9% due to lower third-party alumina sales, although this was partially offset by favorable regional premium prices, volumes, and mix. Primary aluminum shipments totaled 175,741 tons, up approximately 4.7% year over year [2][7] Financials - At the end of Q2 2025, CENX had cash and cash equivalents of $40.7 million, a decrease of 9.4% from the previous quarter. The net cash provided by operating activities for the six months ending June 30, 2025, was $80.2 million [3] Q3 Outlook - The company anticipates adjusted EBITDA for Q3 2025 to be between $115 million and $125 million, driven by increased realization of Midwest regional premium [4][7] Stock Performance - CENX shares have increased by 74.6% over the past year, significantly outperforming the industry growth of 31.9% [5]

Company Overview - Century Aluminum (CENX) currently holds a Momentum Style Score of B, indicating a positive outlook based on momentum investing principles [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - Over the past week, CENX shares have increased by 12.41%, outperforming the Zacks Metal Products - Procurement and Fabrication industry, which rose by 3.19% [5] - In a longer time frame, CENX's monthly price change is 10.68%, compared to the industry's 1.63% [5] - Over the past quarter, CENX shares have risen by 38.15%, and over the last year, they have increased by 61.22%, while the S&P 500 has only moved 13.05% and 20.74%, respectively [6] Trading Volume - CENX's average 20-day trading volume is 1,653,817 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, one earnings estimate for CENX has moved higher, while none have moved lower, resulting in an increase in the consensus estimate from $1.78 to $2.00 [9] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [9] Conclusion - Considering the positive price trends, trading volume, and earnings outlook, CENX is positioned as a solid momentum pick with a Momentum Score of B and a Zacks Rank of 2 (Buy) [11]

Core Viewpoint - Century Aluminum (CENX) shows a significant improvement in earnings outlook, making it an attractive investment option as analysts continue to raise earnings estimates for the company [1][2]. Earnings Estimate Revisions - The upward trend in earnings estimate revisions indicates growing analyst optimism regarding Century Aluminum's earnings prospects, which is expected to positively impact its stock price [2]. - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with Zacks 1 Ranked stocks averaging a +25% annual return since 2008 [3]. - The consensus earnings estimate for the current quarter is $0.73 per share, reflecting a +58.7% change from the previous year [6]. - Over the last 30 days, the Zacks Consensus Estimate for Century has increased by 23.73%, with one estimate moving higher and no negative revisions [6]. - For the full year, the expected earnings are $2.00 per share, which is a -39.2% change from the prior year, but the consensus estimate has increased by 12.36% due to positive revisions [7][8]. Zacks Rank and Performance - Century Aluminum has achieved a Zacks Rank 2 (Buy), indicating promising estimate revisions that can help investors make informed decisions [9]. - Research indicates that stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) tend to significantly outperform the S&P 500 [9]. Stock Performance - Century shares have increased by 11.1% over the past four weeks, suggesting investor confidence in the company's earnings growth prospects [10].

Company Overview - Century Aluminum (CENX) is part of the Industrial Products group, which consists of 189 companies and ranks 4 in the Zacks Sector Rank [2] - The Zacks Rank for Century Aluminum is 2 (Buy), indicating a favorable outlook based on earnings estimates and revisions [3] Performance Analysis - Year-to-date, Century Aluminum has increased by approximately 24.3%, outperforming the average gain of 5.6% in the Industrial Products group [4] - In comparison, another stock in the sector, Hudson Technologies (HDSN), has shown a significant return of 75.3% year-to-date [4] - The consensus estimate for Century Aluminum's full-year earnings has risen by 12.4% in the past quarter, reflecting improved analyst sentiment [3] Industry Context - Century Aluminum operates within the Metal Products - Procurement and Fabrication industry, which includes 8 companies and currently ranks 38 in the Zacks Industry Rank [5] - Stocks in this specific industry have gained about 7.8% year-to-date, indicating that Century Aluminum is performing better than its peers in this category [5] - Hudson Technologies belongs to the Industrial Services industry, which has seen a 3.9% increase this year, and is also ranked 38 [6]

Core Viewpoint - The article emphasizes the importance of timing and sustainability in short-term investing, highlighting that a solid trend can lead to profitable opportunities if supported by strong fundamentals and positive earnings revisions [1][2]. Group 1: Stock Performance - Century Aluminum (CENX) has shown a significant price increase of 37.1% over the past 12 weeks, indicating strong investor interest [4]. - In the last four weeks, CENX's price has increased by 16.6%, suggesting that the upward trend is still intact [5]. - CENX is currently trading at 80% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - CENX holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like CENX that have the fundamental strength to maintain their upward momentum [3]. - The article suggests that there are multiple stocks passing through the "Recent Price Strength" screen, providing additional investment opportunities [8].

世纪铝业是铝土矿、氧化铝和原铝产品的综合生产商，在美国生产原铝，并在冰岛、荷兰和牙买加设有 工厂。 8月7日（周四），世纪铝业公司（Century Aluminum）宣布，计划重启南卡罗来纳州Mt. Holly冶炼厂的 闲置生产。 该公司表示，将为此投资约5,000万美元，创造100多个新的就业机会，并将提高美国铝产量约10%。 首席执行官Jesse Gary表示，此次重启得以实现，得益于美国总统唐特朗普对将关键金属制造业务迁回 国内的承诺。 世纪铝业补充说，此次重启将使目前以75%的产能运营的该工厂在2026年6月30日前实现满负荷生产。 ...

Century Aluminum Company (CENX) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Good afternoon. Thank you for attending today's Century Aluminum Company Second Quarter twenty twenty five Earnings Call. My name is Makayah, and I'll be your moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for your questions and answers at the end. At this time, I'd like to pass the call over to our host, Ryan Crawford.Ryan, you may now begin today's ...