tiprankstipranks
Trending News
More News >
Alcoa (AA)
NYSE:AA
US Market
Advertisement

Alcoa (AA) Earnings Dates, Call Summary & Reports

Compare
4,249 Followers

Earnings Data

Report Date
Jan 21, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.66
Last Year’s EPS
1.04
Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted several strategic advancements, including record aluminum production and significant investments in energy efficiency and critical mineral supply chains. However, these positive developments were tempered by challenges such as a workplace fatality, revenue declines, and increased tariff costs. While Alcoa made progress in some areas, the financial results were mixed, with an adjusted net loss reported. The sentiment is balanced, reflecting both achievements and challenges.
Company Guidance
During Alcoa Corporation's third quarter 2025 earnings call, several key metrics and guidance points were provided. The company reported a sequential revenue decrease of 1% to $3 billion, while third-quarter net income attributable to Alcoa was $232 million, up from $164 million in the prior quarter, with earnings per share increasing to $0.88. Adjusted EBITDA stood at $270 million, though it was impacted by increased U.S. Section 232 tariff costs and adjustments to asset retirement obligations. Capital expenditures rose to $151 million, and the company closed the quarter with $1.5 billion in cash. Looking forward, Alcoa anticipates higher shipments and a sequential release of working capital in Q4, with tariff costs projected to increase by approximately $50 million due to increased shipments. The company adjusted its full-year 2025 outlook, reducing CapEx to $625 million and eliminating income tax payments due to a favorable tax refund. The Alumina segment is expected to improve by $80 million, while the Aluminum segment may see a $20 million unfavorable impact. The company remains focused on increasing profitability and operational excellence, with strategic investments such as a new long-term energy contract and a $60 million investment in the Massena operations.
Record Aluminum Production
Achieved year-to-date aluminum production records at five smelters, contributing significantly to the bottom line.
Strategic Gallium Plant Development
Announced funding from the U.S. and Australian governments to develop a gallium plant at the Wagerup alumina refinery in Australia, reinforcing Alcoa's role in the critical mineral supply chain.
New Long-Term Energy Contract
Secured a new long-term energy contract for the Massena operations, along with a $60 million investment in the anode bake furnace, enhancing operational efficiency.
Increased Aluminum Segment Revenue
Third-party revenue in the Aluminum segment increased by 4% due to higher average realized prices, despite lower shipments.
Net Income Increase
Net income attributable to Alcoa increased to $232 million compared to the prior quarter's $164 million, with earnings per share rising to $0.88.

Alcoa (AA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 21, 2026
2025 (Q4)
0.66 / -
1.04
Oct 22, 2025
2025 (Q3)
-0.03 / -0.02
0.57-103.51% (-0.59)
Jul 16, 2025
2025 (Q2)
0.32 / 0.39
0.16143.75% (+0.23)
Apr 16, 2025
2025 (Q1)
1.68 / 2.15
-0.81365.43% (+2.96)
Jan 22, 2025
2024 (Q4)
0.95 / 1.04
-0.56285.71% (+1.60)
Oct 16, 2024
2024 (Q3)
0.25 / 0.57
-1.14150.00% (+1.71)
Jul 17, 2024
2024 (Q2)
0.08 / 0.16
-0.35145.71% (+0.51)
Apr 17, 2024
2024 (Q1)
-0.64 / -0.81
-0.23-252.17% (-0.58)
Jan 17, 2024
2023 (Q4)
-0.85 / -0.56
-0.720.00% (+0.14)
Oct 18, 2023
2023 (Q3)
-1.05 / -1.14
-0.33-245.45% (-0.81)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

AA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$35.65
Jul 16, 2025
$28.46$29.29+2.92%
Apr 16, 2025
$24.90$23.16-6.99%
Jan 22, 2025
$38.39$36.98-3.67%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Alcoa (AA) report earnings?
Alcoa (AA) is schdueled to report earning on Jan 21, 2026, After Close (Confirmed).
    What is Alcoa (AA) earnings time?
    Alcoa (AA) earnings time is at Jan 21, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is AA EPS forecast?
          AA EPS forecast for the fiscal quarter 2025 (Q4) is 0.66.

            Alcoa (AA) Earnings News

            AA Earnings: Alcoa Stock Gains Despite Mixed Q1 Results
            Premium
            Market News
            AA Earnings: Alcoa Stock Gains Despite Mixed Q1 Results
            2y ago
            Alcoa Changes Course; Rises After Q3 Report
            Premium
            Market News
            Alcoa Changes Course; Rises After Q3 Report
            3y ago
            Why Are Alcoa Shares Trending Higher?
            Premium
            Market News
            Why Are Alcoa Shares Trending Higher?
            3y ago
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis