Century Aluminum 2025 Q3 Earnings Revenue Surges 17.3% Despite EPS Decline

Century Aluminum (CENX) reported Q3 2025 earnings on Nov 7, 2025, . The company raised Q4 EBITDA guidance to $170–$180M, reflecting confidence in sustained premium realization and operational efficiency.

Revenue

, up from $539.10 million in 2024 Q3.

Earnings/Net Income

. Meanwhile, , . The EPS decline reflects significant challenges despite robust revenue growth.

Post-Earnings Price Action Review

The strategy of buying Century Aluminum (CENX) shares after its revenue raise on the financial report released date and holding for 30 days showed favorable performance over the past three years. The cumulative return was 38.5%, . This suggests a robust growth trajectory, considering the market conditions and the company's performance.

CEO Commentary

The CEO highlighted Century Aluminum’s Q3 2025 performance, emphasizing a $4.1M sequential revenue increase driven by a $575/MT rise in Midwest Premium, despite lower shipments. Adjusted EBITDA surged to $101.1M, reflecting favorable premiums and strategic initiatives like the Mt. Holly power agreement through 2031, critical for restarting idled capacity. The CEO noted $75M in 2024 45X refunds and $110/MT anticipated U.S. billet premiums for FY26 as growth catalysts. Challenges included higher power costs and labor expenses, but the leadership maintained an optimistic tone, underscoring operational resilience and market positioning in the aluminum sector.

Guidance

, primarily driven by higher realized LME prices and Midwest regional premiums. This outlook reflects confidence in sustained premium realization and operational efficiency, with no explicit mention of volume or cost uncertainties. Forward-looking statements are constrained to these parameters, as detailed in the press release.

Additional News

Century Aluminum extended its Mount Holly power agreement through 2031, enabling the restart of 50,000 metric tons of annual production, . The Hawesville site’s strategic review was extended due to heightened interest, with discussions ongoing for potential partnerships. Management reiterated support for Section 232 tariffs, which have bolstered U.S. aluminum production amid global shortages.

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