Century Aluminum Dirección
Dirección controles de criterios 4/4
El CEO de Century Aluminum es Jesse Gary , nombrado en Jul 2021, tiene una permanencia de 4.83 años. compensación anual total es $7.17M, compuesta por 13.7% salario y 86.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.14% de las acciones de la empresa, por valor de $8.62M. La antigüedad media del equipo directivo y de la junta directiva es de 5 años y 7.7 años, respectivamente.
Información clave
Jesse Gary
Chief Executive Officer (CEO)
US$7.2m
Compensación total
| Porcentaje del salario del CEO | 13.68% |
| Permanencia del CEO | 4.8yrs |
| Participación del CEO | 0.1% |
| Permanencia media de la dirección | 5yrs |
| Promedio de permanencia en la Junta Directiva | 7.7yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • May 20
Century Aluminum: Transformative Earnings Cycle
Summary Century Aluminum Company benefits from U.S. tariffs, regulatory tailwinds, and Hormuz disruptions, supporting superior unit economics and a domestic price premium over international competitors. Despite tripling in value over the past year, CENX stock trades at a mid-single-digit forward P/E, reflecting ongoing upside amid favorable industry dynamics and capacity expansion. Risks center on commodity price volatility, but tariff protections and strong domestic demand position CENX to maintain high utilization and market share. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 20
CENX: Section 232 Tariffs Will Support Future Cash Flows
Century Aluminum's updated analyst price target has moved from $66 to about $79, with analysts pointing to refreshed views on fair value, revenue growth, profit margins and future P/E assumptions as key drivers of the shift. Analyst Commentary Recent Street research on Century Aluminum clusters around higher price targets and updated views on earnings power, with analysts reworking their models for aluminum pricing, premiums and upcoming capital spending.Actualización de narrativa • Apr 06
CENX: Section 232 Tariffs And Oklahoma Smelter Plans Will Shape Future Cash Flows
Narrative Update: Century Aluminum Analyst Targets Analysts have lifted their average price target on Century Aluminum to $69. They cite updated supply and demand work that points to a wider projected aluminum deficit, firm Midwest Premiums, and potential earnings support from elevated power costs and new smelter plans in Oklahoma.Actualización de narrativa • Mar 22
CENX: Section 232 Tariffs Will Support Future Cash Flows For Oklahoma Project
Century Aluminum's updated fair value estimate of $66, up from $63.33, reflects analysts' higher price targets in the $68 to $69 range as they factor in tighter aluminum supply, firm Midwest premiums, and anticipated EBITDA strength ahead of new smelter investments. Analyst Commentary Recent Street research shows bullish analysts lifting their price targets into the high $60s as they factor in updated aluminum market views and company specific guidance.Actualización de narrativa • Mar 07
CENX: Section 232 Tariffs And Oklahoma Smelter Project Will Drive Future Upside
Narrative Update: Century Aluminum Analyst Price Target Shift The analyst price target for Century Aluminum has moved from about $59 to roughly $63. Analysts point to stronger Q1 adjusted EBITDA guidance of $215 million to $235 million and expectations for solid cash generation supported by elevated Midwest Premiums ahead of new smelter capex in Oklahoma.Actualización de narrativa • Feb 20
CENX: Revised Risk Assumptions And Tariffs Will Shape Bullish Outlook
Analysts have raised their price target on Century Aluminum by $27 to $59, citing updated assumptions on discount rates, margins, and future P/E that refine their view of the stock’s valuation and risk profile. Analyst Commentary Recent commentary around the new US$59 price target focuses less on short term trading moves and more on how updated assumptions about discount rates, margins, and future P/E feed into Century Aluminum’s longer term risk and reward profile.Actualización de narrativa • Feb 05
CENX: Updated Assumptions Around Margins And Risk Will Drive Bullish Outlook
Analysts have raised their price target on Century Aluminum from US$50 to US$59, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that they report are reflected in recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$59 target as better aligned with their updated assumptions on revenue growth, indicating they now model a stronger earnings power for Century Aluminum than in prior research.
Nueva narrativa • Jan 29
Bullish View Expects New U.S. Greenfield Smelter To Transform Long Term Outlook
Catalysts About Century Aluminum Century Aluminum produces primary aluminum and related products for customers in the U.S. and Europe. What are the underlying business or industry changes driving this perspective?Artículo de análisis • Jan 29
Earnings Tell The Story For Century Aluminum Company (NASDAQ:CENX) As Its Stock Soars 26%
Century Aluminum Company ( NASDAQ:CENX ) shares have continued their recent momentum with a 26% gain in the last month...Actualización de narrativa • Jan 21
CENX: Emissions Exemption And Updated Assumptions Will Shape Balanced Return Profile
Analysts have raised their price target on Century Aluminum from US$40 to US$50. They cite updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the stock's current risk and return profile.Actualización de narrativa • Jan 06
CENX: Emissions Exemption And Operational Disruption Will Shape Balanced Future Prospects
Analysts have revised their price target on Century Aluminum from US$36 to US$40, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that result in a higher estimated fair value. What's in the News U.S. President Donald Trump granted a two year compliance exemption from a Biden era rule that had imposed stricter limits on copper smelter emissions, with Century Aluminum mentioned alongside other listed peers in the aluminum space (Reuters).Actualización de narrativa • Dec 14
CENX: Supportive Trade Tariffs Will Drive Future Pricing Power And Upside
Analysts have raised their price target on Century Aluminum to $37 from $36, citing stronger than expected aluminum pricing driven by resilient China demand and the company’s leverage to supportive U.S. trade tariffs. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent aluminum prices have outpaced prior forecasts, supporting upward revisions to revenue and EBITDA expectations and justifying the higher price target.Actualización de narrativa • Nov 29
CENX: Power Agreement Extension and 50% Tariff Support Will Drive Future Gains
Analysts have reaffirmed Century Aluminum's fair value target at $36.00, citing improving profit margins and favorable aluminum market conditions as key factors that support their outlook. Analyst Commentary Analyst opinions regarding Century Aluminum's prospects reflect a careful balance of optimism about the company’s positioning in the current market environment and caution around certain industry trends.Actualización de narrativa • Nov 15
CENX: Aluminum Price Strength and 50% Tariff Support Will Drive Upside Momentum
Century Aluminum's analyst price target has been increased from $30.67 to $36.00. Analysts point to stronger-than-expected aluminum prices and favorable tariff impacts as key factors behind the upward revision.Actualización de narrativa • Nov 01
CENX: Recent Tariff Expansions And China Demand Will Shape Aluminum Outlook
Analysts have reduced Century Aluminum’s fair value estimate by $1.00 to $30.67 per share, citing shifting aluminum price trends, slightly higher discount rates, and recent research highlighting both supportive tariffs as well as stronger-than-expected demand in China. Analyst Commentary Industry experts have weighed in on Century Aluminum’s outlook, leading to new research coverage and updated valuations.Actualización de narrativa • Oct 18
Mt Holly Restart And US Smelter Will Drive Aluminum Expansion
Analysts have raised their price target for Century Aluminum to $31.67 from $29, citing stronger aluminum prices and improved profit margin forecasts as key drivers for the update. Analyst Commentary Recent research updates on Century Aluminum reflect evolving perspectives on the company’s future, with notable shifts in analyst sentiment following improved market conditions for aluminum and company-specific advantages.Actualización de narrativa • Oct 03
Mt Holly Restart And US Smelter Will Drive Aluminum Expansion
Analysts have raised their price target for Century Aluminum from $27 to $29 per share. They cite improved revenue growth outlook and favorable market updates as key factors behind the revision.Artículo de análisis • Sep 20
Investors Appear Satisfied With Century Aluminum Company's (NASDAQ:CENX) Prospects As Shares Rocket 26%
Despite an already strong run, Century Aluminum Company ( NASDAQ:CENX ) shares have been powering on, with a gain of...Actualización de narrativa • Sep 10
Mt Holly Restart And US Smelter Will Drive Aluminum Expansion
The upward revision in Century Aluminum's price target reflects stronger fundamentals, with analysts now expecting both higher revenue growth and improved net profit margins, resulting in a new consensus fair value of $27.00. What's in the News Canada is expected to maintain its 25% import tariffs on U.S. steel and aluminum products, which directly impacts Century Aluminum (CENX) (Bloomberg, 2025-08-22).Actualización de narrativa • Aug 08
Mt Holly Restart And US Smelter Will Drive Aluminum Expansion
The upward revision in Century Aluminum’s price target reflects stronger profitability, as evidenced by the notable improvement in net profit margin and a more attractive forward P/E, raising the fair value estimate from $22.50 to $25.50. What's in the News Century Aluminum will restart over 50,000MT of idled production at its Mt. Holly, SC smelter, investing $50 million and creating 100+ new jobs.Artículo de análisis • Aug 06
The Return Trends At Century Aluminum (NASDAQ:CENX) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Artículo de análisis • Jun 10
Century Aluminum Company (NASDAQ:CENX) Soars 27% But It's A Story Of Risk Vs Reward
Century Aluminum Company ( NASDAQ:CENX ) shares have had a really impressive month, gaining 27% after a shaky period...Seeking Alpha • Apr 24
Century Aluminum's Long-Term Strategy Is Solid But Economic Uncertainty Weighs
Summary Growing US protectionism is validating Century Aluminum's strategy of high domestic US production levels. Century has a solid strategy of vertical and horizontal integration, which includes its Jamalco acquisition and planned new US smelter. The Midwest Premium continues to rise, but macroeconomic concerns and investor caution may impact the stock price. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
Century Aluminum: A Value-Oriented Trump Trade
Summary Trump's tariffs on aluminum are set to transform the earnings power of Century Aluminum, causing a potential tripling of pre-tax profits. After the company's transformation, I believe it is worth $91 per share given the analog of BlueScope Steel. I recommend investors buy CENX stock, given its discount to estimated fair value. Read the full article on Seeking Alpha
Nueva narrativa • Sep 14
Green Economy And Debt Reduction Fuel Growth, Yet Shrinking Margins And Market Challenges Loom Ahead
Strategic government actions and a favorable market for aluminum due to electrification and lightweighting trends are expected to positively impact Century Aluminum's revenue.Seeking Alpha • Sep 03
Century Aluminum Remains Sensitive To Highly Competitive Market
Summary Century Aluminum's Q1 net income was driven by a one-time gain, not ongoing profitability, making its current valuation misleading. The company’s operations are highly sensitive to aluminum prices and raw material costs, posing significant risks. Century Aluminum's heavy reliance on a single customer and lack of cash reserves limit its flexibility and growth potential. Despite recent optimism, without a clear catalyst, the stock is overvalued compared to industry peers and is best viewed as a hold. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
Century Aluminum: Looming Capex Requirements And Weak Fundamentals
Summary Century Aluminum's stock price has increased by 89% YoY, most likely due to a spike in LME aluminum prices. In my view, the underlying company fundamentals are poor and do not justify a sustained outperformance compared to its peers at the moment. A simple model suggests a ~26% downside to the stock's fair-value. However, the strong correlation with spot aluminum markets suggests a short position could be a speculative bet. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$349m |
| Dec 31 2025 | US$7m | US$980k | US$40m |
| Sep 30 2025 | n/a | n/a | US$81m |
| Jun 30 2025 | n/a | n/a | US$111m |
| Mar 31 2025 | n/a | n/a | US$113m |
| Dec 31 2024 | US$8m | US$908k | US$319m |
| Sep 30 2024 | n/a | n/a | US$306m |
| Jun 30 2024 | n/a | n/a | US$219m |
| Mar 31 2024 | n/a | n/a | US$229m |
| Dec 31 2023 | US$8m | US$877k | -US$43m |
| Sep 30 2023 | n/a | n/a | -US$175m |
| Jun 30 2023 | n/a | n/a | -US$94m |
| Mar 31 2023 | n/a | n/a | -US$69m |
| Dec 31 2022 | US$8m | US$850k | -US$14m |
| Sep 30 2022 | n/a | n/a | US$148m |
| Jun 30 2022 | n/a | n/a | US$57m |
| Mar 31 2022 | n/a | n/a | -US$10m |
| Dec 31 2021 | US$5m | US$694k | -US$167m |
| Sep 30 2021 | n/a | n/a | -US$263m |
| Jun 30 2021 | n/a | n/a | -US$269m |
| Mar 31 2021 | n/a | n/a | -US$261m |
| Dec 31 2020 | US$2m | US$550k | -US$123m |
| Sep 30 2020 | n/a | n/a | -US$93m |
| Jun 30 2020 | n/a | n/a | -US$55m |
| Mar 31 2020 | n/a | n/a | -US$49m |
| Dec 31 2019 | US$2m | US$536k | -US$81m |
Compensación vs. Mercado: La compensación total ($USD7.17M) de Jesse está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.43M).
Compensación vs. Ingresos: La compensación de Jesse ha sido consistente con los resultados de la empresa en el último año.
CEO
Jesse Gary (45 yo)
4.8yrs
Permanencia
US$7,166,252
Compensación
Mr. Jesse E. Gary, J.D., has been the President, Chief Executive Officer and Director of Century Aluminum Company since July 1, 2021. Mr. Gary serves as the President of Century Aluminum Sebree LLC. Mr. Ga...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 4.8yrs | US$7.17m | 0.14% $ 8.6m | |
| Executive VP & CFO | 1.2yrs | US$1.56m | 0.021% $ 1.2m | |
| Executive Vice President of Global Operations | 5.3yrs | US$3.09m | 0.049% $ 3.0m | |
| Senior VP | 5yrs | US$1.03m | 0.029% $ 1.7m | |
| Executive VP | 5yrs | US$1.52m | 0.049% $ 3.0m | |
| Financial Planning & Analysis and Investor Relations Manager | no data | sin datos | sin datos | |
| Senior Vice President of Human Resources | 5.3yrs | sin datos | 0.025% $ 1.5m | |
| Senior Vice President of Operations - Americas | less than a year | sin datos | sin datos | |
| Senior Vice President of Strategy & Business Development | 5yrs | US$1.03m | 0.033% $ 2.0m | |
| Senior VP & Chief Commercial Officer | 7.3yrs | sin datos | 0.046% $ 2.7m | |
| VP of HSE | 5.3yrs | sin datos | sin datos | |
| VP & Global Controller | 1.1yrs | sin datos | sin datos |
5.0yrs
Permanencia media
52.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CENX es experimentado (5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 4.8yrs | US$7.17m | 0.14% $ 8.6m | |
| Independent Non-Executive Chairman | 7.7yrs | US$365.30k | 0.090% $ 5.4m | |
| Independent Director | 11.7yrs | US$276.30k | 0.0035% $ 211.2k | |
| Independent Director | 20.2yrs | US$273.80k | 0.10% $ 6.1m | |
| Independent Director | 4.4yrs | US$265.80k | 0.040% $ 2.4m | |
| Independent Director | 2.9yrs | US$254.30k | 0.022% $ 1.3m | |
| Director | 8.4yrs | sin datos | sin datos |
7.7yrs
Permanencia media
52yo
Promedio de edad
Junta con experiencia: La junta directiva de CENX se considera experimentada (7.7 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 07:39 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Century Aluminum Company está cubierta por 18 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Gagliano | Barclays |
| Paretosh Misra | Berenberg |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |