Century Aluminum 경영진
경영진 기준 점검 4/4
Century Aluminum CEO는 Jesse Gary, Jul2021 에 임명되었습니다 의 임기는 5.08 년입니다. 총 연간 보상은 $7.17M, 13.7% 급여 및 86.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $7.31M 가치에 해당하는 회사 주식의 0.14% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.3 년과 7.9 년입니다.
핵심 정보
Jesse Gary
최고경영자
US$7.2m
총 보수
| CEO 급여 비율 | 13.68% |
| CEO 재임 기간 | 5.1yrs |
| CEO 지분 보유율 | 0.1% |
| 경영진 평균 재임 기간 | 5.3yrs |
| 이사회 평균 재임 기간 | 7.9yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Jul 28
Century Aluminum: Trading At A Slight Discount And Set To Grow
Summary Century Aluminum (CENX) is rated a buy, supported by strong financials, discounted valuation, and favorable political and market tailwinds. CENX's expansion includes Mount Holly smelter recommissioning and a major Oklahoma joint venture, both poised to boost domestic production and revenue. The company maintains a robust asset-to-liability ratio (1.94x), improved liquidity, and ongoing deleveraging, positioning it for upcoming capital expenditures. Trading at a P/E of 4.58 and EV/EBITDA of 3.84, CENX appears undervalued versus sector peers, with significant upside if aluminum demand and policy support persist. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 24
CENX: TeraWulf Equity Stake And Section 232 Support Future Cash Flows
Analysts have trimmed their price target on Century Aluminum to $74 from $86, citing updated valuation assumptions along with the potential long term value of the company’s 6.8% non dilutive equity stake linked to TeraWulf’s $19 billion, 20 year lease with Anthropic for the Kentucky data center campus. What's in the News for Century Aluminum Century Aluminum publicly supported a U.S. executive order under President Donald Trump that allows approved companies investing in new primary aluminum production in the United States to import a matching volume of primary aluminum at a reduced tariff rate, according to company statements.
내러티브 업데이트 • Jul 10
CENX: Kentucky Data Center Stake Will Drive Future Upside Potential
Analysts have updated their price target framework for Century Aluminum, with the fair value estimate moving from $61 to $83. They cited revised assumptions for revenue growth, profit margins, discount rate and future P/E, alongside recent commentary on the company's 6.8% non dilutive equity stake in TeraWulf's Kentucky data center project and related monetization options.
내러티브 업데이트 • Jun 26
CENX: U.S. Mine To Metal Expansion Will Drive Future Upside Potential
Century Aluminum's analyst price target has been updated from $37 to $67, with analysts pointing to revised assumptions for revenue growth, profit margin, discount rate, and future P/E expectations as key drivers behind the new valuation range. Analyst Commentary Recent research on Century Aluminum highlights a wide range of valuation views, even as headline price targets move higher.분석 기사 • Jun 17
Century Aluminum (CENX) Stock Could Be 33% Undervalued Ahead Of Wells Fargo Conference
Conference appearance puts Century Aluminum in focus Century Aluminum (CENX) is drawing attention ahead of its presentation at the 16th Annual Wells Fargo Industrials & Materials Conference on June 9, where President and CEO Jesse E. Gary is scheduled to speak. For investors watching Century Aluminum stock, the conference offers a chance to hear directly about the company’s primary aluminum operations in the United States and Iceland, its recent financial results, and the way management is...내러티브 업데이트 • Jun 06
CENX: Section 232 Tariffs And Power Costs Will Support Future Cash Flows
Narrative Update: Century Aluminum Analysts have lifted their price targets on Century Aluminum by up to $18, citing updated supply and demand work that points to a wider projected aluminum supply deficit in 2026 and ongoing support from high electricity costs that keep alternative power uses, such as data centers, competitive. Analyst Commentary Recent Street research has focused on how a tighter aluminum supply outlook and high electricity costs could feed into Century Aluminum's earnings power and valuation over the next few years.내러티브 업데이트 • May 23
CENX: Section 232 Premiums And Supply Shocks Will Support Future Cash Flows
Analysts lifted the Century Aluminum price target by $0.67 to $80.00, citing updated views on aluminum supply and demand, an expected margin profile, and a lower assumed future P/E multiple in their models. Analyst Commentary Recent Street research on Century Aluminum points to a mix of optimism around earnings power and project execution, alongside caution about costs and long term assumptions embedded in current valuations.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$603m |
| 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 |
보상 대 시장: Jesse의 총 보수(USD7.17M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.29M) 수준입니다.
보상과 수익: Jesse의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Jesse Gary (46 yo)
5.1yrs
재임 기간
US$7,166,252
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 5.1yrs | US$7.17m | 0.14% $ 7.3m | |
| Executive VP & CFO | 1.4yrs | US$1.56m | 0.021% $ 1.0m | |
| Executive Vice President of Global Operations | 5.5yrs | US$3.09m | 0.049% $ 2.5m | |
| Senior VP | 5.3yrs | US$1.03m | 0.029% $ 1.5m | |
| Executive VP | 5.3yrs | US$1.52m | 0.049% $ 2.5m | |
| Financial Planning & Analysis and Investor Relations Manager | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Human Resources | 5.6yrs | 데이터 없음 | 0.025% $ 1.3m | |
| Senior Vice President of Operations - Americas | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Strategy & Business Development | 5.3yrs | US$1.03m | 0.033% $ 1.7m | |
| Senior VP & Chief Commercial Officer | 7.5yrs | 데이터 없음 | 0.046% $ 2.3m | |
| VP of HSE | 5.6yrs | 데이터 없음 | 데이터 없음 | |
| VP & Global Controller | 1.3yrs | 데이터 없음 | 데이터 없음 |
5.3yrs
평균 재임 기간
53.5yo
평균 나이
경험이 풍부한 관리: CENX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 5.1yrs | US$7.17m | 0.14% $ 7.3m | |
| Independent Non-Executive Chairman | 7.9yrs | US$365.30k | 0.092% $ 4.6m | |
| Independent Director | 11.9yrs | US$276.30k | 0.0035% $ 179.0k | |
| Independent Director | 20.4yrs | US$273.80k | 0.10% $ 5.2m | |
| Independent Director | 4.7yrs | US$265.80k | 0.047% $ 2.4m | |
| Independent Director | 3.2yrs | US$254.30k | 0.030% $ 1.5m | |
| Director | 8.7yrs | 데이터 없음 | 데이터 없음 |
7.9yrs
평균 재임 기간
53yo
평균 나이
경험이 풍부한 이사회: CENX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/09 09:36 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Century Aluminum Company는 18명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Gagliano | Barclays |
| Paretosh Misra | Berenberg |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |