Century Aluminum Company

NasdaqGS:CENX 주식 리포트

시가총액: US$4.3b

Century Aluminum 경영진

경영진 기준 점검 4/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Jesse Gary

최고경영자

US$7.2m

총 보수

CEO 급여 비율13.68%
CEO 재임 기간5yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간5.2yrs
이사회 평균 재임 기간7.8yrs

최근 경영진 업데이트

Recent updates

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.
Seeking Alpha Jun 03

Century Aluminum: The Rally Still Has Plenty Fuel

Summary Century Aluminum (CENX) remains a Buy, with ~50% upside potential over 12-16 months driven by industry structural deficits and strong aluminum pricing. CENX’s Q1 adjusted EBITDA surged 35% QoQ to $231 million, with Q2 guidance of $315–335 million and a run-rate potentially exceeding $400 million. Long-term catalysts include a 40% stake in a new US smelter JV with EGA and anticipated share buybacks as CAPEX needs ease from 2H 2026 onward. Energy costs and tariff policy remain the chief risks, but the stock's current valuation already assumes too little durability in today's aluminum squeeze scenario overall. Read the full article on Seeking Alpha
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.
분석 기사 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...
분석 기사 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...
분석 기사 May 16

Century Aluminum (NASDAQ:CENX) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Apr 28

Century Aluminum (NASDAQ:CENX) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
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 Alpha
분석 기사 Mar 10

Century Aluminum (NASDAQ:CENX) Is Posting Healthy Earnings, But It Is Not All Good News

Investors were disappointed with Century Aluminum Company's ( NASDAQ:CENX ) recent earnings release. We did some...
Seeking 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
분석 기사 Jan 30

These 4 Measures Indicate That Century Aluminum (NASDAQ:CENX) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jan 09

Century Aluminum (NASDAQ:CENX) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
분석 기사 Nov 27

There's Reason For Concern Over Century Aluminum Company's (NASDAQ:CENX) Massive 31% Price Jump

Century Aluminum Company ( NASDAQ:CENX ) shares have continued their recent momentum with a 31% gain in the last month...
분석 기사 Nov 07

Century Aluminum Company Just Beat EPS By 53%: Here's What Analysts Think Will Happen Next

Shareholders will be ecstatic, with their stake up 25% over the past week following Century Aluminum Company 's...
분석 기사 Oct 31

Century Aluminum (NASDAQ:CENX) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Oct 13

Century Aluminum Company's (NASDAQ:CENX) 27% Share Price Surge Not Quite Adding Up

Those holding Century Aluminum Company ( NASDAQ:CENX ) shares would be relieved that the share price has rebounded 27...
User avatar
새로운 내러티브 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 Alpha
분석 기사 Jul 12

What Century Aluminum Company's (NASDAQ:CENX) 25% Share Price Gain Is Not Telling You

Century Aluminum Company ( NASDAQ:CENX ) shares have had a really impressive month, gaining 25% after a shaky period...

CEO 보수 분석

Jesse Gary의 보수는 Century Aluminum의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$349m

Dec 31 2025US$7mUS$980k

US$40m

Sep 30 2025n/an/a

US$81m

Jun 30 2025n/an/a

US$111m

Mar 31 2025n/an/a

US$113m

Dec 31 2024US$8mUS$908k

US$319m

Sep 30 2024n/an/a

US$306m

Jun 30 2024n/an/a

US$219m

Mar 31 2024n/an/a

US$229m

Dec 31 2023US$8mUS$877k

-US$43m

Sep 30 2023n/an/a

-US$175m

Jun 30 2023n/an/a

-US$94m

Mar 31 2023n/an/a

-US$69m

Dec 31 2022US$8mUS$850k

-US$14m

Sep 30 2022n/an/a

US$148m

Jun 30 2022n/an/a

US$57m

Mar 31 2022n/an/a

-US$10m

Dec 31 2021US$5mUS$694k

-US$167m

Sep 30 2021n/an/a

-US$263m

Jun 30 2021n/an/a

-US$269m

Mar 31 2021n/an/a

-US$261m

Dec 31 2020US$2mUS$550k

-US$123m

Sep 30 2020n/an/a

-US$93m

Jun 30 2020n/an/a

-US$55m

Mar 31 2020n/an/a

-US$49m

Dec 31 2019US$2mUS$536k

-US$81m

보상 대 시장: Jesse의 총 보수(USD7.17M)는 US 시장에서 비슷한 규모 기업의 평균(USD6.91M) 수준입니다.

보상과 수익: Jesse의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Jesse Gary (46 yo)

5yrs
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

이름직위재임 기간보수지분
Jesse Gary
President5yrsUS$7.17m0.14%
$ 6.2m
Peter Trpkovski
Executive VP & CFO1.3yrsUS$1.56m0.021%
$ 888.3k
Gunnar Gudlaugsson
Executive Vice President of Global Operations5.4yrsUS$3.09m0.049%
$ 2.1m
Robert Hoffman
Senior VP5.2yrsUS$1.03m0.029%
$ 1.3m
John DeZee
Executive VP5.2yrsUS$1.52m0.049%
$ 2.1m
Ryan Crawford
Financial Planning & Analysis and Investor Relations Managerno data데이터 없음데이터 없음
Kenneth Calloway
Senior Vice President of Human Resources5.5yrs데이터 없음0.025%
$ 1.1m
Levi Chaffin
Senior Vice President of Operations - Americasless than a year데이터 없음데이터 없음
Matthew Aboud
Senior Vice President of Strategy & Business Development5.2yrsUS$1.03m0.033%
$ 1.4m
Agust Hafberg
Senior VP & Chief Commercial Officer7.4yrs데이터 없음0.046%
$ 2.0m
Steinunn Steinsen
VP of HSE5.5yrs데이터 없음데이터 없음
Sarah Gohmann
VP & Global Controller1.3yrs데이터 없음데이터 없음
5.2yrs
평균 재임 기간
53.5yo
평균 나이

경험이 풍부한 관리: CENX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.2 년).


이사회 구성원

이름직위재임 기간보수지분
Jesse Gary
President5yrsUS$7.17m0.14%
$ 6.2m
Andrew Michelmore
Independent Non-Executive Chairman7.8yrsUS$365.30k0.092%
$ 4.0m
Errol Glasser
Independent Director11.8yrsUS$276.30k0.0035%
$ 152.9k
Jarl Berntzen
Independent Director20.3yrsUS$273.80k0.10%
$ 4.4m
Jennifer Bush
Independent Director4.6yrsUS$265.80k0.047%
$ 2.1m
Tamla Olivier
Independent Director3.1yrsUS$254.30k0.030%
$ 1.3m
Wilhelm van Jaarsveld
Director8.6yrs데이터 없음데이터 없음
7.8yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 이사회: CENX의 이사회경험이 있음으로 간주됩니다(평균 재임 7.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/06 14:28
종가2026/07/02 00:00
수익2026/03/31
연간 수익2025/12/31

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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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

Century Aluminum Company는 18명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David GaglianoBarclays
Paretosh MisraBerenberg
Alexander Robert PearceBMO Capital Markets Equity Research