Century Aluminum Company

NasdaqGS:CENX 주식 리포트

시가총액: US$6.0b

Century Aluminum 과거 순이익 실적

과거 기준 점검 5/6

Century Aluminum은 연평균 57.6%의 비율로 수입이 증가해 온 반면, Metals and Mining 산업은 수입이 8.4% 감소했습니다. 매출은 연평균 2.7%의 비율로 증가했습니다. Century Aluminum의 자기자본이익률은 24.8%이고 순이익률은 13.7%입니다.

핵심 정보

57.56%

순이익 성장률

57.55%

주당순이익(EPS) 성장률

Metals and Mining 산업 성장률26.40%
매출 성장률2.68%
자기자본이익률24.80%
순이익률13.73%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

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
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...
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
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
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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
Seeking 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 Alpha

매출 및 비용 세부 내역

Century Aluminum가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:CENX 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 262,543349930
31 Dec 252,52840800
30 Sep 252,52581590
30 Jun 252,432111570
31 Mar 252,365113550
31 Dec 242,220319570
30 Sep 242,102306490
30 Jun 242,108219440
31 Mar 242,123229440
31 Dec 232,185-43430
30 Sep 232,203-175390
30 Jun 232,295-94360
31 Mar 232,576-69300
31 Dec 222,777-14380
30 Sep 222,907148450
30 Jun 222,85157500
31 Mar 222,522-10530
31 Dec 212,213-167650
30 Sep 211,943-263510
30 Jun 211,754-269480
31 Mar 211,628-261510
31 Dec 201,605-123440
30 Sep 201,651-93410
30 Jun 201,697-55420
31 Mar 201,768-49420
31 Dec 191,837-81470
30 Sep 191,888-141470
30 Jun 191,932-141440
31 Mar 191,929-100440
31 Dec 181,893-66400
30 Sep 181,84032460
30 Jun 181,75972510
31 Mar 181,67860480
31 Dec 171,58945450
30 Sep 171,495-157450
30 Jun 171,428-235410
31 Mar 171,366-251410
31 Dec 161,319-252450
30 Sep 161,363-127380
30 Jun 161,484-125400
31 Mar 161,681-146400
31 Dec 151,950-59420
30 Sep 152,11753460
30 Jun 152,163156470

양질의 수익: CENX의 비현금 수익 수준이 높습니다.

이익 마진 증가: CENX의 현재 순 이익률 (13.7%)은 지난해 (4.8%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: CENX는 지난 5년 동안 흑자전환하며 연평균 57.6%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 CENX 의 수익 증가율(208.3%)은 연간 평균(57.6%)을 초과합니다.

수익 대 산업: CENX의 지난 1년 수익 증가율(208.3%)은 Metals and Mining 업계의 77.8%를 상회했습니다.


자기자본이익률

높은 ROE: CENX의 자본 수익률(24.8%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 18:19
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
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  • 내부자 거래
경영진10년
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주요 개발10년
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산업 및 섹터 지표

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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.

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