Century Aluminum Company

NasdaqGS:CENX Aktierapport

Börsvärde: US$5.8b

Century Aluminum Förvaltning

Förvaltning kriterier kontrolleras 4/4

Century Aluminum VD är Jesse Gary, utsedd i Jul 2021, har en mandatperiod på 4.83 år. totala årliga ersättningen är $ 7.17M, bestående av 13.7% lön 86.3% bonusar, inklusive företagsaktier och optioner. äger direkt 0.14% av företagets aktier, värda $ 8.41M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5 år respektive 7.7 år.

Viktig information

Jesse Gary

Verkställande direktör

US$7.2m

Total ersättning

VD-lön i procent13.68%
Anställning som VD4.8yrs
Ägande av VD0.1%
Ledningens genomsnittliga anställningstid5yrs
Styrelsens genomsnittliga mandatperiod7.7yrs

Senaste uppdateringar av ledningen

Recent updates

Century Aluminum: A Decade-Long Growth Runway

Apr 22

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.

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.

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.

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.

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.

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.

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?

Earnings Tell The Story For Century Aluminum Company (NASDAQ:CENX) As Its Stock Soars 26%

Jan 29
Earnings Tell The Story For Century Aluminum Company (NASDAQ:CENX) As Its Stock Soars 26%

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.

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).

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.

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.

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.

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.

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.

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.

Investors Appear Satisfied With Century Aluminum Company's (NASDAQ:CENX) Prospects As Shares Rocket 26%

Sep 20
Investors Appear Satisfied With Century Aluminum Company's (NASDAQ:CENX) Prospects As Shares Rocket 26%

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).

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.

The Return Trends At Century Aluminum (NASDAQ:CENX) Look Promising

Aug 06
The Return Trends At Century Aluminum (NASDAQ:CENX) Look Promising

Century Aluminum Company (NASDAQ:CENX) Soars 27% But It's A Story Of Risk Vs Reward

Jun 10
Century Aluminum Company (NASDAQ:CENX) Soars 27% But It's A Story Of Risk Vs Reward

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

May 16
Century Aluminum (NASDAQ:CENX) Has A Somewhat Strained Balance Sheet

Century Aluminum's Long-Term Strategy Is Solid But Economic Uncertainty Weighs

Apr 24

Century Aluminum: A Value-Oriented Trump Trade

Mar 02
User avatar

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.

Century Aluminum Remains Sensitive To Highly Competitive Market

Sep 03

Century Aluminum: Looming Capex Requirements And Weak Fundamentals

Jun 10

Analys av ersättningar till VD

Hur har Jesse Gary:s ersättning förändrats jämfört med Century Aluminum:s resultat?
DatumTotal ersättningLönFöretagets resultat
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$114m

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

Ersättning vs marknad: Jesse s total kompensation ($USD 7.17M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 8.73M ).

Ersättning vs inkomst: Ersättningen från Jesse har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Jesse Gary (45 yo)

4.8yrs
Anställning
US$7,166,252
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Jesse Gary
President4.8yrsUS$7.17m0.14%
$ 8.4m
Peter Trpkovski
Executive VP & CFO1.2yrsUS$1.56m0.065%
$ 3.8m
Gunnar Gudlaugsson
Executive Vice President of Global Operations5.3yrsUS$3.09m0.049%
$ 2.9m
Robert Hoffman
Senior VP5yrsUS$1.03m0.057%
$ 3.3m
John DeZee
Executive VP5yrsUS$1.52m0.049%
$ 2.9m
Ryan Crawford
Financial Planning & Analysis and Investor Relations Managerno datainga uppgifteringa uppgifter
Kenneth Calloway
Senior Vice President of Human Resources5.3yrsinga uppgifter0.025%
$ 1.5m
Levi Chaffin
Senior Vice President of Operations - Americasless than a yearinga uppgifteringa uppgifter
Matthew Aboud
Senior Vice President of Strategy & Business Development5yrsUS$1.03m0.033%
$ 1.9m
Agust Hafberg
Senior VP & Chief Commercial Officer7.3yrsinga uppgifter0.046%
$ 2.7m
Steinunn Steinsen
VP of HSE5.3yrsinga uppgifteringa uppgifter
Sarah Gohmann
VP & Global Controller1.1yrsinga uppgifteringa uppgifter
5.0yrs
Genomsnittlig anställningstid
52.5yo
Genomsnittlig ålder

Erfaren ledning: CENX s ledningsgrupp är erfaren och erfaren ( 5 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Jesse Gary
President4.8yrsUS$7.17m0.14%
$ 8.4m
Andrew Michelmore
Independent Non-Executive Chairman7.7yrsUS$365.30k0.090%
$ 5.3m
Errol Glasser
Independent Director11.7yrsUS$276.30k0.0035%
$ 206.1k
Jarl Berntzen
Independent Director20.2yrsUS$273.80k0.094%
$ 5.5m
Jennifer Bush
Independent Director4.4yrsUS$265.80k0.040%
$ 2.3m
Tamla Olivier
Independent Director2.9yrsUS$254.30k0.022%
$ 1.3m
Wilhelm van Jaarsveld
Director8.4yrsinga uppgifteringa uppgifter
7.7yrs
Genomsnittlig anställningstid
52yo
Genomsnittlig ålder

Erfaren styrelse: CENX s styrelse anses vara erfaren ( 7.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/03 03:02
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Century Aluminum Company bevakas av 18 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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