Kaiser’s business units tell different stories in 1Q 2025
Kaiser Aluminum's first-quarter 2025 results reveal a company pulled in different directions, its' end sectors diverge in trajectory.
Tag: Earnings
Tariff talks define Alcoa's Q1
“It takes many years to build a new smelter and at least five to six smelters would be required to address the U.S. demand for primary aluminum” - Alcoa during Q1 2025 earnings call
Constellium's tough year and the road ahead
Constellium’s latest earnings report confirmed what most in the aluminum market already saw coming, 2024 was a rough one. Weaker demand, tighter scrap spreads, and a major operational hit from flooding at their Valais facility all dragged on performance. The numbers tell the story: Q4 revenue came in at $1.72 billion, down 1% YoY, with […]
Novelis Q3 earnings call: Key takeaways and what it means for the market
Novelis just had its latest earnings call this Monday morning, February 10, 2025, and there’s a lot to unpack, some good, some challenging, and some that set the stage for where they believe the aluminum market is headed. Key numbers and performance Aluminum pricing and market conditions Novelis acknowledged that falling aluminum prices hurt them […]
Waste Management earnings: Keeping things in perspective
Waste Management (WM) released its 4th Quarter and full year 2024 earnings on January 29, 2025. The company reported adjusted EBITDA up over 10% for the year at $6.56 billion and reported a 30% margin for the first time in history on its legacy business, which comprises collection, disposal, and recycling. Collection and disposal continue […]
Alcoa beats earnings, warns tariffs could tighten aluminum market
As Alcoa looks ahead to 2025, the company is keeping a close watch on trade policies while focusing on growing its value-added aluminum products and securing its supply chain, despite global challenges. In the fourth quarter, aluminum production at the Alumar smelter in Brazil increased by 2%, reaching 571,000 metric tons as the facility continues […]
Week in Review: Steady prices, construction surge and global uncertainty
What's influencing the market and shaping industry outlooks?
Net income up for Century Aluminum, progress on US projects
The Chicago-headquartered company said net income reached $247 million in the quarter ended March 31, up from $30 million in the previous quarter.
Interest rates, weather hit Radius Recycling's earnings
“Without question, current conditions in the scrap markets remain challenging,” Tamara Lundgren, chairman and CEO, said.