Alcoa Corporation
AA
$46.14 -2.33%
Exchange: NYSE | Sector: Basic Materials | Industry: Aluminum
Q1 2025
Published: May 1, 2025

Earnings Highlights

  • Revenue of $3.37B up 29.6% year-over-year
  • EPS of $2.07 increased by 247.5% from previous year
  • Gross margin of 27.6%
  • Net income of 548.00M
  • ""We are now subject to 25% tariff cost, which totals an estimated $400 to $425 million annually."" - William Oplinger
AA
Alcoa Corporation

Executive Summary

Alcoa Corporation (NYSE: AA) reported a robust first quarter of 2025, with net income soaring to $548 million, significantly up from $202 million in Q4 2024. This quarterly performance reflects increased aluminum prices and effective cost management strategies despite facing headwinds from U.S. Section 232 tariffs on Canadian imports. Revenue for the quarter was reported at $3.37 billion, a 3% decrease from the prior quarter but indicative of stable demand amid challenging market conditions. Notably, the company executed a $1 billion debt offering which has strengthened its capital position and extended maturity timelines, allowing for increased focus on operational excellence and strategic growth initiatives.

Key Performance Indicators

Revenue
Increasing
3.37B
QoQ: -3.36% | YoY: 29.63%
Gross Profit
Increasing
931.00M
27.63% margin
QoQ: 20.60% | YoY: 377.44%
Operating Income
Increasing
700.00M
QoQ: 49.89% | YoY: 315.38%
Net Income
Increasing
548.00M
QoQ: 171.29% | YoY: 317.46%
EPS
Increasing
2.08
QoQ: 170.13% | YoY: 247.52%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 2,995.00 0.88 +3.1% View
Q2 2025 3,018.00 0.62 +3.9% View
Q1 2025 3,369.00 2.07 +29.6% View
Q4 2024 3,486.00 0.76 +34.3% View
Q3 2024 2,904.00 0.38 +11.6% View