AA
Alcoa Corporation
Q2 2025 Report
Alcoa Corporation (AA) Q2 2025 Earnings Report: Insights and Performance Analysis...
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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
3.37B
QoQ: -3.36% | YoY:29.63%
Gross Profit
931.00M
27.63% margin
QoQ: 20.60% | YoY:377.44%
Operating Income
700.00M
QoQ: 49.89% | YoY:315.38%
Net Income
548.00M
QoQ: 171.29% | YoY:317.46%
EPS
2.08
QoQ: 170.13% | YoY:247.52%
Revenue Trend
Margin Analysis
Key Insights
- Revenue: $3.37 billion (QoQ decrease of 3%)
- Gross Profit: $931 million (20.6% QoQ increase)
- Operating Income: $700 million (49.9% QoQ increase)
- Net Income: $548 million (171.3% QoQ increase)
- EPS: $2.08 (compared to $0.77 from Q4)