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 reported a robust recovery in Q4 2024, achieving a revenue of $3.486 billion, a substantial 20% increase sequentially driven by higher alumina prices and increased shipments. The company recorded a net income of $202 million, which is a significant turnaround from $90 million in the previous quarter. CEO William Oplinger emphasized the successful execution of the $645 million profitability improvement program and the company's commitment to debt reduction strategies. With safety metrics improving and production increasing across smelters, Alcoa is setting a positive trajectory for growth entering 2025, despite existing market pressures and potential tariff uncertainties.
Key Performance Indicators
Revenue
3.49B
QoQ: 20.04% | YoY:34.34%
Gross Profit
772.00M
22.15% margin
QoQ: 51.08% | YoY:354.12%
Operating Income
467.00M
QoQ: 153.80% | YoY:706.49%
Net Income
202.00M
QoQ: 124.44% | YoY:234.67%
EPS
0.77
QoQ: 97.44% | YoY:191.67%
Revenue Trend
Margin Analysis
Key Insights
**Revenue:** $3.486 billion (up 20% QoQ, up 34.34% YoY) **Net Income:** $202 million (up 124.44% QoQ, up 234.67% YoY) **EPS:** $0.76 (up 97.44% QoQ, up 191.67% YoY) **EBITDA:** $677 million (up from $455 million in Q3 2024) **Gross Margin:** 22.2% **Operating Margin:** 13.4% **Current Ratio:** 1.447 **Cash Flow from Operations:** $415 million. Key drivers of revenue growth include increased average realized prices in both the alumina and aluminum segments. Management reported a...