Alcoa Corp Reports 15% Revenue Growth in Q4 2025

By Chris Stiles • Friday, January 23 03:44 • Permanent Link

Alcoa Corporation (NYSE: AA; ASX: AAI) has reported its fourth quarter and full year 2025 results, showcasing significant growth and operational achievements. The company's revenue for the fourth quarter of 2025 increased to $3.4 billion, marking a 15 percent sequential increase from the previous quarter and contributing to a full-year revenue increase of 8 percent to $12.8 billion. Net income attributable to Alcoa Corporation for the full year 2025 surged to $1.2 billion, or $4.42 per common share, compared to $60 million, or $0.26 per common share, in the prior year.

Adjusted net income for the fourth quarter of 2025 rose to $335 million, or $1.26 per common share, reflecting a notable improvement compared to the third quarter of 2025. Similarly, adjusted EBITDA excluding special items increased to $546 million in the fourth quarter, representing a sequential increase of $276 million. For the full year 2025, adjusted net income increased to $1.0 billion, or $3.77 per common share, with adjusted EBITDA excluding special items reaching $2.0 billion, marking a 25 percent increase from the previous year.

Alcoa's production and shipments also demonstrated positive trends. Alumina production increased 1 percent sequentially in the fourth quarter, while aluminum production increased by 4 percent. Additionally, the company's total third-party revenue for the fourth quarter surged by 15 percent sequentially to $3.4 billion, driven by higher volumes and prices.

The company ended the fourth quarter of 2025 with a cash balance of $1.6 billion, including the redemption of the remaining $141 million of outstanding 5.5% senior notes due 2027. Alcoa generated $537 million in cash from operations during the quarter, representing a significant improvement from the previous period.

Looking ahead to 2026, Alcoa expects total alumina segment production to range between 9.7 and 9.9 million metric tons, with alumina shipments anticipated to be between 11.8 and 12.0 million metric tons. Similarly, the company projects total aluminum segment production to range between 2.4 and 2.6 million metric tons, with aluminum shipments expected to range between 2.6 and 2.8 million metric tons.

Alcoa's fourth quarter and full year 2025 results reflect the company's sustained momentum in delivering operational and financial objectives, setting production records, and executing strategic initiatives. These achievements underscore Alcoa's commitment to maximizing value creation through disciplined operational and financial execution.

For more information and to access the full press release, visit www.alcoa.com.

This article is a summary based on the press release issued by Alcoa Corporation and does not incorporate any additional information beyond the content of the press release. Today the company's shares have moved -5.86% to a price of $60.07. For more information, read the company's full 8-K submission here.

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