Core Viewpoint - The industrial sector is experiencing positive momentum in 2026, driven by improved economic visibility and investor interest in cyclical stocks, with notable gains in the State Street Industrial Select Sector SPDR ETF (XLI) which has risen 12.8% year to date [2]. Group 1: Industry Overview - The U.S. manufacturing activity has shown resilience, with leading indicators like new orders and capital spending stabilizing, encouraging investment in companies poised for economic growth [3]. - Easing input cost pressures and enhanced supply chain efficiency have improved margins for diversified industrial firms, while steady infrastructure spending continues to support demand, particularly for engineering and construction companies [3]. - Defense and aerospace stocks are benefiting from sustained government spending and a robust commercial aviation cycle, while transportation companies are seeing improvements in freight volumes and global trade normalization [4]. Group 2: Investment Opportunities - Kaiser Aluminum Corp. (KALU) is highlighted as a strong buy with an expected earnings growth rate of 142.6% for the current year, and a Zacks Consensus Estimate increase of 3.8% over the past 60 days [7]. - The Gorman-Rupp Company (GRC) is noted for its expected earnings growth rate of 8.4% for the current year, with a Zacks Consensus Estimate increase of 3.1% over the past 60 days [8]. - Century Aluminum Company (CENX) is projected to have an impressive earnings growth rate of 312.3% for the next year, with a Zacks Consensus Estimate increase of 42.1% over the past 60 days [9][10].

Gary said the project has retained Bechtel to complete the next stage of engineering work, which management expects will support a final investment decision and groundbreaking by the end of the year. He added that the facility would be the first new smelter built using EGA’s EX smelting technology, which is expected to integrate Industry 4.0 and AI applications and improve production capacity by more than 20% versus prior technology.President and CEO Jesse Gary said Century made “substantial progress” in 20 ...

Financial Data and Key Metrics Changes - In Q4, consolidated shipments totaled approximately 140,000 tons, a decrease from the prior quarter due to the line loss in Iceland [18] - Net sales for the quarter were $634 million, a $2 million increase sequentially, primarily due to higher realized LME and Midwest Premium, partially offset by lower shipments [18] - Net income was reported at $1.8 million or $0.02 per share, with adjusted net income at $128 million or $1.25 per share, excluding exceptional items [19] - Adjusted EBITDA for Q4 was $171 million, an increase of $70 million from the previous quarter, driven by higher LME and regional premiums [19][20] Business Line Data and Key Metrics Changes - Operational performance at Mt. Holly improved, contributing to increased volume and lower operating costs, which improved Adjusted EBITDA by $10 million [22] - Grundartangi smelter is expected to return to close to full production by the end of July, with repairs to damaged transformers allowing for an earlier restart than anticipated [12][13] Market Data and Key Metrics Changes - Aluminum prices rose to a four-year high of $3,325 in January, with spot prices around $3,100 [14] - The Midwest premium climbed to $1.04 per pound, while the European Duty Paid Premium reached approximately $365 per ton [16] Company Strategy and Development Direction - The company is focused on expanding U.S. aluminum production, with significant investments planned for the Mt. Holly and Oklahoma smelter projects [4][5] - The Oklahoma Smelter project, in partnership with EGA, aims to utilize state-of-the-art EX smelting technology, expected to improve production capacity by over 20% [6][7] - The redevelopment of the Hawesville site into a digital infrastructure campus is expected to create job opportunities and generate significant cash flow for the company [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in strong demand conditions and the potential for significant global aluminum deficits in 2026, which could benefit the company [33] - The completion of the TG-4 power turbine at Jamalco is expected to lower energy costs and improve the overall cost structure [35] - The company anticipates generating significant cash flow from operations, which will support capital allocation strategies, including potential shareholder returns [67] Other Important Information - The company received a $200 million cash payment from the sale of the Hawesville site and retains a 6.8% interest in the new data center [26] - Insurance coverage for business interruption losses in Iceland has been confirmed, with expected reimbursements of approximately $40 million in Q1 [23][24] Q&A Session Summary Question: Clarification on Q1 guidance and EBITDA recognition from Grundartangi - Management confirmed that the Q1 guidance includes the EBITDA loss margin from Grundartangi [37] Question: Earnings power in varying price environments and capital allocation - Management provided insights on potential earnings power based on current and future price environments, indicating a significant uplift in revenue from current spot prices [39][40] Question: Progress on energy contracts for the Oklahoma project - Management is finalizing the power contract with EGA and PSO, emphasizing the importance of an attractive energy contract for project returns [44][46] Question: Next milestones for the new smelter - Key milestones include finalizing the power contract, completing engineering work with Bechtel, and making a final investment decision by Q4 [50] Question: Capacity utilization expectations for Grundartangi - Until line two is operational, Grundartangi is expected to produce about one-third of its normal volume [58] Question: Use of proceeds from the Hawesville sale - Management indicated that the stake in the data center provides liquidity options, but significant cash flow from operations should cover financing needs for the new smelter [60][62]

Century Aluminum Company (NasdaqGS:CENX) Q4 2025 Earnings call February 19, 2026 05:00 PM ET Company ParticipantsChad Rigg - VP of Finance and TreasurerJesse Gary - President and CEOPeter Trpkovski - EVP and CFOConference Call ParticipantsKatja Jancic - Equity Research AnalystMatthew Key - Vice President and Equity Research AnalystNicholas Giles - Senior Research AnalystModeratorGood afternoon. Thank you for attending the Century Aluminum Company Fourth Quarter 2025 Earnings Conference Call. My name is Matt ...

Financial Data and Key Metrics Changes - In Q4 2025, consolidated shipments totaled approximately 140,000 tons, a decrease from the prior quarter due to line loss in Iceland [18] - Net sales for the quarter were $634 million, a $2 million increase sequentially, primarily due to higher realized LME and Midwest Premium, partially offset by lower shipments [18] - Net income reported was $1.8 million or $0.02 per share, with adjusted net income at $128 million or $1.25 per share, excluding exceptional items [19] - Adjusted EBITDA for Q4 increased by $70 million to $171 million, driven by higher LME and regional premiums, as well as improved operating expenses [19][20] Business Line Data and Key Metrics Changes - Performance at Grundartangi improved with a quicker restoration of stability following the outage of Potline 2, while Mt. Holly returned to expected strong performance [9] - Jamalco faced challenges due to Hurricane Melissa but is nearing completion of a major capital improvement project with the installation of a new on-site power generation turbine [11] - Grundartangi's Line 2 is expected to restart by the end of April, about six months sooner than originally anticipated, allowing for a return to close to full production by the end of July [13] Market Data and Key Metrics Changes - Aluminum prices rose to a four-year high of $3,325 in January, with spot prices around $3,100 [14] - The Midwest premium increased to $1.04 per pound, while the European premium rose to $365 per ton [16] - Global deficits of aluminum units are projected for 2026, leading to further contraction of global inventories [15] Company Strategy and Development Direction - Century Aluminum is focused on expanding U.S. aluminum production, with significant investments planned for the Mt. Holly and Oklahoma smelter projects [4][5] - The Oklahoma Smelter project, in partnership with EGA, aims to integrate advanced smelting technology and is expected to improve production capacity by over 20% [6] - The company is also redeveloping the Hawesville site into a digital infrastructure campus, which will support job creation and provide a cash inflow of $200 million [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand conditions and the unique opportunity to add production in a market facing shortages [33] - The completion of the TG-4 power turbine at Jamalco is expected to lower energy costs and improve the overall cost structure [35] - The company anticipates a historic year in 2026, with all assets operating at full capacity and benefiting from high spot aluminum prices [35] Other Important Information - The company ended Q4 with a cash balance of $134 million and reduced net debt to $421 million [19][24] - Insurance coverage for business interruption losses in Iceland has been confirmed, with expected reimbursements of approximately $40 million in Q1 [23][24] - Capital expenditures for 2026 are expected to be in the range of $115 million to $125 million, focusing on sustaining and investment projects [31] Q&A Session Summary Question: Clarification on Q1 guidance and EBITDA recognition from Grundartangi - Management confirmed that the Q1 guidance includes the EBITDA that would have been recognized from Grundartangi [38] Question: Earnings power in varying price environments and capital allocation - Management provided insights on earnings sensitivity to LME and Midwest Premium changes, indicating potential uplifts in revenue [40][41] Question: Progress on energy contracts for the Oklahoma project - Management stated they are finalizing the power contract with EGA and PSO, emphasizing the importance of an attractive energy contract for investment returns [45][46] Question: Next milestones for the new smelter and financing options - Key milestones include finalizing the power contract and completing engineering work, with various financing options being explored [51][52] Question: Capacity utilization expectations for Grundartangi in H1 2026 - Management indicated that until Line 2 is operational, Grundartangi will produce about a third of its normal volume, with full production expected by August [60] Question: Use of the put option on the Hawesville data center ownership - Management sees the put option as a liquidity option but expects significant cash flow from regular operations to cover financing needs for the new smelter [62][63]

Century Aluminum Company Earnings Call Q425 February 19, 2026 1 Cautionary Statement Certain statements in this presentation, and those made by Century Aluminum Company management on the quarterly conference call, relate to future events and expectations and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "expect," "hope," "target," "anticipate," "intend," "plan," "seek," "estimate," "potential," "project," "scheduled," "f ...

Exhibit 99.1 Century Aluminum Company Reports Fourth Quarter 2025 Results Chicago, February 19, 2026 (GLOBE NEWSWIRE) -- Century Aluminum Company (NASDAQ: CENX) today announced its fourth quarter and full year 2025 results. Fourth Quarter 2025 Highlights Full Year 2025 Highlights Fourth Quarter & Full Year 2025 Financial Results | $MM (except shipments and per share data) | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | Q4 2025 | Q3 2025 | | FY 2025 | FY 2024 | | Shipments (tonnes) | | 140,25 ...

CHICAGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- Century Aluminum Company (NASDAQ: CENX) today announced its fourth quarter and full year 2025 results. Fourth Quarter 2025 Highlights Net sales of $633.7 millionReported net income attributable to Century stockholders of $1.8 million, or $0.02 per diluted share; Adjusted net income attributable to Century stockholders of $128.2 million1, or $1.25 per share; Adjusted EBITDA attributable to Century stockholders of $170.6 million1Ending cash and cash equivalents of $1 ...

Core Viewpoint - The article emphasizes the importance of confirming the sustainability of stock trends for profitable short-term investing, highlighting the use of a specific screening strategy to identify stocks with strong fundamentals and positive price momentum. Group 1: Stock Screening Strategy - The "Recent Price Strength" screen is designed to identify stocks with sufficient fundamental strength to maintain their recent uptrend, focusing on those trading in the upper portion of their 52-week high-low range, indicating bullishness [3]. - Century Aluminum (CENX) is highlighted as a strong candidate for trend investing, having increased by 74.7% over the past 12 weeks, reflecting investor confidence in its potential upside [4]. - CENX has also shown a price increase of 5.2% over the last four weeks, indicating that the upward trend is still intact [5]. Group 2: Fundamental Strength - CENX holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6]. - The stock's Average Broker Recommendation is also 1 (Strong Buy), suggesting high optimism from the brokerage community regarding its near-term price performance [7]. - The historical performance of Zacks Rank 1 stocks has been impressive, with an average annual return of +25% since 1988, reinforcing the reliability of this ranking system [7]. Group 3: Additional Insights - The article suggests that CENX's price trend is unlikely to reverse soon, and encourages investors to explore other stocks that meet the criteria of the "Recent Price Strength" screen [8]. - The Zacks Research Wizard is mentioned as a tool for backtesting stock-picking strategies, which can help investors identify successful investment opportunities [9].

Industry Overview - Industrial stocks have had a strong start to 2026, with the State Street Industrial Select Sector SPDR ETF (XLI) up 12.8% year to date, driven by strength in aerospace, machinery, transportation, and construction sectors [1][9] - Resilience in U.S. manufacturing activity has been a primary driver, with leading indicators like new orders and capital spending stabilizing, encouraging investment in companies linked to economic expansion [2] - Easing input cost pressures and improved supply chain efficiency have enhanced margins for diversified industrial firms, while steady infrastructure spending continues to support demand, especially for engineering and construction companies [2] Sector Drivers - Defense and aerospace stocks have contributed to sector gains, supported by sustained government spending and a robust commercial aviation cycle [3] - Transportation companies have benefited from improving freight volumes and signs of normalization in global trade flows [3] - Expectations of moderating interest rates later in the year are boosting confidence in capital-intensive industries, potentially leading to increased equipment purchases and factory upgrades [3] Company Highlights - Kaiser Aluminum Corporation (KALU) is expected to see a 142.6% earnings growth rate for the current year, with earnings estimates increasing by 3.8% over the past 60 days; it holds a Zacks Rank 1 and a VGM Score of A [6][9] - The Gorman-Rupp Company (GRC) anticipates an 8.4% earnings growth rate for the current year, with a 3.1% increase in earnings estimates over the past 60 days; it has a Zacks Rank 2 and a VGM Score of B [7][9] - Century Aluminum Company (CENX) projects a remarkable 312.3% earnings growth rate for the next year, with estimates rising by 42.1% in the past 60 days; it also holds a Zacks Rank 1 and a VGM Score of A [8][9]