Alcoa (AA) Q1 2026 (USD): Adj. EPS 1.40 (exp. 1.53), Revenue 3.19bln (exp. 3.28bln)
Importance
Level 1
- Section 232 tariff costs on US imports of aluminium from Canada are expected to increase by ~35mln sequentially.
- Within Q2 26 alumina segment adj. EBITDA expects sequential unfavourable impacts of ~15mln.
- For Q2 26, the aluminium segment adj. EBITDA expects sequential favourable impacts of about ~55mln.