Alcoa (AA) Q1 2026 (USD): Adj. EPS 1.40 (exp. 1.53), Revenue 3.19bln (exp. 3.28bln)
Alcoa reported Q1 2026 results that missed expectations on both adjusted EPS and revenue, which suggests potential challenges in revenue generation amidst rising costs from tariffs on imports.
US Treasury Secretary Bessent met with Italy's Giorgetti yesterday; also met with Ukraine PM; and with UK Chancellor Reeves and EU Commissioner Dombrovskis
Iran welcomes ceasefire in Lebanon, says was part of Iran-US ceasefire understanding mediated by Pakistan, Iranian media reports
Alcoa (AA) Q1 2026 (USD): Adj. EPS 1.40 (exp. 1.53), Revenue 3.19bln (exp. 3.28bln)
Netflix (NFLX) Q1 2026 (USD): EPS 1.23 (exp. 0.76), Revenue 12.3bln (exp. 12.2bln)
Senior Israeli official says Trump administration intends to actively be a part of the efforts by the Lebanese government to disarm Hezbollah and is prepared to use American resources to achieve this goal, Jerusalem post reports
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- 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.
The outlook indicates a mixed impact in the upcoming quarter, with positive expectations from the aluminium segment but negatives in the alumina segment, highlighting volatility in their earnings profile and potential implications for the metals sector overall.
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