CENXCENTURY ALUMINUM CO
Primary Production Of Aluminum
- Revenue
- $2.5B
- 14% YoY
- Operating margin
- 6.3%
- 28% YoY
- EBITDA
- $250M
- 28% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.5×
- $137M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear463% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.2B | $2.8B | $2.2B | $2.2B | $2.5B | 14% |
| Operating income | $66M | −$150M | $28M | $108M | $158M | 46% |
| Net income | −$167M | −$14M | −$43M | $319M | $40M | 87% |
| Operating cash flow | −$65M | $26M | $106M | −$25M | $185M | 852% |
| Capex | $83M | $86M | $95M | $82M | $100M | 22% |
| Stock-based comp | $21M | −$600K | $7M | $15M | $47M | 205% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $3M · 1
- Net
- −$3M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 355 | 241 |
| FY2024 | — | — | 165 | 169 |
| FY2023 | — | — | 110 | 151 |
| FY2022 | — | — | 74 | 199 |
| FY2021 | — | — | 150 | 259 |