CENX CENTURY ALUMINUM CO

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Primary aluminum production with significant electric power cost exposure
• • Emphasis on managing market-based power agreements expiring 2026-2036, including LME-linked variable and fixed power rates
• • Increased focus on power price risk mitigation via financial instruments and natural hedges through alumina and power contracts indexed to LME aluminum prices
• • Annual electrical power usage 11.63 million MWh, $15.9 million annual cost impact per $1/MWh power price change
• • Derivative commodity contract liabilities rose substantially to $66.0 million from $4.4 million year-over-year, reflecting notable risk management activity

Risk Factors

• • Regulatory risk: One Big Beautiful Bill Act 2025 phases out Section 45X tax credit starting 2031, reducing credit 25% yearly until 2034
• • Macroeconomic risk: Power supply contracts extend through 2036, exposing to energy price volatility and long-term fixed obligations
• • Operational risk: $45 million investment planned to restart Mt. Holly operations in 2026, execution risks on restart and integration
• • Competitive risk: Unstated direct competitor risk but large capital expenditures ($170-$180 million in 2026) indicate pressure to maintain tech and capacity
• • Financial risk: Intercompany non-current loan receivable of $509.4 million from Non-Guarantor Subsidiaries may impact liquidity and consolidation

Management Discussion & Analysis

• • Revenue impact from Hawesville facility sale: $200 million cash received plus 6.8% equity in Terawulf affiliate
• • Noted loss of approx. 84,000 tonnes alumina production in 2023 at Jamalco due to equipment failure, impacting gross margin by $30.4M
• • Operating disruptions: Grundartangi smelter potline idled for ~7 weeks reducing production by two-thirds; full resumption expected April 2026
• • Positive financial impact from US tariffs boost Midwest premium; tariffs increased to 50% effective June 2025
• • Capital allocation: Proceeds from Hawesville sale directed to restart Mt. Holly potline and new Inola smelter project with EGA (40% stake), supported by up to $500 million DOE funding
• • Forward outlook: New smelter construction to start late 2026 pending power agreement and JV finalization; advanced manufacturing tax credit under Section 45X recognized, subject to future regulatory adjustments

What are the latest CENX SEC filings in 2026?

CENTURY ALUMINUM CO (CENX) has filed a 10-K annual report on March 3, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 6, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CENX file its most recent 10-K annual report?

CENTURY ALUMINUM CO (CENX) filed its most recent 10-K annual report on March 3, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CENX 10-Q quarterly reports?

CENTURY ALUMINUM CO (CENX)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every CENX 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CENX filed recently?

CENTURY ALUMINUM CO (CENX)'s most recent 8-K was filed on August 6, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CENX insider trading activity (Form 4)?

SignalX aggregates every CENX Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CENX file with the SEC?

CENTURY ALUMINUM CO (CENX) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CENX filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for CENTURY ALUMINUM CO (CENX).

What is CENX's SEC CIK number?

CENTURY ALUMINUM CO (CENX)'s SEC CIK (Central Index Key) number is 949157. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 949157 to look up all CENX filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CENX return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from CENTURY ALUMINUM CO (CENX) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.