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Alcoa

AA · Metals & mining sector group
Guidance from Alcoa’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
16 items
Releases tracked
8
Latest release
Oct 15, 2026
Data checked
Oct 15, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Oct 15, 2026 release

Each item compared with the same item in the previous release (Jul 16, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewAluminum Segment Adjusted EBITDA unfavorable impacts (higher raw material costs and planned maintenance) sequentiallyfor Q4 FY2026—“approximately $30 million”Filing ↗
NewAlumina costs in the Aluminum segment, unfavorable sequentiallyfor Q4 FY2026—“approximately $30 million”Filing ↗
NewAluminum segment productionfor FY2026—“2.4 to 2.6 million metric tons”Filing ↗
NewInterest expensefor FY2026—“$185 million”Filing ↗
NewOperational tax expensefor Q4 FY2026—“$65 million to $75 million”Filing ↗
NewOther income increasefor Q4 FY2026—“approximately $20 million”Filing ↗
ReiteratedAlumina segment productionfor FY2026“9.5 and 9.6 million metric tons”“9.5 to 9.6 million metric tons”Filing ↗
ReiteratedAlumina segment shipmentsfor FY2026“11.5 and 11.6 million metric tons”“11.5 to 11.6 million metric tons”Filing ↗
ReiteratedAluminum segment shipmentsfor FY2026“2.6 and 2.8 million metric tons”“2.6 to 2.8 million metric tons”Filing ↗
Show 2 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedTotal Alumina segment productionfor FY2026“ranging between 9.7 to 9.9 million metric tons”—Filing ↗
Not restatedTotal Alumina segment shipmentsfor FY2026“between 11.8 and 12.0 million metric tons”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Aluminum Segment Adjusted EBITDA unfavorable impacts (higher raw material costs and planned maintenance) sequentially“approximately $30 million”for Q4 FY2026Company-definedOct 15, 20261Filing ↗
Alumina costs in the Aluminum segment, unfavorable sequentially“approximately $30 million”for Q4 FY2026Company-definedOct 15, 20261Filing ↗
Alumina production projection“range between 9.5 and 9.6 million metric tons”for FY2026Company-definedJul 16, 20261Filing ↗
Alumina segment production“9.5 to 9.6 million metric tons”for FY2026Company-definedJul 16, 20262Filing ↗
Alumina segment shipments“11.5 to 11.6 million metric tons”for FY2026Company-definedJan 22, 20263Filing ↗
Alumina shipments projection“range between 11.5 and 11.6 million metric tons”for FY2026Company-definedJul 16, 20261Filing ↗
Aluminum segment production“2.4 to 2.6 million metric tons”for FY2026Company-definedOct 15, 20261Filing ↗
Aluminum segment shipments“2.6 to 2.8 million metric tons”for FY2026Company-definedJan 22, 20262Filing ↗
Interest expense“$185 million”for FY2026GAAP-tiedOct 15, 20261Filing ↗
Operational tax expense“$65 million to $75 million”for Q4 FY2026Company-definedOct 15, 20261Filing ↗
Other income increase“approximately $20 million”for Q4 FY2026Company-definedOct 15, 20261Filing ↗
San Ciprián smelter restart completion“the restart will be completed by mid-2026”for FY2026Company-definedJul 16, 20251Filing ↗
Total Alumina segment production“ranging between 9.7 to 9.9 million metric tons”for FY2026Company-definedJan 22, 20262Filing ↗
Total Alumina segment shipments“between 11.8 and 12.0 million metric tons”for FY2026Company-definedApr 16, 20261Filing ↗
Total Aluminum segment production“ranging between 2.4 and 2.6 million metric tons”for FY2026Company-definedJan 22, 20263Filing ↗
Total Aluminum segment shipments“between 2.6 and 2.8 million metric tons”for FY2026Company-definedApr 16, 20262Filing ↗

How one item moved

Alumina segment shipments, for FY2026 — every statement across the year, each linked to its filing.

Jan 22, 2026
New
“11.8 and 12.0 million metric tons”
Filing ↗
Jul 16, 2026
Lowered
“11.5 and 11.6 million metric tons”
Filing ↗
Oct 15, 2026
Reiterated
“11.5 to 11.6 million metric tons”
Filing ↗

How your Metals & mining sector group guides

12 companies in Metals & mining. What they guide on, and who reported this season.

Most-guided metric families
Production volumes
11
Revenue
10
Dividends
8
Capex
6
Interest expense
5
GAAP EPS
4
Adjusted EBITDA
4
Buybacks
4
This season’s releases
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Warrior Met CoalAug 5, 20264 changes
Hecla MiningAug 4, 202637 changes
Peabody EnergyJul 29, 202641 changes
Alliance Resource PartnersJul 27, 202614 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025No period
Alumina Segment Adjusted EBITDA—1 statement—
Alumina Segment Adjusted EBITDA sequential favorable impact (absence of asset retirement obligation charges, higher shipments, lower maintenance costs)—2 statements—
Alumina Segment Adjusted EBITDA sequential favorable net impacts1 statement——
Alumina Segment Adjusted EBITDA sequential impact (favorable, from absence of inventory write-down charge)—1 statement—
Alumina Segment Adjusted EBITDA sequential unfavorable impacts2 statements——
The full record for Alcoa and its Metals & mining peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Oct 15, 2026FY2026 Q30001193125-26-4228919Open filing ↗
Jul 16, 2026FY2026 Q20001193125-26-30611812Open filing ↗
Apr 16, 2026FY2026 Q10001193125-26-1590189Open filing ↗
Jan 22, 2026FY2025 Q40001193125-26-0194388Open filing ↗
Oct 22, 2025FY2025 Q30001193125-25-24678812Open filing ↗
Jul 16, 2025FY2025 Q20000950170-25-09626019Open filing ↗
Apr 16, 2025FY2025 Q10000950170-25-05472611Open filing ↗
Jan 22, 2025FY2024 Q40000950170-25-00776510Open filing ↗

Not located in filing

1 value was detected in these releases but could not be matched to an exact sentence in the filing body, so it is not shown as guidance. We surface the count rather than drop it silently.

Show the 1 unmatched span
SpanWhyFiled
Other expenses (sequential change) = expected...to increase approximately $10 million sequentially due to equity investment lossesspan gate: value not verbatim in filingApr 16, 2025
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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