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Guidance history, every release
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
| Metric | Oct 16, 2024 FY24 Q3 | Jan 22, 2025 FY24 Q4 | Apr 22, 2025 FY25 Q1 | Jul 21, 2025 FY25 Q2 | Oct 20, 2025 FY25 Q3 | Jan 26, 2026 FY25 Q4 | Apr 20, 2026 FY26 Q1 | Jul 20, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Aluminum shipments and earnings | — | — | — | — | — | — | New“believes both shipments and earnings will increase sharply” | — |
| Aluminum flat rolled mill utilization rate (exit 2026) | — | — | — | New“75 percent” | — | — | — | — |
| Aluminum operations volumes and profitability | — | — | — | — | — | — | — | New“increase sharply” |
| Automotive sales commencement | — | — | — | — | — | — | — | New“before the end of 2026” |
| Second CASH line commissioning | — | — | — | — | — | — | New“expected to commission in the third quarter 2026” | — |
| Second CASH line material qualifications | — | — | — | — | — | — | — | New“fourth quarter 2026” |
| Third cold mill commissioning | — | — | — | — | — | — | New“scheduled to commission in the third quarter 2026” | — |
| For FY2025 | ||||||||
| New value-added flat rolled steel coating lines run rate earnings | — | — | New“we expect to realize full run rate earnings potential” | — | — | — | — | — |
| Aluminum flat rolled coils shipments | — | — | New“continues to expect to ship commercial aluminum flat rolled coils” | — | — | — | — | — |
| Aluminum flat rolled mill operations start | New“mid-2025” | — | — | — | — | — | — | — |
| Aluminum flat rolled mill utilization rate (exit 2025) | — | — | — | New“between 40 and 50 percent” | — | — | — | — |
| Flat rolled steel production reduction from scheduled maintenance outages at Butler, Columbus, and Sinton divisions | — | — | — | — | New“could reduce production by as much as 85,000 tons of flat rolled steel in the quarter” | — | — | — |
| Sinton, Texas Flat Roll Division profitability | — | — | — | New“clear path to significantly higher profitability” | — | — | — | — |
| Steel fabrication operations profitability | — | — | — | New“expectations for improvement in the sequential third quarter” | — | — | — | — |
| No period stated | ||||||||
| Aluminum flat-rolled sheet mill full capacity | — | — | — | — | — | — | — | New“650,000-metric-ton capacity” |
| Third cold mill transition to commercial operations | — | — | — | — | — | — | — | New“August” |
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.