Alcoa Corporation(AA)Earnings, Financials & Key RatiosAlcoa Corporation (AA) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the forward P/E of 7.10 suggests potential value, the extreme volatility in operating cash flow and the negative 9.3% FCF margin in 2026Q1 warrant a cautious wait-and-see approach.
Alcoa Corporation (AA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Alcoa Corporation (AA) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 16, 2026 | $1.40vs $1.53-8.5% | $3.2Bvs $3.3B-2.6% |
| Q1 2026 | Jan 22, 2026 | $1.26vs $0.93+36.1% | $3.4Bvs $3.3B+5.3% |
| Q4 2025 | Oct 22, 2025 | $0.02vs $0.14+85.8% | $3.0Bvs $3.1B-3.1% |
| Q3 2025 | Jul 16, 2025 | $0.39vs $0.32+21.0% | $3.0Bvs $2.9B+3.8% |
Recent stock market news and headlines for Alcoa Corporation (AA)
Institutional investors are notoriously skittish toward aggressive mergers and acquisitions in cyclical sectors unless they see immediate, verifiable free cash flow accretion.
Alcoa Corporation has dropped over 40% since May 2026, but I remain bullish with a potential 42% upside. AA's recent acquisition of South32 assets strengthens its upstream aluminum position and is expected to generate ~$900M in NPV synergies. Despite macro headwinds and a sharp aluminum price correction, AA trades at less than 4x forward EV/EBITDA, well below its 5-year average.
PwC pegs global M&A at $4 trillion for 2026, the biggest deal wave in a decade. Wall Street is trying to decide whether that firehose of activity is a tailwind or a warning sign, and the strategists on CNBC this week landed on both. Jay Woods of Freedom Capital Markets thinks the second half starts... $4 Trillion in Deals Is Coming. Wall Street Hasn't Seen an M&A Wave This Big in a Decade
The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.
AbbVie Receives Positive CHMP Opinion for Upadacitinib (RINVOQÂ) for the Treatment of Adults and Adolescents with Severe Alopecia Areata
Key metrics vs top competitors for Alcoa Corporation (AA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $49.87 | $13.16B | 11.23 | 5.31% | 9.02% | 20.39% | 0.79% | |
| $46.68 | $4.62B | 111.14 | 13.85% | 13.75% | 38.77% | — | |
| $178.93 | $2.9B | 26.43 | 11.54% | 4.14% | 18.68% | — | |
| $30.19 | $4.11B | 15.72 | 15.19% | 4.75% | 46.87% | — | |
| $98.20 | $108.81B | 15.32 | 19.08% | 30.54% | 15.58% | — | |
| $61.00 | $87.67B | 40.13 | 1.12% | 10.34% | 8.91% | — |
Alcoa Corporation (AA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Alcoa Corporation (AA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 2, 2026·SEC
Jul 1, 2026·SEC
May 11, 2026·SEC
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Alcoa Corporation (AA) stock FAQ — growth, dividends, profitability & financials explained
Alcoa Corporation (AA) reported $12.65B in revenue for fiscal year 2025. This represents a 47% decrease from $23.95B in 2014.
Alcoa Corporation (AA) grew revenue by 5.3% over the past year. This is steady growth.
Yes, Alcoa Corporation (AA) is profitable, generating $1.03B in net income for fiscal year 2025 (9.0% net margin).
Yes, Alcoa Corporation (AA) pays a dividend with a yield of 0.79%. This makes it attractive for income-focused investors.
Alcoa Corporation (AA) has a return on equity (ROE) of 20.4%. This is excellent, indicating efficient use of shareholder capital.
Alcoa Corporation (AA) generated $287.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
