The Tariff Winner Nobody Expected: Why Century Aluminum Is Crushing the S&P 500

"Century Aluminum's stock has risen 299.5% in the past year, significantly outperforming the S&P 500, which has risen 35.1% during the same period."

"The company posted FY2025 revenue of $2.527 billion, a 13.85% year-over-year increase, with operating cash flow surging to $183.6 million from near-zero levels the prior year."

"CEO Jesse Gary stated that the restart of the last 50,000 metric tons of capacity at the Mt. Holly smelter is a direct result of U.S. policy supporting onshoring manufacturing."

"Analyst conviction has grown, with Argus Research raising its price target for Century Aluminum to $69 and Wells Fargo increasing its target to $77."

Century Aluminum has experienced a remarkable stock increase of 299.5% over the past year, outperforming the S&P 500's 35.1% rise. The company benefits from Section 232 aluminum import tariffs, which protect U.S. smelters from foreign competition. In FY2025, Century reported revenue of $2.527 billion, a 13.85% year-over-year increase, with operating cash flow rising to $183.6 million. The company plans to restart 50,000 metric tons of capacity at its Mt. Holly smelter, increasing U.S. aluminum production by nearly 10%.

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