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Compared to Estimates, Alcoa (AA) Q3 Earnings: A Look at Key Metrics
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Alcoa (AA - Free Report) reported $3.7 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 23.7%. EPS of $1.82 for the same period compares to -$0.02 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.61 billion, representing a surprise of +2.49%. The company delivered an EPS surprise of +10.3%, with the consensus EPS estimate being $1.65.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Alcoa performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Bauxite production in Tons: 9.30 Mmt versus the two-analyst average estimate of 9.15 Mmt.
Alumina production in Tons: 2,467.00 Kmt versus 2,443.54 Kmt estimated by two analysts on average.
Aluminum production in Tons: 649.00 Kmt versus the two-analyst average estimate of 629.01 Kmt.
Third-party bauxite shipments in Tons: 1,500.00 Mmt versus 1,641.96 Mmt estimated by two analysts on average.
Intersegment Alumina Shipments: 1,314.00 Kmt versus 1,180.88 Kmt estimated by two analysts on average.
Total aluminum shipments in Tons: 693 thousand compared to the 687.56 thousand average estimate based on two analysts.
Total Third-party sales- Alumina (including Bauxite): $680 million versus $695.18 million estimated by two analysts on average.
Third-party sales- Bauxite: $85 million versus the two-analyst average estimate of $95.8 million. The reported number represents a year-over-year change of -24.8%.
Intersegment sales- Aluminum: $5 million compared to the $4.5 million average estimate based on two analysts. The reported number represents a change of 0% year over year.
Third-party sales- Aluminum: $3.02 billion versus the two-analyst average estimate of $3.16 billion. The reported number represents a year-over-year change of +48.1%.
Intersegment sales- Alumina: $542 million versus the two-analyst average estimate of $443.88 million. The reported number represents a year-over-year change of +14.4%.
Third-party sales- Alumina: $595 million versus $599.38 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -29.3% change.
Shares of Alcoa have returned -13.4% over the past month versus the Zacks S&P 500 composite's +1.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
View the Zacks #1 Rank List
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Compared to Estimates, Alcoa (AA) Q3 Earnings: A Look at Key Metrics
Alcoa (AA - Free Report) reported $3.7 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 23.7%. EPS of $1.82 for the same period compares to -$0.02 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $3.61 billion, representing a surprise of +2.49%. The company delivered an EPS surprise of +10.3%, with the consensus EPS estimate being $1.65.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Alcoa performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Alcoa here>>>
Shares of Alcoa have returned -13.4% over the past month versus the Zacks S&P 500 composite's +1.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.