Riverwater Partners Sustainable Value Strategy Q3 2026 Portfolio Update

The Sustainable Value Strategy trailed its benchmark, the Russell 2500 Value Index, in the third quarter. New positions include Lineage, Birkenstock, Matador Resources, KBR and ICON. InterDigital, Stevanato Group and Exelixis rounded out our top contributors.

Seeking Alpha • Oct 27, 2026

Century Aluminum Sets Date for Third Quarter 2026 Earnings Announcement

CHICAGO, Oct. 23, 2026 (GLOBE NEWSWIRE) -- Century Aluminum Company (NASDAQ: CENX) will report third quarter 2026 earnings on Thursday, November 5, 2026, after market close. The news release will be issued through GlobeNewswire.

GlobeNewsWire • Oct 23, 2026

Low-carbon copper and aluminium products

A pricing agency for sustainable metals linked to the London Metal Exchange published its first premiums in recent weeks for copper and aluminium.

Reuters • Oct 19, 2026

Century Aluminum: More Production Could Make Earnings More Durable

Century Aluminum is rated Buy with a $48 price target, driven by expanded production capacity and improved liquidity post-Mt. Holly and Grundartangi ramp-ups. Q2 profitability was primarily fueled by higher aluminum prices and regional premiums, with gross margin rising to 30.3% and significant government credit support. CENX expects to maintain Q3 EBITDA near Q2 levels ($335M vs. $327M), as incremental production offsets cost pressures, though execution risks remain at Mt. Holly and Grundartangi.

Seeking Alpha • Sep 16, 2026

U.S. Steel Stocks Nucor, Steel Dynamics: Big Winners As Canada Trade Talks Collapse?

Nucor and Steel Dynamics tumbled last week on the prospect of lower steel tariffs.

Investors Business Daily • Aug 22, 2026

Century Aluminum Q2 Earnings Lag Estimates, Sales Rise Y/Y

CENX posted a sharp Q2 profit increase as higher aluminum prices and shipments drove EBITDA to $326.9M, despite a sales miss.

Zacks Investment Research • Aug 13, 2026

CENX Q2 Earnings Call Focuses on Full Capacity and Oklahoma

Century Aluminum highlights full-capacity smelters, strong U.S. demand and Oklahoma progress as it targets a year-end investment decision.

Zacks Investment Research • Aug 7, 2026

Century Aluminum Q2 Earnings Call Highlights

Century Aluminum NASDAQ: CENX reported higher second-quarter shipments, sales and adjusted EBITDA as it expanded output at its Mount Holly plant and advanced the restart of a potline at its Grundartangi facility in Iceland.

MarketBeat • Aug 7, 2026

Century Aluminum Company (CENX) Q2 2026 Earnings Call Transcript

Century Aluminum Company (CENX) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 7, 2026

Century Aluminum Company Reports Second Quarter 2026 Results

CHICAGO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Century Aluminum Company (NASDAQ: CENX) today announced its second quarter 2026 results. Second Quarter 2026 Financial Results $MM (except shipments and per share data)   Q2 2026   Q1 2026   Aluminum shipments (tonnes)   130,632     122,865   Net sales $ 752.1   $ 649.2   Net income attributable to Century $ 249.3   $ 337.5   Diluted earnings per share attributable to Century $ 2.39   $ 3.23   Adjusted net income attributable to Century(1) $ 257.3   $ 170.7   Adjusted earnings per common share(1) $ 2.46   $ 1.63   Adjusted EBITDA attributable to Century(1) $ 326.9   $ 231.4             Notes:         (1)Non-GAAP measure; see reconciliation of GAAP to non-GAAP financial measures.

GlobeNewsWire • Aug 6, 2026