Seeking Alpha 财报前瞻：美国铝业（Alcoa）将于10月15日盘后公布Q3业绩，市场预期EPS 1.49美元、营收37.6亿美元，本文不含任何业绩超预期或指引变动等新增事实

Alcoa ( AA ) is scheduled to announce Q3 earnings results on Thursday, October 15th, after market close. Wall Street, on average, expects the global leader in upstream aluminium to post a quarterly EPS of $1.49 on revenue of $3.76B (+25.8% Y/Y). In the second quarter, Alcoa missed both profit and revenue estimates and decreased its 2026 projection for alumina production to range between 9.5M and 9.6M metric tons. “AA’s pro forma leverage remains manageable (~2x), with $1.4B cash and a flexible financing plan, supporting integration and future capital deployment. Risks include commodity price swings, integration execution, and global supply shifts, but cost savings, operational diversity, and steady funding underpin the positive thesis,” pointed out a recent Seeking Alpha analysis. Over the last 2 years, AA has beaten EPS estimates 75% of the time and has beaten revenue estimates 38% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 5 downward. Revenue estimates have seen 1 upward revision and 4 downward. Since the start of the year, AA shares have fallen 23%, compared to the 14% rise in the broader S&P 500 index ( SP500 ). Seeking Alpha's Quant recommended the stock as a Hold while the Wall Street analysts see the company as a Buy. AA shares were down over 2% on Wednesday.