Stock AnalizAlcoa (AA) earnings for the quarter ended September 2026: EPS beats estimates
Alcoa reported results for the quarter ended September 2026 on October 15, 2026. Adjusted earnings per share came in at $1.82 against the analysts’ average forecast of $1.51, a beat of 20.2%.
Revenue for the quarter was $3.70 billion, up 23.7% from $3.00 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 2.5% on the first trading day after the report.
The last four quarters
Alcoa has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.82 | $1.51 | +20.2% | +24% | +2.5% |
| Jun 2026 | $2.12 | $2.19 | −3.2% | +31% | −9.5% |
| Mar 2026 | $1.40 | $1.55 | −9.6% | −5% | −6.8% |
| Dec 2025 | $1.26 | $1.01 | +24.7% | −1% | −2.6% |
What comes next
Analysts expect EPS of $1.56 for the next quarter on average and $6.79 for the fiscal year ending December 31, 2026.
The average analyst price target is $54.59, 37% above the current price of $39.74.
Valuation and score
Alcoa scores 2.0 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 6.9, and its intrinsic value under moderate assumptions is about 7% below the current market value. Full Alcoa analysis with 10 years of financials
Frequently asked questions
What was Alcoa’s EPS for the quarter ended September 2026?
$1.82 adjusted per share, against an analyst consensus of $1.51.
How much revenue did Alcoa report?
$3.70 billion, up 23.7% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.