Alcoa Corporation (AA) Q2 2026 Earnings Call Transcript

Alcoa Corporation ( AA ) Q2 2026 Earnings Call July 16, 2026 5:00 PM EDT Company Participants Louis Langlois - Senior Vice President of Treasury & Capital Markets William Oplinger - President, CEO & Director Molly Beerman - Executive VP & CFO Conference Call Participants Katja Jancic - BMO Capital Markets Equity Research Bennett Moore - JPMorgan Chase & Co, Research Division Henry Hearle - B. Riley Securities, Inc., Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Glyn Lawcock - Barrenjoey Markets Pty Limited, Research Division Christopher LaFemina - Jefferies LLC, Research Division Carlos de Alba - Morgan Stanley, Research Division Lawson Winder - BofA Securities, Research Division John Tumazos - John Tumazos Very Independent Research, LLC Presentation Operator Good afternoon, and welcome to the Alcoa Corporation Second Quarter 2026 Earnings Presentation and Conference Call.

[Operator Instructions] Please note, this event is being recorded.

I would now like to turn the conference over to Louis Langlois, Senior Vice President of Treasury and Capital Markets. Please go ahead.

Louis Langlois Senior Vice President of Treasury & Capital Markets Thank you, and good day, everyone. I'm joined today by William Oplinger, Alcoa Corporation President and Chief Executive Officer; and Molly Beerman, Executive Vice President and Chief Financial Officer. We will take your questions after comments by Bill and Molly.

As a reminder, today's discussion will contain forward-looking statements relating to future events and expectations that are subject to various assumptions and caveats. Factors that may cause the company's actual results to differ materially from these statements are included in today's presentation and our SEC filings.

In addition, we have included some non-GAAP financial measures in this presentation. For historical non-GAAP financial measures, reconciliations to the most directly comparable GAAP financial measures can be found in the appendix to today's presentation.

We have not presented quantitative reconciliations of certain forward-looking non-GAAP financial measures for