US Q2 2026 Earnings: Century Aluminum Posts Record $327M EBITDA, Genpact AI Revenue Surges 24%

The Quick Take

• Century Aluminum reported record Q2 adjusted EBITDA of $327 million, strengthening its balance sheet as key growth projects advance.
• Genpact delivered record bookings and margin expansion in Q2 2026, with advanced technology revenue surging 24% driven by AI transformation mandates.
• Blink Charging narrowed losses with 72% EBITDA improvement in Q2, positioning for break-even profitability by year-end as its EV charging pivot drives margins.

Three distinct US Q2 2026 earnings calls reveal a common theme of operational transformation delivering financial inflection. Century Aluminum's record adjusted EBITDA of $327 million reflects the benefit of rising aluminum prices and capacity expansion in the domestic US market, where tariff protections and energy-intensive manufacturing reshoring have improved the economics for domestic aluminum smelters. The company's balance sheet strengthening allows it to pursue key growth projects at a time when US industrial infrastructure demand is rising sharply. Century's result is a positive read-through for the broader aluminum smelting industry that has long suffered from competitive disadvantage versus energy-subsidized international producers.

Genpact's 24% advanced technology revenue growth — driven by enterprise clients' AI transformation mandates — represents the accelerating monetization of AI services in the business process outsourcing segment. As enterprises shift from AI pilot programs to scaled deployments, BPO and IT services providers with demonstrated AI implementation capability are capturing a new category of high-margin revenue. Blink Charging's 72% EBITDA improvement, while still loss-making, validates its strategic pivot toward network management services and away from hardware sales — a margin-accretive transition that mirrors what EV infrastructure peers like ChargePoint are also pursuing. Year-end break-even is an ambitious but important target for maintaining investor confidence in the EV charging infrastructure thesis.

Key variables to watch include Century Aluminum's Q3 production output and aluminum price assumptions embedded in forward guidance, Genpact's next-quarter AI bookings conversion rate as a measure of enterprise AI demand durability, and Blink Charging's Q3 revenue mix between hardware and recurring services — the latter determines whether the EBITDA improvement trajectory is sustainable. The macro variable for all three companies is the US industrial policy environment: tariff protection for aluminum, infrastructure bill deployment for EV charging, and enterprise technology spend trajectories all reflect policy decisions that materially affect fundamental business conditions.

Synthesized from 3 sources.