Earnings summaries and quarterly performance for KAISER ALUMINUM.
Executive leadership at KAISER ALUMINUM.
Keith A. Harvey
Detailed
President and Chief Executive Officer
CEO
BA
Blain A. Tiffany
Detailed
Executive Vice President - Sales and Marketing
JD
Jason D. Walsh
Detailed
Executive Vice President - Manufacturing
JM
John M. Donnan
Detailed
Executive Vice President, Chief Administrative Officer and General Counsel
NE
Neal E. West
Detailed
Executive Vice President and Chief Financial Officer
RD
Raymond D. Parkinson
Detailed
Senior Vice President - Advanced Engineering and Innovation
VN
Vijai Narayan
Detailed
Vice President, Corporate Controller and Chief Accounting Officer
Board of directors at KAISER ALUMINUM.
BE
Brett E. Wilcox
Detailed
Director
DA
David A. Foster
Detailed
Director
DJ
Donald J. Stebbins
Detailed
Director
JD
James D. Hoffman
Detailed
Director
KW
Kevin W. Williams
Detailed
Director
KT
Kimberly T. Glas
Detailed
Director
LE
Lauralee E. Martin
Detailed
Director
MC
Michael C. Arnold
Detailed
Lead Independent Director
RP
Richard P. Grimley
Detailed
Director
Research analysts who have asked questions during KAISER ALUMINUM earnings calls.
BP
Bill Peterson
JPMorgan Chase & Co.
5 questions for KALU
Also covers: AA, ACHR, BLDE +13 more
TT
Timna Tanners
Wolfe Research
4 questions for KALU
Also covers: AA, AMRZ, ATI +20 more
WP
William Peterson
JPMorgan Chase & Co.
3 questions for KALU
Also covers: AA, ACHR, BLDE +14 more
Abraham Landa
Bank of America
1 question for KALU
Also covers: EAF
Josh Sullivan
The Benchmark Company, LLC
1 question for KALU
Also covers: ACHR, CRS, CSTM +9 more
Recent press releases and 8-K filings for KALU.
Kaiser Aluminum Reports Record 2025 Adjusted EBITDA and Provides Strong 2026 Outlook
KALU
Earnings
Guidance Update
New Projects/Investments
- Kaiser Aluminum reported record Adjusted EBITDA of $310 million for the full year 2025, marking over 25% growth from 2024 and achieving an Adjusted EBITDA margin of 21.3% of conversion revenue.
- For the full year 2025, adjusted net income per diluted share increased to $6.03, up from $3.67 in the prior year.
- The company anticipates another record year in 2026, projecting 5%-10% conversion revenue improvement and 5%-15% EBITDA growth.
- Capital expenditures for 2026 are forecast to be between $120 million and $130 million, including investments for an unexpected automotive opportunity, with free cash flow expected to be in the range of $120 million-$140 million.
- Strategic initiatives, such as the fully commissioned fourth coating line at Warrick, are expected to drive packaging conversion revenue up 15%-20% in 2026, while retooling efforts in automotive will support future demand for specialty products in trucks and SUVs.
Feb 19, 2026, 3:00 PM
Kaiser Aluminum Reports Record 2025 Adjusted EBITDA and Provides 2026 Outlook
KALU
Earnings
Guidance Update
Accounting Changes
- Kaiser Aluminum reported record Adjusted EBITDA of $310 million for fiscal year 2025, marking over 25% growth, with EBITDA margins expanding to nearly 24% in the second half of 2025.
- For Q4 2025, the company achieved Net Sales of $929 million and Adjusted EBITDA of $88 million, resulting in an EBITDA margin of 24.1%.
- The company completed its Packaging roll coat expansion and Phase VII plate expansion at Trentwood, and for 2026, it projects Conversion Revenue to increase 5%-10% and EBITDA to improve 5%-15% year-over-year.
- Effective January 1, 2025, Kaiser Aluminum changed its inventory valuation methodology from LIFO to Weighted Average Cost, with prior year results for 2023 and 2024 recast for comparison.
Feb 19, 2026, 3:00 PM
Kaiser Aluminum Reports Record 2025 EBITDA and Provides 2026 Outlook
KALU
Earnings
Guidance Update
New Projects/Investments
- Kaiser Aluminum reported record Adjusted EBITDA of $310 million for 2025, an increase of $69 million from 2024, with Adjusted EBITDA as a percentage of conversion revenue improving to 21.3%.
- The company provided an initial outlook for 2026, expecting record conversion revenue and EBITDA, with year-over-year conversion revenue improvement of 5%-10% and EBITDA growth of 5%-15%.
- Following the completion of major growth projects in 2025, Kaiser Aluminum anticipates 2026 capital expenditures to be $120 million-$130 million and free cash flow between $120 million-$140 million, shifting focus to harvesting returns and strengthening margins.
- Segment-wise, 2026 is projected to see 10%-15% shipment growth in aerospace and high-strength, and 15%-20% conversion revenue growth in packaging driven by the new coating line, while automotive shipments are expected to decline 5%-10% due to retooling for future growth in specialty products.
Feb 19, 2026, 3:00 PM
Kaiser Aluminum Reports Record 2025 Adjusted EBITDA and Projects Further Growth in 2026
KALU
Earnings
Guidance Update
New Projects/Investments
- Kaiser Aluminum achieved record adjusted EBITDA of $310 million for the full year 2025, marking a 25% growth over 2024, with adjusted EBITDA as a percentage of conversion revenue improving to 21.3%.
- The company anticipates record conversion revenue and EBITDA for 2026, projecting conversion revenue improvement of 5%-10% and EBITDA growth of 5%-15% year-over-year.
- For 2026, Kaiser Aluminum expects free cash flow between $120 million and $140 million and capital expenditures in the range of $120 million-$130 million, with the higher CapEx driven by new automotive opportunities.
- Key drivers for 2026 growth include an expected 10%-15% increase in aerospace and high-strength shipments and 15%-20% growth in packaging conversion revenue, supported by the fully commissioned new coating line at Warrick.
Feb 19, 2026, 3:00 PM
Kaiser Aluminum Corporation Reports Fourth Quarter and Full Year 2025 Financial Results
KALU
Earnings
Dividends
Guidance Update
- Kaiser Aluminum Corporation reported Net Sales of $929 million and Net Income of $28 million for the fourth quarter of 2025, with full year 2025 Net Sales of $3.37 billion and Net Income of $113 million.
- The company achieved record full year Adjusted EBITDA of $310 million with an Adjusted EBITDA margin of 21.3% for 2025, and improved its net debt leverage ratio to 3.4x as of December 31, 2025.
- A quarterly dividend of $0.77 per share was declared.
- For full year 2026, the company expects to improve Conversion Revenue by 5% to 10% and Adjusted EBITDA by 5% to 15% year-over-year.
Feb 18, 2026, 9:40 PM
Kaiser Aluminum Announces Fourth Quarter and Full Year 2025 Financial Results
KALU
Earnings
Guidance Update
Dividends
- Kaiser Aluminum Corporation reported full year 2025 net sales of $3.37 billion and net income of $113 million, with Adjusted EBITDA of $310 million.
- For the fourth quarter of 2025, the company achieved net sales of $929 million and net income of $28 million, with Adjusted EBITDA of $88 million.
- The net debt leverage ratio improved to 3.4x as of December 31, 2025, from 4.3x at December 31, 2024, and the company had total liquidity of $547 million.
- The company declared a quarterly dividend of $0.77 per share.
- For the full year 2026, Kaiser Aluminum expects to improve Conversion Revenue by 5% to 10% and Adjusted EBITDA by 5% to 15% year-over-year.
Feb 18, 2026, 9:30 PM
Kaiser Aluminum Reports Mixed Q4 Results
KALU
Earnings
Revenue Acceleration/Inflection
- Kaiser Aluminum reported fourth-quarter non-GAAP EPS of $1.53, which was a slight miss of analyst expectations, and net sales of roughly $929 million, representing a 21% year-over-year gain.
- While some outlets noted a $19 million sales beat, Zacks calculated that the $929 million revenue missed its consensus by 9.1%.
- The company's gross margin of 12.16% was materially below its historical median of 18.71%, despite the stock showing strong price momentum with a 52-week price change of roughly +102.52% and a 47.7% gain over the past 12 weeks.
- The sustainability of the stock's rally is expected to hinge on management's commentary and forward earnings guidance.
Feb 18, 2026, 4:04 PM
Kaiser Aluminum Closes New Senior Notes Offering
KALU
Debt Issuance
- Kaiser Aluminum Corporation closed its offering of $500.0 million aggregate principal amount of 5.875% senior notes due 2034 on November 5, 2025.
- The company plans to use the net proceeds from this offering, combined with borrowings and/or cash on hand, to redeem its existing 4.625% senior notes due 2028.
- The notes were issued in a private transaction, exempt from registration requirements, and offered to qualified institutional buyers and non-U.S. persons.
Nov 5, 2025, 9:50 PM
Kaiser Aluminum Closes New Senior Notes Offering
KALU
Debt Issuance
- Kaiser Aluminum Corporation has closed its offering of $500.0 million aggregate principal amount of 5.875% senior notes due 2034.
- The notes were offered in a private transaction and will pay interest semiannually.
- The company intends to use the net proceeds from this offering, along with other funds, to redeem all outstanding amounts of its existing 4.625% senior notes due 2028.
Nov 5, 2025, 9:30 PM
Kaiser Aluminum Prices New Senior Notes
KALU
Debt Issuance
- Kaiser Aluminum Corporation has priced $500.0 million aggregate principal amount of 5.875% senior notes due 2034.
- The offering is expected to be completed on November 5, 2025, subject to customary closing conditions.
- The net proceeds from the new notes will be used to redeem all outstanding amounts of its existing 4.625% senior notes due 2028.
Oct 27, 2025, 9:25 PM
Quarterly earnings call transcripts for KAISER ALUMINUM.
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