KAISER ALUMINUM CORP (KALU) Kaiser Aluminum Corporation is a global producer and vendor of specialized, semi-finished aluminum mill products, operating both domestically within the United States and internationally. Their diverse product portfolio encompasses aluminum items manufactured through rolling, extrusion, and drawing processes. These are essential for various industries, including aerospace and defense, automotive, general engineering, and for the packaging of food and beverages. For the automotive sector, Kaiser Aluminum provides extruded components used in structural parts, crash management systems, and anti-lock braking systems. They also supply drawn tubes for drive shafts and offer value-added fabrication services, such as precise sawing and cutting to specific lengths. Their packaging division specializes in bare and coated aluminum coils, primarily from the 3000- and 5000-series alloys, which are extensively utilized in the beverage and food packaging industry. In the realm of general engineering, the company offers a comprehensive range of alloy products, including plates, sheets, rods, bars, tubes, wires, and standard extrusion shapes. These products find application in a multitude of areas, such as the construction of military vehicles, ordnance, semiconductor manufacturing cells, electronic devices, aftermarket motor sport components, tooling plates, various parts for machinery and equipment, and fasteners like bolts, screws, nails, and rivets. Additionally, Kaiser Aluminum supplies rerolled, extruded, drawn, and cast billet aluminum products, catering to a broad spectrum of industrial end uses. The company markets its products directly to customers via its sales teams located in the United States, Canada, Western Europe, and China. Furthermore, independent sales agents extend their reach to other regions of Asia, Latin America, and the Middle East. Kaiser Aluminum was established in 1946 and maintains its corporate headquarters in Foothill Ranch, California.
Sector: Rolling Drawing & Extruding of Nonferrous Metals
Industry: Aluminum
Kaiser Aluminum Corporation NASDAQ:KALU Basic Materials · Aluminum
Mkt Cap $1.75B
Div Yield 2.80%
AH Close $110.00 vs close AH Close $110.00 +2.54% vs close
Mkt Cap $1.75B
Div Yield 2.80%
All Press Release SEC Filings News
Press Release ● Major ⚠ 3
Kaiser Aluminum Corporation Reports Third Quarter 2026 Financial Results
Kaiser Aluminum reported Q3 2026 net sales of $1.21 billion, up 44% year-over-year, with shipments up 11% to 300 million pounds on Trentwood Phase VII capacity.
Conversion Revenue rose 25% to $439 million on favorable pricing and mix, but GAAP diluted EPS fell to $1.84 from $2.38 as the prior-year quarter benefited from a much larger favorable metal price lag; Adjusted EBITDA of $84 million grew just 3% with a roughly 640-basis point margin drag from lower scrap utilization and operational outages.
The balance sheet strengthened materially: net debt leverage fell to 2.0x from 3.4x at year-end 2025, liquidity reached $687 million, and Moody's upgraded the company to Ba3 with a stable outlook.
Management maintained its full-year outlook but now expects Adjusted EBITDA growth of 45-55% toward the lower end of the range, citing planned outages, execution issues, and customer year-end inventory alignment; Fred Stephan succeeds Keith Harvey as CEO on November 1, 2026.
• 4d ago AI analysis › Press Release
Kaiser Aluminum Corporation Announces Quarterly Dividend Payment
Kaiser Aluminum's board declared a quarterly cash dividend of $0.77 per share.
The dividend is payable November 13, 2026 to stockholders of record as of October 23, 2026.
The declaration maintains the existing payout with no change to the dividend rate.
• 12d ago AI analysis › Press Release
Kaiser Aluminum Corporation Announces Third Quarter 2026 Earnings Release and Conference Call
Kaiser Aluminum announced it will release third quarter 2026 results on October 21, 2026, after market close.
The quarterly conference call is scheduled for October 22, 2026, at 10:00 a.m. Eastern Time, with a live webcast available on the company's investor relations site.
This is a routine calendar announcement with no financial or operational content.
• 24d ago AI analysis › Press Release
Kaiser Aluminum Corporation Announces Executive Leadership Transition
Fred Stephan has been appointed President and CEO of Kaiser Aluminum, effective November 1, 2026, succeeding Keith A. Harvey who will transition to Executive Chairman.
Mr. Harvey will serve as a special advisor to Mr. Stephan through October 31, 2027, to support a seamless transition as part of the company's long-term succession planning process.
Mr. Stephan brings 38 years of global manufacturing experience, most recently as COO of Amcor Global Flexible Packaging Solutions, and will join the Board upon his appointment.
• 2mo ago AI analysis › Press Release ● Major ⚠ 1
Kaiser Aluminum Corporation Reports Record Second Quarter 2026 Financial Results
Kaiser Aluminum reported record second quarter net sales of $1.26 billion, driven by higher shipments and improved pricing, with adjusted net income reaching $94 million or $5.53 per share.
Management raised its full-year outlook, now projecting conversion revenue at the high end of 10% to 15% year-over-year growth and adjusted EBITDA growth of 45% to 55%.
The company declared a quarterly dividend of $0.77 per share and significantly improved its balance sheet, reducing its net debt leverage ratio to 2.1x from 3.4x at the end of 2025.
• 3mo ago AI analysis › Press Release
Kaiser Aluminum Corporation Announces Quarterly Dividend Payment
Kaiser Aluminum's Board of Directors declared a quarterly cash dividend of $0.77 per share.
The dividend will be paid on August 14, 2026 to stockholders of record at the close of business on July 24, 2026.
Kaiser Aluminum produces semi-fabricated specialty aluminum products for aerospace, automotive, and general engineering markets.
• 3mo ago AI analysis › Press Release
Kaiser Aluminum Corporation Announces Second Quarter 2026 Earnings Release and Conference Call
Kaiser Aluminum scheduled the release of its second quarter 2026 financial results for July 22, 2026, after the market closes.
The company will hold its quarterly conference call on July 23, 2026, at 10:00 a.m. Eastern Time, accessible by phone and via its investor relations website.
Headquartered in Franklin, Tennessee, Kaiser Aluminum produces semi-fabricated specialty aluminum products for the aerospace, automotive, and general engineering markets.
• 3mo ago AI analysis › Press Release
Kaiser Aluminum Corporation Publishes 2025 Sustainability Report
Kaiser Aluminum published its 2025 Sustainability Report, highlighting progress toward environmental goals and the completion of a major capital investment cycle.
The company reported a combined Scope 1 and 2 emissions intensity 17% below its 2019 baseline, aided by the Warrick rolling mill's transition to lower-carbon power.
Kaiser also commercialized alloy 6026A and introduced two new high-recycled-content products as part of its advanced engineered solutions portfolio.
• 3mo ago AI analysis › SEC Filing
KALU: 8-K · amendment
Kaiser Aluminum Corporation held its 2026 Annual Meeting of Stockholders on June 4, 2026, where shareholders approved the amendment and restatement of the 2021 Equity and Incentive Compensation Plan. The amendment increases the number of shares available for awards under the plan by 395,000 shares, bringing the total available share reserve to 1,183,000 shares.
Shareholders also elected three Class I directors—James D. Hoffman, Glenda J. Minor, and Brett E. Wilcox—for terms expiring in 2029, and approved the advisory vote on executive compensation with 98.68% support. The ratification of Deloitte & Touche LLP as the independent auditor received 98.20% approval, and the equity plan amendment passed with 94.43% support.
The filing includes the full text of the amended plan, which maintains existing governance structures including a $700,000 annual compensation cap for non-employee directors and a $1,400,000 cap for the independent chair. No other material changes were made to the plan terms beyond the increase in the share reserve.
SEC 8-K • 4mo ago AI analysis › Press Release ● Critical
Kaiser Aluminum Corporation Reports Record First Quarter 2026 Financial Results
Kaiser Aluminum reported record first quarter results with net sales of $1.1 billion, up 42% year-over-year, driven by higher shipments and realized pricing.
The company achieved record net income of $63 million and Adjusted EBITDA of $129 million, reflecting strong demand in packaging and aerospace markets.
Management raised full-year 2026 guidance, expecting Conversion Revenue growth of 10-15% and Adjusted EBITDA growth of 20-30%.
The board declared a quarterly dividend of $0.77 per share, payable May 15, 2026.
• 6mo ago AI analysis › Recent SEC filings with analysis 
