KAISER ALUMINUM CORP (KALU) Form 8-K — Oct 21, 2026
Kaiser Aluminum reported Q3 2026 net sales of $1.21 billion, up 44% from $844 million a year ago, with shipments up 11% to 300 million pounds on the Phase VII capacity expansion at Trentwood and strong Aero/HS and packaging demand.
Key figures
- Eps
- 1.84
- Revenue
- 1215000000
- Guidance
- Conversion Revenue growth at high end of 10-15% outlook; Adjusted EBITDA growth of 45-55% vs 2025 maintained but now expected toward the lower end
- Net Income
- 31000000
- Revenue Yoy
- 44%
- Cash Position
- 117000000
- Shares Outstanding
- 16349886
- Shipments
- 300 million lbs (up 11% YoY)
- Free cash flow
- $176 million
- Adjusted ebitda
- $84 million
- Total liquidity
- $687 million
- Net debt leverage
- 2.0x vs 3.4x at YE2025
- Conversion revenue
- $439 million (up 25% YoY)
- Dividend per share
- 0.77
- Adjusted net income
- $32 million
- Adjusted eps diluted
- 1.89
- Prior year net income
- $40 million (Q3 2025)
- Adjusted ebitda margin
- 19.1%
- Prior year diluted eps
- 2.38
- Ytd operating cash flow
- $248 million
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