Kaiser Aluminum Corporation
NASDAQ•KALU
CEO: Mr. Keith A. Harvey
Sector: Basic Materials
Industry: Aluminum
Listing Date: 2006-07-07
Kaiser Aluminum Corporation, together with its subsidiaries, engages in manufacture and sale of semi-fabricated specialty aluminum mill products in the United States and internationally. It offers rolled, extruded, and drawn aluminum products used for aerospace and defense, aluminum beverage and food packaging, automotive and general engineering products. The company's automotive extrusions include extruded aluminum products for structural components, crash management systems, anti-lock braking systems, and drawn tubes for drive shafts, as well as offers fabrication services, including sawing and cutting to length. Its packaging products consist of bare and coated 3000- and 5000-series alloy aluminum coil used for beverage and food packaging industry. In addition, the company's general engineering products comprise alloy plate, sheet, rod, bar, tube, wire, and standard extrusion shapes used in various applications, including the production of military vehicles, ordnances, semiconductor manufacturing cells, electronic devices, after-market motor sport parts, tooling plates, parts for machinery and equipment, bolts, screws, nails, and rivets. Further, its rerolled, extruded, drawn, and cast billet aluminum products used for industrial end uses. The company sells its products directly to customers through sales personnel located in the United States, Canada, Western Europe, and China, as well as through independent sales agents in other regions of Asia, Latin America, and the Middle East. Kaiser Aluminum Corporation was founded in 1946 and is headquartered in Franklin, Tennessee.
Contact Information
1550 West McEwen Drive, Suite 500, Franklin, TN, 37067, United States
629-252-7040
Market Cap
$1.92B
P/E (TTM)
17.1
0
Dividend Yield
2.6%
52W High
$150.00
52W Low
$46.81
52W Range
Rank53Top 76.1%
2.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$929.00M+0.00%
4-Quarter Trend
EPS
$1.74+0.00%
4-Quarter Trend
FCF
-$51.10M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Net Income Soars 71% Net income reached $112.5M USD, reflecting a substantial 71% increase from $65.7M USD adjusted in 2024.
Net Sales Increased 12% Total Net sales grew to $3.37B USD, driven by an 18% average realized price increase per pound.
Adjusted EBITDA Rises Adjusted EBITDA totaled $310.2M USD, showing strong $69.2M USD improvement over prior year adjusted results.
Strong Liquidity Maintained Total liquidity stood at $547.2M USD as of year-end, supported by $540.2M USD RCF availability.
Risk Factors
Macroeconomic Demand Headwinds Macro factors like inflation, recession risks, and supply chain disruptions adversely affect demand across key end markets.
Volume Shipments Declined Total shipment volume decreased 5% to 1.11B pounds, impacted by facility outages and destocking activities.
Union Contract Expirations 65% of employees are unionized; 26% of those contracts expire within one year, posing negotiation risks.
Competition and Pricing Pressure Highly competitive industry facing pressure from larger rivals and alternative materials like titanium and composites.
Outlook
2026 Capital Spending Planned Anticipates total capital spending in 2026 of approximately $120.0M USD to $130.0M USD for growth.
Strategic Investment Focus Capital plans focus on capacity expansion, operational efficiency, and product quality enhancements across facilities.
Productivity Initiatives Continue Must successfully implement productivity and cost reduction initiatives to offset anticipated ongoing competitive price pressure.
Debt Structure Optimized Issued new $500.0M Senior Notes due 2034, redeeming the existing 4.625% Senior Notes due 2028.
Peer Comparison
Revenue (TTM)
$8.11B
$5.68B
$3.37B
Gross Margin (Latest Quarter)
60.9%
50.9%
27.7%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| SIM | $4.84B | 23.7 | 6.1% | 0.0% |
| CSTM | $3.49B | 15.2 | 29.2% | 36.3% |
| TMC | $2.52B | -6.6 | -16077.6% | 0.0% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
6.1%
Steady Growth
4Q Net Income CAGR
9.3%
Profitability Improving
Cash Flow Stability
75%
Volatile Cash Flow
Deep Research
Next earnings:Apr 21, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
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No Data