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Kaiser Aluminum Corporation

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
www.kaiseraluminum.com
Market Cap
$2.08B
P/E (TTM)
22.7
0
Dividend Yield
2.4%
52W High
$132.54
52W Low
$46.81
52W Range
95%
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

Q3 2025 Data

Revenue

$843.50M+12.81%
4-Quarter Trend

EPS

$2.44+225.33%
4-Quarter Trend

FCF

$34.50M-302.94%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Quarterly Net Sales Growth Net sales reached $843.5M for the quarter, reflecting a strong 13% increase compared to $747.7M adjusted sales.
Net Income Significantly Rises Quarterly Net Income surged to $39.5M, a substantial improvement from the $8.8M reported in the prior year adjusted period.
Diluted EPS Improvement Diluted EPS was $2.38 for the quarter, significantly higher than the $0.54 reported in the comparable adjusted period.
Operating Cash Flow Strength Nine months cash provided by operating activities totaled $132.0M, slightly up from $123.7M in the prior year period.

Risk Factors

Inventory Accounting Change Change from LIFO to WAC effective January 1, 2025, requires retrospective application, complicating historical period comparisons.
Environmental Remediation Exposure Actual environmental remediation costs may exceed current undiscounted accruals by up to $14.2M based on management estimates.
Metal Price Fluctuation Risk Results remain sensitive to fluctuating market prices for primary aluminum and alloying metals, mitigated partially by hedging.
Restructuring Charge Incurred Recorded $1.9M charge for the 2025 Restructuring Plan initiated in Q1 2025 related to cost reduction efforts.

Outlook

2025 Capital Spending Plan Anticipate total capital spending for 2025 to be approximately $130.0M, focused on capacity and efficiency enhancements.
Revolving Credit Facility Amended Entered Amendment No. 5 on October 14, 2025, extending maturity and improving operational flexibility terms.
Subsequent Dividend Declared Board declared a $0.77 per common share quarterly cash dividend subsequent to the reporting period end.
Strong Liquidity Position Total liquidity stood at $577.6M as of September 30, 2025, supported by $560.4M RCF availability.

Peer Comparison

Revenue (TTM)

Grupo Simec, S.A.B. de C.V.SIM
$31.15B
-7.4%
Huntsman CorporationHUN
$5.78B
-3.5%
Kaiser Aluminum CorporationKALU
$3.21B
+7.7%

Gross Margin (Latest Quarter)

Silvercorp Metals Inc.SVM
48.8%
+2.2pp
Grupo Simec, S.A.B. de C.V.SIM
23.5%
-1.7pp
Taseko Mines LimitedTGB
22.6%
+2.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SIM$5.06B24.86.1%0.0%
TMC$2.99B-7.9-16077.6%0.0%
SVM$2.49B97.83.5%9.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.3%
Moderate Growth
4Q Net Income CAGR
77.2%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 18, 2026
|
EPS:$1.35
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Oct 23, 2025|
    Revenue: $843.50M+12.8%
    |
    EPS: $2.44+225.3%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Jul 24, 2025|
    Revenue: $823.10M+6.4%
    |
    EPS: $1.44+657.9%
    Beat
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: Apr 24, 2025|
    Revenue: $777.40M+5.4%
    |
    EPS: $1.34+18.6%
    Beat
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 20, 2025|
    Revenue: $3.02B-2.0%
    |
    EPS: $2.91-1.4%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Oct 24, 2024|
    Revenue: $747.70M+0.6%
    |
    EPS: $0.75+120.6%
    Meet
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Jul 26, 2024|
    Revenue: $773.40M-5.0%
    |
    EPS: $0.19-83.5%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: Apr 25, 2024|
    Revenue: $737.50M-8.7%
    |
    EPS: $1.13+13.0%
    Beat
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 23, 2024|
    Revenue: $3.09B-9.9%
    |
    EPS: $2.95+258.6%
    Beat