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Kaiser Aluminum Corporation(KALU)Earnings, Financials & Key Ratios
KALU•NASDAQ
$184.74
27.3× P/E·Price updated Jul 2, 2026
AboutKaiser Aluminum Corporation engages in manufacture and sale of semi-fabricated specialty aluminum mill products in the United States and internationally. The company 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; and Its 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. In addition, it offers rerolled, extruded, drawn, and cast billet aluminum products for industrial end uses. It 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. The company was founded in 1946 and is headquartered in Foothill Ranch, California.Show more
- Revenue$3.37B+11.5%
- EBITDA$313M+53.5%
- Net Income$113M+140.4%
- EPS (Diluted)6.77+135.9%
- Gross Margin9.48%-13.8%
- EBITDA Margin9.29%+37.6%
- Operating Margin5.65%+94.9%
- Net Margin3.34%+115.5%
- ROE15.06%+112.4%
KALU Price & Volume
Kaiser Aluminum Corporation (KALU) stock price & volume — 10-year historical chart
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Revenue Acceleration Masks Persistent Liquidity Structural Risks
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Vulnerable
Cash Flow:Mixed
Primary Risk:Tight liquidity and cyclicality
Key Thesis Takeaways
- Kaiser Aluminum has demonstrated a significant shift in performance with 42.4% revenue growth in 2026Q1, signaling potential improvements in end-market demand and operating leverage.
- However, the company's reliance on $1.1 billion in total debt and a thin cash position of $30 million necessitates caution regarding its long-term financial flexibility.
- Investors should monitor whether the recent expansion in gross margins to 12.0% can be sustained to offset the inherent cyclicality and capital-intensive nature of the business.
Verdict Logic
while the PEG ratio of 0.92 suggests potential value, the precarious liquidity position evidenced by a cash balance of only $30 million in 2026Q1 warrants a wait-and-see approach.
KALU Growth Metrics
Kaiser Aluminum Corporation (KALU) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years9.25%
5 Years23.53%
3 Years-0.54%
TTM20.84%
Profit CAGR
10 Years-
5 Years31.33%
3 Years-
TTM157.38%
EPS CAGR
10 Years-
5 Years30.19%
3 Years-
TTM152.89%
Return on Capital
10 Years7.69%
5 Years4.56%
3 Years6.37%
Last Year9.41%
KALU Recent Earnings
Kaiser Aluminum Corporation (KALU) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 8/12 qtrs (67%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
Apr 22, 2026Metric
Actual
Est
EPS
$3.74+90.8%
$1.96
Rev
$1.1B+10.7%
$1000M
Q1 2026
Feb 18, 2026Metric
Actual
Est
EPS
$1.53-1.9%
$1.56
Rev
$929M+2.1%
$910M
Q4 2025
Oct 22, 2025Metric
Actual
Est
EPS
$1.86+132.5%
$0.80
Rev
$844M-6.5%
$902M
Q3 2025
Jul 23, 2025Metric
Actual
Est
EPS
$1.21+146.9%
$0.49
Rev
$823M-2.8%
$847M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $3.74vs $1.96+90.8% | $1.1Bvs $1000M+10.7% |
| Q1 2026 | Feb 18, 2026 | $1.53vs $1.56-1.9% | $929Mvs $910M+2.1% |
| Q4 2025 | Oct 22, 2025 | $1.86vs $0.80+132.5% | $844Mvs $902M-6.5% |
| Q3 2025 | Jul 23, 2025 | $1.21vs $0.49+146.9% | $823Mvs $847M-2.8% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Kaiser Aluminum Corporation (KALU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $184.74 | $2.99B | 27.29 | 11.54% | 3.34% | 15.06% | 1.67% | |
| $47.48 | $12.53B | 10.69 | 5.31% | 8.17% | 16.06% | — | |
| $43.03 | $4.26B | 102.45 | 13.85% | 13.75% | 38.77% | — | |
| $138.07 | $2.88B | 35.31 | 11.21% | 7.52% | 15.96% | — | |
| $30.24 | $4.12B | 15.75 | 15.19% | 4.75% | 46.87% | — | |
| $192.17 | $26.32B | 67.43 | 5.16% | 9.26% | 22.73% | — |
Compare KALU vs Peers
Kaiser Aluminum Corporation (KALU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
KALU SEC Filings & Documents
Kaiser Aluminum Corporation (KALU) SEC filings — annual & quarterly reports (10-K, 10-Q)
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KALU Frequently Asked Questions
Kaiser Aluminum Corporation (KALU) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Kaiser Aluminum Corporation's revenue?
Kaiser Aluminum Corporation (KALU) reported $3.70B in revenue for fiscal year 2025. This represents a 69% increase from $2.19B in 1996.
How fast is Kaiser Aluminum Corporation growing?
Kaiser Aluminum Corporation (KALU) grew revenue by 11.5% over the past year. This is steady growth.
Is KALU profitable?
Yes, Kaiser Aluminum Corporation (KALU) is profitable, generating $153.4M in net income for fiscal year 2025 (3.3% net margin).
Dividend & Returns
Does KALU pay dividends?
Yes, Kaiser Aluminum Corporation (KALU) pays a dividend with a yield of 1.67%. This makes it attractive for income-focused investors.
What is KALU's return on equity?
Kaiser Aluminum Corporation (KALU) has a return on equity (ROE) of 15.1%. This is reasonable for most industries.
What is Kaiser Aluminum Corporation's free cash flow?
Kaiser Aluminum Corporation (KALU) generated $24.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.