Kaiser Aluminum
Produces specialty aluminum mill products for aerospace, packaging, engineering, and automotive applications.
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Profile
Produces plate, sheet, coil, extrusions, rod, bar, tube, and wire for aerospace, packaging, general engineering, and automotive customers. Packaging is the largest end market, and the North American manufacturing network operates as one reportable segment.
Produces semi-fabricated specialty aluminum mill products for aerospace and high-strength applications, beverage and food packaging, general engineering, and automotive extrusions. The portfolio includes plate, sheet, coil, rod, bar, tube, wire, and extruded shapes, with metallurgy, process technology, and application-specific properties supporting demanding customer specifications.
Operates one reportable segment through manufacturing facilities in the United States and Canada, with most sales to North American customers. Sales include long-term agreements and individual orders to manufacturers, tier-one suppliers, and metal service centers. Packaging is the largest end market, while aerospace demand follows commercial aircraft build rates and automotive extrusions follow North American vehicle production. Pricing generally passes primary aluminum costs through to customers, while results remain tied to scrap availability, energy costs, operational execution, and concentrated customer relationships.
Company facts
Categories
Key statistics
Year to date +30.0% · Average volume (30d) 255.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 9, 2026 | Wells Fargo | Downgrade | Equal Weight | Underweight | ||
| Jul 8, 2026 | UBS | Reiterate | Neutral | $176 | $179 | |
| May 5, 2026 | UBS | Target | $67 | $176 | ||
| Apr 30, 2026 | JP Morgan | Downgrade | Neutral | Underweight | ||
| Apr 24, 2026 | Keybanc | Reiterate | Overweight | $170 | $183 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 22, 2026Q2 FY26 | $2.66 | $5.53 | +107.9% | $1.12B | $1.26B | +12.5% | +9.91% |
| Apr 22, 2026Q1 FY26 | $1.96 | $3.74 | +90.8% | $999.9M | $1.11B | +10.7% | +1.11% |
| Feb 18, 2026Q4 FY25 | $1.56 | $1.53 | −1.9% | $910.0M | $929.0M | +2.1% | −8.85% |
| Oct 22, 2025Q3 FY25 | $0.80 | $1.86 | +132.5% | $902.0M | $843.5M | −6.5% | +19.54% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $777.4M | $823.1M | $843.5M | $929.0M | $1.11B | $1.26B | |
| Gross profit | $104.0M | $70.7M | $82.7M | $92.5M | $133.2M | $169.1M | |
| Operating income | $41.4M | $38.0M | $48.8M | $60.6M | $97.8M | $133.7M | |
| Net income | $21.6M | $23.2M | $39.5M | $28.2M | $62.5M | $96.8M | |
| Diluted EPS | $1.31 | $1.41 | $2.38 | $1.68 | $3.71 | $5.72 | |
| Gross margin | 13.4% | 8.6% | 9.8% | 10.0% | 12.0% | 13.5% | |
| Operating margin | 5.3% | 4.6% | 5.8% | 6.5% | 8.8% | 10.6% |
Fiscal years (4-quarter sums)FY21 $2.62B · FY22 $3.43B · FY23 $3.09B · FY24 $3.02B · FY25 $3.37B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $58.5M · Total debt $1.07B · Total assets $2.91B · Shareholders' equity $943.8M
Dividends
Raised for 17 straight years — most recently to $0.77 from $0.72 in Jan 2022. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 24, 2026 | Jul 24 | Aug 14 | $0.77 | |
| Apr 24, 2026 | Apr 24 | May 15 | $0.77 | |
| Jan 23, 2026 | Jan 23 | Feb 13 | $0.77 | |
| Oct 24, 2025 | Oct 24 | Nov 14 | $0.77 | |
| Jul 25, 2025 | Jul 25 | Aug 15 | $0.77 | |
| Apr 25, 2025 | Apr 25 | May 15 | $0.77 | |
| Jan 24, 2025 | Jan 24 | Feb 14 | $0.77 | |
| Oct 25, 2024 | Oct 25 | Nov 15 | $0.77 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 16.35M · Float 15.96M · 97.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.87M | 17.56% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.41M | 8.64% | 13F | Aug 13, 2026 |
| State Street Corp | 1.32M | 8.06% | 13F | Aug 7, 2026 |
| Vanguard Capital Management | 833.5K | 5.10% | 13G | Jul 31, 2026 |
| Dimensional Fund Advisors LP | 775.9K | 4.75% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 29, 2026 | Keith Harvey | director, officer: President & CEO | −3,031 | $173.13 |
| Apr 29, 2026 | Richard P. Grimley | director | −1,524 | $171.52 |
| Apr 27, 2026 | Keith Harvey | director, officer: President & CEO | −47,001 | $175.09 |
| Apr 28, 2026 | Neal E. West | officer: EVP & CFO | −5,000 | $173.29 |
| Apr 27, 2026 | Iulian Gheorghe | officer: SVP - Adv Eng & Innovation | −175 | $174.22 |
Peers
- Constellium
Broad overlap in can sheet, aerospace aluminum, and auto structures
- Alcoa
Broader aluminum producer with packaging and product-chain overlap
- Reliance
Metals service-center overlap in aluminum plate, bar, and tube
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kaiser Aluminum | $156.72 | +0.18% | $2.56B | 11.6 | 15.5 | 0.6 | +52.7% |
| Constellium | $26.98 | 0.00% | $3.66B | 6.9 | 10.3 | 0.4 | +11.5% |
| Alcoa | $50.24 | −0.15% | $13.28B | 10.2 | 8.4 | 1.0 | +31.4% |
| Reliance | $388.00 | +0.13% | $19.79B | 22.5 | 16.1 | 1.3 | +26.5% |
| Median | 10.2 | 10.3 | 1.0 | +26.5% |