Kaiser Aluminum Corporation (KALU)

Currency in USD
167.80
+3.61(+2.20%)
Closed·
167.800.00(0.00%)
·
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Fair Value
Day's Range
165.39170.11
52 wk Range
73.08199.89
Key Statistics
Prev. Close
164.19
Open
165.39
Day's Range
165.39-170.11
52 wk Range
73.08-199.89
Volume
189.62K
Average Volume (3m)
272.45K
1-Year Change
125.2349%
Book Value / Share
58.29
Fair Value
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Fair Value Upside
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KALU Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
170.50
Upside
+1.61%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year
Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Buy

Analyst Ratings

2 Buy
0 Hold
2 Sell
Ratings:
4 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 170.50
(+1.61% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
UBS
Buy184.00+9.65%179.00UpgradeAug 31, 2026
JPMorgan
Sell146.00-12.99%142.00MaintainJul 27, 2026
Wells Fargo
Sell169.00+0.72%158.00MaintainJul 24, 2026
Wells Fargo
Sell158.00-5.84%-DowngradeJul 09, 2026
UBS
Hold179.00+6.67%176.00MaintainJul 08, 2026

Kaiser Aluminum Corporation Earnings Call Summary for Q2/2026

  • Kaiser Aluminum Q2 2026 adjusted EPS of $5.53 crushed estimates of $2.18; revenue of $1.3B beat forecasts by 16%, driving shares up 10.6% to $181.71.
  • Conversion revenue hit record $437M, up 17% YoY; operating income surged to $134M from $38M; net debt leverage improved to 2.1x from 3.4x at year-end 2025.
  • Broad-based demand strength across aerospace, packaging, general engineering, and automotive; packaging segment posted record performance at Warrick facility.
  • Full-year 2026 guidance raised: conversion revenue growth at high end of 10-15% range; EBITDA expected up 45-55% YoY; free cash flow $150-175M projected.
  • CEO Harvey cited 'strongest confidence ever' in long-term earnings power; warned H2 margins face headwinds from metal normalization and planned maintenance.
Last Updated: 2026-07-23, 11:00 a/m
Read Full Transcript

Earnings

Latest Release
Jul 22, 2026
EPS / Forecast
5.53 / 2.18
Revenue / Forecast
1.3B / 1.12B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 13.48%
Dividend Yield
1.88%
Industry Median 2.08%
Annualized payout
3.08
Paid quarterly
5-Years Growth
+1.71%
Growth Streak

KALU Income Statement

Compare KALU to Peers and Sector

Metrics to compare
KALU
Peers
Sector
Relationship
P/E Ratio
12.0x17.7x4.4x
PEG Ratio
0.060.400.00
Price/Book
2.9x1.9x1.6x
Price / LTM Sales
0.7x1.4x1.3x
Upside (Analyst Target)
7.2%−0.4%34.3%
Fair Value Upside
Unlock29.3%1.1%Unlock

Kaiser Aluminum Corporation, together with its subsidiaries, manufactures and sells semi-fabricated specialty aluminum mill products. It offers flat-rolled plate, sheet, and coil; extruded rod, bar, hollows, and shapes; drawn rod, bar, pipe, tube, and wire; and cast aluminum products. The company also offers aero/HS products, such as heat-treated plates and sheets, hard alloy extruded shapes, cold finish rods and bars, and seamless drawn tubes and billets used for end uses in the global aerospace, space, and defense industries, as well as packaging products, including bare and coated 3000 and 5000-series alloy aluminum coils used in beverage and food packaging industry. In addition, the company provides general engineering products comprising 6000-series aluminum alloy plate, sheet, rod, bar, tube, wire, and standard extruded shapes used in various applications, including the production of armor for military vehicles, ordnances, semiconductor manufacturing cells, electronic devices, power transmission bus pipe and bar, after-market motor sport parts, tooling plates, machinery and equipment parts, bolts, screws, and rivets. Further, it offers automotive extrusions consisting of 6000-series 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, such as sawing and cutting to length. The company sells its products directly to aerospace and automotive manufacturers, tier one aerospace and automotive suppliers, beverage and food packaging manufacturers, and metal service centers through sales personnel located in the United States, Canada, and Western Europe. Kaiser Aluminum Corporation was founded in 1946 and is headquartered in Franklin, Tennessee.

Employees
3800

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
10.06M62.10%1.65B
Other Institutional Investors
6.74M37.90%1.11B
Public Companies & Retail Investors
0.000.00%0.00
Total
16.8M100.00%2.76B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.17.72%2,870,588471,322
Vanguard Portfolio Management, LLC8.72%1,413,170232,028

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FAQ

What Is the Kaiser (KALU) Stock Price Today?

The Kaiser stock price today is 167.80 USD.

What Stock Exchange Does Kaiser Trade On?

Kaiser is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Kaiser?

The stock symbol for Kaiser is "KALU."

Does Kaiser Pay Dividends? What’s The Current Dividend Yield?

The Kaiser dividend yield is 1.92%.

What Is the Kaiser Market Cap?

As of today, Kaiser market cap is 2.72B USD.

What Is Kaiser's Earnings Per Share (TTM)?

The Kaiser EPS (TTM) is 13.48.

When Is the Next Kaiser Earnings Date?

Kaiser will release its next earnings report on Oct 22, 2026.

From a Technical Analysis Perspective, Is KALU a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Kaiser Stock Split?

Kaiser has split 0 times.

How Many Employees Does Kaiser Have?

Kaiser has 3800 employees.

What is the current trading status of Kaiser (KALU)?

As of Sep 09, 2026, Kaiser (KALU) is trading at a price of 167.80 USD, with a previous close of 164.19 USD. The stock has fluctuated within a day range of 165.39 USD to 170.11 USD, while its 52-week range spans from 73.08 USD to 199.89 USD.

What Is Kaiser (KALU) Price Target According to Analysts?

The average 12-month price target for Kaiser is 170.50 USD, with a high estimate of 184 USD and a low estimate of 146 USD. 2 analysts recommend buying the stock, while 2 suggest selling, leading to an overall rating of Neutral. The stock has an +1.61% Upside potential.

What Is the KALU Premarket Price?

KALU's last pre-market stock price is 165.00 USD. The pre-market share volume is 260.00, and the stock has decreased by 0.81, or 0.49%.
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