KALU · Kaiser Aluminum Corp
$181.73
-1.02 (-0.56%)
At close · Aug 14
Market Cap
$2.99B
Shares
16.35M
Kaiser Aluminum Corp Earnings Call Transcripts
Every quarterly earnings call for Kaiser Aluminum Corp (KALU) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼0.2%
$748.90M
$2.50M
'22 Q3
22-10-20
▼3.8%
$776.00M
−$26.40M
'22 Q4
23-02-28
▼14.9%
$807.60M
$15.90M
'23 Q1
23-04-27
▼14.7%
$814.10M
$18.30M
'23 Q2
23-07-26
▼0.7%
$743.60M
$5.40M
'23 Q3
23-10-26
▼7%
$721.70M
$28.20M
'23 Q4
24-02-22
▼8.7%
$737.50M
$18.20M
'24 Q1
24-04-25
▼5%
$773.40M
$18.90M
'24 Q2
24-07-25
▲0.6%
$747.70M
$8.80M
'24 Q3
24-10-24
▲6.1%
$765.40M
$19.80M
'24 Q4
25-02-20
▲5.4%
$777.40M
$21.60M
'25 Q1
25-04-24
▲6.4%
$823.10M
$23.20M
'25 Q2
25-07-24
▲12.8%
$843.50M
$39.50M
'25 Q3
25-10-23
▲21.4%
$929.00M
$28.20M
'25 Q4
26-02-19
▲42.4%
$1.11B
$62.50M
'26 Q1
26-04-23
LATEST
▲52.7%
$1.26B
$96.80M
'26 Q2
26-07-23
Earnings call
FY26 · Q2
2026-07-23
Second Quarter 2026 Earnings Conference Call
Confident tone
Broad-based demand strength and end-market recovery
Packaging / Warwick transformation and Roll Coat 4 ramp
Aerospace and high-strength/plate growth into 2027
Revenue
$1.26B
▲ 52.7% YoY Diluted EPS
$5.72
▲ 305.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-23
Kaiser Aluminum Corp Q1 FY2026 Earnings Call
Confident tone
Aerospace and high-strength demand
Metal costs and pricing
Packaging/coated products ramp
Revenue
$1.11B
▲ 42.4% YoY Diluted EPS
$3.71
▲ 183.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-19
Kaiser Aluminum Corp Q4 FY2025 Earnings Call
Confident tone
Financial Performance and Outlook
Automotive Specialty Products
Packaging and Coating Line Ramp
Revenue
$929.00M*
▲ 21.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-23
Kaiser Aluminum Corp Q3 FY2025 Earnings Call
Confident tone
Aerospace demand and Trentwood Phase 7 expansion
Packaging and Warrick fourth coating line ramp
General engineering demand and reshoring
Revenue
$843.50M
▲ 12.8% YoY Diluted EPS
$2.38
▲ 340.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
Kaiser Aluminum Corp Q2 FY2025 Earnings Call
Confident tone
Aerospace and High-Strength
Packaging and Warrick Coating Line
General Engineering and Reshoring
Revenue
$823.10M
▲ 6.4% YoY Diluted EPS
$1.41
▲ 22.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
Kaiser Aluminum Corp Q1 FY2025 Earnings Call
Confident tone
Automotive
Metal Pricing and Contracts
General Engineering
Revenue
$777.40M
▲ 5.4% YoY Diluted EPS
$1.31
▲ 17% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-20
Kaiser Aluminum Corp Q4 FY2024 Earnings Call
Positive tone
2025 outlook and guidance
Packaging investment and demand
EBITDA margin expansion
Revenue
$765.40M*
▲ 6.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
Kaiser Aluminum Corp Q3 FY2024 Earnings Call
Positive tone
Financial performance and margin expansion
Packaging
Aerospace and high-strength
Revenue
$747.70M
▲ 0.6% YoY Diluted EPS
$0.54
▲ 58.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
Kaiser Aluminum Corp Q2 FY2024 Earnings Call
Positive tone
Aerospace and high strength demand
Margin and EBITDA recovery
Restructuring and facility exits
Revenue
$773.40M
▼ 5% YoY Diluted EPS
$1.15
▲ 0.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
Kaiser Aluminum Corp Q1 FY2024 Earnings Call
Positive tone
Aerospace and high-strength demand
General engineering recovery
Packaging and roll coat 4 project
Revenue
$737.50M
▼ 8.7% YoY Diluted EPS
$1.12
▲ 13.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-22
Kaiser Aluminum Corp Q4 FY2023 Earnings Call
Confident tone
Aerospace and high strength demand
Packaging destocking and coated food
Capital investments and growth projects
Revenue
$721.70M*
▼ 7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
Kaiser Aluminum Corp Q3 FY2023 Earnings Call
Revenue
$743.60M
▼ 0.7% YoY Diluted EPS
$0.34
▲ 112.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
Kaiser Aluminum Corp Q2 FY2023 Earnings Call
Revenue
$814.10M
▼ 14.7% YoY Diluted EPS
$1.14
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
Kaiser Aluminum Corp Q1 FY2023 Earnings Call
Revenue
$807.60M
▼ 14.9% YoY Diluted EPS
$0.99
▲ 94.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
Kaiser Aluminum Corp Q4 FY2022 Earnings Call
Revenue
$776.00M*
▼ 3.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-20
Kaiser Aluminum Corp Q3 FY2022 Earnings Call
Revenue
$748.90M
▼ 0.2% YoY Diluted EPS
$0.16
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-26
Kaiser Aluminum Corp Q2 FY2022 Earnings Call
Revenue
$954.20M
▲ 28.8% YoY Diluted EPS
$-0.87
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-21
Kaiser Aluminum Corp Q1 FY2022 Earnings Call
Revenue
$948.80M
▲ 192.8% YoY Diluted EPS
$0.51
▲ 82.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Kaiser Aluminum Corp Q4 FY2021 Earnings Call
Revenue
$806.40M*
▲ 196.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-20
Kaiser Aluminum Corp Q3 FY2021 Earnings Call
Revenue
$750.60M
▲ 193.5% YoY Diluted EPS
$-0.14
▼ 800% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-21
Kaiser Aluminum Corp Q2 FY2021 Earnings Call
Revenue
$741.00M
▲ 168.8% YoY Diluted EPS
$-1.42
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-28
Kaiser Aluminum Corp Q1 FY2021 Earnings Call
Revenue
$324.00M
▼ 12.3% YoY Diluted EPS
$0.28
▼ 84.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-24
Kaiser Aluminum Corp Q4 FY2020 Earnings Call
Revenue
$272.00M*
▼ 26.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-21
Kaiser Aluminum Corp Q3 FY2020 Earnings Call
Revenue
$255.70M
▼ 31.8% YoY Diluted EPS
$0.02
▼ 98.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-22
Kaiser Aluminum Corp Q2 FY2020 Earnings Call
Revenue
$275.70M
▼ 26.5% YoY Diluted EPS
$-0.41
▼ 134.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-20
Kaiser Aluminum Corp Q1 FY2020 Earnings Call
Revenue
$369.30M
▼ 6.6% YoY Diluted EPS
$1.81
▲ 5.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-19
Kaiser Aluminum Corp Q4 FY2019 Earnings Call
Revenue
$368.70M
▼ 5.3% YoY Diluted EPS
$-0.66
▼ 146.8% YoY Gross margin
19.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
811596
CUSIP
483007704
13F (30d)
313 filings
306 filers
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