KALU · Kaiser Aluminum Corp
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 23, 2026TL;DR. Kaiser Aluminum reported record Q2 2026 results with conversion revenue up 17% and adjusted EBITDA up sharply year-over-year, and raised its full-year adjusted EBITDA outlook to 45-55% growth on continued strong end-market demand, though it assumes metal price lag tailwinds normalize in the second half.
- + Raised full-year 2026 adjusted EBITDA outlook to 45-55% year-over-year growth.
- + Packaging conversion revenue grew 34% year-over-year on mix shift to higher-value coated products.
- + Net debt leverage ratio improved to 2.1x from 3.4x, in line with targeted range, with $628 million liquidity.
- − Second-half outlook assumes metal price lag tailwinds normalize, removing the $27 million Q2 lag benefit that boosted results.
- − Higher second-half plant spending, facility upgrades, seasonal factors, and planned outages are expected to pressure results.
- − Automotive shipments declined 11% year-over-year on a challenging industry backdrop with elevated financing costs and tariff dynamics.
- − 2026 cash tax payments are expected to rise to $14-$18 million due to improved financial performance.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $166.3M | Quarter Ended June 30, 2026 filing | — |
| Conversion Revenue non-GAAP | $437M | Quarter Ended June 30, 2026 filing | — |
| Conversion Revenue per pound | $1.43 | Quarter Ended June 30, 2026 filing | — |
| Shipments | £305.7M | Quarter Ended June 30, 2026 filing | — |
| Shipments - Aero/HS Products | £60.8M | Quarter Ended June 30, 2026 filing | — |
| Shipments - Automotive Extrusions | £21.4M | Quarter Ended June 30, 2026 filing | — |
| Shipments - GE Products | £67.7M | Quarter Ended June 30, 2026 filing | — |
| Shipments - Packaging | £155.8M | Quarter Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Aluminum — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
KALU
this stock
Kaiser Aluminum Corp
|
$2.49B | +29.2% | +13.5% | 11.3 | 5.8% |
|
ALMMF
Aluminum Corp Of China Ltd
|
$17.76B | -39.3% | — | — | 0.0% |
|
AA
Alcoa Corp
|
$11.13B | -20.9% | +7.9% | 8.8 | 4.5% |
|
CENX
Century Aluminum Co
|
$3.56B | -8.1% | +19.1% | 6.2 | 9.8% |
|
CSTM
Constellium SE
|
$3.29B | +30.8% | +15.2% | 7.8 | 5.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| KALU | -2.2% | -8.7% | +4.0% | +2.5% | +29.2% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -1.7% | -8.6% | -8.4% | +2.3% | +17.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.