KALU Stock - Kaiser Aluminum Corporation
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $3.02B | $3.09B | $3.43B | $2.62B | $1.17B |
| Gross Profit | $332.90M | $332.10M | $247.70M | $273.90M | $231.40M |
| Gross Margin | 11.0% | 10.8% | 7.2% | 10.4% | 19.7% |
| Operating Income | $87.70M | $95.80M | $4.00M | $64.40M | $81.10M |
| Net Income | $46.80M | $47.20M | $-29,600,000 | $-18,500,000 | $28.80M |
| Net Margin | 1.5% | 1.5% | -0.9% | -0.7% | 2.5% |
| EPS | $2.91 | $2.95 | $-1.86 | $-1.17 | $1.82 |
Kaiser 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.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| October 8th 2025 | Wells Fargo | Initiation | Overweight | $90 |
| April 11th 2025 | Wolfe Research | Upgrade | Peer Perform | - |
| January 16th 2024 | UBS | Initiation | Neutral | $67 |
| May 8th 2023 | JP Morgan | Initiation | Neutral | $69 |
| April 12th 2023 | Wolfe Research | Downgrade | Underperform | $67 |
| December 15th 2022 | Wolfe Research | Initiation | Peer Perform | - |
Earnings History & Surprises
KALUEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 21, 2026 | — | — | — | — |
Q1 2026 | Feb 18, 2026 | $1.35 | — | — | — |
Q4 2025 | Oct 22, 2025 | $0.80 | $1.86 | +132.5% | ✓ BEAT |
Q3 2025 | Jul 23, 2025 | $0.49 | $1.21 | +146.9% | ✓ BEAT |
Q2 2025 | Apr 23, 2025 | $0.53 | $1.44 | +171.7% | ✓ BEAT |
Q1 2025 | Feb 19, 2025 | $0.63 | $0.33 | -47.6% | ✗ MISS |
Q4 2024 | Oct 23, 2024 | $0.67 | $0.51 | -23.9% | ✗ MISS |
Q3 2024 | Jul 24, 2024 | $0.94 | $0.65 | -30.9% | ✗ MISS |
Q2 2024 | Apr 24, 2024 | $0.58 | $1.02 | +75.9% | ✓ BEAT |
Q1 2024 | Feb 21, 2024 | $-0.12 | $0.60 | +600.0% | ✓ BEAT |
Q4 2023 | Oct 25, 2023 | $0.40 | $0.46 | +15.0% | ✓ BEAT |
Q3 2023 | Jul 25, 2023 | $0.46 | $1.26 | +173.9% | ✓ BEAT |
Q2 2023 | Apr 26, 2023 | $0.16 | $0.99 | +518.8% | ✓ BEAT |
Q1 2023 | Feb 22, 2023 | $-0.10 | $-1.66 | -1528.6% | ✗ MISS |
Q4 2022 | Oct 19, 2022 | $-0.57 | $0.16 | +128.1% | ✓ BEAT |
Q3 2022 | Jul 25, 2022 | $0.70 | $-0.87 | -224.3% | ✗ MISS |
Q2 2022 | Apr 20, 2022 | $0.66 | $0.66 | 0.0% | = MET |
Q1 2022 | Feb 23, 2022 | $0.72 | $0.20 | -72.2% | ✗ MISS |
Q4 2021 | Oct 20, 2021 | $1.10 | $0.57 | -48.2% | ✗ MISS |
Q3 2021 | Jul 21, 2021 | $2.27 | $1.00 | -55.9% | ✗ MISS |
Latest News
Shares of aluminum-related stocks are trading higher amid a rise in aluminum prices as US inventories fall.
📈 PositiveJP Morgan Maintains Neutral on Kaiser Aluminum, Raises Price Target to $105
➖ NeutralKaiser Aluminum to Offer $500M in New Notes to Refinance 2028 Debt
➖ NeutralWells Fargo Maintains Overweight on Kaiser Aluminum, Raises Price Target to $108
📈 PositiveKaiser Aluminum Q3 Adj. EPS $1.86 Beats $0.89 Estimate, Sales $843.500M Miss $850.000M Estimate
📈 PositiveWells Fargo Initiates Coverage On Kaiser Aluminum with Overweight Rating, Announces Price Target of $90
📈 Positive'EU to Propose Doubling Tariff Rate on Steel Imports to 50%' -Bloomberg
📉 NegativeFrequently Asked Questions about KALU
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