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KALU Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

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High
127.610
Open
123.330
VWAP
126.16
Vol
158.27K
Mkt Cap
2.03B
Low
123.330
Amount
19.97M
EV/EBITDA(TTM)
9.88
Total Shares
16.21M
EV
3.10B
EV/OCF(TTM)
27.78
P/S(TTM)
0.62
Kaiser Aluminum Corporation is a producer of semi-fabricated specialty aluminum products. The Company's fabricated aluminum mill products include flat-rolled (plate, sheet, and coil), extruded (rod, bar, hollows, and shapes), drawn (rod, bar, pipe, tube and wire) and certain cast aluminum products. Its business focuses on producing rolled, extruded, and drawn aluminum products used principally for aerospace and defense, aluminum beverage and food packaging, general engineering that includes consumer durables, electronics and products for electrical and machinery and equipment applications, and automotive products. It provides its products for a range of market applications, including aerospace and high strength (Aero/HS products); beverage and food packaging products (Packaging); general engineering (GE products); automotive (Automotive Extrusions); and other products. Its Automotive Extrusions consist of extruded aluminum products for many North American automotive applications.
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Events Timeline

(ET)
2026-02-18
16:40:00
Company Reports Q4 Revenue of $929M
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2026-02-18
16:40:00
Company Expects 5%-10% Growth in Conversion Revenue for 2026
select
2026-02-17 (ET)
2026-02-17
10:10:00
GE Healthcare Expands Contract with BARDA to $35M
select
2026-02-13 (ET)
2026-02-13
15:50:00
White House Confirms Trump Tariff Policy on Steel and Aluminum Remains Unchanged
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link
2025-10-22 (ET)
2025-10-22
16:34:04
Kaiser Aluminum Revises FY25 Conversion Revenue Forecast Down to 0%-5% from Previous 5%-10%
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News

stocktwits
4.5
03-04stocktwits
Aluminum Prices Surge 9% Amid U.S.-Israel-Iran Conflict
  • Aluminum Price Surge: Since the onset of the U.S., Israel, and Iran conflict, aluminum prices have risen over 9%, with spot prices reaching $3,329.3 per ton, the highest since April 2022, indicating significant market concerns over supply disruptions.
  • Middle East Supply Risks: Qatalum has initiated a controlled shutdown of its output due to escalating regional conflicts, warning that a full restart could take six to twelve months and issuing force majeure notices to customers, potentially tightening aluminum supplies for Europe and the U.S.
  • Market Dependency: Europe relies on Gulf countries for approximately 30% of its aluminum imports, while the U.S. sources over 20%, making both regions vulnerable to supply risks amid heightened tensions, particularly if disruptions occur in the Strait of Hormuz.
  • Stock Market Reaction: The surge in aluminum prices has led to Century Aluminium's stock rising over 7%, reaching its highest level since August 2008, while Kaiser Aluminium shares gained 2%, hitting an all-time high, reflecting optimistic market sentiment towards the aluminum sector.
NASDAQ.COM
2.0
02-23NASDAQ.COM
Kaiser Aluminum (KALU) Q4 2025 Earnings Transcript
seekingalpha
9.5
02-19seekingalpha
Kaiser Aluminum Reports Record Q4 2025 Earnings and Strong Outlook
  • Consistent Performance Growth: Kaiser Aluminum achieved over 25% EBITDA growth in Q4 2025, with total net sales reaching $3.4 billion, reflecting the company's ability to exceed internal expectations amid favorable metal pricing and moderated startup costs, thereby reinforcing its market position.
  • Capital Expenditures and Shareholder Returns: The capital expenditures for 2025 amounted to $137 million, with approximately $51 million returned to shareholders through dividend payments, indicating a commitment to growth investments while prioritizing shareholder interests, which enhances market confidence.
  • Optimistic 2026 Outlook: The company projects a 5% to 10% increase in conversion revenue and a 5% to 15% rise in EBITDA for 2026, particularly in aerospace and packaging, where shipments are expected to grow by 10% to 15%, laying a solid foundation for future performance.
  • Operational Efficiency Focus: Management emphasized a focus on operational leverage and cost control, and despite risks from metal price volatility, strong market demand and stable pricing strategies are expected to support future cash flow and profitability.
seekingalpha
9.5
02-18seekingalpha
Kaiser Aluminum Q4 Earnings Analysis
  • Earnings Performance: Kaiser Aluminum reported a Q4 non-GAAP EPS of $1.53, missing expectations by $0.03, indicating some pressure on profitability that could affect investor confidence.
  • Sales Growth: The company achieved net sales of $929 million, a 21.4% year-over-year increase, surpassing market expectations by $19 million, demonstrating strong sales performance amid robust aluminum market demand.
  • Market Reaction: Despite the EPS miss, the sales growth may attract investor attention, especially given the overall strong performance in the aluminum sector, potentially providing support for the stock price.
  • Analyst Rating Changes: Kaiser Aluminum continues to be rated as a buy among analysts, reflecting optimism about its future growth potential despite the earnings pressure, indicating market confidence in its long-term strategy.
moomoo
7.0
02-18moomoo
Kaiser Aluminum Anticipates 5% to 10% Increase in Conversion Revenue for Full Year 2026
  • Company Overview: Kaiser Aluminum is focused on improving its conversion revenue.
  • Financial Expectations: The company anticipates a revenue increase of 5% to 10% for the fully year 2026.
moomoo
9.5
02-18moomoo
Kaiser Aluminum Reports Q4 Net Income of $28 Million
  • Company Overview: Kaiser Aluminum reported a net income of USD 28 million for the fourth quarter.
  • Financial Performance: The financial results indicate a positive performance for the company in the specified quarter.
Wall Street analysts forecast KALU stock price to rise
2 Analyst Rating
Wall Street analysts forecast KALU stock price to rise
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
105.00
Averages
106.50
High
108.00
Current: 0.000
sliders
Low
105.00
Averages
106.50
High
108.00
JPMorgan
Bill Peterson
Neutral
maintain
$118 -> $124
AI Analysis
2026-02-23
Reason
JPMorgan
Bill Peterson
Price Target
$118 -> $124
AI Analysis
2026-02-23
maintain
Neutral
Reason
JPMorgan analyst Bill Peterson raised the firm's price target on Kaiser Aluminum to $124 from $118 and keeps a Neutral rating on the shares. The firm updated the company's model post the Q4 report.
JPMorgan
Bill Peterson
Neutral
maintain
$105 -> $118
2026-02-12
Reason
JPMorgan
Bill Peterson
Price Target
$105 -> $118
2026-02-12
maintain
Neutral
Reason
JPMorgan analyst Bill Peterson raised the firm's price target on Kaiser Aluminum to $118 from $105 and keeps a Neutral rating on the shares as part of a Q4 preview. The firm cites ramping growth for the target boost.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for KALU
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Valuation Metrics

The current forward P/E ratio for Kaiser Aluminum Corp (KALU.O) is 17.82, compared to its 5-year average forward P/E of 25.83. For a more detailed relative valuation and DCF analysis to assess Kaiser Aluminum Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
25.83
Current PE
17.82
Overvalued PE
40.14
Undervalued PE
11.52

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
9.64
Current EV/EBITDA
9.21
Overvalued EV/EBITDA
11.11
Undervalued EV/EBITDA
8.18

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.44
Current PS
0.57
Overvalued PS
0.59
Undervalued PS
0.28

Financials

AI Analysis
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Quarterly

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KALU
Kaiser Aluminum Corp
2.16B

Whales Holding KALU

S
Systematic Financial Management LP
Holding
KALU
+7.72%
3M Return

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Frequently Asked Questions

What is Kaiser Aluminum Corp (KALU) stock price today?

The current price of KALU is 127.55 USD — it has increased 1.97

What is Kaiser Aluminum Corp (KALU)'s business?

Kaiser Aluminum Corporation is a producer of semi-fabricated specialty aluminum products. The Company's fabricated aluminum mill products include flat-rolled (plate, sheet, and coil), extruded (rod, bar, hollows, and shapes), drawn (rod, bar, pipe, tube and wire) and certain cast aluminum products. Its business focuses on producing rolled, extruded, and drawn aluminum products used principally for aerospace and defense, aluminum beverage and food packaging, general engineering that includes consumer durables, electronics and products for electrical and machinery and equipment applications, and automotive products. It provides its products for a range of market applications, including aerospace and high strength (Aero/HS products); beverage and food packaging products (Packaging); general engineering (GE products); automotive (Automotive Extrusions); and other products. Its Automotive Extrusions consist of extruded aluminum products for many North American automotive applications.

What is the price predicton of KALU Stock?

Wall Street analysts forecast KALU stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KALU is106.50 USD with a low forecast of 105.00 USD and a high forecast of 108.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Kaiser Aluminum Corp (KALU)'s revenue for the last quarter?

Kaiser Aluminum Corp revenue for the last quarter amounts to 929.00M USD, increased 21.37

What is Kaiser Aluminum Corp (KALU)'s earnings per share (EPS) for the last quarter?

Kaiser Aluminum Corp. EPS for the last quarter amounts to 1.66 USD, increased 4.40

How many employees does Kaiser Aluminum Corp (KALU). have?

Kaiser Aluminum Corp (KALU) has 3840 emplpoyees as of March 11 2026.

What is Kaiser Aluminum Corp (KALU) market cap?

Today KALU has the market capitalization of 2.03B USD.