Kaiser Aluminum Corporation (KALU)

Kaiser Aluminum Corp. experienced a 35% year-over-year increase in EBITDA for Q1 2025, meeting expectations. During its Q2 2025 earnings call, the company exceeded expectations and raised its full-year EBITDA outlook by 5%, but noted challenges including declines in aerospace and automotive revenue. Kaiser Aluminum extended its $575 million senior secured revolving credit facility until October 2030. The company reported strong Q3 2025 financial results, with an adjusted EPS of $1.86, surpassing analyst consensus, and revenue reaching $844 million, leading to a new 52-week high. A quarterly dividend of $0.77 per share was announced. Kaiser Aluminum priced $500 million in 5.875% senior notes due 2034 to redeem existing notes due 2028. The company received positive analyst attention, with Wall Street Zen upgrading the stock to "buy" and Wells Fargo & Company initiating coverage with an "overweight" rating.

Kaiser Aluminum's business model is influenced by industrial cyclicality, with solid demand across key end markets. The aerospace segment is trending positively, with shipments expected to recover in Q4 2025. The packaging market continues to experience tight supply and strong demand. General engineering has shown strong performance, though demand has been uneven. The automotive sector saw a rebound in late summer 2025. North American demand for Kaiser Aluminum's products is expected to continue to outpace available supply beyond 2025.

Kaiser Aluminum Corporation is a leading North American producer of semi-fabricated specialty aluminum products, operating in the Materials sector with a focus on Metal Products - Procurement and Fabrication and Rolling Drawing & Extruding of Nonferrous Metals. Its major products include rolled, extruded, and drawn aluminum products tailored for aerospace, space, defense, packaging, general engineering, and automotive applications.

Kaiser Aluminum operates 13 production facilities across the United States and one in Canada. It supplies products to North America, Latin America, Western Europe, the Middle East, and Asia-Pacific through sales offices and agents. The company is headquartered in Franklin, Tennessee, U.S.

There have been no specific public events or announcements that explicitly detail a significant positive or negative impact on Kaiser Aluminum Corp.'s brand reputation in the past year. The company emphasizes its commitment to being "Best in Class" through engineered products and a focus on innovation and service.

Institutional investors hold a significant majority of Kaiser Aluminum Corp. stock, with ownership around 97.58% or 97.84%. Insider ownership is about 1.68% or 3.31%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and State Street Corp. Keith Harvey, the President and CEO, is the largest individual shareholder, owning 136,231 shares, representing 0.84% of the company.