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Stocks Industrials KALU

NASDAQ · Industrials

Kaiser Aluminum Corp (KALU)

Kaiser Aluminum Corp brought in $4.5B of revenue over the twelve months to September 30, 2026, up 40.4% from a year earlier. Net income was $218.5M, a net margin of 4.8%. In fiscal 2025 capital spending exceeded operating cash flow by $25.5M. At September 30, 2026 it held $117.3M in cash against $1B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 22, 2026.

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Price
$110.18
-1.25% on the day · November 10, 2026
52-week range $88.00 to $199.89
Market cap
$1.8B
Revenue (last 12 months)
$4.5B
+40.4% year on year
Net margin
4.8%
P/E
16.3
on FY2025 diluted EPS

Key facts about Kaiser Aluminum Corp

Net worth
Kaiser Aluminum Corp has a market value (market cap) of $1.8B at the latest share price, and shareholders' equity of $975.5M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $3.4B (+11.5% year on year), with net income of $112.5M. Over the 12 months to September 30, 2026: revenue $4.5B, net income $218.5M.
Cash flow
In fiscal 2025 operations brought in $111.4M of cash; after $136.9M of capital spending, free cash flow was -$25.5M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 22, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Kaiser Aluminum Corp's next report is expected around February 17, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Dividend
Kaiser Aluminum Corp declared dividends of $3.08 per share in fiscal 2025, a yield of 2.80% at the current price.

What Kaiser Aluminum Corp does

Kaiser Aluminum Corp is registered with the SEC under industry code SIC 3350 (Rolling Drawing & Extruding of Nonferrous Metals). Its shares trade on NASDAQ under the ticker KALU.

Revenue and profit by year

Revenue
FY18: $1.6B $1.6B FY18FY19: $1.5B $1.5B FY19FY20: $1.2B $1.2B FY20FY21: $2.6B $2.6B FY21FY22: $3.4B $3.4B FY22FY23: $3.1B $3.1B FY23FY24: $3B $3B FY24FY25: $3.4B $3.4B FY25
Net income
FY18: $91.7M $91.7M FY18FY19: $62M $62M FY19FY20: $28.8M $28.8M FY20FY21: -$18.5M -$18.5M FY21FY22: -$29.6M -$29.6M FY22FY23: $67.8M $67.8M FY23FY24: $65.7M $65.7M FY24FY25: $112.5M $112.5M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$3.4B$188.8M$112.5M$6.77-$25.5M
2024$3B$112.2M$65.7M$4.02-$13.7M
2023$3.1B$122.5M$67.8M$4.21$68.7M
2022$3.4B$4M-$29.6M-$2.68-$205.6M
2021$2.6B$64.4M-$18.5M-$1.69$21.4M
2020$1.2B$81.1M$28.8M$2.61$155M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around February 17, 2027.

Estimated from its filing rhythm: 52 weeks after its report of February 18, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where KALU ranks in Industrials

Revenue$3.4B
#173 of 603 in Industrials · Top 29%
Revenue growth+11.5%
#154 of 520 in Industrials · Top 29%
Net margin3.3%
#260 of 523 in Industrials · Top 50%
Free cash flow margin-0.8%
#345 of 489 in Industrials · Bottom 30%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Industrials

Dividends

Kaiser Aluminum Corp declared $3.08 per share in fiscal 2025. At the current price that is a yield of 2.80%. It paid out $51.3M in cash dividends, 46% of its net income.

Fiscal yearPer sharePaid outOf profit
2025$3.08$51.3M46%
2024$3.08$50.7M77%
2023$3.08$50.4M74%
2022$3.08$50.1Mn/a
2021$2.88$46.7Mn/a
2020$2.68$43.4M151%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Kaiser Aluminum Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. October 30, 2026
  2. October 22, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue rose 44% to $1.2B versus the same quarter last year; diluted EPS $1.84 versus $2.38.
  3. October 21, 2026
  4. October 13, 2026
  5. August 17, 2026
  6. July 31, 2026
  7. July 23, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 53% to $1.3B versus the same quarter last year; diluted EPS $5.72 versus $1.41.
  8. July 22, 2026
  9. July 14, 2026
  10. July 13, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on November 3, 2026. Insider transactions on SEC

Insider trades

What the people running Kaiser Aluminum Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.

No insider bought or sold shares on the open market in the last 90 days. The 2 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days
DateInsiderWhatSharesPriceValueFiling
November 1, 2026 Stephan Louis FredPresident & CEO, Director Received as pay 27,229 - - Form 4
November 1, 2026 Stephan Louis FredPresident & CEO, Director Received as pay 14,457 - - Form 4
June 4, 2026 Foster David ADirector Received as pay 786 - - Form 4
June 4, 2026 Minor Glenda JDirector Received as pay 786 - - Form 4
June 4, 2026 Minor Glenda JDirector Received as pay 335 $178.10 $59.7K Form 4
June 4, 2026 Grimley Richard P.Director Received as pay 786 - - Form 4
June 4, 2026 Hoffman James DonaldDirector Received as pay 786 - - Form 4
June 4, 2026 Hoffman James DonaldDirector Received as pay 589 $178.10 $104.9K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns KALU

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Vanguard Portfolio Management13G, passive 8.13% 1,319,391 April 29, 2026
Barrow Hanley Global Investors 75240319013G, passive 5.15% 822,580 November 13, 2024
Vanguard Capital Management13G, passive 5.1% 833,479 July 31, 2026

Latest filings below 5%: Dimensional Fund Advisors LP 4.7% (July 14, 2026); Nomura Asset Management International Inc. 4.4% (May 15, 2026); The Vanguard Group 0% (March 27, 2026); Macquarie Group Limited 0% (February 13, 2026); Barrow Hanley Mewhinney & Strauss LLC 4.77% (November 12, 2025).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 335 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.2,870,588$561.6M+27,694
Vanguard Portfolio Management LLC1,413,170$276.5M+104,420
State Street Corp1,317,519$257.7M-15,404
Dimensional Fund Advisors LP775,944$151.8M-42,370
Vanguard Capital Management LLC707,161$138.3M+37,393
Nomura Asset Management International Inc.679,387$132.9M-34,789
Geode Capital Management, LLC471,735$92.3M+67,738
American Century Companies Inc439,923$86.1M-38,873
Barrow Hanley Mewhinney & Strauss LLC419,050$82M-111,621
Fisher Asset Management, LLC352,761$69M+48,254
First Eagle Investment Management, LLC276,862$54.2M+166,101
Franklin Resources Inc272,388$53.3M+266,026
Charles Schwab Investment Management Inc259,873$50.8M-20,882
Invesco Ltd.256,161$50.1M-12,416
Systematic Financial Management LP232,240$45.4M-10,755
Goldman Sachs Group Inc227,467$44.5M+73,481
Bank of New York Mellon Corp196,048$38.4M-638
Morgan Stanley194,659$38.1M+22,497
Northern Trust Corp185,992$36.4M+11,431
Wellington Management Group Llp178,672$35M-153,440

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

16 insiders reported holding 329,761 shares in total, about $36.3M at the last price.

HolderSharesAs of
Harvey KeithPresident & CEO, Director 94,308 April 29, 2026
West Neal EEVP & CFO 48,79719,091 held indirectly April 28, 2026
Stephan Louis FredPresident & CEO, Director 41,686 November 1, 2026
Donnan John MalcolmEVP, CAO and GC 28,200 April 28, 2026
Foster David ADirector 24,332 June 4, 2026
Robb Thomas H.EVP - Manufacturing 17,898 March 5, 2026
Stebbins Donald JDirector 15,407 June 4, 2026
Wilcox BrettDirector 12,9069,887 held indirectly June 4, 2026
arnold michael cDirector 11,445 June 4, 2026
Narayan VijaiVP, Corp Ctrl & CAO 7,517 March 5, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about KALU

What does Kaiser Aluminum Corp do?

Kaiser Aluminum Corp is a company in the Industrials sector, listed on NASDAQ as KALU. Its shares trade on NASDAQ under the ticker KALU.

What is Kaiser Aluminum Corp's net worth?

Kaiser Aluminum Corp has a market value (market cap) of $1.8B at the latest share price, and shareholders' equity of $975.5M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Kaiser Aluminum Corp profitable?

Yes. Over the twelve months to September 30, 2026 it reported net income of $218.5M on revenue of $4.5B, a net margin of 4.8%.

How much revenue does Kaiser Aluminum Corp make?

Over the twelve months to September 30, 2026 Kaiser Aluminum Corp reported revenue of $4.5B. That is 40.4% more than a year earlier.

When did Kaiser Aluminum Corp last report?

Its most recent periodic report is the quarterly report (10-Q) filed on October 22, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the insider trade from November 3, 2026.

When is Kaiser Aluminum Corp's next earnings report?

Kaiser Aluminum Corp's next report is expected around February 17, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

Does Kaiser Aluminum Corp pay a dividend?

Yes. Kaiser Aluminum Corp declared dividends of $3.08 per share in fiscal 2025, a yield of 2.80% at the current price.

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Where the numbers come from

Financial figures are the values Kaiser Aluminum Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.