Want to see KALU full AI Analyst Report?
Kaiser Aluminum (KALU) Price & Analysis
KALU Stock Chart & Stats
- Day’s Range
- $113.96 - $119.35
- 52-Week Range
- $87.89 - $199.89
- Previous Close
- $119.83
- Volume
- 87.25K
- Average Volume (3M)
- 327.71K
- Market Cap
- $1.90B
- Enterprise Value
- $3.40B
- Total Cash (Recent Filing)
- $117.30M
- Total Debt (Recent Filing)
- $1.06B
- Price to Earnings (P/E)
- 8.7
- Beta
- 1.76
- Next Earnings
- Feb 24, 2027
- EPS Estimate
- 1.54
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 2.65%
Bulls Say, Bears Say
Bulls Say
Demand Visibility
Robust customer activity, extended lead times and bookings extending into 2027 provide meaningful demand visibility. This supports steadier utilization and gives Kaiser a durable foundation for growth across aerospace, packaging and engineering markets over the next several quarters.
Higher-value Mix
Strong conversion revenue growth alongside higher revenue per pound indicates improved pricing realization and a richer product mix. Greater exposure to specialized and higher-value products can support margin resilience and strengthen earnings quality beyond metal-price movements.
Liquidity Improvement
Improved liquidity and lower net leverage provide greater capacity to fund operations, strategic investments and customer-backed expansion. The stable credit upgrade also supports financial flexibility, reducing pressure on capital allocation while the company pursues growth opportunities.
Bears Say
Weak Cash Conversion
Negative trailing operating and free cash flow creates a disconnect between reported profitability and cash generation. If this persists, Kaiser may have less internally generated funding for investment, debt reduction and shareholder returns, increasing reliance on liquidity.
Elevated Leverage
Although leverage has improved, the debt-heavy capital structure still limits financial flexibility if aluminum demand or margins weaken. Higher debt obligations can constrain investment and capital returns, making sustained operating performance important to balance-sheet improvement.
Operational And Shipment Headwinds
Reduced shipment expectations and lower-end EBITDA guidance signal execution and end-market pressure in the near term. Planned outages, startup costs, customer inventory management and metal-related headwinds could weigh on utilization and delay the full benefit of strategic investments.
KALU FAQ
What was Kaiser Aluminum’s price range in the past 12 months?
What is Kaiser Aluminum’s market cap?
When is Kaiser Aluminum’s upcoming earnings report date?
How were Kaiser Aluminum’s earnings last quarter?
Is Kaiser Aluminum overvalued?
Does Kaiser Aluminum pay dividends?
What is Kaiser Aluminum’s EPS estimate?
How many shares outstanding does Kaiser Aluminum have?
What happened to Kaiser Aluminum’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Kaiser Aluminum?
What is the TipRanks Smart Score and how is it calculated?
Kaiser Aluminum Stock Smart Score
Company Description
Kaiser Aluminum
Kaiser Aluminum Corporation is a global producer and vendor of specialized, semi-finished aluminum mill products, operating both domestically within the United States and internationally. Their diverse product portfolio encompasses aluminum items manufactured through rolling, extrusion, and drawing processes. These are essential for various industries, including aerospace and defense, automotive, general engineering, and for the packaging of food and beverages. For the automotive sector, Kaiser Aluminum provides extruded components used in structural parts, crash management systems, and anti-lock braking systems. They also supply drawn tubes for drive shafts and offer value-added fabrication services, such as precise sawing and cutting to specific lengths. Their packaging division specializes in bare and coated aluminum coils, primarily from the 3000- and 5000-series alloys, which are extensively utilized in the beverage and food packaging industry. In the realm of general engineering, the company offers a comprehensive range of alloy products, including plates, sheets, rods, bars, tubes, wires, and standard extrusion shapes. These products find application in a multitude of areas, such as the construction of military vehicles, ordnance, semiconductor manufacturing cells, electronic devices, aftermarket motor sport components, tooling plates, various parts for machinery and equipment, and fasteners like bolts, screws, nails, and rivets. Additionally, Kaiser Aluminum supplies rerolled, extruded, drawn, and cast billet aluminum products, catering to a broad spectrum of industrial end uses. The company markets its products directly to customers via its sales teams located in the United States, Canada, Western Europe, and China. Furthermore, independent sales agents extend their reach to other regions of Asia, Latin America, and the Middle East. Kaiser Aluminum was established in 1946 and maintains its corporate headquarters in Foothill Ranch, California.
- Sector
- Basicmaterials
- Industry
- Aluminum
- CEO
- Keith A. Harvey
- Employees
- 3,800
- Website
- www.kaiseraluminum.com
- Address
- 1550 West McEwen Drive, Franklin, TN, 37067, US
Kaiser Aluminum (KALU) Earnings & Revenues
KALU Company Deck
KALU Earnings Call
Earnings Call SentimentPositive
The call was strongly optimistic about demand, pricing, mix, customer commitments, liquidity, and the company's multi-year growth opportunities. Near-term results faced meaningful headwinds from metal price lag, tighter scrap spreads, planned outages, execution issues, startup costs, inventory timing, and revised shipment outlooks. However, management maintained its full-year outlook, expects free cash flow to exceed $200 million, reported significant underlying operating improvement, and emphasized that most second-half disruptions are not expected to continue into 2027.
View all KALU earnings summariesKALU Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 3 | 6 | 13 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 1 | 0 | 11 |