Kaiser Aluminum Corporation
KALU
NASDAQ·Basic Materials·Aluminum·Mkt cap $2.6B
$163.13
▲ +1.47%
P/E
11.92
Mkt Cap
$2.6B
52-Wk Range
$73.08–$199.89
52-Week Range
$73.08 - $199.89
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 112.0% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Specialized manufacturing capabilities in high-tolerance aerospace and automotive aluminum products with significant customer switching costs
- Established relationships with major OEMs and Tier-1 suppliers in aerospace, defense, and automotive sectors
- Vertically integrated production from casting through finishing, enabling quality control and cost efficiency
- Global distribution network with direct sales presence in key markets including North America, Europe, and Asia
- Decades of metallurgical expertise and proprietary alloy formulations serving demanding applications
Bear Case
2 risks
- Above-average volatility (beta 1.6).
- Premium valuation to Steel & Aluminum peers
Growth
Moderate growth ahead
Steady revenue growth (12% YoY)
Value
Premium valuation to Steel & Aluminum peers
Momentum
Weak
-14.0% over 3m
Quality
Thin
Excellent business quality
Dividend
Modest
1.92% yield
Smart-money signal
Who's buying KALU right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 21, 2026
JUL 22, 2026
Reported EPS of $5.53 vs $2.66 consensus (+107.9% surprise). Revenue of $1.3B vs $1.1B expected (+12.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+107.9%
Revenue trend · last 8Q
—
+6%
+5%
+6%
+13%
+21%
+42%
+53%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$747.7M
$765.4M
$777.4M
$823.1M
$843.5M
$929.0M
$1.1B
$1.3B
Margins · last 8Q
Gross
-10.6%
Operating
10.6%
Profit
-5.0%
Wall Street consensus
4 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
25%
Sell
25%
Median Price Target
—
Latest: UBS · Aug 31, 2026
vs Industry
How KALU stacks vs Aluminum
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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