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KALU

Kaiser Aluminum Corporation

KALU

NASDAQ·Basic Materials·Aluminum·Mkt cap $3.0B

$176.27

▼ -4.58%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$71.44 - $195.96

P/E

19.20

Fwd P/E

17.14

Beta

1.60

Div Yield

1.67%

Avg Vol

276.7K

Shares Out

16.2M

Mkt Cap

$3.0B

Price action

Price chart

Up 119.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Hot

+40.4% over 3m

Quality

Thin

Exceptional business - top-tier fundamentals

Dividend

Modest

1.67% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 21, 2026

“
Q2 26 RECAP

APR 22, 2026

Reported EPS of $3.74 vs $1.96 consensus (+90.8% surprise). Revenue of $1.1B vs $999.9M expected (+10.7%). Beat on both top and bottom lines.

EPS beat +90.8%
Rev beat +10.7%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+90.8%

Next: Apr 21, 2026

Revenue trend · last 8Q

—

—

+6%

+5%

+6%

+13%

+21%

+42%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$773.4M

$747.7M

$765.4M

$777.4M

$823.1M

$843.5M

$929.0M

$1.1B

Margins · last 8Q

Gross

12.0%

Operating

8.8%

Profit

5.7%

View full earnings history →

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

1

33%

Sell

1

33%

Median Price Target

$170.00

▼ -3.6% vs $176.27

Low $137.00
Median $170.00
High $183.00

Latest: UBS · $176.00 · May 5, 2026

3 analysts covering

View full analyst page →

vs Industry

How KALU stacks vs Aluminum

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.