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Kaiser Aluminum (KALU)
:KALU
Earnings Data
Report Date
Oct 22, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.8Last Year’s EPS
0.51Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Kaiser Aluminum's second quarter 2025 earnings call presented a mixed outlook. While the company exceeded expectations and increased its EBITDA outlook, several challenges were noted, including declines in aerospace and automotive revenue, delays in the packaging segment, and increased operating costs. The strategic investments are progressing and are expected to support future growth, but the reduced free cash flow projection and tariff-related uncertainties present ongoing challenges.Company Guidance
Exceeded Expectations and Increased EBITDA Outlook
Kaiser Aluminum delivered second-quarter results that exceeded expectations, leading to an increase in the full-year EBITDA outlook. The company now expects a 10% to 15% year-over-year growth in EBITDA.
Strong Pricing and Margin Performance
The company sustained margin levels above 19% in the first half of 2025, approximately 180 basis points stronger than the prior year same period, driven by strong pricing and improved product mix.
Strategic Investments Progressing
The Trentwood Phase VII investment and new coating line at the Warrick rolling mill are progressing, with expected capacity increases to support growing demand in aerospace and packaging markets.
Finalized Key Multiyear Packaging Contract
Kaiser Aluminum finalized a key multiyear packaging customer contract for coated products, reflecting confidence in the company and the strength of the underlying market.
Improved Free Cash Flow Projection
Free cash flow for the full year 2025 is now expected to be between $50 million and $70 million, despite higher than anticipated working capital requirements tied to metal pricing.
KALU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KALU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 23, 2025 | $91.83 | $87.35 | -4.88% |
Apr 23, 2025 | $57.68 | $61.11 | +5.95% |
Feb 19, 2025 | $69.86 | $73.27 | +4.88% |
Oct 23, 2024 | $64.69 | $64.46 | -0.36% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kaiser Aluminum (KALU) report earnings?
Kaiser Aluminum (KALU) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).
What is Kaiser Aluminum (KALU) earnings time?
Kaiser Aluminum (KALU) earnings time is at Oct 22, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KALU EPS forecast?
KALU EPS forecast for the fiscal quarter 2025 (Q3) is 0.8.