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Kaiser Aluminum (KALU)
:KALU
US Market
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Kaiser Aluminum (KALU) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 25, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.39
Last Year’s EPS
0.33
Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 14, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call presented a mix of strong operational performance and financial growth indicators, tempered by specific challenges in the aerospace and packaging segments due to planned outages and start-up costs. The outlook remains positive with improved market demand and strategic investments nearing full capacity.
Company Guidance
During the third quarter of 2025, Kaiser Aluminum Corporation reported a strong performance, surpassing expectations for the fourth consecutive period. The company raised its full-year EBITDA outlook, achieving a 23% EBITDA margin for the quarter and over 20% year-to-date. Key strategic investments in aerospace and packaging incurred approximately $20 million in start-up costs, which were offset by favorable metal pricing impacts on inventory. The Trentwood rolling mill's Phase 7 plate capacity expansion project remained on time and on budget, despite a 12-week outage that reduced conversion revenue by around $15 million to $20 million. The Warrick packaging mill's new coating line showed strong output, with expectations to reach full run rate by 2026. Conversion revenue for the third quarter was $351 million, a 3% decline from the previous year. Aerospace conversion revenue decreased by 22% due to a 30% decline in shipments, while packaging revenue increased by 7%. General engineering and automotive segments saw revenue growth of 6% and 10%, respectively, despite shipment decreases. The company's effective tax rate for the quarter was 17%, with expected full-year cash tax payments ranging from $5 million to $7 million. Adjusted EBITDA was $81 million, a $35 million increase year-over-year, despite an 8% reduction in shipments. The company maintained a strong liquidity position with $577 million in total liquidity and improved its net debt leverage ratio to 3.6x. Capital expenditures for 2025 are expected to be around $130 million, with free cash flow anticipated to be between $30 million and $50 million.
Strong EBITDA Performance
Achieved 23% EBITDA margins in Q3 and over 20% year-to-date, marking the fourth consecutive period of performance ahead of expectations. Raised full-year EBITDA outlook by 10%, expecting 20% to 25% year-over-year growth.
Trentwood and Warrick Investments Progressing
Trentwood's Phase 7 plate capacity expansion project is on time and on budget. Warrick's fourth coating line marked its strongest output in September, with positive customer feedback and expectations to reach full run rate by 2026.
Positive Financial Metrics
Q3 operating income increased by $36 million year-over-year, and adjusted net income rose to $31 million from $5 million in the prior year. The net debt leverage ratio improved to 3.6x from 4.3x at the end of 2024.
General Engineering and Automotive Segments
General engineering conversion revenue up 6% year-over-year, with strong demand driven by reshoring activity. Automotive conversion revenue increased by 10% year-over-year despite a decrease in shipments.

Kaiser Aluminum (KALU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

KALU Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 25, 2026
2025 (Q4)
1.39 / -
0.33
Oct 14, 2025
2025 (Q3)
0.89 / 1.86
0.51264.71% (+1.35)
Jul 23, 2025
2025 (Q2)
0.77 / 1.21
0.6586.15% (+0.56)
Apr 23, 2025
2025 (Q1)
0.60 / 1.44
1.0241.18% (+0.42)
Feb 19, 2025
2024 (Q4)
0.41 / 0.33
0.6-45.00% (-0.27)
Oct 23, 2024
2024 (Q3)
0.65 / 0.51
0.4610.87% (+0.05)
Jul 24, 2024
2024 (Q2)
0.94 / 0.65
1.26-48.41% (-0.61)
Apr 24, 2024
2024 (Q1)
0.56 / 1.02
0.42142.86% (+0.60)
Feb 21, 2024
2023 (Q4)
-0.44 / 0.60
-0.45233.33% (+1.05)
Oct 25, 2023
2023 (Q3)
0.50 / 0.46
0.6-23.33% (-0.14)
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
Oct 14, 2025
$79.18$79.34+0.20%
Jul 23, 2025
$91.07$86.63-4.88%
Apr 23, 2025
$57.21$60.60+5.93%
Feb 19, 2025
$69.28$72.66+4.88%
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 Feb 25, 2026, After Close (Confirmed).
    What is Kaiser Aluminum (KALU) earnings time?
    Kaiser Aluminum (KALU) earnings time is at Feb 25, 2026, 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 (Q4) is 1.39.
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