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Kaiser Aluminum Corp (KALU)
NASDAQ:KALU
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.52Last Year’s EPS
0.65Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 4.24%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
Kaiser Aluminum demonstrated resilience with strong financial performance and strategic investment progress despite challenges in aerospace revenue and overall conversion revenue decline. The highlights, particularly in financial metrics and investment projects, outweigh the lowlights.Company Guidance
During the Kaiser Aluminum Corporation's first quarter 2025 earnings call, the company provided updated guidance reflecting a positive outlook for the remainder of the year. The company reported a conversion revenue of $363 million for the first quarter, a slight decrease of 1% from the previous year, and adjusted EBITDA of $73 million, up $19 million year-over-year, with an EBITDA margin improvement of approximately 550 basis points to 20.2%. They project a year-over-year growth in conversion revenue of 5% to 10% for 2025 and have raised their full-year EBITDA expectations by 5% to 10% above the re-casted 2024 adjusted EBITDA of $241 million. Capital expenditures for the year are projected to be between $120 million and $130 million, with an expected free cash flow generation of over $100 million. The company also declared a quarterly dividend of $0.77 per share, highlighting confidence in their long-term strategy. Kaiser Aluminum anticipates a strong performance driven by strategic investments, particularly in their new coating line at the Warrick rolling mill and the Trentwood Phase VII expansion, which are expected to significantly enhance their production capacity and margins.Strong Start to 2025
Despite market volatility, Kaiser Aluminum's end markets are tracking expectations, with improved full-year outlook due to solid Q1 results.
Major Investments Progressing
The fourth coating line at Warrick rolling mill is moving into customer qualification, while Trentwood Phase VII project progresses smoothly. These investments are expected to drive a step change in EBITDA and margin performance.
Solid Financial Performance
Adjusted EBITDA for Q1 was $73 million, a $19 million increase from the prior year. Adjusted EBITDA as a percentage of conversion revenue improved by 550 basis points to 20.2%.
Positive Cash Flow and Liquidity
Generated $57 million cash flow from operations; with $38 million in capital expenditures, resulting in approximately $19 million in free cash flow. Strong liquidity position of $577 million with no borrowings under revolving credit.
Dividend Confidence
Board of Directors declared a quarterly dividend of $0.77 per common share, reinforcing confidence in long-term strategy.
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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
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KALU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 23, 2025 | $58.19 | $61.65 | +5.95% |
| Feb 19, 2025 | $70.47 | $73.92 | +4.90% |
| Oct 23, 2024 | $65.26 | $65.03 | -0.35% |
| Jul 24, 2024 | $88.90 | $75.41 | -15.17% |
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.
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FAQ
When does Kaiser Aluminum Corp (KALU) report earnings?
Kaiser Aluminum Corp (KALU) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Kaiser Aluminum Corp (KALU) earnings time?
Kaiser Aluminum Corp (KALU) earnings time is at Jul 23, 2025, TBA Not 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 (Q2) is 0.52.
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