Why did Kaiser Aluminum (KALU) stock move recently?

On 7/23/2026, Kaiser Aluminum moved +9.9% — Kaiser Aluminum shares rose nearly 10% after the company reported Q2 2026 results on July 22 that substantially beat consensus estimates on both EPS ($5.53 vs ~$2.66 expected) and revenue ($1.26B). This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Kaiser Aluminum (KALU) overvalued or fairly valued?

MarketChacha shows Kaiser Aluminum's valuation in context — a trailing P/E of about 11.5, a forward P/E of about 12.9, a price-to-book of about 2.6 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Kaiser Aluminum's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.99×) from reported figures — education, not a rating.

What is Kaiser Aluminum's revenue?

Kaiser Aluminum reported revenue of $3.4B for FY2025, with net profit of $112.5M, per official filings.

What is the share price of Kaiser Aluminum (KALU)?

Kaiser Aluminum last traded at $152.54 (+1.6% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Kaiser Aluminum

KALU · NYSE · Materials · United States

Snapshot

TickerKALU

ExchangeNYSE

SectorMaterials

IndustryAluminum

CountryUnited States

Employees3,800

HeadquartersFranklin, United States

Websitewww.kaiseraluminum.com

Filings tracked23

About Kaiser Aluminum

Kaiser Aluminum Corporation, together with its subsidiaries, manufactures and sells semi-fabricated specialty aluminum mill products. It offers flat-rolled plate, sheet, and coil; extruded rod, bar, hollows, and shapes; drawn rod, bar, pipe, tube, and wire; and cast aluminum products. The company also offers aero/HS products, such as heat-treated plates and sheets, hard alloy extruded shapes, cold finish rods and bars, and seamless drawn tubes and billets used for end uses in the global aerospace, space, and defense industries, as well as packaging products, including bare and coated 3000 and 5000-series alloy aluminum coils used in beverage and food packaging industry. In addition, the company provides general engineering products comprising 6000-series aluminum alloy plate, sheet, rod, bar, tube, wire, and standard extruded shapes used in various applications, including the production of armor for military vehicles, ordnances, semiconductor manufacturing cells, electronic devices, power transmission bus pipe and bar, after-market motor sport parts, tooling plates, machinery and equipment parts, bolts, screws, and rivets. Further, it offers automotive extrusions consisting of 6000-series extruded aluminum products for structural components, crash management systems, anti-lock braking systems, and drawn tubes for drive shafts, as well as offers fabrication services, such as sawing and cutting to length. The company sells its products directly to aerospace and automotive manufacturers, tier one aerospace and automotive suppliers, beverage and food packaging manufacturers, and metal service centers through sales personnel located in the United States, Canada, and Western Europe. Kaiser Aluminum Corporation was founded in 1946 and is headquartered in Franklin, Tennessee.

Who owns it

Insiders1.5%
Institutions98.5%
Public & other0.0%

445 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.17.56%
Vanguard Portfolio Management LLC8.64%
State Street Corporation8.06%
Dimensional Fund Advisors LP4.75%
Vanguard Capital Management LLC4.33%
Nomura Asset Management International Inc4.16%
Geode Capital Management, LLC2.89%
American Century Companies Inc2.69%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.99×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend2.2% → 3.3%

Margin has expanded by about 1.1 points — the business is getting more profitable.

Growth qualityrev 5% · PAT 29%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $1.2B · EPS 2.45

Est. earnings growth +60.2%

Next fiscal year

Rev $4.8B · EPS 11.63

Est. earnings growth -17.5%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$3.4B

Net margin

3.3%

ROE

13.6%

Revenue CAGR (2y)

+4.5%

Profit CAGR (2y)

+28.8%

EPS (FY2025)

6.77

Net profit (FY2025)

$112.5M

Ask MarketChacha about KALU

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Jul 23, 2026
Kaiser Aluminum shares rose nearly 10% after the company reported Q2 2026 results on July 22 that substantially beat consensus estimates on both EPS ($5.53 vs ~$2.66 expected) and revenue ($1.26B).
source 1 ↗source 2 ↗source 3 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$3.4B	$112.5M	6.77	3.3%	13.6%
FY2024	$3.0B	$65.7M	4.02	2.2%	8.8%
FY2023	$3.1B	$67.8M	4.21	2.2%	9.6%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$1.3B	$96.8M	5.72	7.7%
2026Q1	$1.1B	$62.5M	3.71	5.6%
2025Q3	$843.5M	$39.5M	2.38	4.7%
2025Q2	$823.1M	$23.2M	1.41	2.8%
2025Q1	$777.4M	$21.6M	1.31	2.8%
2024Q3	$747.7M	$8.8M	0.54	1.2%
2024Q2	$773.4M	$18.9M	1.15	2.4%
2024Q1	$737.5M	$18.2M	1.12	2.5%
2023Q3	$743.6M	$5.4M	0.34	0.7%
2023Q2	$814.1M	$18.3M	1.14	2.2%
2023Q1	$807.6M	$15.9M	0.99	2.0%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC8/17/2026material
10-Q filing
SEC7/23/2026
8-K — Results of operations, Exhibits
SEC7/22/2026material
8-K — Other events, Exhibits
SEC7/13/2026material
8-K — Executive/director change, Shareholder vote results, Exhibits
SEC6/4/2026material
10-Q filing
SEC4/23/2026
8-K — Results of operations, Exhibits
SEC4/22/2026material
8-K — Other events, Exhibits
SEC4/13/2026material
10-K filing
SEC2/19/2026
8-K — Results of operations, Exhibits
SEC2/18/2026material
8-K — Other events, Exhibits
SEC1/13/2026material
8-K — Executive/director change, Exhibits
SEC1/7/2026material

2025

8-K — Other events, Exhibits
SEC12/19/2025material
8-K — Executive/director change, Exhibits
SEC11/17/2025material
8-K — Material agreement, Material financial obligation, Exhibits
SEC11/5/2025material
8-K — Other events, Exhibits
SEC10/27/2025material
8-K — Other events, Exhibits
SEC10/27/2025material
10-Q filing
SEC10/23/2025
8-K — Results of operations, Exhibits
SEC10/22/2025material
8-K — Material agreement, Material financial obligation, Exhibits
SEC10/16/2025material
8-K — Other events, Exhibits
SEC10/14/2025material
8-K — Executive/director change, Exhibits
SEC9/19/2025material
8-K — Executive/director change
SEC7/30/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.