{"filings":[{"id":861927,"accession_number":"0001193125-26-257524","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2026-06-04T20:30:16+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Kaiser Aluminum shareholders approve 395K-share increase to equity plan, re-elect three directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2021 equity plan, increasing authorized shares by 395,000 to total 1,183,000.","Three Class I directors (Hoffman, Minor, Wilcox) elected with majority votes for terms through 2029.","Advisory vote on executive compensation passed with 98.68% support; ratification of Deloitte as auditor passed with 98.20%.","Amended equity plan approved by 94.43% of votes cast; plan now has minimum one-year vesting for most awards except exceptions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99001,"accession_number":"0001193125-26-170615","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q1: record net sales $1.1B, adj. EPS $3.74, raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $1.1B (+42% YoY); Conversion Revenue $404M (+11% YoY).","Adjusted net income $63M; diluted adj. EPS $3.74 vs $1.44 YoY.","Adjusted EBITDA $129M (31.8% margin); net debt leverage improved to 2.8x.","Raises FY outlook: Conversion Revenue +10-15% and Adj. EBITDA +20-30% YoY.","Declared quarterly dividend $0.77/share payable May 15, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":3.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":1106800000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99000,"accession_number":"0001193125-26-152982","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares quarterly dividend of $0.77 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared by Board of Directors.","Dividend payable on May 15, 2026 to stockholders of record as of April 24, 2026.","Declaration reflects continuation of existing dividend policy; no change in rate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114769,"accession_number":"0001193125-26-057221","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q4 net income $28M; record full year adj. EBITDA $310M; guides 2026 up 5-15%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $929M (+21% YoY); net income $28M ($1.68 diluted EPS) vs $20M ($1.21) prior year.","Full year 2025 net sales $3.37B (+12%); net income $113M ($6.77 EPS); record adj. EBITDA $310M (21.3% margin).","Net debt leverage improved to 3.4x from 4.3x at Dec 31, 2024; liquidity $547M.","Quarterly dividend $0.77 per share declared and paid on Feb 13, 2026.","FY 2026 outlook: conversion revenue +5-10%, adjusted EBITDA +5-15% YoY, driven by stronger ops."],"consensus_eps_estimate":null,"consensus_eps_actual":6.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":3373000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114768,"accession_number":"0001193125-26-011824","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2026-01-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend; payable Feb 13","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared a quarterly cash dividend of $0.77 per share.","Dividend payable on February 13, 2026.","Record date is January 23, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114767,"accession_number":"0001193125-26-006395","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Kaiser Aluminum announces planned succession: Blain Tiffany to Advisor to CEO; Jack Barger named EVP Sales & Marketing","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Blain A. Tiffany transitions to Advisor to CEO effective Jan 1, 2026 through Dec 31, 2026 as part of planned retirement.","Hugh (Jack) J. Barger III appointed Executive Vice President – Sales and Marketing effective Jan 1, 2026.","Tiffany retains base salary, incentive targets, and outstanding equity grants without proration.","No severance benefits paid; Tiffany ceases participation in Kaiser Aluminum Key Employee Severance Benefit Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131152,"accession_number":"0001193125-25-325321","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum names Barger EVP Sales & Marketing and Robb EVP Manufacturing","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Hugh (Jack) J. Barger, III appointed EVP – Sales and Marketing effective January 1, 2026, succeeding Blain A. Tiffany who is retiring.","Thomas H. Robb appointed EVP – Manufacturing on December 16, 2025; previously SVP Manufacturing and VP Finance.","Barger joined Kaiser Aluminum in June 2025 as SVP – Sales and Marketing, bringing 25+ years metals industry experience.","Robb rejoined in August 2024 and has over 20 years international aluminum and metals experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131151,"accession_number":"0001193125-25-284711","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Kaiser Aluminum EVP Manufacturing takes health leave; Thomas Robb appointed SVP","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jason D. Walsh, EVP – Manufacturing, takes leave for health reasons effective November 17, 2025.","Thomas H. Robb appointed SVP – Manufacturing, assuming Walsh's responsibilities immediately.","Robb joined Kaiser in August 2024 as VP – Finance, later VP – Finance and Packaging overseeing Warrick mill coating line startup.","Robb has over 20 years of international aluminum and metals experience and an MBA from Vanderbilt University."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131150,"accession_number":"0001193125-25-267154","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Kaiser Aluminum closes $500M 5.875% senior notes due 2034; proceeds to redeem 4.625% 2028 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Closed offering of $500M aggregate principal of 5.875% senior notes maturing March 1, 2034.","Interest payable semiannually on March 1 and Sept 1, first payment March 1, 2026.","Net proceeds, with revolver borrowings/cash, to redeem all outstanding 4.625% senior notes due 2028.","Notes redeemable at issuer's option on or after March 1, 2029 at specified prices.","Up to 40% of notes may be redeemed before March 1, 2029 with equity offering proceeds at 105.875%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131149,"accession_number":"0001193125-25-251791","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum prices $500M of 5.875% senior notes due 2034 to redeem 2028 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of 5.875% senior notes due 2034 priced in private transaction; closing expected Nov 5, 2025.","Net proceeds, with revolver borrowings/cash on hand, to redeem all outstanding 4.625% senior notes due 2028.","Conditional notice of redemption for 2028 notes given Oct 27, 2025; redemption set for Nov 6, 2025, subject to successful issuance.","Notes will be guaranteed by domestic subsidiaries that are borrowers or guarantors under Kaiser's revolving credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131148,"accession_number":"0001193125-25-250703","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum plans $500M senior notes offering; to redeem 4.625% notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $500M aggregate principal amount of senior notes due 2034 via private placement exempt from SEC registration.","Net proceeds, together with revolver borrowings or cash, will redeem all outstanding 4.625% senior notes due 2028.","Conditional redemption notice issued for November 6, 2025, subject to successful note issuance on satisfactory terms.","New notes will be guaranteed by existing and future domestic subsidiaries that are borrowers or guarantors under the revolving credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131147,"accession_number":"0001193125-25-246940","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q3 net income $40M ($2.38/diluted); raises FY2025 Adjusted EBITDA outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $844M; conversion revenue $351M; adjusted net income $31M ($1.86/diluted).","Adjusted EBITDA $81M (23.2% margin); favorable metal price lag of ~$28M in quarter.","Shipments 270M lbs, down 8% YoY; aero/HS segment shipments fell 30% to 41.8M lbs.","Raises full-year 2025 Adjusted EBITDA outlook to improve 20-25% YoY.","Net debt leverage improved to 3.6x; declared $0.77/share quarterly dividend payable Nov 14."],"consensus_eps_estimate":null,"consensus_eps_actual":5.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":2444000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131146,"accession_number":"0001193125-25-241481","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Kaiser Aluminum amends credit facility; extends maturity to 2030, ups revolver capacity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended to earlier of March 1, 2028 (if 2028 notes not extended) or October 14, 2030.","Revolver capacity increased by up to $200M plus FILO tranche; total commitments remain $575M.","Unused line fee reduced to 0.20%–0.25% depending on average usage (previously 0.25%).","Borrowing base includes 90% of investment-grade AR, 85% other domestic AR, 75% inventory.","Amendment allows secured debt junior in lien priority and debt secured by non-collateral assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131145,"accession_number":"0001193125-25-239170","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend payable Nov 14","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared by the Board.","Dividend payable on November 14, 2025 to holders of record October 24, 2025.","Routine quarterly declaration with no change indicated from prior dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147728,"accession_number":"0001193125-25-209051","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Kaiser Aluminum appoints James D. Hoffman, former Reliance CEO, to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed as independent Class II director effective Sept 18, 2025; term expires at 2026 annual meeting.","Hoffman served as CEO of Reliance, Inc., North America's largest metals service center, 2019-2022.","Will serve on the board's compensation and nominating & corporate governance committees.","Brings over 43 years of metals distribution, fabrication, and service center experience.","Standard non-employee director compensation prorated for less than full year of service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147727,"accession_number":"0000950170-25-100340","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Kevin W. Williams resigns from Kaiser Aluminum board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin W. Williams notified board of resignation effective August 1, 2025.","Resignation not due to any disagreement with company operations, policies, or practices.","Board plans to fill vacancy focusing on candidates with critical skills for strategy and succession."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147726,"accession_number":"0000950170-25-097936","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q2 2025: net income $23M ($1.41 EPS), raises FY 2025 EBITDA outlook 10-15% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2025 net sales $823M, conversion revenue $374M (+1% YoY), adjusted EBITDA $68M (18.1% margin).","Adjusted EPS $1.21; reports favorable metal price lag of ~$14M in the quarter.","Raises full year 2025 adjusted EBITDA outlook to improve 10-15% YoY; conversion revenue growth still 5-10%.","Aero/HS conversion revenue $127.2M, packaging $129.7M; total shipments 288.4 mmlbs.","Declares $0.77/share quarterly dividend payable Aug 15, 2025; liquidity $538M at June 30."],"consensus_eps_estimate":null,"consensus_eps_actual":2.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":1600500000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147725,"accession_number":"0000950170-25-095905","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend, payable Aug 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared by Board of Directors.","Dividend payable on August 15, 2025 to holders of record July 25, 2025.","No change from prior quarter dividend amount (implied).","Stock trades on Nasdaq under ticker KALU."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166412,"accession_number":"0000950170-25-084391","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Kaiser Aluminum appoints Glenda J. Minor to board; shareholders pass all proposals at annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Glenda J. Minor appointed as independent Class II director, term through 2026 annual meeting; on audit and compensation committees.","Minor is CEO of Silket Advisory Services, former CFO of Evraz North America and VP/Controller at Visteon.","Shareholders re-elected directors Keith A. Harvey, Donald J. Stebbins, and Kimberly T. Glas with majority votes.","Advisory vote on executive compensation passed with 98.16% support (14.37M for); auditor ratification approved with 98.45%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166411,"accession_number":"0000950170-25-057478","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q1 net income $22M ($1.31 EPS); Adj. EBITDA $73M, margin 20.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $777M, up 5% YoY; Conversion Revenue $363M, down 1% YoY.","Aero/HS shipments 56.3M lbs vs 62.9M lbs YoY; Packaging shipments 130.2M lbs vs 142.4M lbs.","Cash and liquidity $577M; declared $0.77/share dividend payable May 15, 2025.","FY 2025 outlook: Conversion Revenue and Adj. EBITDA each to increase 5%-10% vs recast 2024.","Expects 50%-55% of Adj. EBITDA contribution in H2 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":1.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":777400000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166410,"accession_number":"0000950170-25-054297","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-04-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares quarterly cash dividend of $0.77 per share","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Dividend of $0.77 per share payable on May 15, 2025.","Record date is April 25, 2025.","Regular quarterly dividend; no change from prior rate indicated.","Ticker: KALU (Nasdaq)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166409,"accession_number":"0000950170-25-049438","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-04-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum changes inventory accounting from LIFO to WAC; restates 2023-2024 results","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Effective Jan 1, 2025, switches from LIFO to weighted average cost for virtually all inventories; applied retrospectively.","Restated 2023: net income increased $20.6M to $67.8M; retained earnings as of Dec 31, 2023: $66.3M (up $56.2M).","Restated 2024: net income increased $18.9M to $65.7M; retained earnings as of Dec 31, 2024: $81.3M (up $75.1M).","Inventory increased $73.5M to $550.7M at Dec 31, 2023, and $98.0M to $601.9M at Dec 31, 2024.","Company cites improved comparability, better reflects physical flow of goods, and simplifies financial close."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183852,"accession_number":"0000950170-25-023263","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q4 net income $7M ($0.43 EPS); FY2024 adjusted EBITDA $217M, margin 14.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $765M, conversion revenue $358M; net income $7M ($0.43 diluted EPS); adjusted EPS $0.33.","FY2024 net sales $3.0B, net income $47M ($2.87 EPS); adjusted EBITDA $217M (14.9% margin vs 14.3% prior year).","Aerospace/high-strength conversion revenue down 10% YoY in Q4; packaging up 5% on 9% volume increase.","Declared quarterly dividend $0.77/share; paid Feb 14, 2025.","2025 outlook: conversion revenue +5-10%, EBITDA margin +50-100 bps; ~60% of EBITDA expected in H2."],"consensus_eps_estimate":null,"consensus_eps_actual":2.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":3024000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183851,"accession_number":"0000950170-25-005388","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-01-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend, payable Feb 14, 2025","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared by Board of Directors.","Dividend payable on February 14, 2025 to stockholders of record on January 24, 2025.","No change in dividend amount from prior quarter; regular quarterly declaration.","Press release issued January 14, 2025, confirming the announcement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183850,"accession_number":"0000950170-25-002220","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Kaiser Aluminum: Executive Chair Hockema retires; CEO Harvey becomes Chairman; Kimberly Glas appointed director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jack A. Hockema retired as director and Executive Chair effective January 1, 2025, with no disagreement with the Company.","Keith A. Harvey, CEO and President, appointed Chairman of the Board, effective January 1, 2025.","Kimberly T. Glas appointed as Class I director, term expiring at 2025 annual meeting; serves on audit and sustainability committees.","Glas is President/CEO of National Council of Textile Organizations and served as Commissioner of U.S.-China Economic and Security Review Commission.","Glas brings policy development, labor relations, and manufacturing experience; her compensation is prorated for partial year service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200447,"accession_number":"0000950170-24-135398","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Kaiser Aluminum adopts Key Employee Severance Plan for four execs, excluding CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Plan replaces individual change-of-control agreements for EVPs John Donnan and Neal West; also replaces salaried severance for Donnan, West, EVP Jason Walsh and SVP Raymond Parkinson.","CEO Keith Harvey not included in the Plan; his existing severance agreement remains unchanged.","Severance multiple is 1.0x (base salary + target bonus) for non-CIC termination, 2.0x for termination within 24 months of a change in control.","Benefits include lump-sum cash, prorated short-term incentive, and COBRA premium reimbursement up to 12–24 months post-termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200446,"accession_number":"0000950170-24-116686","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q3 net income $12M ($0.74 EPS); adjusted EBITDA $50M, margin 13.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $748M (+0.5% YoY); conversion revenue $362M (+1%); net income $12M vs $5M YoY.","Adjusted EBITDA $50M (13.9% margin) vs $48M (13.3%) YoY; includes $4M GAAP LIFO charge.","Aerospace/high-strength conversion revenue $128M (-5% YoY on 7% lower shipments); packaging $128M (+9%).","Quarterly dividend $0.77/share declared, payable Nov 15, 2024 to holders of record Oct 25.","Full-year 2024 guidance: conversion revenue stable to +1%; adj. EBITDA margin improvement 50-100 bps excl. LIFO."],"consensus_eps_estimate":null,"consensus_eps_actual":2.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":2258600000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200445,"accession_number":"0000950170-24-114721","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-10-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend, payable Nov 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared by Board.","Payable on November 15, 2024 to stockholders of record on October 25, 2024.","Dividend amount unchanged from prior quarter; regular quarterly dividend maintained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216483,"accession_number":"0000950170-24-086093","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q2 net income $3M, adj. EBITDA $54M; guides FY conversion revenue flat to up 1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $773M, conversion revenue $369M; net income $3M ($0.19 diluted EPS); adjusted EPS $0.65.","Adjusted EBITDA $54M, margin 14.5% vs 16.8% a year ago; impacted by $9M non-cash LIFO charge.","Aerospace/high strength conversion revenue up 2% YoY; packaging down 11% due to Warrick outage.","FY2024 guidance: conversion revenue flat to up 1%, adj. EBITDA margin improve 50-100 bps over 2023.","Quarterly dividend $0.77/share declared, payable Aug 15, record Jul 25."],"consensus_eps_estimate":null,"consensus_eps_actual":1.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":1510900000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216482,"accession_number":"0000950170-24-083618","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-07-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend payable Aug 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared by board.","Dividend payable on August 15, 2024 to holders of record July 25, 2024.","No change in dividend amount from prior quarter indicated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236088,"accession_number":"0000950170-24-071912","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Kaiser Aluminum stockholder meeting approves amended equity plan; director Osborne retires","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Alfred E. Osborne, Jr. retired as director effective June 11, 2024; board reduced from 11 to 10.","Stockholders approved Amended 2021 Plan with 263,000 new shares (total 788,000 shares available).","Vote results: plan approval 97.1% for; executive compensation advisory 98.5% for.","Directors elected: Michael C. Arnold, David A. Foster, Richard P. Grimley (Class III, term to 2027)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236087,"accession_number":"0000950170-24-047654","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q1 net income $25M ($1.51 EPS), adj. EPS $1.02, adj. EBITDA $62M, margins improve","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $738M; conversion revenue $367M, down 1% YoY but up 2% per pound.","Adjusted EBITDA $62M (+$16M YoY); margin 17.0% vs 12.7% in Q1 2023.","Aerospace/high strength conversion revenue +12% YoY on 8% volume growth.","Packaging conversion revenue -11% YoY on 7% volume decline from destocking.","Maintains 2024 outlook: conversion revenue +2-3%, EBITDA margin +70-170 bps."],"consensus_eps_estimate":null,"consensus_eps_actual":1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":737500000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236086,"accession_number":"0000950170-24-044453","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-04-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77/share quarterly dividend payable May 15, 2024","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared on April 15, 2024.","Dividend payable on May 15, 2024 to stockholders of record as of April 25, 2024.","No change to dividend rate; consistent with prior quarterly payout."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253829,"accession_number":"0000950170-24-017999","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum reports FY2023 net income $47M, adj. EBITDA $210M (+48% YoY); record aerospace conversion revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year net income $47M ($2.92 EPS); adjusted net income $44M ($2.74 EPS).","Adjusted EBITDA $210M vs $142M in 2022; margin 14.3% vs 10.3%.","Aerospace/high strength conversion revenue record $533M, up 50% YoY on 36% higher shipments.","2024 outlook: conversion revenue +2-3%, adj. EBITDA margin +70-170 bps; destocking abating.","Liquidity $599M as of Dec 31, 2023; quarterly dividend $0.77/share maintained."],"consensus_eps_estimate":null,"consensus_eps_actual":2.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":3087000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253828,"accession_number":"0000950170-24-016425","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-02-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Kaiser Aluminum director Alfred Osborne to retire June 11, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Alfred E. Osborne, Jr. notified board of retirement effective June 11, 2024.","Retirement not due to any disagreement with the company on operations, policies, or practices.","Board expects to reduce size from 11 to 10 directors upon effective date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253827,"accession_number":"0000950170-24-004008","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2024-01-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend, payable Feb 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Board declared quarterly cash dividend of $0.77 per common share.","Dividend payable on February 15, 2024 to holders of record on January 25, 2024.","No change from prior quarter's dividend rate; consistent with dividend policy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271266,"accession_number":"0000950170-23-055229","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum reports Q3 net income $5M, adjusted EBITDA $48M; aerospace demand strong, packaging slows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $5M ($0.34 diluted EPS); adjusted net income $7M ($0.46 adjusted EPS).","Conversion revenue $357M (+11% YoY); aerospace/high-strength up 72% to $134M, packaging down 9% to $118M.","Adjusted EBITDA $48M (13.3% margin) vs $29M (8.9%) in Q3 2022; total liquidity $574M as of Sept 30.","Q4 2023 outlook: consolidated adjusted EBITDA expected in line to slightly higher vs Q4 2022.","Full-year 2023 capex guided at $170M-$180M, primarily for new roll coat line at Warrick facility."],"consensus_eps_estimate":null,"consensus_eps_actual":2.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":2365300000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271264,"accession_number":"0000950170-23-053322","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K/A","filed_at":"2023-10-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Kaiser Aluminum board sets annual say-on-pay frequency after stockholder vote","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board determined to hold advisory vote on executive compensation every year.","Decision follows non-binding stockholder vote at June 7, 2023 annual meeting.","Disclosed via amendment to original 8-K filed on June 7, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271265,"accession_number":"0000950170-23-053125","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-10-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend payable Nov 15, 2023","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared.","Payable November 15, 2023 to holders of record October 25, 2023.","No change in dividend amount from prior quarter (routine declaration)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288132,"accession_number":"0000950170-23-034452","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Q2 beats expectations; aerospace conversion revenue up 48% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $18M ($1.14 EPS); adjusted EPS $1.26; adjusted EBITDA $64M (16.8% margin).","Conversion revenue $379M (+8% YoY); aerospace segment $131M (+48%) on strengthening demand.","Liquidity $558M; quarterly dividend $0.77/share declared, payable Aug 15, 2023.","Outlook: Q3 results expected in line with Q1; full-year improvement cautiously optimistic.","Capital investments $170-190M in 2023 focused on growth, including Warrick roll coat line."],"consensus_eps_estimate":null,"consensus_eps_actual":2.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":1621700000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288131,"accession_number":"0000950170-23-032863","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-07-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend, payable Aug 15, 2023","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly dividend of $0.77 per share declared by board.","Payable on August 15, 2023; record date July 25, 2023.","Dividend amount unchanged from prior quarter; routine declaration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308558,"accession_number":"0000950170-23-026827","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Kaiser Aluminum appoints Vijai Narayan as CAO; shareholders re-elect directors, approve say-on-pay","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Vijai Narayan appointed VP and Chief Accounting Officer effective June 7, 2023, succeeding Jennifer Huey who stepped down due to relocation.","Narayan joined Kaiser in Nov 2022 as VP-Finance; previously VP Finance at eviCore Healthcare and Partner at EY.","Huey will assist through transition; she served nine years and was instrumental in accounting management.","Shareholders re-elected all four Class II directors (Hockema, Martin, Wilcox, Williams) with majority votes.","Advisory vote on executive compensation approved with 98.4% of votes cast; one-year frequency recommended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308557,"accession_number":"0000950170-23-014865","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q1 net sales $808M, conversion rev $369M, adj. EBITDA $47M; aerospace strength","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $808M (-15% YoY); conversion revenue $369M (+4% YoY). Net income $16M ($0.99 GAAP EPS).","Adjusted net income $7M ($0.42 adj. EPS); adjusted EBITDA $47M (12.7% margin) vs $52M (14.8%) in Q1 2022.","Aerospace/high strength conversion revenue up 39% YoY on 28% shipment increase; packaging conversion rev down 8% on destocking.","Dividend of $0.77/share declared, payable May 15; 2023 capex guidance $170M-$190M, focused on Warrick expansion.","Q2 outlook: adj. EBITDA margin flat to slightly higher; expects aerospace recovery to continue but packaging destocking persists."],"consensus_eps_estimate":null,"consensus_eps_actual":0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":807600000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308556,"accession_number":"0000950170-23-013295","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-04-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Kaiser Aluminum appoints Richard P. Grimley to board of directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Richard P. Grimley, 64, appointed on April 17, 2023, to fill a board vacancy.","Grimley brings experience from Ball Corp (SVP Global Ops 2016-2021) and Rexam.","He will serve as Class III director until 2024 annual meeting; on compensation and ESG committees.","USW agreed to treat Grimley as a Union Director under the director designation agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308555,"accession_number":"0000950170-23-012727","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-04-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77/share quarterly dividend payable May 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared on April 13, 2023.","Dividend payable on May 15, 2023 to shareholders of record on April 25, 2023.","Dividend rate unchanged from prior quarter; no special or increased payout announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327363,"accession_number":"0000950170-23-003796","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum reports Q4 net loss $26M, full-year net loss $30M; adjusted EBITDA down 23% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $26M ($1.66 loss per diluted share); adjusted net loss $7M ($0.45 loss per share).","Full-year net loss $30M ($1.86 loss per diluted share); adjusted net loss $2M ($0.14 loss per share).","Q4 adjusted EBITDA $30M (8.4% margin) vs $49M (15.5% margin) in prior year; full-year adjusted EBITDA $142M (10.3% margin) vs $185M (16.6% margin).","Conversion revenue Q4 $356M (+13% YoY); full-year $1.4B (+24% YoY) but impacted by change in alloyed metal cost presentation.","2023 outlook: Q1 adjusted EBITDA margin expected to improve ~200 bps from Q4; capex $170-190M; no full-year EBITDA guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":3427900000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327362,"accession_number":"0000950170-23-001237","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum to change non-GAAP presentation; limited details in filing excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Non-GAAP financial measure presentation changes effective Q4 2022; comparative prior-period data included.","Press release also announces date of Q4/full-year 2022 earnings release (date not in provided excerpt).","No specific financial metrics or guidance were disclosed in this 8-K or truncated exhibit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327361,"accession_number":"0000950170-23-000721","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2023-01-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend, payable Feb 15","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared by Board of Directors.","Dividend payable on February 15, 2023 to shareholders of record as of January 25, 2023.","No change from prior quarterly dividend rate; regular dividend cycle maintained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345072,"accession_number":"0000950170-22-019738","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2022-10-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Kaiser Aluminum Q3 adj. EPS $0.60; Warrick/Trentwood issues resolved, Q4 outlook improves","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted EBITDA $31M (8.8% margin) vs $50M (16.5%) prior year; impacted by $24M supply chain costs.","Warrick magnesium/metal supply issues resolved and Trentwood planned outage completed; capacity fully restored.","Q4 adjusted EBITDA and margin expected similar to first half 2022, indicating improvement from Q3.","Reported net income $3M ($0.16 diluted EPS); adjusted net income $10M ($0.60 diluted EPS).","Cash $129M; no revolver borrowings; full-year capex outlook lowered to $165-175M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":2651900000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345071,"accession_number":"0000950170-22-019551","cik":811596,"company_name":"KAISER ALUMINUM CORP","ticker":"KALU","form_type":"8-K","filed_at":"2022-10-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Kaiser Aluminum declares $0.77 quarterly dividend payable Nov 15, 2022","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.77 per share declared by the board.","Dividend payable on November 15, 2022 to holders of record as of October 25, 2022.","Regular quarterly dividend; no change in amount indicated from prior quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3056183719.2973857,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-10-13T23:59:59+00:00|345071"}