earnings
confidence high
sentiment positive
materiality 0.75
Kaiser Aluminum Q2 2025: net income $23M ($1.41 EPS), raises FY 2025 EBITDA outlook 10-15% YoY
KAISER ALUMINUM CORP
2025-Q2 EPS reported
$2.72
revenue$1,600,500,000
- 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.
item 2.02item 9.01