---
schema_version: "secwatch.filing_event.v1"
accession: "0000950170-25-097936"
form_type: "8-K"
ticker: "KALU"
cik: "0000811596"
company_name: "KAISER ALUMINUM CORP"
filed_at: "2025-07-23T23:59:59+00:00"
generated_at: "2026-05-18T03:54:20.488493+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Kaiser Aluminum Q2 2025: net income $23M ($1.41 EPS), raises FY 2025 EBITDA outlook 10-15% YoY

## Summary
- 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.

## SEC filing metadata
- accession: 0000950170-25-097936
- form_type: 8-K
- ticker: KALU
- cik: 0000811596
- company_name: KAISER ALUMINUM CORP
- filed_at: 2025-07-23T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/811596/000095017025097936/0000950170-25-097936-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/811596/000095017025097936/kalu-20250723.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-25-097936
- JSON: https://secwatch.observer/filing/0000950170-25-097936.json
- Plain text: https://secwatch.observer/filing/0000950170-25-097936.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.