secwatch.observer — SEC 8-K summary
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Issuer:     KAISER ALUMINUM CORP (KALU)
CIK:        0000811596
Form:       8-K
Filed at:   2025-07-23T23:59:59+00:00
Accession:  0000950170-25-097936
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/811596/000095017025097936/0000950170-25-097936-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/811596/000095017025097936/kalu-20250723.htm
  HTML page:      https://secwatch.observer/filing/0000950170-25-097936

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer