earnings
confidence high
sentiment positive
materiality 0.75
Kaiser Aluminum Q4 net income $28M; record full year adj. EBITDA $310M; guides 2026 up 5-15%
KAISER ALUMINUM CORP
2025-FY EPS reported
$6.77
revenue$3,373,000,000
- 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.
item 2.02item 9.01