earnings
confidence high
sentiment positive
materiality 0.85
Kaiser Aluminum Q2 2026 record net sales $1.3B, EPS $5.72, raises FY outlook
KAISER ALUMINUM CORP
- Net sales $1.26B vs $823M YoY; conversion revenue $437M (+17%); shipments up 6%.
- Net income $97M ($5.72 diluted EPS); adjusted net income $94M ($5.53 adjusted EPS).
- Adjusted EBITDA $166M, margin 38.1% vs 18.1% a year ago; net debt leverage improved to 2.1x.
- Quarterly dividend $0.77 declared, payable Aug 14 to holders of record Jul 24.
- FY 2026 outlook raised: conversion revenue at high end of 10-15% growth; adj. EBITDA growth 45-55%.