---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-312472"
form_type: "8-K"
ticker: "KALU"
cik: "0000811596"
company_name: "KAISER ALUMINUM CORP"
filed_at: "2026-07-22T20:40:15+00:00"
generated_at: "2026-07-22T20:41:06.894917+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Kaiser Aluminum Q2 2026 record net sales $1.3B, EPS $5.72, raises FY outlook

## Summary
- 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%.

## SEC filing metadata
- accession: 0001193125-26-312472
- form_type: 8-K
- ticker: KALU
- cik: 0000811596
- company_name: KAISER ALUMINUM CORP
- filed_at: 2026-07-22T20:40:15+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/811596/000119312526312472/0001193125-26-312472-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/811596/000119312526312472/kalu-20260722.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-312472
- JSON: https://secwatch.observer/filing/0001193125-26-312472.json
- Plain text: https://secwatch.observer/filing/0001193125-26-312472.txt

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