Recent 8-K filings for KALU

• June 4, 2026, 4:30 PM ET other material materiality 0.40 neutral item 5.02item 5.07item 9.01 ◈ Shareholder Votes ×4

  Kaiser Aluminum shareholders approve 395K-share increase to equity plan, re-elect three directors

  Shareholders approved amendment to 2021 equity plan, increasing authorized shares by 395,000 to total 1,183,000.

• April 22, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Kaiser Aluminum Q1: record net sales $1.1B, adj. EPS $3.74, raises FY outlook

  Net sales $1.1B (+42% YoY); Conversion Revenue $404M (+11% YoY).

• April 13, 2026, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Kaiser Aluminum declares quarterly dividend of $0.77 per share

  Quarterly cash dividend of $0.77 per share declared by Board of Directors.

• February 18, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kaiser Aluminum Q4 net income $28M; record full year adj. EBITDA $310M; guides 2026 up 5-15%

  Q4 net sales $929M (+21% YoY); net income $28M ($1.68 diluted EPS) vs $20M ($1.21) prior year.

• January 13, 2026, 6:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend; payable Feb 13

  Board declared a quarterly cash dividend of $0.77 per share.

• January 7, 2026, 6:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01

  Kaiser Aluminum announces planned succession: Blain Tiffany to Advisor to CEO; Jack Barger named EVP Sales & Marketing

  Blain A. Tiffany transitions to Advisor to CEO effective Jan 1, 2026 through Dec 31, 2026 as part of planned retirement.

• December 19, 2025, 6:59 PM ET leadership materiality 0.50 neutral item 8.01item 9.01

  Kaiser Aluminum names Barger EVP Sales & Marketing and Robb EVP Manufacturing

  Hugh (Jack) J. Barger, III appointed EVP – Sales and Marketing effective January 1, 2026, succeeding Blain A. Tiffany who is retiring.

• November 17, 2025, 6:59 PM ET leadership materiality 0.55 negative item 5.02item 9.01

  Kaiser Aluminum EVP Manufacturing takes health leave; Thomas Robb appointed SVP

  Jason D. Walsh, EVP – Manufacturing, takes leave for health reasons effective November 17, 2025.

• November 5, 2025, 6:59 PM ET debt materiality 0.65 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Kaiser Aluminum closes $500M 5.875% senior notes due 2034; proceeds to redeem 4.625% 2028 notes

  Closed offering of $500M aggregate principal of 5.875% senior notes maturing March 1, 2034.

• October 27, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Kaiser Aluminum plans $500M senior notes offering; to redeem 4.625% notes due 2028

  Offering $500M aggregate principal amount of senior notes due 2034 via private placement exempt from SEC registration.

• October 27, 2025, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Kaiser Aluminum prices $500M of 5.875% senior notes due 2034 to redeem 2028 notes

  $500M aggregate principal of 5.875% senior notes due 2034 priced in private transaction; closing expected Nov 5, 2025.

• October 22, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Kaiser Aluminum Q3 net income $40M ($2.38/diluted); raises FY2025 Adjusted EBITDA outlook

  Net sales $844M; conversion revenue $351M; adjusted net income $31M ($1.86/diluted).

• October 16, 2025, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01

  Kaiser Aluminum amends credit facility; extends maturity to 2030, ups revolver capacity

  Maturity extended to earlier of March 1, 2028 (if 2028 notes not extended) or October 14, 2030.

• October 14, 2025, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend payable Nov 14

  Quarterly cash dividend of $0.77 per share declared by the Board.

• September 19, 2025, 7:59 PM ET leadership materiality 0.65 positive item 5.02item 9.01

  Kaiser Aluminum appoints James D. Hoffman, former Reliance CEO, to board

  Appointed as independent Class II director effective Sept 18, 2025; term expires at 2026 annual meeting.

• July 30, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02

  Director Kevin W. Williams resigns from Kaiser Aluminum board

  Kevin W. Williams notified board of resignation effective August 1, 2025.

• July 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

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

  Q2 2025 net sales $823M, conversion revenue $374M (+1% YoY), adjusted EBITDA $68M (18.1% margin).

• July 15, 2025, 7:59 PM ET dividend materiality 0.20 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend, payable Aug 15

  Quarterly cash dividend of $0.77 per share declared by Board of Directors.

• June 10, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02item 5.07item 9.01 ◈ executive_change

  Kaiser Aluminum appoints Glenda J. Minor to board; shareholders pass all proposals at annual meeting

  Glenda J. Minor appointed as independent Class II director, term through 2026 annual meeting; on audit and compensation committees.

• April 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kaiser Aluminum Q1 net income $22M ($1.31 EPS); Adj. EBITDA $73M, margin 20.2%

  Net sales $777M, up 5% YoY; Conversion Revenue $363M, down 1% YoY.

• April 15, 2025, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Kaiser Aluminum declares quarterly cash dividend of $0.77 per share

  Dividend of $0.77 per share payable on May 15, 2025.

• April 2, 2025, 7:59 PM ET other material materiality 0.55 neutral item 2.02item 9.01

  Kaiser Aluminum changes inventory accounting from LIFO to WAC; restates 2023-2024 results

  Effective Jan 1, 2025, switches from LIFO to weighted average cost for virtually all inventories; applied retrospectively.

• February 19, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kaiser Aluminum Q4 net income $7M ($0.43 EPS); FY2024 adjusted EBITDA $217M, margin 14.9%

  Q4 net sales $765M, conversion revenue $358M; net income $7M ($0.43 diluted EPS); adjusted EPS $0.33.

• January 14, 2025, 6:59 PM ET dividend materiality 0.30 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend, payable Feb 14, 2025

  Quarterly cash dividend of $0.77 per share declared by Board of Directors.

• January 6, 2025, 6:59 PM ET leadership materiality 0.55 neutral item 5.02item 9.01 ◈ executive_change ×3

  Kaiser Aluminum: Executive Chair Hockema retires; CEO Harvey becomes Chairman; Kimberly Glas appointed director

  Jack A. Hockema retired as director and Executive Chair effective January 1, 2025, with no disagreement with the Company.

• December 11, 2024, 6:59 PM ET leadership materiality 0.35 neutral item 5.02item 9.01

  Kaiser Aluminum adopts Key Employee Severance Plan for four execs, excluding CEO

  Plan replaces individual change-of-control agreements for EVPs John Donnan and Neal West; also replaces salaried severance for Donnan, West, EVP Jason Walsh and SVP Raymond Parkinson.

• October 23, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Kaiser Aluminum Q3 net income $12M ($0.74 EPS); adjusted EBITDA $50M, margin 13.9%

  Net sales $748M (+0.5% YoY); conversion revenue $362M (+1%); net income $12M vs $5M YoY.

• October 15, 2024, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend, payable Nov 15

  Quarterly cash dividend of $0.77 per share declared by Board.

• July 24, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Kaiser Aluminum Q2 net income $3M, adj. EBITDA $54M; guides FY conversion revenue flat to up 1%

  Net sales $773M, conversion revenue $369M; net income $3M ($0.19 diluted EPS); adjusted EPS $0.65.

• July 15, 2024, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend payable Aug 15

  Quarterly cash dividend of $0.77 per share declared by board.

• June 11, 2024, 7:59 PM ET other material materiality 0.30 neutral item 5.02item 5.07item 9.01 ◈ executive_change

  Kaiser Aluminum stockholder meeting approves amended equity plan; director Osborne retires

  Alfred E. Osborne, Jr. retired as director effective June 11, 2024; board reduced from 11 to 10.

• April 24, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Kaiser Aluminum Q1 net income $25M ($1.51 EPS), adj. EPS $1.02, adj. EBITDA $62M, margins improve

  Net sales $738M; conversion revenue $367M, down 1% YoY but up 2% per pound.

• April 15, 2024, 7:59 PM ET dividend materiality 0.20 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77/share quarterly dividend payable May 15, 2024

  Quarterly cash dividend of $0.77 per share declared on April 15, 2024.

• February 21, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Kaiser Aluminum reports FY2023 net income $47M, adj. EBITDA $210M (+48% YoY); record aerospace conversion revenue

  Full year net income $47M ($2.92 EPS); adjusted net income $44M ($2.74 EPS).

• February 16, 2024, 6:59 PM ET leadership materiality 0.25 neutral item 5.02 ◈ executive_change

  Kaiser Aluminum director Alfred Osborne to retire June 11, 2024

  Director Alfred E. Osborne, Jr. notified board of retirement effective June 11, 2024.

• January 12, 2024, 6:59 PM ET dividend materiality 0.30 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend, payable Feb 15

  Board declared quarterly cash dividend of $0.77 per common share.

• October 25, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Kaiser Aluminum reports Q3 net income $5M, adjusted EBITDA $48M; aerospace demand strong, packaging slows

  Net income $5M ($0.34 diluted EPS); adjusted net income $7M ($0.46 adjusted EPS).

• October 13, 2023, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Kaiser Aluminum board sets annual say-on-pay frequency after stockholder vote

  Board determined to hold advisory vote on executive compensation every year.

• October 12, 2023, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend payable Nov 15, 2023

  Quarterly cash dividend of $0.77 per share declared.

• July 25, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Kaiser Q2 beats expectations; aerospace conversion revenue up 48% YoY

  Net income $18M ($1.14 EPS); adjusted EPS $1.26; adjusted EBITDA $64M (16.8% margin).

• July 13, 2023, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend, payable Aug 15, 2023

  Quarterly dividend of $0.77 per share declared by board.

• June 7, 2023, 7:59 PM ET leadership materiality 0.50 neutral item 5.02item 5.07item 9.01 ◈ Shareholder Votes ×4◈ executive_change ×2

  Kaiser Aluminum appoints Vijai Narayan as CAO; shareholders re-elect directors, approve say-on-pay

  Vijai Narayan appointed VP and Chief Accounting Officer effective June 7, 2023, succeeding Jennifer Huey who stepped down due to relocation.

• April 26, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Kaiser Aluminum Q1 net sales $808M, conversion rev $369M, adj. EBITDA $47M; aerospace strength

  Q1 net sales $808M (-15% YoY); conversion revenue $369M (+4% YoY). Net income $16M ($0.99 GAAP EPS).

• April 18, 2023, 7:59 PM ET leadership materiality 0.25 neutral item 5.02 ◈ executive_change

  Kaiser Aluminum appoints Richard P. Grimley to board of directors

  Richard P. Grimley, 64, appointed on April 17, 2023, to fill a board vacancy.

• April 13, 2023, 7:59 PM ET dividend materiality 0.25 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77/share quarterly dividend payable May 15

  Quarterly cash dividend of $0.77 per share declared on April 13, 2023.

• February 22, 2023, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases ×2

  Kaiser Aluminum reports Q4 net loss $26M, full-year net loss $30M; adjusted EBITDA down 23% YoY

  Q4 net loss $26M ($1.66 loss per diluted share); adjusted net loss $7M ($0.45 loss per share).

• January 26, 2023, 6:59 PM ET other material materiality 0.40 neutral item 2.02item 9.01

  Kaiser Aluminum to change non-GAAP presentation; limited details in filing excerpt

  Non-GAAP financial measure presentation changes effective Q4 2022; comparative prior-period data included.

• January 12, 2023, 6:59 PM ET dividend materiality 0.30 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend, payable Feb 15

  Quarterly cash dividend of $0.77 per share declared by Board of Directors.

• October 19, 2022, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Kaiser Aluminum Q3 adj. EPS $0.60; Warrick/Trentwood issues resolved, Q4 outlook improves

  Adjusted EBITDA $31M (8.8% margin) vs $50M (16.5%) prior year; impacted by $24M supply chain costs.

• October 13, 2022, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Kaiser Aluminum declares $0.77 quarterly dividend payable Nov 15, 2022

  Quarterly cash dividend of $0.77 per share declared by the board.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.50 · Most common event earnings

13 positive 2 negative 35 neutral

source · KALU on sec.gov