KALU KAISER ALUMINUM CORP

CIK 0000811596 50 ready 8-Ks latest August 17, 2026, 4:16 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 1 baseline Risk accumulating: repeated leadership change (2)

Ready 8-Ks 50

Latest filing August 17, 2026, 4:16 PM ET

Top materiality 0.85

Event mix earnings ×15 · dividend ×14 · leadership ×12

Sentiment 13 pos · 2 neg · 35 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for KALU

Highest-materiality recent filing

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

July 22, 2026, 4:40 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

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).

Read filing →

August 17, 2026, 4:16 PM ET leadership materiality 0.70 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

Kaiser Aluminum names Fred Stephan CEO, effective Nov 1, 2026; Harvey becomes Executive Chairman

Fred Stephan, former Amcor COO, appointed CEO and President effective Nov 1, 2026; joins board as Class III director.
July 22, 2026, 4:40 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

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

Net sales $1.26B vs $823M YoY; conversion revenue $437M (+17%); shipments up 6%.
April 22, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 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).
February 18, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 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.
November 5, 2025, 6:59 PM ET debt materiality 0.65 neutral item 1.01 item 2.03 item 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 8.01 item 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 22, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 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 1.01 item 2.03 item 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.
September 19, 2025, 7:59 PM ET leadership materiality 0.65 positive item 5.02 item 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 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 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).
April 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 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.
February 19, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02 item 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.
October 23, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 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.
July 24, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02 item 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.
April 24, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 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.
February 21, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 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).
October 25, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 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).
July 25, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 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).
April 26, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 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).
February 22, 2023, 6:59 PM ET earnings materiality 0.75 negative item 2.02 item 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).

Executive changes

Appointed

Fred Stephan

Class III Director

KALU · KAISER ALUMINUM CORP

Effective: 2026-11-01
Filed: August 17, 2026, 4:16 PM ET

Mr. Stephan will become a Class III director.

Appointed

Fred Stephan

Chief Executive Officer and President

KALU · KAISER ALUMINUM CORP

Effective: 2026-11-01
Filed: August 17, 2026, 4:16 PM ET

Fred Stephan will become the Chief Executive Officer and President of the Company, to succeed Keith A. Harvey, effective as of November 1, 2026

Appointed

Glenda J. Minor

Director

KALU · KAISER ALUMINUM CORP

Effective: 2025-06-10
Filed: June 10, 2025, 7:59 PM ET

On June 10, 2025, Kaiser Aluminum Corporation (the "Company") appointed Glenda J. Minor as a director.

Appointed

Kimberly T. Glas

Director

KALU · KAISER ALUMINUM CORP

Effective: 2025-01-01
Filed: January 6, 2025, 6:59 PM ET

Kimberly T. Glas as a director to fill the vacancy on the Board created by Mr. Hockema’s retirement

Role change

Keith A. Harvey

Chairman of the Board

KALU · KAISER ALUMINUM CORP

Effective: 2025-01-01
Filed: January 6, 2025, 6:59 PM ET

the Board appointed Keith A. Harvey, the Company’s Chief Executive Officer and a director, as Chairman of the Board

Departed

Jack A. Hockema

Executive Chair

KALU · KAISER ALUMINUM CORP

Effective: 2025-01-01
Successor: Keith A. Harvey
Filed: January 6, 2025, 6:59 PM ET

Jack A. Hockema, Executive Chair of the board of directors (the “Board”) of Kaiser Aluminum Corporation (the “Company”) and Chair of the Executive Committee of the Board, notified the Board of his decision to retire as a director of the Company effective January 1, 2025

Departed

Alfred E. Osborne, Jr.

Director

KALU · KAISER ALUMINUM CORP

Effective: 2024-06-11
Filed: June 11, 2024, 7:59 PM ET

Alfred E. Osborne, Jr. retired as a director of the Company effective June 11, 2024

Departed

Alfred E. Osborne, Jr.

Director

KALU · KAISER ALUMINUM CORP

Effective: 2024-06-11
Filed: February 16, 2024, 6:59 PM ET

On February 12, 2024, Alfred E. Osborne, Jr. notified the board of directors (the “Board”) of Kaiser Aluminum Corporation (the “Company”) of his decision to retire as a director of the Company effective June 11, 2024 (the “Effective Date”).

Departed

Jennifer Huey

Chief Accounting Officer

KALU · KAISER ALUMINUM CORP

Effective: 2023-06-07
Successor: Vijai Narayan
Filed: June 7, 2023, 7:59 PM ET

succeeding Jennifer Huey following her decision not to relocate to the Company’s new headquarters in Franklin, Tennessee.

Appointed

Vijai Narayan

Vice President and Chief Accounting Officer

KALU · KAISER ALUMINUM CORP

Effective: 2023-06-07
Filed: June 7, 2023, 7:59 PM ET

On June 7, 2023, Kaiser Aluminum Corporation (the "Company") appointed Vijai Narayan as the Company's Vice President and Chief Accounting Officer, succeeding Jennifer Huey following her decision not to relocate to the Company’s new headquarters in Franklin, Tennessee.

Appointed

Richard P. Grimley

director

KALU · KAISER ALUMINUM CORP

Effective: 2023-04-17
Filed: April 18, 2023, 7:59 PM ET

On April 17, 2023, the board of directors (the “Board”) of Kaiser Aluminum Corporation (the “Company”) appointed Richard P. Grimley as a director to fill the vacancy on the Board.

Departed

Leo Gerard

Director

KALU · KAISER ALUMINUM CORP

Effective: 2022-06-15
Filed: June 17, 2022, 7:59 PM ET

On June 15, 2022, Leo Gerard notified the board of directors (the "Board") of Kaiser Aluminum Corporation (the "Company") of his decision to resign as a director of the Company for personal health reasons.

Earnings & guidance

2026-Q1 EPS reported $3.71 filing →

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