The significant beat and raised guidance suggest strong momentum; monitor upcoming quarters to see if the improved product mix and pricing trends can be sustained.
Price Chart
Executive Summary
Kaiser Aluminum reported record Q1 2026 results with net sales of $1.1 billion and net income of $63 million ($3.71 diluted EPS), significantly exceeding consensus estimates. The company raised its full-year 2026 outlook due to strong demand, favorable pricing, and improved product mix.
Key Financial Metrics
Key Facts
- Q1 2026 net sales: $1.1 billion (vs $777 million in Q1 2025)
- Q1 2026 net income: $63 million ($3.71 diluted EPS)
- Adjusted EBITDA: $129 million (31.8% margin)
- Raised full-year 2026 outlook: Conversion Revenue up 10-15%, Adjusted EBITDA up 20-30%
- Net debt leverage ratio improved to 2.8x from 3.4x
Financial Impact
Revenue increased 42% YoY to $1.1 billion; EPS increased 183% YoY to $3.71
Risk Factors
- Dependence on aluminum price fluctuations
- Customer inventory imbalances and supply chain issues
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-170615 |
| Document: kalu-20260422.htm | 0001193125-26-170615 |
| Document: 0001193125-26-170615-index-headers.html | 0001193125-26-170615 |
| Document: 0001193125-26-170615-index.html | 0001193125-26-170615 |
| Document: 0001193125-26-170615.txt | 0001193125-26-170615 |
| 8-K Data (Synthetic) | 0001193125-26-170615 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Apr 27, 2026 22w ago | Insider Cluster | $174.94 $164.32 | ▼ −6.07% | ▼ −10.85% | $152.02 (−13.10%) |
Apr 27, 2026 22w ago | Insider Cluster | $174.94 $164.32 | ▼ −6.07% | ▼ −10.85% | $152.02 (−13.10%) |
Apr 27, 2026 22w ago | Insider Cluster | $174.94 $164.32 | ▼ −6.07% | ▼ −10.85% | $152.02 (−13.10%) |
Apr 22, 2026 23w ago | 8-K | $164.07 $156.94 | ▼ −4.35% | ▼ −9.36% | $152.02 (−7.34%) |
Apr 13, 2026 24w ago | 8-K | $141.79 $162.96 | ▲ +14.93% | ▲ +6.40% | $152.02 (+7.22%) |
Feb 23, 2026 31w ago | Insider Cluster | $125.24 $166.40 | ▼ −32.86% | ▼ −24.61% | $152.02 (−21.38%) |
Feb 23, 2026 31w ago | Insider Cluster | $125.24 $166.40 | ▼ −32.86% | ▼ −24.61% | $152.02 (−21.38%) |
US Market Status
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