Kaiser Aluminum (KALU)
Produces specialty aluminum mill products for aerospace, packaging, engineering, and automotive applications.
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Produces plate, sheet, coil, extrusions, rod, bar, tube, and wire for aerospace, packaging, general engineering, and automotive customers. Packaging is the largest end market, and the North American manufacturing network operates as one reportable segment.
Produces semi-fabricated specialty aluminum mill products for aerospace and high-strength applications, beverage and food packaging, general engineering, and automotive extrusions. The portfolio includes plate, sheet, coil, rod, bar, tube, wire, and extruded shapes, with metallurgy, process technology, and application-specific properties supporting demanding customer specifications.
Operates one reportable segment through manufacturing facilities in the United States and Canada, with most sales to North American customers. Sales include long-term agreements and individual orders to manufacturers, tier-one suppliers, and metal service centers. Packaging is the largest end market, while aerospace demand follows commercial aircraft build rates and automotive extrusions follow North American vehicle production. Pricing generally passes primary aluminum costs through to customers, while results remain tied to scrap availability, energy costs, operational execution, and concentrated customer relationships.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 18, 2026 | Wells Fargo | Upgrade | Target: $137 | Target: $160 |
| Aug 31, 2026 | UBS | Upgrade | Target: $179 | Target: $184 |
| Jul 9, 2026 | Wells Fargo | Downgrade | ||
| Jul 8, 2026 | UBS | Reiterate | Rating: —Target: $176 | Target: $179 |
| May 5, 2026 | UBS | Target | Target: $67 | Target: $176 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $58.5M · Total debt $1.07B · Total assets $2.91B · Shareholders' equity $943.8M
- Revenue
- $1.26B
- Operating income
- $133.7M
- Net income
- $96.8M
HistoryDividendAnnual yield
| Institutions | ≈ 101.02% | 16.52M shares | |
|---|---|---|---|
| 345 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.41% | 394.8K shares | |
| 20 holders · as of Jun 5, 2026 | |||
| Adds to | 103.43% | ||
16.35M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 103.43%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 17.56% | 2.87M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.64% | 1.41M | as of Jun 30, 2026 |
State Street CorpInstitution | 8.06% | 1.32M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.75% | 775,944 | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.33% | 707,161 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 29, 2026 | Keith Harvey | director, officer: President & CEO | −3,031 | $173.13 |
| Apr 29, 2026 | Richard P. Grimley | director | −1,524 | $171.52 |
| Apr 27, 2026 | Keith Harvey | director, officer: President & CEO | −47,001 | $175.09 |
| Apr 28, 2026 | Neal E. West | officer: EVP & CFO | −5,000 | $173.29 |
| Apr 27, 2026 | Iulian Gheorghe | officer: SVP - Adv Eng & Innovation | −175 | $174.22 |
- Constellium
Broad overlap in can sheet, aerospace aluminum, and auto structures
- Alcoa
Broader aluminum producer with packaging and product-chain overlap
- Reliance
Metals service-center overlap in aluminum plate, bar, and tube
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kaiser Aluminum | $153.85 | −0.01% | $2.47B | 11.2 | 14.7 | 0.6 | +52.7% |
| Constellium | $25.33 | −0.12% | $3.46B | 6.6 | 9.6 | 0.4 | +11.5% |
| Alcoa | $44.90 | +0.39% | $11.79B | 9.1 | 7.9 | 0.9 | +31.4% |
| Reliance | $386.95 | −0.01% | $19.64B | 22.4 | 15.7 | 1.2 | +26.5% |
| Median | 9.1 | 9.6 | 0.9 | +26.5% |