KALU

Kaiser Aluminum is upgraded to 'BUY' following a sharp valuation-driven selloff, with a $120/share price target. Despite margin pressure and a 20% EPS miss, KALU's aerospace and packaging demand remains robust, supporting a conservative $10/share normalized EPS. I model normalized EBITDA at $400M, viewing recent operational inefficiencies as largely external and temporary, not thesis-breaking.

Kaiser sees stronger aerospace demand and rising cash flow, but metal costs and operational disruptions pressure margins despite improving 2027 visibility.

Kaiser Aluminum Corporation ( KALU ) Q3 2026 Earnings Call October 22, 2026 10:00 AM EDT Company Participants Keith Harvey - CEO, President & Chairman Neal West - Executive VP & CFO Fred Stephan Conference Call Participants Kimberly Orlando - ADDO Investor Relations Samuel McKinney - KeyBanc Capital Markets Inc., Research Division William Peterson - JPMorgan Chase & Co, Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Alex Stansbury - UBS Investment Bank, Research Division Presentation Operator Greetings. Welcome to the Kaiser Aluminum Corporation Third Quarter 2026 Earnings Conference Call.

Kaiser Aluminum NASDAQ: KALU reported third-quarter 2026 results that management said were largely in line with expectations, as higher conversion revenue and broad demand strength across aerospace, packaging and general engineering offset a sharp reversal in favorable metal-market effects seen a year earlier.

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Kaiser Aluminum (KALU) came out with quarterly earnings of $1.89 per share, missing the Zacks Consensus Estimate of $2.08 per share. This compares to earnings of $1.86 per share a year ago.

FRANKLIN, Tenn.--(BUSINESS WIRE)--Kaiser Aluminum Corporation (NASDAQ: KALU) (the "Company" or "Kaiser"), a leading producer of semi-fabricated specialty aluminum products serving customers worldwide with highly-engineered solutions for aerospace and high strength, packaging, general engineering, and automotive extrusions end market applications, today announced third quarter 2026 results. Management Commentary "Our results reflected continued strength in customer demand, improved Conversion Re.

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FRANKLIN, Tenn.--(BUSINESS WIRE)--Kaiser Aluminum Corporation (NASDAQ:KALU) today announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on November 13, 2026 to stockholders of record as of the close of business on October 23, 2026. About Kaiser Aluminum Corporation Kaiser Aluminum Corporation, headquartered in Franklin, Tenn., is a leading producer of semi-fabricated specialty aluminum products, serving customers worldwide.

FRANKLIN, Tenn.--(BUSINESS WIRE)--Kaiser Aluminum Corporation (NASDAQ: KALU) today announced that it plans to release its third quarter 2026 financial and operating results on Wednesday, October 21, 2026, after the market closes. The Company will host its quarterly conference call on Thursday, October 22, 2026, at 10:00 a.m. Eastern Time. The conference call can be directly accessed from the U.S. and Canada at (877) 423-9813 and accessed internationally at (201) 689-8573. The conference call ID.