Kaiser Aluminum (KALU) Q2 FY26 earnings call

Kaiser Aluminum delivered an exceptional second quarter, with broad-based demand strengthening across most key end markets driving record conversion revenue and significantly improved adjusted EBITDA. The company is benefiting from strategic investments and a favorable market environment, particularly in Aerospace, Packaging, and General Engineering. While the second half anticipates normalized metal dynamics and higher planned spending, the underlying business trajectory remains strong with confidence in long-term earnings power.