Kaiser Aluminum (KALU) Q3 FY26 earnings call

Kaiser Aluminum delivered Q3 FY26 results largely in line with expectations, driven by robust demand across aerospace, high-strength, packaging, and general engineering markets. Despite facing significant metal price lag headwinds and operational inefficiencies from planned outages, the company achieved year-over-year adjusted EBITDA growth and strong free cash flow. Management expressed increased confidence in long-term growth opportunities, with customer discussions shifting towards future capacity and supply partnerships, while navigating short-term challenges.