Kaiser Aluminum (KALU) earnings

KAISER ALUMINUM CORP· Materials

Results to: Sep 2026
Latest analysed call: Sep 2026 (Q3 FY26)
Balance sheet to: Dec 2025

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Kaiser Aluminum earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

Metric	Value	Change	Basis	Period	Note
Revenue	1,215 $ million	+44.0% YoY	Quarterly, as filed	Quarter to Sep 2026	Revenue from operations as filed.
Operating margin	4.5 %	−1.2 pts YoY	Operating profit / revenue	Quarter to Sep 2026	For the quarter; a change is in percentage points.
Net profit	31.0 $ million	−21.5% YoY	Quarterly, as filed	Quarter to Sep 2026	Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Sep 2026

Price

$107.28 −6.70% · −$7.71

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance +37.7% 1Y

1Y: $77.9 on 22 Oct 2025 → $107.28. High $195.63 (30 Jun 2026), low $77.9 (22 Oct 2025).

Previous close: $114.99
52-week range: $77.9 – $195.63
One year: +15.21%

Overview

Symbol: KALU
Sector: Materials
Exchange: US
Currency: USD

Financials

What the filings say

Net profit, year on year: −22% (quarter to sep 2026 against sep 2025).

In $ million. Oldest period first.

Line item	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026	Sep 2026
Sales	765	777	823	844	929	1,107	1,257	1,215
Expenses	743	736	785	795	868	1,009	1,123	1,159
Operating profit	22	41	38	49	61	98	134	55
Operating margin	2.9%	5.3%	4.6%	5.8%	6.5%	8.8%	10.6%	4.5%
Other income	0	-1	4	11	-3	-1	7	-1
Interest	10	11	13	12	14	14	15	14
Profit before tax	12	29	30	48	44	82	126	40
Tax rate	41.3%	25.0%	22.4%	17.4%	35.2%	24.1%	23.4%	22.9%
Net profit	7	22	23	40	28	63	97	31
EPS ($ per share)	—	1.34	1.44	2.44	—	3.85	5.92	1.90

Source: Inve data · income statement, quarterly · to Sept 2026

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Equity capital	0	0	0	0	0	0	0	0
Reserves	150	173	158	93	13	66	81	143
Total liabilities	679	792	1,132	1,730	1,658	1,615	1,667	1,739
Fixed assets	612	622	627	955	1,013	1,052	1,161	1,145
Total assets	1,419	1,526	1,865	2,422	2,289	2,267	2,410	2,565

Source: Inve data · balance sheet · to Dec 2025

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Cash from operations	150	232	207	79	-63	212	167	111
Cash from investing	31	-102	27	-666	-126	-128	-175	-78
Cash from financing	-106	9	282	109	-57	-54	-55	-45
Net cash flow	75	139	516	-477	-246	29	-63	-11
Capital expenditure	-74	-60	-52	-58	-142	-143	-181	-137
Free cash flow	76	172	155	21	-206	69	-14	-25

Source: Inve data · cash flow · to Dec 2025

Insider filings

46 filings between Nov 7, 2025 and Jun 4, 2026.

Open market

decisions to buy or sell

Purchases

None

No insider bought shares.

Sales

$16.75M

10 sales by 7 insiders

Compensation

not trading decisions

23: Award — granted as compensation
11: Tax withheld — shares kept back by the company to cover tax

Also filed: 1 disposition to issuer, 1 gift.

Who traded

open market only

Insider	Bought	Sold	Last filing
Harvey Keith	—	$8.75M	Apr 29, 2026
DONNAN JOHN MALCOLM	—	$2.80M	Apr 27, 2026
Wilcox Brett	—	$2.62M	Apr 27, 2026
West Neal E	—	$1.48M	Apr 28, 2026
Tiffany Blain	—	$813.0K	Nov 7, 2025
Grimley Richard P.	—	$261.4K	Apr 29, 2026
Gheorghe Iulian	—	$30.5K	Apr 27, 2026

Latest filings (50)

Date	Insider	What	Shares	Value
Jun 4, 2026	Foster David A Director	Award	786	$0
Jun 4, 2026	MINOR GLENDA J Director	Award	335	$59.7K
Jun 4, 2026	Grimley Richard P. Director	Award	786	$0
Jun 4, 2026	HOFFMAN JAMES DONALD Director	Award	786	$0
Jun 4, 2026	HOFFMAN JAMES DONALD Director	Award	589	$104.9K
Jun 4, 2026	Wilcox Brett Director	Award	786	$0
Jun 4, 2026	Wilcox Brett Director	Award	328	$58.4K
Jun 4, 2026	STEBBINS DONALD J Director	Award	786	$0
Jun 4, 2026	MINOR GLENDA J Director	Award	786	$0
Jun 4, 2026	STEBBINS DONALD J Director	Award	631	$112.4K
Jun 4, 2026	Glas Kimberly Thompson Director	Award	786	$0
Jun 4, 2026	arnold michael c Director	Award	786	$0
Apr 29, 2026	Harvey Keith President & CEO	Sale	3,031	$524.8K
Apr 29, 2026	Grimley Richard P. Director	Sale	1,524	$261.4K
Apr 28, 2026	DONNAN JOHN MALCOLM EVP, CAO and GC	Gift	1,500	$0
Apr 28, 2026	West Neal E EVP & CFO	Sale	5,000	$866.5K
Apr 27, 2026	Wilcox Brett Director	Sale	15,000	$2.62M
Apr 27, 2026	Gheorghe Iulian SVP - Adv Eng & Innovation	Sale	175	$30.5K
Apr 27, 2026	DONNAN JOHN MALCOLM EVP, CAO and GC	Sale	2,743	$488.8K
Apr 27, 2026	Harvey Keith President & CEO	Sale	47,001	$8.23M
Mar 5, 2026	Barger Hugh J. III EVP - Sales & Marketing	Award	1,686	$0
Mar 5, 2026	DONNAN JOHN MALCOLM EVP, CAO and GC	Award	3,699	$0
Mar 5, 2026	DONNAN JOHN MALCOLM EVP, CAO and GC	Award	11,649	$0
Mar 5, 2026	DONNAN JOHN MALCOLM EVP, CAO and GC	Tax withheld	3,441	$433.0K
Mar 5, 2026	DONNAN JOHN MALCOLM EVP, CAO and GC	Tax withheld	1,669	$210.0K
Mar 5, 2026	West Neal E EVP & CFO	Award	3,905	$0
Mar 5, 2026	West Neal E EVP & CFO	Award	12,296	$0
Mar 5, 2026	West Neal E EVP & CFO	Tax withheld	3,694	$464.9K
Mar 5, 2026	West Neal E EVP & CFO	Tax withheld	1,761	$221.6K
Mar 5, 2026	Narayan Vijai VP, Corp Ctrl & CAO	Award	733	$0
Mar 5, 2026	Narayan Vijai VP, Corp Ctrl & CAO	Tax withheld	482	$60.7K
Mar 5, 2026	Narayan Vijai VP, Corp Ctrl & CAO	Tax withheld	97	$12.2K
Mar 5, 2026	Gheorghe Iulian SVP - Adv Eng & Innovation	Award	852	$0
Mar 5, 2026	Gheorghe Iulian SVP - Adv Eng & Innovation	Tax withheld	216	$27.2K
Mar 5, 2026	Robb Thomas H. EVP - Manufacturing	Award	2,954	$0
Mar 5, 2026	Harvey Keith President & CEO	Award	17,795	$0
Mar 5, 2026	Harvey Keith President & CEO	Award	47,895	$0
Mar 5, 2026	Harvey Keith President & CEO	Tax withheld	17,722	$2.23M
Mar 5, 2026	Harvey Keith President & CEO	Tax withheld	6,859	$863.1K
Feb 23, 2026	West Neal E EVP & CFO	Sale	5,000	$608.6K
Feb 23, 2026	DONNAN JOHN MALCOLM EVP, CAO and GC	Sale	18,461	$2.31M
Feb 23, 2026	Robb Thomas H. EVP - Manufacturing	Award	440	$0
Feb 19, 2026	Gheorghe Iulian SVP - Adv Eng & Innovation	Tax withheld	76	$9.7K
Nov 21, 2025	Harvey Keith President & CEO	Disposition to issuer	33,000	$2.98M
Nov 7, 2025	Narayan Vijai VP, Corp Ctrl & CAO	Tax withheld	163	$15.4K
Nov 7, 2025	Tiffany Blain EVP - Sales & Marketing	Sale	8,656	$813.0K
Sep 18, 2025	HOFFMAN JAMES DONALD Director	Award	1,022	$78.7K
Sep 18, 2025	HOFFMAN JAMES DONALD Director	Award	1,363	$0
Aug 12, 2025	Tiffany Blain EVP - Sales & Marketing	Tax withheld	6,982	$521.7K
Aug 12, 2025	Walsh Jason EVP - Manufacturing	Tax withheld	7,236	$540.7K

Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.

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