Kaiser Aluminum Q4 net sales rise 21% to $929 million; full-year EPS $6.77
Kaiser Aluminum reported preliminary fourth-quarter and full-year 2025 results, with Q4 net sales of $929 million, up about 21% year over year, and full-year net sales of $3.37 billion, up about 12%. Full-year net income was $113 million, or $6.77 per diluted share, and the company guided to 2026 Adjusted EBITDA growth of 5% to 15%, which matters to shareholders because it sets the company's outlook for the year ahead.
Key points
- Q4 2025 net income was $28 million, or $1.68 per diluted share, versus $1.21 a year earlier
- Full-year 2025 Adjusted EBITDA was $310 million, with an Adjusted EBITDA margin of 21.3%
- Full-year 2025 shipments fell 5%, driven by commercial aerospace destocking and the Trentwood planned outage
- For 2026, the company expects Conversion Revenue to rise 5% to 10% and Adjusted EBITDA to rise 5% to 15%
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:54 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.