Kaiser Aluminum reported preliminary unaudited third quarter 2026 results, with net sales up sharply from a year earlier on higher metal costs passed through to customers and higher shipments. Net income and diluted EPS fell from the prior-year quarter, though Adjusted EBITDA rose slightly, and the company now expects full-year Adjusted EBITDA growth toward the lower end of its 45% to 55% range. The filing also confirms a CEO change effective November 1, 2026.
Net sales were $1,215 million versus $844 million a year earlier; Conversion Revenue was $439 million, up 25%.
Net income was $31 million, or $1.84 per diluted share, versus $40 million, or $2.38, in the prior-year quarter.
Adjusted EBITDA was $84 million versus $81 million; the 2026 Adjusted EBITDA growth outlook of 45% to 55% is maintained but now expected toward the lower end.
Fred Stephan succeeds Keith A. Harvey as President and CEO effective November 1, 2026; a $0.77 quarterly dividend was declared.
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.
From Kaiser Aluminum Corporation's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$3.37B
+11.5%
$6.77
+68.4%
3.3%
FY2024
$3.02B
-2.0%
$4.02
-4.5%
2.2%
FY2023
$3.09B
-9.9%
$4.21
—
2.2%
FY2022
$3.43B
+30.7%
$-1.86
—
-0.9%
FY2021
$2.62B
+123.6%
$-1.17
-164.6%
-0.7%
Frequently asked questions
When is Kaiser Aluminum's next earnings date?
Kaiser Aluminum has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Kaiser Aluminum earn last quarter?
For the quarter ended Sep 2026, Kaiser Aluminum reported diluted EPS of $1.84 (-22.7% year over year) on revenue of $1.21B (+44.0%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.