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Kaiser Aluminum reported higher Q2 2026 results, with net sales of $1,256.6 million versus $823.1 million a year earlier and net income of $96.8 million versus $23.2 million. Diluted EPS was $5.72 compared with $1.41. First‑half net sales reached $2,363.4 million and net income $159.3 million, up from $1,600.5 million and $44.8 million.
Operating cash flow for the first half was $147.4 million versus $72.9 million, alongside $43.8 million of capital spending, and cash and equivalents were $58.5 million at period end. The company carries $1,050.0 million of Senior Notes, no revolver borrowings, total equity of $943.8 million and has declared a quarterly dividend of $0.77 per share.
Kaiser Aluminum Corporation reported record preliminary results for the quarter ended June 30, 2026, with net sales of $1.26 billion ($1,256.6 million) versus $823.1 million a year earlier and shipments up 6% to 305.7 million pounds. Net income rose to $96.8 million, or $5.72 diluted EPS, compared to $23.2 million, or $1.41 per share. Adjusted net income was $93.6 million and adjusted diluted EPS $5.53.
Conversion Revenue reached $437.0 million, a 17% year-over-year increase, and adjusted EBITDA grew to $166.3 million, yielding a 38.1% margin, helped by higher-value packaging mix, improving aerospace demand and favorable metal price lag. In the first half, adjusted EBITDA of $294.8 million and strong cash generation funded $118 million of working capital, $44 million of capital investments and $26 million of dividends. Net debt leverage improved to 2.1x, and total liquidity was $628 million, including $58.5 million of cash and $570 million of revolving credit availability with no outstanding revolver borrowings. The company declared a $0.77 quarterly dividend and raised its 2026 outlook, now expecting Conversion Revenue growth at the high end of its prior 10% to 15% range and adjusted EBITDA growth of 45% to 55% year over year, assuming neutral metal price lag.
Dimensional Fund Advisors LP reports that it may be deemed to beneficially own 775,944 shares of Kaiser Aluminum Corp common stock, representing 4.7% of the class. It has sole voting power over 758,606 shares and sole dispositive power over 775,944 shares, with no shared voting or dispositive power.
The shares are owned by various investment companies, commingled funds, group trusts and separate accounts it advises (the “Funds”). Dimensional states that no individual Fund holds more than 5% of the class and disclaims beneficial ownership of all such securities beyond Section 13(d) purposes.
Kaiser Aluminum Corporation reported that its board of directors declared a quarterly cash dividend of $0.77 per share on its common stock. The dividend will be payable on August 14, 2026 to stockholders of record as of the close of business on July 24, 2026.
The company describes itself as a producer of semi-fabricated specialty aluminum products serving aerospace, packaging, general engineering, automotive extrusions and other industrial markets through its North American facilities. It highlights long-standing traditions of quality, innovation and service and notes that its stock is included in the Russell 2000 index and the S&P Small Cap 600 index.
The release also contains forward-looking statements regarding business conditions, demand drivers in key end markets, and factors that may influence the company’s financial strength, flexibility and its ability to pay or increase future dividends, referencing risk factors summarized in its Form 10-K for the year ended December 31, 2025.
arnold michael c reported acquisition or exercise transactions in this Form 4 filing.
Kaiser Aluminum Corporation director Michael C. Arnold received a grant of 786 shares of common stock as compensation. The award was made at no cash cost to him and increases his direct holdings to 11,445 shares. The grant consists of restricted stock, with all restrictions scheduled to lapse on June 4, 2027, effectively vesting the award on that date if conditions are met.
Glas Kimberly Thompson reported acquisition or exercise transactions in this Form 4 filing.
Kaiser Aluminum Corp director Kimberly Thompson Glas received a grant of 786 shares of restricted common stock as equity compensation. The award was made at no cash cost to her and comes under the Kaiser Aluminum Corporation 2021 Equity and Incentive Compensation Plan.
All restrictions on these shares are scheduled to lapse on June 4, 2027, at which point the stock should fully vest if plan conditions are met. Following this grant, Glas directly holds a total of 3,466 shares of Kaiser Aluminum common stock, reflecting her ongoing equity stake in the company.
STEBBINS DONALD J reported acquisition or exercise transactions in this Form 4 filing.
Kaiser Aluminum Corporation director Donald J. Stebbins reported new equity compensation awards in the company’s common stock. On June 4, 2026, he received 631 shares valued at $178.10 per share, taken in stock under the company’s 2021 Equity and Incentive Compensation Plan instead of his annual cash retainer for board and committee service.
He was also granted 786 shares of restricted stock under the same plan, with all restrictions scheduled to lapse on June 4, 2027. Following these awards, Stebbins directly holds 15,407 shares of Kaiser Aluminum common stock and indirectly holds 50 shares through a trust.
Kaiser Aluminum Corp director Brett Wilcox reported new stock awards. On June 4, 2026 he acquired 786 shares of restricted stock under the 2021 Equity and Incentive Compensation Plan, with all restrictions lapsing on June 4, 2027.
He also received 328 common shares at an implied value based on the 20-day average closing price, electing stock instead of part or all of his annual cash retainer for board and committee service. After these awards, he holds 3,019 shares directly and 9,887 shares indirectly through the Wilcox Revocable Trust.
HOFFMAN JAMES DONALD reported acquisition or exercise transactions in this Form 4 filing.
Kaiser Aluminum Corp director James Donald Hoffman reported stock-based compensation grants, not open-market trades. He received 589 shares of common stock as restricted stock under the Kaiser Aluminum Corporation 2021 Equity and Incentive Compensation Plan, with all restrictions scheduled to lapse on June 4, 2027.
He also received 786 shares under the same plan in lieu of some or all of his annual cash retainer for serving on the Board and its committees, with the amount based on the average closing price over the 20 trading days prior to June 4, 2026. Following these awards, he directly holds 3,760 shares of Kaiser Aluminum common stock.
Grimley Richard P. reported acquisition or exercise transactions in this Form 4 filing.
Kaiser Aluminum Corp director Richard P. Grimley received a grant of 786 shares of common stock as equity compensation. The shares were awarded at no cash cost to him under the company’s 2021 Equity and Incentive Compensation Plan. After this grant, he directly holds 5,364 shares of Kaiser Aluminum common stock. All restrictions on the newly granted restricted stock are scheduled to lapse on June 4, 2027, turning them into fully vested shares if conditions are met.