Every 8-K that Kaiser Aluminum (KALU) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow KALU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KALU filings page.
Kaiser Aluminum Corporation announced a planned leadership transition. Fred Stephan will become Chief Executive Officer and President effective November 1, 2026, and will join the Board as a Class III director, increasing the Board size from nine to ten. Outgoing CEO Keith A. Harvey will transition to Executive Chairman and serve as a special advisor to Stephan through October 31, 2027.
Stephan’s offer includes an initial annual base salary of $1,150,000, a target annual short-term cash incentive of $1,440,000 (prorated for 2026), and a long-term incentive target of $4,430,000 beginning in 2027. He will receive restricted stock unit grants with target values of $3,767,000 (2026 long-term incentive, generally cliff vesting on March 5, 2029) and a $2,000,000 sign-on grant vesting over two years, plus relocation benefits.
Under the amended Key Employee Severance Plan, Stephan is eligible for severance of 2.0x salary and bonus target for qualifying terminations outside a change in control and 2.5x for qualifying terminations in connection with a change in control, plus prorated bonus and subsidized COBRA coverage. Harvey’s Transition Letter sets reduced compensation during a transition period through October 31, 2027 and preserves vesting of his outstanding long-term incentive awards, which will continue to follow their performance and time-based conditions.
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.
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.
Kaiser Aluminum Corporation reported results of its 2026 Annual Meeting. Stockholders approved an amendment and restatement of the 2021 Equity and Incentive Compensation Plan, adding 395,000 shares of common stock for future equity awards, bringing the total shares available under the plan to 1,183,000.
Stockholders elected three Class I directors — James D. Hoffman, Glenda J. Minor, and Brett E. Wilcox — each to serve until the 2029 annual meeting. An advisory, non-binding vote approved executive compensation, with 98.68% of votes cast in favor. Deloitte & Touche LLP was ratified as independent auditor for 2026, with 98.20% of votes cast in favor. The Amended 2021 Plan itself was approved by stockholders with 94.43% support among votes cast.
Kaiser Aluminum Corporation reported record first quarter 2026 results, with net sales rising to $1.11 billion from $777.4 million a year earlier, driven by higher shipments and a richer product mix.
Conversion Revenue increased to $404 million from $363.2 million, as strong pricing and mix in packaging and improving aerospace demand supported margins. Shipments grew to 294.4 million pounds from 275.6 million, led by packaging and aerospace/high strength products.
Net income climbed to $62.5 million from $21.6 million, with diluted EPS of $3.71 versus $1.31. Adjusted EBITDA was $128.5 million, up from $73.4 million, for a 31.8% Adjusted EBITDA margin on Conversion Revenue. Operating cash flow of $87.9 million funded working capital, $19.4 million of capital spending, $10 million of interest and $14 million of dividends.
The company’s net debt leverage ratio improved to 2.8x from 3.4x, and total liquidity reached $596 million, including $30 million of cash and full availability on its revolving credit facility. Kaiser declared a quarterly dividend of $0.77 per share and now expects 2026 Conversion Revenue to grow 10%–15% and Adjusted EBITDA to increase 20%–30% year-over-year.
Kaiser Aluminum Corporation’s board of directors declared a quarterly cash dividend of $0.77 per share on its common stock. The dividend will be paid on May 15, 2026 to stockholders who are on record as of the close of business on April 24, 2026.
The company, a producer of semi-fabricated specialty aluminum products serving aerospace, packaging, automotive and other industrial markets, highlighted that its investor information and SEC filings are available through its website and the SEC’s online database.
Kaiser Aluminum Corporation reported stronger fourth quarter and full year 2025 results. Fourth quarter net sales were $929 million, up about 21% year-over-year, with net income of $28 million, or $1.68 per diluted share, and adjusted EBITDA of $88 million, a 24.1% margin on $365 million of conversion revenue.
For full year 2025, net sales rose to $3.37 billion from $3.02 billion, and net income increased to $113 million, or $6.77 per diluted share. Adjusted net income was $100 million and adjusted EBITDA reached a record $310 million with a 21.3% margin. The company improved its net debt leverage ratio to 3.4x from 4.3x and generated enough cash to fund working capital, capital investments, interest, and $51 million of dividends, including a quarterly dividend of $0.77 per share.
Management expects 2026 conversion revenue to grow 5% to 10% and adjusted EBITDA to rise 5% to 15% year-over-year, citing strengthening operations and recent investments, while acknowledging shipment softness from aerospace destocking and slower packaging ramp-up in 2025.
Kaiser Aluminum Corporation reported that its board of directors has declared a regular quarterly cash dividend of $0.77 per share on its common stock. This dividend will be paid on February 13, 2026 to stockholders who are on record as of the close of business on January 23, 2026. The company also noted that additional details are provided in a related press release referenced as an exhibit.
Kaiser Aluminum Corporation detailed a planned leadership transition in its sales and marketing organization. Effective January 1, 2026, Hugh (Jack) J. Barger, III serves as Executive Vice President – Sales and Marketing as part of the company’s succession planning for longtime executive Blain A. Tiffany.
Under a transition letter dated January 7, 2026, Mr. Tiffany becomes Advisor to the Chief Executive Officer and remains an employee through December 31, 2026. During this transition period he will provide transition services, continue to receive his base salary, keep his short- and long-term incentive targets unchanged, retain his outstanding equity grants without proration, and continue customary benefits, but will no longer participate in the Kaiser Aluminum Key Employee Severance Benefit Plan.
Kaiser Aluminum Corporation reported leadership changes in its senior management team. The company appointed Hugh (Jack) J. Barger, III as Executive Vice President – Sales and Marketing, effective January 1, 2026, as part of a planned succession related to the anticipated retirement of current EVP – Sales and Marketing, Blain A. Tiffany. Barger joined Kaiser Aluminum in June 2025 as Senior Vice President – Sales and Marketing and brings over 25 years of metals industry experience, including senior roles at Central Steel & Wire and A.M. Castle & Company.
The company also appointed Thomas H. Robb as Executive Vice President – Manufacturing on December 16, 2025. Robb rejoined Kaiser Aluminum in August 2024 in finance leadership roles and recently served as Senior Vice President – Manufacturing, overseeing operations such as the Warrick rolling mill’s new coating line. These appointments highlight a continuation of the company’s succession planning and operational focus in sales, marketing, and manufacturing.
Kaiser Aluminum Corporation reported a leadership change in its manufacturing organization. On November 14, 2025, Executive Vice President – Manufacturing Jason D. Walsh informed the company that he will take leave for health reasons effective November 17, 2025. Thomas H. Robb, age 50, has been appointed Senior Vice President – Manufacturing and will assume Mr. Walsh’s role. Mr. Robb joined Kaiser Aluminum in August 2024 and previously served as Vice President – Finance and Packaging. The company issued a press release on November 17, 2025, to announce his appointment.
Kaiser Aluminum Corporation issued $500,000,000 aggregate principal of 5.875% Senior Notes due 2034. The notes were sold to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S, and are guaranteed by certain subsidiaries.
The notes mature on March 1, 2034. Interest accrues from November 5, 2025 and is payable semiannually on March 1 and September 1, beginning March 1, 2026. The company may redeem the notes on or after March 1, 2029 at established prices; before that date, it may redeem up to 40% with equity offering proceeds at 105.875%, or redeem otherwise at 100% plus accrued interest and a make‑whole premium.
Certain asset sales or a specified change of control with a ratings decline require an offer to purchase the notes. The indenture includes customary covenants and events of default, allowing the trustee or holders of at least 25% of principal to accelerate. The company noted customary relationships with initial purchasers and issued a press release announcing completion.
Kaiser Aluminum Corporation announced it has priced $500.0 million in aggregate principal amount of 5.875% senior notes due 2034 in a private offering exempt from registration. The company expects to close the offering on November 5, 2025, subject to customary closing conditions.
Kaiser Aluminum intends to use the net proceeds, together with borrowings under its revolving credit facility and/or cash on hand, to redeem all outstanding amounts of its 4.625% senior notes due 2028. This transaction replaces nearer‑term debt with new notes carrying a stated 5.875% coupon and a 2034 maturity.
Kaiser Aluminum Corporation announced plans to offer $500.0 million aggregate principal amount of senior notes due 2034 in a private transaction exempt from registration under the Securities Act. The offering is subject to market conditions, and there is no assurance it will be consummated.
The company intends to use the net proceeds, together with borrowings under its revolving credit facility and/or cash on hand, to redeem all outstanding amounts of its 4.625% senior notes due 2028. The announcement does not constitute an offer to sell the new notes or a solicitation to buy them, and it is not a notice of redemption for the 2028 notes.
Kaiser Aluminum Corporation furnished an 8-K announcing preliminary, unaudited financial results for the quarter ended September 30, 2025. The results are provided via a press release attached as Exhibit 99.1 and incorporated by reference into Item 2.02.
The Item 2.02 information, including Exhibit 99.1, is furnished and not deemed “filed” under Section 18 of the Exchange Act, and is not incorporated into other filings unless specifically stated. Exhibits include the press release and the Inline XBRL cover page file.
Kaiser Aluminum Corporation entered into Amendment No. 5 to its asset‑based credit agreement, modifying its revolving facility and key terms. The maturity date now extends to the earlier of March 1, 2028 (with conditions tied to the Company’s senior notes due 2028) or October 14, 2030. The amendment also adjusts the unused line fee to 0.20%–0.25% per annum based on average usage.
The facility permits borrowings up to the lesser of $575 million and the borrowing base, and allows the Company to request up to an additional $200 million in revolving commitments, plus a potential FILO tranche, subject to conditions and lender agreement. Interest is based on a base rate or SOFR + 125–150 bps (or base + 25–50 bps), depending on availability. The agreement includes customary covenants and events of default; if minimum availability thresholds are not met, a consolidated fixed charge coverage ratio of at least 1.0x applies. The facility is secured by a first‑priority lien on substantially all accounts receivable, inventory, and related assets.
Kaiser Aluminum Corporation announced that its board declared a quarterly cash dividend of $0.77 per share on its common stock. The dividend is payable on November 14, 2025 to stockholders of record at the close of business on October 24, 2025. The company furnished a press release as Exhibit 99.1 and noted that the information is not deemed filed under Section 18 of the Exchange Act.
Kaiser Aluminum Corporation appointed James D. Hoffman, former CEO of Reliance, Inc., to its board of directors effective September 18, 2025. He will serve as a Class II director with a term expiring at the 2026 annual meeting of stockholders.
Hoffman brings more than 43 years of metals distribution, fabrication and service center experience, including extensive work in carbon steels, alloys, aluminum and stainless products, and about three decades in strategy development and acquisitions. He will serve on the board’s compensation and nominating and corporate governance committees and receive standard non-employee director compensation, prorated for his partial-year service.