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10-Q2026-04-23· qwen-plus

KALU · Kaiser Aluminum Corporation

0001193125-26-173882

SEC filing

Summary

Kaiser Aluminum delivered a materially stronger Q1 FY2026, with revenue up 42.4% and net income more than doubling year-over-year — driven by improved pricing power and disciplined cost management across core operations.

Key takeaways

Full analysis

Revenue and Gross Profit Performance

Operating Income and Cost Drivers

Net Income and Earnings Per Share

Net income for the quarter was $62.5 million, or $3.71 per diluted share, compared to $21.6 million, or $1.31 per diluted share, in Q1 FY2025 — representing increases of 189.4% and 183.2%, respectively. The significant growth in earnings per share reflects both higher net income and disciplined capital allocation, including ongoing assessment of share repurchases as part of broader strategic priorities.

Cash Flow and Capital Allocation