The financials
Kaiser Aluminum Corporation by the numbers
Kaiser Aluminum Corporation (KALU) reported revenue of $1.11B in Q1 2026 (quarter ended Mar 31, 2026), up 42% from the same quarter a year earlier. That came with a gross margin of 15% and net income of $63M (5.6% of revenue). For the full year FY2025, revenue was $3.37B (+12% year on year) and net income $113M. Its largest product in Jun 2026 was Packaging at $580M, 46% of the disclosed total, well ahead of Aero Hs Products at 24%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $1.11B | $777M | +42% |
| Gross profit | $164M | $104M | +57% |
| Operating income | $98M | $41M | +136% |
| Net income | $63M | $22M | +189% |
| Diluted EPS | $3.71 | $1.31 | +183% |
| Product | Revenue | Share |
|---|---|---|
| Packaging | $580M | 46% |
| Aero Hs Products | $305M | 24% |
| Ge Products | $281M | 22% |
| Automotive Extrusions | $90M | 7.2% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $1.26B (+14%)
Packaging grew +70% year on yearAutomotive Extrusions +31% year on year
Segment Latestquarter on quarteryear on year
- Packaging$580.4M$580.4MQoQ +16%year on year +70%+16%+70%
- Aero Hs Products$305.3M$305.3MQoQ +6.5%year on year +34%+6.5%+34%
- Ge Products$280.7M$280.7MQoQ +17%year on year +51%+17%+51%
- Automotive Extrusions$90.2M$90.2MQoQ +11%year on year +31%+11%+31%