Kaiser Aluminum Corporation (KALU)
NASDAQMaterialsAluminumSnapshot 2026-11-05
$103.54-6.50%
Close 2026-11-05 · 1-day change
NASDAQMaterialsAluminumSnapshot 2026-11-05
QuarterlyIQ Insights · KALU
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
2026 Outlook For the balance of 2026, the Company continues to expect Conversion Revenue growth at the high end of its 10% to 15% outlook, reflecting continued end-market strength and favorable prici…
Stated in 4 of 5 supplied quarters. Management reported: “2026 Outlook For the balance of 2026, the Company continues to expect Conversion Revenue growth at the high end of its 10% to 15% outlook, reflecting continued end-market strength and favorable pricing and mix.” “2026 Outlook For the full year 2026, the Company now expects Conversion Revenue to be at the high end of its previously stated range of 10% to 15% year-over-year improvement and is raising its Adjusted EBITDA outlook to a range of 45% to 55% year-over-year growth.” Revenue was $1.214 billion in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated strong grew net income 63% of the time over the next year (vs 47% for the rest of the cohort, n=1960).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“2026 Outlook For the balance of 2026, the Company continues to expect Conversion Revenue growth at the high end of its 10% to 15% outlook, reflecting continued end-market strength and favorable prici…”
“2026 Outlook For the full year 2026, the Company now expects Conversion Revenue to be at the high end of its previously stated range of 10% to 15% year-over-year improvement and is raising its Adjust…”
“2026 Outlook For the full year 2026, the Company now expects Conversion Revenue to improve by 10% to 15% and raises the Adjusted EBITDA outlook to improve by 20% to 30% year-over-year.”
“2026 Outlook For the full year 2026, the Company expects to improve Conversion Revenue by 5% to 10% and Adjusted EBITDA by 5% to 15% year-over-year, primarily due to strengthening operational perform…”
While the Company is maintaining its Adjusted EBITDA growth outlook of 45% to 55% compared to 2025, results are now expected toward the lower end of the range due to planned operational outages, exec…
Stated in 4 of 5 supplied quarters. Management reported: “While the Company is maintaining its Adjusted EBITDA growth outlook of 45% to 55% compared to 2025, results are now expected toward the lower end of the range due to planned operational outages, execution performance, customer year-end inventory alignment and metal-related headwinds.” “2026 Outlook For the full year 2026, the Company now expects Conversion Revenue to be at the high end of its previously stated range of 10% to 15% year-over-year improvement and is raising its Adjusted EBITDA outlook to a range of 45% to 55% year-over-year growth.” Operating income was $55.200 million in 2026-Q3.
“While the Company is maintaining its Adjusted EBITDA growth outlook of 45% to 55% compared to 2025, results are now expected toward the lower end of the range due to planned operational outages, exec…”
“2026 Outlook For the full year 2026, the Company now expects Conversion Revenue to be at the high end of its previously stated range of 10% to 15% year-over-year improvement and is raising its Adjust…”
“2026 Outlook For the full year 2026, the Company now expects Conversion Revenue to improve by 10% to 15% and raises the Adjusted EBITDA outlook to improve by 20% to 30% year-over-year.”
“2026 Outlook For the full year 2026, the Company expects to improve Conversion Revenue by 5% to 10% and Adjusted EBITDA by 5% to 15% year-over-year, primarily due to strengthening operational perform…”
We remain focused on cost reductions in manufacturing and operations and deleveraging our balance sheet while delivering meaningful value for our customers and shareholders in the year ahead.”
Stated in 2 of 5 supplied quarters. Management reported: “We remain focused on cost reductions in manufacturing and operations and deleveraging our balance sheet while delivering meaningful value for our customers and shareholders in the year ahead.”” “As we complete this investment cycle, we have a reinvigorated focus on cost discipline, operational excellence, and restoring the strong operating performance that has long differentiated our business," said Keith A.”
“We remain focused on cost reductions in manufacturing and operations and deleveraging our balance sheet while delivering meaningful value for our customers and shareholders in the year ahead.””
“As we complete this investment cycle, we have a reinvigorated focus on cost discipline, operational excellence, and restoring the strong operating performance that has long differentiated our busines…”
We remain focused on cost reductions in manufacturing and operations and deleveraging our balance sheet while delivering meaningful value for our customers and shareholders in the year ahead.”
Stated in 1 of 5 supplied quarters. Management reported: “We remain focused on cost reductions in manufacturing and operations and deleveraging our balance sheet while delivering meaningful value for our customers and shareholders in the year ahead.””
“We remain focused on cost reductions in manufacturing and operations and deleveraging our balance sheet while delivering meaningful value for our customers and shareholders in the year ahead.””
Capture benefits from recent facility investments while improving operating performance, execution, and cost discipline.
Over the trailing year it converted 2.43x of net income into operating cash flow. Historically, Materials names rated robust grew net income 56% of the time over the next year (vs 48% for the rest of the cohort, n=1429).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
22 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-05.