Kaiser Aluminum Corporation

Informe acción NasdaqGS:KALU

Capitalización de mercado: US$2.4b

Kaiser Aluminum Dirección

Dirección controles de criterios 4/4

El CEO de Kaiser Aluminum es Keith Harvey , nombrado en Dec 2015, tiene una permanencia de 10.67 años. compensación anual total es $7.91M, compuesta por 12.6% salario y 87.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.13% de las acciones de la empresa, por valor de $3.29M. La antigüedad media del equipo directivo y de la junta directiva es de 5.3 años y 4.9 años, respectivamente.

Información clave

Keith Harvey

Chief Executive Officer (CEO)

US$7.9m

Compensación total

Porcentaje del salario del CEO12.63%
Permanencia del CEO10.7yrs
Participación del CEO0.1%
Permanencia media de la dirección5.3yrs
Promedio de permanencia en la Junta Directiva4.9yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Jul 27

KALU: Aluminum Pricing Headwinds And Mixed Ratings Will Test Fair Value Outlook

The analyst fair value estimate for Kaiser Aluminum has increased from $159.33 to $169.25, as analysts factor in updated price targets, mixed rating changes, and revised assumptions on aluminum pricing and future P/E expectations. Analyst Commentary Recent research on Kaiser Aluminum reflects a mix of optimism and caution, with analysts updating price targets and ratings as they reassess aluminum pricing assumptions, scrap benefits, and valuation.
Artículo de análisis Jul 26

Results: Kaiser Aluminum Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

As you might know, Kaiser Aluminum Corporation ( NASDAQ:KALU ) just kicked off its latest second-quarter results with...
Seeking Alpha Jul 13

Kaiser Aluminum: Markets Starting To Soften, Lowering PT

Summary Kaiser Aluminum is rated 'Hold' with a reduced price target of $105/share, reflecting overvaluation and sector headwinds. KALU faces structural disadvantages: low scrap utilization, high aerospace exposure, and elevated leverage versus peers like Constellium and Alcoa. Aluminum market fundamentals are weakening, with price declines expected into 2H26 and KALU's growth prospects now more limited. Insider selling, high P/E multiples (18–21x vs. sector 12–14x), and softer growth forecasts reinforce a cautious stance on KALU. Read the full article on Seeking Alpha
Actualización de narrativa Jul 10

KALU: Mixed Rating Shifts Will Test Earnings Resilience And Scrap Spread Exposure

The analyst price target for Kaiser Aluminum has been revised from $170 to $179, reflecting updated views from recent research, where analysts cite mixed aluminum price forecasts, valuation concerns, and differing expectations around the company's exposure to aluminum scrap spreads. Analyst Commentary Recent research on Kaiser Aluminum shows a split view, with some cautious voices, but also a set of bullish analysts who are willing to assign higher price targets based on their assessment of valuation, execution and potential growth drivers.
Actualización de narrativa Jun 26

KALU: Tariff Headlines And Execution Risks Will Challenge Elevated Earnings Expectations

The Analyst Price Target for Kaiser Aluminum has been updated from $106.50 to about $159.33 as analysts factor in revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. This reflects a more balanced mix of recent initiations, downgrades, and target increases across the Street.
Nueva narrativa Apr 17

Packaging And Aerospace Capacity Expansion Will Reshape Long Term Earnings Power

Catalysts About Kaiser Aluminum Kaiser Aluminum produces fabricated aluminum products serving aerospace, packaging, general engineering, automotive and other industrial markets. What are the underlying business or industry changes driving this perspective?
Artículo de análisis Jan 17

Kaiser Aluminum (NASDAQ:KALU) Is Paying Out A Dividend Of $0.77

The board of Kaiser Aluminum Corporation ( NASDAQ:KALU ) has announced that it will pay a dividend on the 13th of...
Artículo de análisis Jan 07

A Look At The Fair Value Of Kaiser Aluminum Corporation (NASDAQ:KALU)

Key Insights The projected fair value for Kaiser Aluminum is US$133 based on 2 Stage Free Cash Flow to Equity Kaiser...
Artículo de análisis Dec 20

Investors Appear Satisfied With Kaiser Aluminum Corporation's (NASDAQ:KALU) Prospects As Shares Rocket 27%

Kaiser Aluminum Corporation ( NASDAQ:KALU ) shares have continued their recent momentum with a 27% gain in the last...
Artículo de análisis Oct 30

Impressive Earnings May Not Tell The Whole Story For Kaiser Aluminum (NASDAQ:KALU)

Unsurprisingly, Kaiser Aluminum Corporation's ( NASDAQ:KALU ) stock price was strong on the back of its healthy...
Artículo de análisis Oct 18

Kaiser Aluminum (NASDAQ:KALU) Is Due To Pay A Dividend Of $0.77

Kaiser Aluminum Corporation's ( NASDAQ:KALU ) investors are due to receive a payment of $0.77 per share on 14th of...
Artículo de análisis Jul 24

Kaiser Aluminum (NASDAQ:KALU) Will Pay A Dividend Of $0.77

The board of Kaiser Aluminum Corporation ( NASDAQ:KALU ) has announced that it will pay a dividend of $0.77 per share...
Artículo de análisis Jul 15

Kaiser Aluminum (NASDAQ:KALU) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 20

There's Reason For Concern Over Kaiser Aluminum Corporation's (NASDAQ:KALU) Massive 35% Price Jump

Kaiser Aluminum Corporation ( NASDAQ:KALU ) shareholders would be excited to see that the share price has had a great...
Artículo de análisis Apr 19

Kaiser Aluminum (NASDAQ:KALU) Will Pay A Dividend Of $0.77

The board of Kaiser Aluminum Corporation ( NASDAQ:KALU ) has announced that it will pay a dividend of $0.77 per share...
Artículo de análisis Apr 05

Kaiser Aluminum Corporation's (NASDAQ:KALU) 26% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatio

The Kaiser Aluminum Corporation ( NASDAQ:KALU ) share price has fared very poorly over the last month, falling by a...
Artículo de análisis Feb 27

Kaiser Aluminum's (NASDAQ:KALU) Weak Earnings May Only Reveal A Part Of The Whole Picture

The subdued market reaction suggests that Kaiser Aluminum Corporation's ( NASDAQ:KALU ) recent earnings didn't contain...
Artículo de análisis Feb 11

Some Confidence Is Lacking In Kaiser Aluminum Corporation's (NASDAQ:KALU) P/E

With a price-to-earnings (or "P/E") ratio of 24.5x Kaiser Aluminum Corporation ( NASDAQ:KALU ) may be sending bearish...
Artículo de análisis Jan 19

Kaiser Aluminum (NASDAQ:KALU) Is Due To Pay A Dividend Of $0.77

Kaiser Aluminum Corporation ( NASDAQ:KALU ) will pay a dividend of $0.77 on the 14th of February. This makes the...
Artículo de análisis Dec 12

Kaiser Aluminum (NASDAQ:KALU) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Nov 26

With EPS Growth And More, Kaiser Aluminum (NASDAQ:KALU) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Nov 11

Kaiser Aluminum Corporation (NASDAQ:KALU) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights Kaiser Aluminum's estimated fair value is US$133 based on 2 Stage Free Cash Flow to Equity Kaiser Aluminum...
Artículo de análisis Oct 19

Kaiser Aluminum (NASDAQ:KALU) Will Pay A Dividend Of $0.77

The board of Kaiser Aluminum Corporation ( NASDAQ:KALU ) has announced that it will pay a dividend on the 15th of...
Seeking Alpha Aug 30

Kaiser Aluminum: An Upside Going Into 2024-2025

Summary Kaiser Aluminum remains a "Hold" due to its high volatility, leveraged position, and lack of clear conservative upside despite solid yield and operational strategies. The company has shown good long-term potential but faces short-term challenges, including lower shipments and conversion rates, impacting market performance. Current valuation and credit rating (BB-) do not meet my criteria for a safe and conservative investment, requiring a price drop below $70/share. I focus on buying undervalued stocks with clear upside; Kaiser Aluminum does not currently meet these criteria, but I will monitor for future opportunities. Read the full article on Seeking Alpha
Artículo de análisis Aug 23

Some Kaiser Aluminum Corporation (NASDAQ:KALU) Shareholders Look For Exit As Shares Take 27% Pounding

Kaiser Aluminum Corporation ( NASDAQ:KALU ) shareholders that were waiting for something to happen have been dealt a...
Artículo de análisis Jul 25

Is Kaiser Aluminum Corporation (NASDAQ:KALU) Trading At A 42% Discount?

Key Insights The projected fair value for Kaiser Aluminum is US$161 based on 2 Stage Free Cash Flow to Equity Current...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Keith Harvey en comparación con los beneficios de Kaiser Aluminum?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

US$227m

Mar 31 2026n/an/a

US$153m

Dec 31 2025US$8mUS$1m

US$113m

Sep 30 2025n/an/a

US$85m

Jun 30 2025n/an/a

US$73m

Mar 31 2025n/an/a

US$69m

Dec 31 2024US$7mUS$1m

US$66m

Sep 30 2024n/an/a

US$53m

Jun 30 2024n/an/a

US$50m

Mar 31 2024n/an/a

US$49m

Dec 31 2023US$6mUS$984k

US$68m

Sep 30 2023n/an/a

US$13m

Jun 30 2023n/an/a

US$10m

Mar 31 2023n/an/a

-US$22m

Dec 31 2022US$5mUS$926k

-US$30m

Sep 30 2022n/an/a

-US$1m

Jun 30 2022n/an/a

-US$6m

Mar 31 2022n/an/a

-US$15m

Dec 31 2021US$6mUS$894k

-US$18m

Sep 30 2021n/an/a

-US$14m

Jun 30 2021n/an/a

-US$12m

Mar 31 2021n/an/a

US$4m

Dec 31 2020US$3mUS$687k

US$29m

Sep 30 2020n/an/a

US$12m

Jun 30 2020n/an/a

US$37m

Mar 31 2020n/an/a

US$63m

Dec 31 2019US$3mUS$552k

US$62m

Compensación vs. Mercado: La compensación total ($USD7.91M) de Keith está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD6.92M).

Compensación vs. Ingresos: La compensación de Keith ha sido consistente con los resultados de la empresa en el último año.


CEO

Keith Harvey (66 yo)

10.7yrs
Permanencia
US$7,914,835
Compensación

Mr. Keith A. Harvey has been Chief Executive Officer of Kaiser Aluminum Corporation (Kaiser) since July 31, 2020 and is its Chairman from January 1, 2025. Mr. Harvey has been the President at Kaiser Alumin...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Keith Harvey
CEO, President & Chairman10.7yrsUS$7.91m0.13%
$ 3.3m
Neal West
Executive VP & CFO7.5yrsUS$2.64m0.12%
$ 2.9m
John Donnan
Executive VP14.2yrsUS$2.67m0.067%
$ 1.6m
Thomas Robb
Senior Vice President of Manufacturingless than a yearUS$2.51msin datos
Vijai Narayan
VP, Corporate Controller & Chief Accounting Officer3.2yrssin datos0.016%
$ 391.8k
Hugh Barger
Executive Vice President of Sales & Marketingless than a yearsin datossin datos
Cherrie Tsai
VP, Corporate Secretary & Deputy General Counselno datasin datossin datos
5.3yrs
Permanencia media
65yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de KALU es experimentado (5.3 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Keith Harvey
CEO, President & Chairman6.1yrsUS$7.91m0.13%
$ 3.3m
Donald Stebbins
Independent Director7.2yrsUS$268.99k0.095%
$ 2.3m
Michael Arnold
Lead Independent Director4.9yrsUS$291.49k0.071%
$ 1.7m
Carl Frankel
Director Emeritusno dataUS$8.25ksin datos
Brett Wilcox
Independent Director20.1yrsUS$273.49k0.080%
$ 2.0m
James Hoffman
Independent Directorless than a yearUS$187.29k0.023%
$ 568.3k
Glenda Minor
Independent Director1.2yrsUS$263.77k0.028%
$ 682.6k
David Foster
Independent Director17.2yrsUS$261.49k0.15%
$ 3.7m
Richard Grimley
Independent Director3.3yrsUS$261.49k0.033%
$ 810.7k
Kimberly Glas
Independent Director1.6yrsUS$366.19k0.021%
$ 524.0k
4.9yrs
Permanencia media
68.5yo
Promedio de edad

Junta con experiencia: La junta directiva de KALU se considera experimentada (4.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/21 01:17
Precio de las acciones al final del día2026/08/21 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Kaiser Aluminum Corporation está cubierta por 17 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Paul LutherBofA Global Research
Jorge BeristainDeutsche Bank
Sohail TharaniGoldman Sachs