Kaiser Aluminum（KLU1）株式概要カイザー・アルミナム・コーポレーションは、その子会社とともに、半加工の特殊アルミミル製品を製造・販売している。 詳細KLU1 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績5/6財務の健全性3/6配当金4/6報酬当社が推定した公正価値より1.5%で取引されている 収益は年間11.62%増加すると予測されています 過去1年間で収益は122%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 過去3か月間に大規模なインサイダー売却が発生 German市場と比較した過去 3 か月間の株価の変動1.76%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るKLU1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€142.0010.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-22m5b2016201920222025202620282031Revenue US$4.8bEarnings US$200.6mAdvancedSet Fair ValueView all narrativesKaiser Aluminum Corporation 競合他社SalzgitterSymbol: XTRA:SZGMarket cap: €3.1bAlzChem GroupSymbol: XTRA:ACTMarket cap: €1.7bAurubisSymbol: XTRA:NDAMarket cap: €8.7bFuchsSymbol: XTRA:FPE3Market cap: €4.5b価格と性能株価の高値、安値、推移の概要Kaiser Aluminum過去の株価現在の株価US$142.0052週高値US$154.0052週安値US$61.00ベータ1.591ヶ月の変化10.08%3ヶ月変化33.96%1年変化130.89%3年間の変化144.83%5年間の変化31.48%IPOからの変化330.30%最新ニュースお知らせ • Apr 30Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026. Location: 1550 west mcewen drive, suite 500, franklin, tennessee 37067, United Statesお知らせ • Apr 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on May 15, 2026Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on May 15, 2026 to stockholders of record as of the close of business on April 24, 2026.お知らせ • Apr 09Kaiser Aluminum Corporation to Report Q1, 2026 Results on Apr 22, 2026Kaiser Aluminum Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026お知らせ • Feb 04Kaiser Aluminum Corporation to Report Q4, 2025 Results on Feb 18, 2026Kaiser Aluminum Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026お知らせ • Jan 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on February 13, 2026Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on February 13, 2026 to stockholders of record as of the close of business on January 23, 2026.お知らせ • Dec 19Kaiser Aluminum Corporation Appoints Hugh (Jack) J. Barger, III As Executive Vice President – Sales And Marketing, Effective January 1, 2026Kaiser Aluminum Corporation announced that Hugh (Jack) J. Barger, III has been appointed as the Company's Executive Vice President – Sales and Marketing, effective January 1, 2026. This transition is part of the Company’s succession planning with Mr. Barger assuming the role and responsibilities of Blain A. Tiffany, the Company’s current Executive Vice President – Sales and Marketing in connection with his anticipated retirement. Mr. Barger joined the Company in June 2025 as the Company’s Senior Vice President – Sales and Marketing. Mr. Barger brings over 25 years of progressive experience in the metals industry. Prior to joining the Company, he was President at Central Steel & Wire from 2021 to 2024 and previously held the position of Vice President of Sales at Central Steel & Wire. Prior to that, Jack held advancing leadership roles at A.M. Castle & Company.最新情報をもっと見るRecent updatesお知らせ • Apr 30Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026. Location: 1550 west mcewen drive, suite 500, franklin, tennessee 37067, United Statesお知らせ • Apr 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on May 15, 2026Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on May 15, 2026 to stockholders of record as of the close of business on April 24, 2026.お知らせ • Apr 09Kaiser Aluminum Corporation to Report Q1, 2026 Results on Apr 22, 2026Kaiser Aluminum Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026お知らせ • Feb 04Kaiser Aluminum Corporation to Report Q4, 2025 Results on Feb 18, 2026Kaiser Aluminum Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026お知らせ • Jan 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on February 13, 2026Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on February 13, 2026 to stockholders of record as of the close of business on January 23, 2026.お知らせ • Dec 19Kaiser Aluminum Corporation Appoints Hugh (Jack) J. Barger, III As Executive Vice President – Sales And Marketing, Effective January 1, 2026Kaiser Aluminum Corporation announced that Hugh (Jack) J. Barger, III has been appointed as the Company's Executive Vice President – Sales and Marketing, effective January 1, 2026. This transition is part of the Company’s succession planning with Mr. Barger assuming the role and responsibilities of Blain A. Tiffany, the Company’s current Executive Vice President – Sales and Marketing in connection with his anticipated retirement. Mr. Barger joined the Company in June 2025 as the Company’s Senior Vice President – Sales and Marketing. Mr. Barger brings over 25 years of progressive experience in the metals industry. Prior to joining the Company, he was President at Central Steel & Wire from 2021 to 2024 and previously held the position of Vice President of Sales at Central Steel & Wire. Prior to that, Jack held advancing leadership roles at A.M. Castle & Company.お知らせ • Nov 18Kaiser Aluminum Corporation Announces Executive ChangesKaiser Aluminum Corporation announced that Jason D. Walsh, the Company’s Executive Vice President – Manufacturing is taking leave from the Company for health reasons and that Thomas H. Robb has been appointed as the Company’s Senior Vice President – Manufacturing. Mr. Robb rejoined the Company in August 2024 as the Company’s Vice President – Finance before transitioning to Vice President – Finance and Packaging as he assumed responsibility for the Company’s Warrick rolling mill in Evansville, Indiana as the facility has been focused on the completion and start-up of its new coating line. Since joining the Company in 2024, Tom has successfully taken on growing responsibilities in Kaiser’s finance and manufacturing organizations. Tom is the ideal internal candidate to step into Jason’s role, given his strong background and experience. Mr. Robb has an extensive global background in finance, strategy and operations with more than 20 years of combined international aluminum and metals experience. He has an MBA from Vanderbilt University as well as a bachelor’s degree in business administration from the University of Florida.お知らせ • Oct 15Kaiser Aluminum Corporation Announces Quarterly Dividend, Payable on November 14, 2025Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on November 14, 2025 to stockholders of record as of the close of business on October 24, 2025.お知らせ • Oct 01Kaiser Aluminum Corporation to Report Q3, 2025 Results on Oct 22, 2025Kaiser Aluminum Corporation announced that they will report Q3, 2025 results After-Market on Oct 22, 2025お知らせ • Sep 19Kaiser Aluminum Corporation Appoints James D. Hoffman as Independent Director and Member of Compensation and Nominating and Corporate Governance Committees, Effective September 18, 2025Kaiser Aluminum Corporation announced that its on September 18, 2025, the Board of Directors has appointed James D. Hoffman to serve as an independent director. Mr. Hoffman, 67, will serve as a Class II director with a term expiring at the Company’s 2026 annual meeting of stockholders and will serve on the Board’s compensation and nominating and corporate governance committees. Mr. Hoffman previously served as Chief Executive Officer of Reliance Inc. from January 2019 until his retirement in December 2022. In addition, he previously served as President of Reliance Inc. from January 2019 to January 2021, Executive Vice President and Chief Operating Officer from March 2016 to January 2019, Executive Vice President, Operations from May 2015 to March 2016, and Senior Vice President, Operations since 2008. Mr. Hoffman also served on the board of directors of Reliance Inc. from October 2019 to December 2022. Prior to Reliance Inc., Mr. Hoffman held various senior management positions with Earl M. Jorgensen Company from 1991 to 2008, including Executive Vice President and Chief Operating Officer; Vice President, Eastern Region; and District Manager. Mr. Hoffman holds a Bachelor of Science degree in Advertising/Marketing from West Virginia University.お知らせ • Jul 31Kaiser Aluminum Corporation Announces Resignation of Kevin W. Williams as Director, Effective August 1, 2025On July 28, 2025, Kevin W. Williams notified the board of directors of Kaiser Aluminum Corporation of his decision to resign as a director of the Company, effective August 1, 2025. Mr. Williams’ decision to resign was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. The Board anticipates filling the vacancy created by Mr. William’s resignation focusing on candidates with the critical skills needed to continue to support the execution of Company strategy and Board succession planning.お知らせ • Jul 24Kaiser Aluminum Corporation Maintains Earnings Guidance for the Full Year 2025Kaiser Aluminum Corporation maintained earnings guidance for the full year 2025. For the full year 2025, the Company maintains an outlook for a 5% to 10% year-over-year increase in Conversion Revenue.お知らせ • Jul 16Kaiser Aluminum Corporation Announces Quarterly Dividend, Payable on August 15, 2025Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on August 15, 2025 to stockholders of record as of the close of business on July 25, 2025.お知らせ • Jul 08Kaiser Aluminum Corporation to Report Q2, 2025 Results on Jul 23, 2025Kaiser Aluminum Corporation announced that they will report Q2, 2025 results After-Market on Jul 23, 2025お知らせ • Jun 11Kaiser Aluminum Corporation Announces Appointment of Glenda J. Minor to Its Board of Directors and Audit and Compensation CommitteesKaiser Aluminum Corporation announced that its Board of Directors has appointed Glenda J. Minor to serve as an independent director. Ms. Minor will serve as a Class II director with a term expiring at the Company’s 2026 annual meeting of stockholders and will serve on the Board’s audit and compensation committees. Ms. Minor currently serves as Chief Executive Officer and Principal of Silket Advisory Services, a privately owned consulting firm advising companies on financial, strategic and operational initiatives. Prior to Silket Advisory Services, Ms. Minor served as Senior Vice President and Chief Financial Officer of Evraz North America Limited, a North American steel manufacturer. Ms. Minor also previously served as Vice President, Finance, Controller, Chief Accounting Officer, and General Auditor of Visteon Corporation, a global automotive supplier that designs, engineers, and manufactures climate, interior, electronic and lighting products for vehicle manufacturers. She currently serves on the boards of Albemarle Corporation, a global specialty chemical company; Curtiss-Wright Corporation, a global provider of products and services in the aerospace and defense and industrial markets; and Radius Recycling Inc., a global provider in the metals recycling industry and a manufacturer of finished steel products advancing a circular economy. Ms. Minor holds a Bachelor of Science degree in Accounting from Southern University and a Master of Business Administration degree from Michigan State University.お知らせ • Apr 30Kaiser Aluminum Corporation, Annual General Meeting, Jun 10, 2025Kaiser Aluminum Corporation, Annual General Meeting, Jun 10, 2025. Location: 1550westmcewen drive, suite 500, tennessee 37067, franklin United Statesお知らせ • Apr 16Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on May 15, 2025Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on May 15, 2025 to stockholders of record as of the close of business on April 25, 2025.お知らせ • Apr 03Kaiser Aluminum Corporation to Report Q1, 2025 Results on Apr 23, 2025Kaiser Aluminum Corporation announced that they will report Q1, 2025 results After-Market on Apr 23, 2025お知らせ • Feb 21Kaiser Aluminum Corporation Provides Consolidated Revenue Guidance for the Year 2025Kaiser Aluminum Corporation provided consolidated revenue guidance for the year 2025. For the full year, the Company expects consolidated conversion revenue to increase 5% to 10%. The outlook reflects the expectation for overall market demand to stabilize and become more favorable throughout 2025.お知らせ • Feb 06Kaiser Aluminum Corporation to Report Q4, 2024 Results on Feb 19, 2025Kaiser Aluminum Corporation announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2025お知らせ • Jan 07Kaiser Aluminum Corporation Announces Board ChangesKaiser Aluminum Corporation announced Jack A. Hockema, Executive Chair of the Board of Directors and Chair of the Executive Committee of the Board, notified the Board of his decision to retire as a director of the Company, effective January 1, 2025. In connection with Mr. Hockemas retirement, the Board appointed Keith A. Harvey, the Companys President and Chief Executive Officer and a director, as Chairman of the Board, and Kimberly T. Glas as a director to fill the vacancy on the Board created by Mr. Hockemas retirement, both effective January 1, 2025. Ms. Glas will serve as a Class I director with a term expiring at the Companys 2025 annual meeting of stockholders and will serve on the Boards audit and sustainability committees. Ms. Glas currently serves as the President and Chief Executive Officer of the National Council of Textile Organizations, a trade association that represents nearly 500,000 manufacturing jobs nationwide, and served as Commissioner of the U.S.-China Economic and Security Review Commission until December 2024. Prior to that, Ms. Glas served as Executive Director and President of BlueGreen Alliance, a strategic national partnership between labor unions and environmental organizations to expand the job-creating potential of the green economy and improve the rights of workers. Ms. Glas also previously served as the Deputy Assistant Secretary for Textiles, Consumer Goods, and Materials at the U.S. Department of Commerce to help improve the domestic and international competitiveness of U.S. industries. Additionally, Ms. Glas served on Capitol Hill for a decade, working extensively on manufacturing, trade and economic policy. Ms. Glas holds a Bachelors degree in history from the State University of New York at Geneseo.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.75 (vs US$0.34 in 3Q 2023)Third quarter 2024 results: EPS: US$0.75 (up from US$0.34 in 3Q 2023). Revenue: US$747.7m (flat on 3Q 2023). Net income: US$12.0m (up 122% from 3Q 2023). Profit margin: 1.6% (up from 0.7% in 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Oct 24Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2024Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share, which will be paid on November 15, 2024 to stockholders of record as of the close of business on October 25, 2024.Declared Dividend • Oct 21Second quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 25th October 2024 Payment date: 15th November 2024 Dividend yield will be 4.3%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend.お知らせ • Oct 10Kaiser Aluminum Corporation to Report Q3, 2024 Results on Oct 23, 2024Kaiser Aluminum Corporation announced that they will report Q3, 2024 results After-Market on Oct 23, 2024Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. Independent Director Richard Grimley was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Aug 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €63.50. The fair value is estimated to be €79.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.1% in a year. Earnings are forecast to grow by 97% in the next year.Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to €64.00. The fair value is estimated to be €85.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.1% in a year. Earnings are forecast to grow by 97% in the next year.Recent Insider Transactions • Jul 31CEO, President & Director recently bought €185k worth of stockOn the 29th of July, Keith Harvey bought around 3k shares on-market at roughly €71.36 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Keith's only on-market trade for the last 12 months.Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$0.19 (vs US$1.15 in 2Q 2023)Second quarter 2024 results: EPS: US$0.19 (down from US$1.15 in 2Q 2023). Revenue: US$773.4m (down 5.0% from 2Q 2023). Net income: US$3.10m (down 83% from 2Q 2023). Profit margin: 0.4% (down from 2.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jul 25Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on August 15, 2024On July 15, 2024, Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share, which will be paid on August 15, 2024 to stockholders of record as of the close of business on July 25, 2024.Declared Dividend • Jul 18First quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 25th July 2024 Payment date: 15th August 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to decline by 1.8% to shift the payout ratio to a potentially unsustainable range, which is less than the 9.3% EPS decline seen over the last 5 years.お知らせ • Jul 12Kaiser Aluminum Corporation to Report Q2, 2024 Results on Jul 24, 2024Kaiser Aluminum Corporation announced that they will report Q2, 2024 results After-Market on Jul 24, 2024Recent Insider Transactions • May 20Insider recently sold €301k worth of stockOn the 15th of May, Raymond Parkinson sold around 3k shares on-market at roughly €92.50 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €645k more than they bought in the last 12 months.お知らせ • Apr 28Kaiser Aluminum Corporation, Annual General Meeting, Jun 11, 2024Kaiser Aluminum Corporation, Annual General Meeting, Jun 11, 2024, at 09:00 Central Standard Time. Location: Franklin Marriott Cool Springs, located at 700 Cool Springs Boulevard, Franklin, Franklin Tennessee United States Agenda: To elect three members to board of directors for three-year terms to expire at 2027 annual meeting of stockholders; To approve, on a non-binding, advisory basis, the compensation of named executive officers as disclosed in the accompanying Proxy Statement; To ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for 2024; To approve the amendment and restatement of the Kaiser Aluminum Corporation 2021 Equity and Incentive Compensation Plan; and to discuss other matters.お知らせ • Apr 26Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on May 15, 2024On April 15, 2024, Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share which will be paid on May 15, 2024 to stockholders of record as of the close of business on April 25, 2024.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.54 (vs US$1.00 in 1Q 2023)First quarter 2024 results: EPS: US$1.54 (up from US$1.00 in 1Q 2023). Revenue: US$737.5m (down 8.7% from 1Q 2023). Net income: US$24.6m (up 55% from 1Q 2023). Profit margin: 3.3% (up from 2.0% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 18Fourth quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 24th April 2024 Payment date: 15th May 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (105% earnings payout ratio). However, it is covered by cash flows (71% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 16% to bring the payout ratio under control. EPS is expected to grow by 91% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Apr 12Kaiser Aluminum Corporation to Report Q1, 2024 Results on Apr 24, 2024Kaiser Aluminum Corporation announced that they will report Q1, 2024 results After-Market on Apr 24, 2024Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$2.95 (vs US$1.86 loss in FY 2022)Full year 2023 results: EPS: US$2.95 (up from US$1.86 loss in FY 2022). Revenue: US$3.09b (down 9.9% from FY 2022). Net income: US$47.2m (up US$76.8m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Feb 17Kaiser Aluminum Corporation Announces Retirement of Alfred E. Osborne, Jr. as Board of Directors, Effective June 11, 2024Kaiser Aluminum Corporation announced on February 12, 2024, Alfred E. Osborne, Jr. notified the board of directors (the board) of the company of his decision to retire as a director of the company effective June 11, 2024 (the Effective Date). Dr. Osborne’s decision to retire from the board was not due to any disagreement with THE Company on any matter relating to the company’s operations, policies or practices. The board expects to reduce the size of the board from 11 to 10 directors as of the Effective Date.お知らせ • Feb 06Kaiser Aluminum Corporation to Report Q4, 2023 Results on Feb 21, 2024Kaiser Aluminum Corporation announced that they will report Q4, 2023 results After-Market on Feb 21, 2024Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$0.34 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.34 (up from US$0.16 in 3Q 2022). Revenue: US$743.6m (flat on 3Q 2022). Net income: US$5.40m (up 116% from 3Q 2022). Profit margin: 0.7% (up from 0.3% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Oct 26Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2023On October 12, 2023, Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share which is payable on November 15, 2023 to stockholders of record as of the close of business on October 25, 2023.お知らせ • Oct 11Kaiser Aluminum Corporation to Report Q3, 2023 Results on Oct 25, 2023Kaiser Aluminum Corporation announced that they will report Q3, 2023 results After-Market on Oct 25, 2023Recent Insider Transactions • Aug 07Insider recently sold €344k worth of stockOn the 3rd of August, Raymond Parkinson sold around 5k shares on-market at roughly €72.84 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Jul 26Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on August 15, 2023On July 13, 2023, Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share which is payable on August 15, 2023 to stockholders of record as of the close of business on July 25, 2023.Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$1.15 (vs US$0.87 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.15 (up from US$0.87 loss in 2Q 2022). Revenue: US$814.1m (down 15% from 2Q 2022). Net income: US$18.3m (up US$32.1m from 2Q 2022). Profit margin: 2.2% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.お知らせ • Jul 12Kaiser Aluminum Corporation to Report Q2, 2023 Results on Jul 25, 2023Kaiser Aluminum Corporation announced that they will report Q2, 2023 results After-Market on Jul 25, 2023お知らせ • Jun 25Kaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Growth-Defensive IndexKaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Growth-Defensive Indexお知らせ • Jun 08Kaiser Aluminum Corporation Announces Executive ChangesKaiser Aluminum Corporation announced the appointment of Vijai Narayan to Vice President and Chief Accounting Officer, effective June 7, 2023, in connection with the Company’s recent relocation of its corporate headquarters to Franklin, TN.Mr. Narayan previously served as the Company’s Vice President – Finance since November 2022. As part of the planned transition, Jennifer Huey, the Company’s immediate past Vice President and Chief Accounting Officer, stepped down from her position and will continue to assist Mr. Narayan through the transition. Mr. Narayan brings more than 20 years of accounting experience across multiple industries including glass and plastics manufacturing, automotive and real estate. Prior to joining the Company, Mr. Narayan served as Vice President Finance of a top 15 Fortune 500 health care and insurance company.Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$1.00 (vs US$0.51 in 1Q 2022)First quarter 2023 results: EPS: US$1.00 (up from US$0.51 in 1Q 2022). Revenue: US$807.6m (down 15% from 1Q 2022). Net income: US$15.9m (up 96% from 1Q 2022). Profit margin: 2.0% (up from 0.9% in 1Q 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 1.3% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 24Full year 2022 earnings released: US$1.86 loss per share (vs US$1.17 loss in FY 2021)Full year 2022 results: US$1.86 loss per share (further deteriorated from US$1.17 loss in FY 2021). Revenue: US$3.43b (up 31% from FY 2021). Net loss: US$29.6m (loss widened 60% from FY 2021). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.お知らせ • Jan 27Kaiser Aluminum Corporation to Report Q4, 2022 Results on Feb 22, 2023Kaiser Aluminum Corporation announced that they will report Q4, 2022 results After-Market on Feb 22, 2023お知らせ • Jan 13Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on February 15, 2023Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on February 15, 2023 to shareholders of record as of the close of business on January 25, 2023.Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.16 (up from US$0.14 loss in 3Q 2021). Revenue: US$748.9m (flat on 3Q 2021). Net income: US$2.50m (up US$4.80m from 3Q 2021). Profit margin: 0.3% (up from net loss in 3Q 2021). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.お知らせ • Oct 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2022Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on November 15, 2022 to shareholders of record as of the close of business on October 25, 2022.お知らせ • Oct 05Kaiser Aluminum Corporation to Report Q3, 2022 Results on Oct 19, 2022Kaiser Aluminum Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 19, 2022Board Change • Jul 31High number of new directorsIndependent Director Mike Arnold was the last director to join the board, commencing their role in 2021.Reported Earnings • Jul 26Second quarter 2022 earnings released: US$0.87 loss per share (vs US$1.42 loss in 2Q 2021)Second quarter 2022 results: US$0.87 loss per share (up from US$1.42 loss in 2Q 2021). Revenue: US$954.2m (up 29% from 2Q 2021). Net loss: US$13.8m (loss narrowed 38% from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.お知らせ • Jul 15Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on August 15, 2022Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on August 15, 2022 to shareholders of record as of the close of business on July 25, 2022.お知らせ • Jul 09Kaiser Aluminum Declares Force Majeure at its Warrick Rolling Mill Due to Limited Availability of MagnesiumKaiser Aluminum Corporation announced that it declared force majeure at its Warrick Rolling Mill (“Kaiser Warrick”) due to the limited availability of magnesium utilized in the production of certain of its aluminum beverage and food packaging products, reducing its ability to produce those products at this time. As the Company has previously disclosed, US Magnesium, LLC, (“US Mag”), Kaiser Warrick’s large supplier of magnesium, declared force majeure on September 29, 2021. Although US Mag had continued to supply approximately 50% of its contractual commitment to Kaiser Warrick, deliveries have recently stopped. Kaiser Warrick has been unable to immediately source additional magnesium from alternative sources and has begun adjusting production levels based on the amount of magnesium currently available and otherwise scheduled for delivery from other suppliers. Kaiser Warrick is working with its customers to minimize the impact on planned deliveries. The Company anticipates production and deliveries will be reduced by 30% to 40% in the month of July, and approximately 50% during the remainder of the third quarter, in each case based on currently contracted deliveries of magnesium and assuming no further deliveries from US Mag. The rolling mill will continue to operate at lower production levels until US Mag resumes deliveries or additional replacement magnesium becomes available to Kaiser Warrick. In addition, on July 1, 2022, Alcoa Corporation (“Alcoa”) announced the curtailment of one of three operating smelting lines at its Warrick Operations facility in Indiana due to operational challenges. While the Company does not anticipate Alcoa’s announced curtailment to reduce Kaiser Warrick’s current or anticipated output, continuing performance issues at Alcoa’s Warrick Operations facility and the resulting impact on delivery of molten aluminum, continue to im act the financial and operational performance of Kaiser Warrick and the Company. The Company is in the process of assessing the financial and operational impact of recent events that led to its declaration of force majeure and will provide an update during its second quarter earnings call scheduled on July 26, 2022. Kaiser Aluminum Corporation, headquartered in Franklin, Tenn., is a leading producer of semi-fabricated specialty aluminum products, serving customers worldwide with highly engineered solutions for aerospace and high-strength, packaging, general engineering, custom automotive and other industrial applications. The Company’s North American facilities produce value-added plate, sheet, coil, extrusions, rod, bar, tube and wire products, adhering to traditions of quality, innovation and service that have been key components of its culture since the Company was founded in 1946. The Company’s stock is included in the Russell 2000® index and the S&P Small Cap 600® index.お知らせ • Jul 06Kaiser Aluminum Corporation to Report Q2, 2022 Results on Jul 25, 2022Kaiser Aluminum Corporation announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 25, 2022お知らせ • Jun 26Kaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Value IndexKaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Value Indexお知らせ • Jun 18Leo Gerard Resigns as Director of Kaiser Aluminum CorporationOn June 15, 2022, Leo Gerard notified the board of directors (the “Board”) of Kaiser Aluminum Corporation (the “Company”) of his decision to resign as a director of the Company for personal health reasons. Mr. Gerard was designated by the United Steel, Paper and Foresting, Rubber, Manufacturing, Energy, Allied Industrial and Service Workers International Union, AFL-CIO, CLC (the “USW”) as a director candidate pursuant to the terms of the director designation agreement between the Company and the USW. Mr. Gerard’s resignation was effective June 15, 2022. The Company will coordinate with the USW to address the vacancy created by Mr. Gerard’s resignation.お知らせ • Jun 05Kaiser Aluminum Corporation Announces Resignation of Emily Liggett as Board of DirectorOn May 31, 2022, Emily Liggett notified the board of directors (the “Board”) of Kaiser Aluminum Corporation (the “Company”) of her decision to resign as a director of the Company, with her resignation to be effective as of June 2, 2022 (the “Effective Date”). Ms. Liggett’s decision to resign was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. The Board has determined to reduce the size of the Board from 12 to 11 directors as of the Effective Date.Recent Insider Transactions • May 22Vice President of Treasury recently sold €52k worth of stockOn the 18th of May, Del Miller sold around 510 shares on-market at roughly €101 per share. In the last 3 months, there was an even bigger sale from another insider worth €56k. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.お知らせ • May 02Kaiser Aluminum Corporation, Annual General Meeting, Jun 02, 2022Kaiser Aluminum Corporation, Annual General Meeting, Jun 02, 2022, at 09:00 Eastern Daylight. Location: at the company's corporate office, located at 1550 West McEwen Drive, Suite 500, Franklin Tennessee United States Agenda: To elect four members to board of directors for three-year terms to expire at 2025 annual meeting of stockholders; to approve, on a non-binding, advisory basis, the compensation of named executive officers as disclosed in the accompanying Proxy Statement; to ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for 2022; and to consider such other business as may properly come before the Annual Meeting or any adjournments thereof.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: US$0.51 (vs US$0.28 in 1Q 2021)First quarter 2022 results: EPS: US$0.51 (up from US$0.28 in 1Q 2021). Revenue: US$948.8m (up 193% from 1Q 2021). Net income: US$8.10m (up 80% from 1Q 2021). Profit margin: 0.9% (down from 1.4% in 1Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 22First quarter 2022 earnings released: EPS: US$0.51 (vs US$0.28 in 1Q 2021)First quarter 2022 results: EPS: US$0.51 (up from US$0.28 in 1Q 2021). Revenue: US$948.8m (up 193% from 1Q 2021). Net income: US$8.10m (up 80% from 1Q 2021). Profit margin: 0.9% (down from 1.4% in 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.お知らせ • Apr 21Kaiser Aluminum Corporation Reiterates Outlook for the Full Year 2022Kaiser Aluminum Corporation reiterates outlook for the full year 2022. The company reiterate outlook and continue to anticipate a year-over-year increase in value added revenue of 20% to 25%.お知らせ • Apr 19Kaiser Aluminum Corporation Announces Executive AppointmentsOn April 15, 2022, the board of directors of Kaiser Aluminum Corporation appointed Blain Tiffany as Executive Vice President – Sales and Marketing and Jason Walsh as Executive Vice President – Manufacturing. Mr. Tiffany has served as Senior Vice President – Sales and Marketing from January 2020 to April 2022. Mr. Tiffany previously served as Vice President - Sales & Marketing, High Strength and General Engineering Products from July 2014 to December 2020. Mr. Tiffany joined the Company in 2013 as Vice President - Marketing, Hard Alloy Extrusions, Pipe and Tube. Prior to joining Kaiser, Mr. Tiffany held several senior management positions during his 34 years in metals distribution. He was most recently with A.M. Castle & Co. where during his 13 years with the company he served as President of the Steel Plate division, President of the Aerospace division and President of the Industrial division. Mr. Walsh has served as Senior Vice President – Manufacturing from August 2020 to April 2022. Mr. Walsh previously served as Senior Vice President – Flat Rolled Products from June 2018 to August 2020, as Vice President and General Manager – Automotive and Soft Alloy from January 2017 to June 2018, as Vice President and General Manager – Automotive from February 2017 to December 2017, and as Vice President - Financial, Planning and Analysis from April 2012 to January 2017. Mr. Walsh joined the Company in 2006 as Manager, Financial Planning & Analysis and served as Group Controller, Common Alloy Products and Director, Financial Planning & Analysis.お知らせ • Apr 15Kaiser Aluminum Corporation Announces Quarterly Dividend Payment, Payable on May 13, 2022Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on May 13, 2022 to shareholders of record as of the close of business on April 25, 2022.お知らせ • Apr 09Kaiser Aluminum Corporation to Report Q1, 2022 Results on Apr 20, 2022Kaiser Aluminum Corporation announced that they will report Q1, 2022 results on Apr 20, 2022Recent Insider Transactions • Apr 02Independent Director recently sold €56k worth of stockOn the 28th of March, Leo Gerard sold around 663 shares on-market at roughly €84.27 per share. In the last 3 months, there was an even bigger sale from another insider worth €92k. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$1.17 loss per share (down from US$1.82 profit in FY 2020). Revenue: US$2.62b (up 124% from FY 2020). Net loss: US$18.5m (down 164% from profit in FY 2020). Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 13% growth forecast for the mining industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Feb 08Kaiser Aluminum Corporation to Report Q4, 2021 Results on Feb 23, 2022Kaiser Aluminum Corporation announced that they will report Q4, 2021 results After-Market on Feb 23, 2022Recent Insider Transactions • Jan 19Executive Chairman recently sold €92k worth of stockOn the 14th of January, Jack Hockema sold around 1k shares on-market at roughly €92.25 per share. This was the largest sale by an insider in the last 3 months. Jack has been a seller over the last 12 months, reducing personal holdings by €1.9m.Reported Earnings • Oct 21Third quarter 2021 earnings released: US$0.14 loss per share (vs US$0.025 profit in 3Q 2020)The company reported a decent third quarter result with improved revenues, although earnings and control over costs were weaker. Third quarter 2021 results: Revenue: US$750.6m (up 194% from 3Q 2020). Net loss: US$2.30m (down US$2.70m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Aug 22Executive Chairman recently sold €313k worth of stockOn the 18th of August, Jack Hockema sold around 3k shares on-market at roughly €104 per share. This was the largest sale by an insider in the last 3 months. Jack has been a seller over the last 12 months, reducing personal holdings by €1.8m.Board Change • Jul 31High number of new directorsCEO, President & Director Keith Harvey was the last director to join the board, commencing their role in 2020.Reported Earnings • Jul 23Second quarter 2021 earnings released: US$1.42 loss per share (vs US$0.42 loss in 2Q 2020)The company reported a decent second quarter result with improved revenues, although losses increased and control over costs was weaker. Second quarter 2021 results: Revenue: US$741.0m (up 169% from 2Q 2020). Net loss: US$22.4m (loss widened 239% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • Jun 08Kaiser Aluminum Receives Aluminum Stewardship Institute Performance Standard Provisional CertificationKaiser Aluminum Corporation announced that its rolling mill near Evansville, Indiana has received the Performance Standard Certification with Provisional status from Aluminum Stewardship Initiative for its ingot casting centers, rolling mills and finishing production centers. The Warrick facility is one of only four dedicated rolling mills in North America for the packaging industry and is the first facility of its type in this market to achieve ASI Performance Standard certification for responsible sourcing and stewardship of aluminum. The Performance Standard Certification with Provisional status was issued under the ASI Interim Policy regarding Audits, Audit-Related Travel and Coronavirus, which clarifies the reasonable accommodations that can be made to audit plans in consideration of the current situation relating to COVID-19.Recent Insider Transactions • Jun 08Lead Independent Director recently sold €272k worth of stockOn the 2nd of June, Alfred Osborne sold around 3k shares on-market at roughly €109 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.1m. Insiders have been net sellers, collectively disposing of €4.9m more than they bought in the last 12 months.Recent Insider Transactions • May 28Executive Chairman recently sold €308k worth of stockOn the 24th of May, Jack Hockema sold around 3k shares on-market at roughly €103 per share. In the last 3 months, they made an even bigger sale worth €1.2m. Jack has been a seller over the last 12 months, reducing personal holdings by €1.5m.Recent Insider Transactions • May 23Insider recently sold €144k worth of stockOn the 18th of May, Raymond Parkinson sold around 1k shares on-market at roughly €107 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €4.4m more than they bought in the last 12 months.Reported Earnings • Apr 30First quarter 2021 earnings released: EPS US$0.28 (vs US$1.84 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$324.0m (down 12% from 1Q 2020). Net income: US$4.50m (down 85% from 1Q 2020). Profit margin: 1.4% (down from 7.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Recent Insider Transactions • Mar 17CEO, President & Director recently sold €1.1m worth of stockOn the 11th of March, Keith Harvey sold around 10k shares on-market at roughly €106 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. This was Keith's only on-market trade for the last 12 months.お知らせ • Mar 12Kaiser Aluminum Corporation Announces Executive AppointmentsOn March 5, 2021, the board of directors of Kaiser Aluminum Corporation (the “Company”) appointed John M. Donnan as Chief Administrative Officer and General Counsel and Neal E. West as Executive Vice President. Mr. Donnan, 60, joined the Company in 1993 and served as Executive Vice President - Legal, Compliance and Human Resources since June 2012. Mr. West, 62, joined the Company in June 2008 as Vice President and Chief Accounting Officer and served as Senior Vice President and Chief Financial Officer since February 2019.Recent Insider Transactions • Mar 07Executive Chairman recently sold €1.2m worth of stockOn the 2nd of March, Jack Hockema sold around 12k shares on-market at roughly €99.42 per share. This was the largest sale by an insider in the last 3 months. This was Jack's only on-market trade for the last 12 months.Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 41%, compared to a 21% growth forecast for the Metals and Mining industry in Germany.Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$1.82 (vs US$3.88 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.17b (down 23% from FY 2019). Net income: US$28.8m (down 54% from FY 2019). Profit margin: 2.5% (down from 4.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Feb 16New 90-day high: €89.50The company is up 32% from its price of €68.00 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 56% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €225 per share.お知らせ • Feb 09Kaiser Aluminum Corporation to Report Q4, 2020 Results on Feb 24, 2021Kaiser Aluminum Corporation announced that they will report Q4, 2020 results After-Market on Feb 24, 2021Is New 90 Day High Low • Jan 08New 90-day high: €89.00The company is up 76% from its price of €50.50 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 53% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €216 per share.Is New 90 Day High Low • Dec 05New 90-day high: €82.00The company is up 53% from its price of €53.50 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 7.0% over the same period.Recent Insider Transactions • Dec 05Independent Director recently sold €842k worth of stockOn the 3rd of December, Lauralee Martin sold around 11k shares on-market at roughly €73.36 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Dec 01Kaiser Aluminum Corporation (NasdaqGS:KALU) entered into a definitive agreement to acquire Alcoa Warrick LLC from Alcoa Usa Corp. for $670 million.Kaiser Aluminum Corporation (NasdaqGS:KALU) entered into a definitive agreement to acquire Alcoa Warrick LLC from Alcoa Usa Corp. for $670 million on November 30, 2020. The purchase price is subject to certain adjustments. Under the terms of agreement, Kaiser will pay $587 million in cash and assume $83 million in other postretirement employee benefit liabilities. Alcoa will retain ownership of the smelting assets and power plant adjacent to the rolling mill facility and the land under the rolling mill facility. Upon closing, Alcoa and Kaiser (or their respective affiliates) will also enter into certain ancillary agreements including, among others, a transition services agreement, a long-term ground lease with respect to the rolling mill premises and related support services, a market-based molten metal supply agreement and certain other commercial agreements relating to the transaction. Kaiser intends to fund the purchase price with $587 million of existing cash on hand. The purchase price represents an implied multiple of approximately seven times adjusted EBITDA as of the last twelve months ended September 30, 2020. Approximately 1,170 employees at the rolling operations, which includes the casthouse, hot mill, cold mills, and coating and slitting lines, will become employees of Kaiser Aluminum once the transaction is complete. The transaction is subject to certain closing conditions including the expiration or early termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, regulatory approvals and customary closing conditions. The transaction is expected to close on or about March 31, 2021. The transaction will be immediately accretive to earnings with positive cash flow. Thomas Sauermilch and Meir Lewittes of McDermott Will & Emery LLP acted as legal advisors to Kaiser. Deloitte & Touche LLP - Transaction Advisory Services acted as diligence and transition advisor. William J. Axtman of Jones Day acted as legal advisor and Credit Suisse Securities (USA) LLC acted as financial advisor to Alcoa Usa Corp.Is New 90 Day High Low • Nov 11New 90-day high: €62.00The company is up 2.0% from its price of €61.00 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.33 per share.株主還元KLU1DE Metals and MiningDE 市場7D-0.7%0.05%3.2%1Y130.9%84.0%2.5%株主還元を見る業界別リターン: KLU1過去 1 年間で84 % の収益を上げたGerman Metals and Mining業界を上回りました。リターン対市場: KLU1過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is KLU1's price volatile compared to industry and market?KLU1 volatilityKLU1 Average Weekly Movement9.4%Metals and Mining Industry Average Movement10.5%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: KLU1の株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: KLU1の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19463,800Keith Harveywww.kaiseraluminum.comカイザー・アルミナム・コーポレーションはその子会社とともに、半加工の特殊アルミ圧延製品を製造・販売している。航空宇宙・防衛、アルミ飲料・食品包装、自動車・一般エンジニアリング製品に使用される圧延・押出・引抜アルミニウム製品を提供している。同社は、世界の航空宇宙、宇宙、防衛産業の最終用途に使用される熱処理板やシート、硬質合金押出形材、冷間仕上げロッドやバー、シームレス引抜管やビレットなどの航空宇宙/HS製品を提供している。また、飲料・食品包装産業で使用される3000シリーズおよび5000シリーズの素地および塗装アルミニウムコイルなどのパッケージング製品も提供している。加えて、6000系アルミニウム合金の板、シート、ロッド、バー、チューブ、ワイヤー、標準押出形材からなる一般エンジニアリング製品も提供しており、軍用車両の装甲、兵器、半導体製造セル、電子機器、アフターマーケット用モータースポーツ部品、ツーリングプレート、機械設備部品、ボルト、ネジ、リベットの製造を含む様々な用途に使用されている。さらに、構造部品、衝突管理システム、アンチロックブレーキシステム、ドライブシャフト用引抜管など、6000シリーズのアルミニウム押出製品からなる自動車用押出材を提供するほか、製材、切断などの加工サービスも行っている。また、様々な産業用最終用途向けに、再圧延、押出、引抜、鋳造ビレットアルミニウム製品を提供している。同社は、米国、カナダ、西ヨーロッパにいる販売員を通じて、またアジア、中南米、中東のその他の地域にいる独立した販売代理店を通じて、顧客に直接製品を販売している。カイザー・アルミナム・コーポレーションは1946年に設立され、テネシー州フランクリンに本社を置く。もっと見るKaiser Aluminum Corporation 基礎のまとめKaiser Aluminum の収益と売上を時価総額と比較するとどうか。KLU1 基礎統計学時価総額€2.36b収益（TTM）€132.17m売上高(TTM)€3.19b18.5xPER（株価収益率0.8xP/SレシオKLU1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計KLU1 損益計算書（TTM）収益US$3.70b売上原価US$3.20b売上総利益US$502.00mその他の費用US$348.60m収益US$153.40m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）9.47グロス・マージン13.56%純利益率4.14%有利子負債／自己資本比率118.3%KLU1 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.8%現在の配当利回り33%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 22:49終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kaiser Aluminum Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Paul LutherBofA Global ResearchJorge BeristainDeutsche BankSohail TharaniGoldman Sachs14 その他のアナリストを表示
お知らせ • Apr 30Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026. Location: 1550 west mcewen drive, suite 500, franklin, tennessee 37067, United States
お知らせ • Apr 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on May 15, 2026Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on May 15, 2026 to stockholders of record as of the close of business on April 24, 2026.
お知らせ • Apr 09Kaiser Aluminum Corporation to Report Q1, 2026 Results on Apr 22, 2026Kaiser Aluminum Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026
お知らせ • Feb 04Kaiser Aluminum Corporation to Report Q4, 2025 Results on Feb 18, 2026Kaiser Aluminum Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
お知らせ • Jan 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on February 13, 2026Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on February 13, 2026 to stockholders of record as of the close of business on January 23, 2026.
お知らせ • Dec 19Kaiser Aluminum Corporation Appoints Hugh (Jack) J. Barger, III As Executive Vice President – Sales And Marketing, Effective January 1, 2026Kaiser Aluminum Corporation announced that Hugh (Jack) J. Barger, III has been appointed as the Company's Executive Vice President – Sales and Marketing, effective January 1, 2026. This transition is part of the Company’s succession planning with Mr. Barger assuming the role and responsibilities of Blain A. Tiffany, the Company’s current Executive Vice President – Sales and Marketing in connection with his anticipated retirement. Mr. Barger joined the Company in June 2025 as the Company’s Senior Vice President – Sales and Marketing. Mr. Barger brings over 25 years of progressive experience in the metals industry. Prior to joining the Company, he was President at Central Steel & Wire from 2021 to 2024 and previously held the position of Vice President of Sales at Central Steel & Wire. Prior to that, Jack held advancing leadership roles at A.M. Castle & Company.
お知らせ • Apr 30Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026. Location: 1550 west mcewen drive, suite 500, franklin, tennessee 37067, United States
お知らせ • Apr 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on May 15, 2026Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on May 15, 2026 to stockholders of record as of the close of business on April 24, 2026.
お知らせ • Apr 09Kaiser Aluminum Corporation to Report Q1, 2026 Results on Apr 22, 2026Kaiser Aluminum Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026
お知らせ • Feb 04Kaiser Aluminum Corporation to Report Q4, 2025 Results on Feb 18, 2026Kaiser Aluminum Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
お知らせ • Jan 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on February 13, 2026Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on February 13, 2026 to stockholders of record as of the close of business on January 23, 2026.
お知らせ • Dec 19Kaiser Aluminum Corporation Appoints Hugh (Jack) J. Barger, III As Executive Vice President – Sales And Marketing, Effective January 1, 2026Kaiser Aluminum Corporation announced that Hugh (Jack) J. Barger, III has been appointed as the Company's Executive Vice President – Sales and Marketing, effective January 1, 2026. This transition is part of the Company’s succession planning with Mr. Barger assuming the role and responsibilities of Blain A. Tiffany, the Company’s current Executive Vice President – Sales and Marketing in connection with his anticipated retirement. Mr. Barger joined the Company in June 2025 as the Company’s Senior Vice President – Sales and Marketing. Mr. Barger brings over 25 years of progressive experience in the metals industry. Prior to joining the Company, he was President at Central Steel & Wire from 2021 to 2024 and previously held the position of Vice President of Sales at Central Steel & Wire. Prior to that, Jack held advancing leadership roles at A.M. Castle & Company.
お知らせ • Nov 18Kaiser Aluminum Corporation Announces Executive ChangesKaiser Aluminum Corporation announced that Jason D. Walsh, the Company’s Executive Vice President – Manufacturing is taking leave from the Company for health reasons and that Thomas H. Robb has been appointed as the Company’s Senior Vice President – Manufacturing. Mr. Robb rejoined the Company in August 2024 as the Company’s Vice President – Finance before transitioning to Vice President – Finance and Packaging as he assumed responsibility for the Company’s Warrick rolling mill in Evansville, Indiana as the facility has been focused on the completion and start-up of its new coating line. Since joining the Company in 2024, Tom has successfully taken on growing responsibilities in Kaiser’s finance and manufacturing organizations. Tom is the ideal internal candidate to step into Jason’s role, given his strong background and experience. Mr. Robb has an extensive global background in finance, strategy and operations with more than 20 years of combined international aluminum and metals experience. He has an MBA from Vanderbilt University as well as a bachelor’s degree in business administration from the University of Florida.
お知らせ • Oct 15Kaiser Aluminum Corporation Announces Quarterly Dividend, Payable on November 14, 2025Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on November 14, 2025 to stockholders of record as of the close of business on October 24, 2025.
お知らせ • Oct 01Kaiser Aluminum Corporation to Report Q3, 2025 Results on Oct 22, 2025Kaiser Aluminum Corporation announced that they will report Q3, 2025 results After-Market on Oct 22, 2025
お知らせ • Sep 19Kaiser Aluminum Corporation Appoints James D. Hoffman as Independent Director and Member of Compensation and Nominating and Corporate Governance Committees, Effective September 18, 2025Kaiser Aluminum Corporation announced that its on September 18, 2025, the Board of Directors has appointed James D. Hoffman to serve as an independent director. Mr. Hoffman, 67, will serve as a Class II director with a term expiring at the Company’s 2026 annual meeting of stockholders and will serve on the Board’s compensation and nominating and corporate governance committees. Mr. Hoffman previously served as Chief Executive Officer of Reliance Inc. from January 2019 until his retirement in December 2022. In addition, he previously served as President of Reliance Inc. from January 2019 to January 2021, Executive Vice President and Chief Operating Officer from March 2016 to January 2019, Executive Vice President, Operations from May 2015 to March 2016, and Senior Vice President, Operations since 2008. Mr. Hoffman also served on the board of directors of Reliance Inc. from October 2019 to December 2022. Prior to Reliance Inc., Mr. Hoffman held various senior management positions with Earl M. Jorgensen Company from 1991 to 2008, including Executive Vice President and Chief Operating Officer; Vice President, Eastern Region; and District Manager. Mr. Hoffman holds a Bachelor of Science degree in Advertising/Marketing from West Virginia University.
お知らせ • Jul 31Kaiser Aluminum Corporation Announces Resignation of Kevin W. Williams as Director, Effective August 1, 2025On July 28, 2025, Kevin W. Williams notified the board of directors of Kaiser Aluminum Corporation of his decision to resign as a director of the Company, effective August 1, 2025. Mr. Williams’ decision to resign was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. The Board anticipates filling the vacancy created by Mr. William’s resignation focusing on candidates with the critical skills needed to continue to support the execution of Company strategy and Board succession planning.
お知らせ • Jul 24Kaiser Aluminum Corporation Maintains Earnings Guidance for the Full Year 2025Kaiser Aluminum Corporation maintained earnings guidance for the full year 2025. For the full year 2025, the Company maintains an outlook for a 5% to 10% year-over-year increase in Conversion Revenue.
お知らせ • Jul 16Kaiser Aluminum Corporation Announces Quarterly Dividend, Payable on August 15, 2025Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on August 15, 2025 to stockholders of record as of the close of business on July 25, 2025.
お知らせ • Jul 08Kaiser Aluminum Corporation to Report Q2, 2025 Results on Jul 23, 2025Kaiser Aluminum Corporation announced that they will report Q2, 2025 results After-Market on Jul 23, 2025
お知らせ • Jun 11Kaiser Aluminum Corporation Announces Appointment of Glenda J. Minor to Its Board of Directors and Audit and Compensation CommitteesKaiser Aluminum Corporation announced that its Board of Directors has appointed Glenda J. Minor to serve as an independent director. Ms. Minor will serve as a Class II director with a term expiring at the Company’s 2026 annual meeting of stockholders and will serve on the Board’s audit and compensation committees. Ms. Minor currently serves as Chief Executive Officer and Principal of Silket Advisory Services, a privately owned consulting firm advising companies on financial, strategic and operational initiatives. Prior to Silket Advisory Services, Ms. Minor served as Senior Vice President and Chief Financial Officer of Evraz North America Limited, a North American steel manufacturer. Ms. Minor also previously served as Vice President, Finance, Controller, Chief Accounting Officer, and General Auditor of Visteon Corporation, a global automotive supplier that designs, engineers, and manufactures climate, interior, electronic and lighting products for vehicle manufacturers. She currently serves on the boards of Albemarle Corporation, a global specialty chemical company; Curtiss-Wright Corporation, a global provider of products and services in the aerospace and defense and industrial markets; and Radius Recycling Inc., a global provider in the metals recycling industry and a manufacturer of finished steel products advancing a circular economy. Ms. Minor holds a Bachelor of Science degree in Accounting from Southern University and a Master of Business Administration degree from Michigan State University.
お知らせ • Apr 30Kaiser Aluminum Corporation, Annual General Meeting, Jun 10, 2025Kaiser Aluminum Corporation, Annual General Meeting, Jun 10, 2025. Location: 1550westmcewen drive, suite 500, tennessee 37067, franklin United States
お知らせ • Apr 16Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on May 15, 2025Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on May 15, 2025 to stockholders of record as of the close of business on April 25, 2025.
お知らせ • Apr 03Kaiser Aluminum Corporation to Report Q1, 2025 Results on Apr 23, 2025Kaiser Aluminum Corporation announced that they will report Q1, 2025 results After-Market on Apr 23, 2025
お知らせ • Feb 21Kaiser Aluminum Corporation Provides Consolidated Revenue Guidance for the Year 2025Kaiser Aluminum Corporation provided consolidated revenue guidance for the year 2025. For the full year, the Company expects consolidated conversion revenue to increase 5% to 10%. The outlook reflects the expectation for overall market demand to stabilize and become more favorable throughout 2025.
お知らせ • Feb 06Kaiser Aluminum Corporation to Report Q4, 2024 Results on Feb 19, 2025Kaiser Aluminum Corporation announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2025
お知らせ • Jan 07Kaiser Aluminum Corporation Announces Board ChangesKaiser Aluminum Corporation announced Jack A. Hockema, Executive Chair of the Board of Directors and Chair of the Executive Committee of the Board, notified the Board of his decision to retire as a director of the Company, effective January 1, 2025. In connection with Mr. Hockemas retirement, the Board appointed Keith A. Harvey, the Companys President and Chief Executive Officer and a director, as Chairman of the Board, and Kimberly T. Glas as a director to fill the vacancy on the Board created by Mr. Hockemas retirement, both effective January 1, 2025. Ms. Glas will serve as a Class I director with a term expiring at the Companys 2025 annual meeting of stockholders and will serve on the Boards audit and sustainability committees. Ms. Glas currently serves as the President and Chief Executive Officer of the National Council of Textile Organizations, a trade association that represents nearly 500,000 manufacturing jobs nationwide, and served as Commissioner of the U.S.-China Economic and Security Review Commission until December 2024. Prior to that, Ms. Glas served as Executive Director and President of BlueGreen Alliance, a strategic national partnership between labor unions and environmental organizations to expand the job-creating potential of the green economy and improve the rights of workers. Ms. Glas also previously served as the Deputy Assistant Secretary for Textiles, Consumer Goods, and Materials at the U.S. Department of Commerce to help improve the domestic and international competitiveness of U.S. industries. Additionally, Ms. Glas served on Capitol Hill for a decade, working extensively on manufacturing, trade and economic policy. Ms. Glas holds a Bachelors degree in history from the State University of New York at Geneseo.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.75 (vs US$0.34 in 3Q 2023)Third quarter 2024 results: EPS: US$0.75 (up from US$0.34 in 3Q 2023). Revenue: US$747.7m (flat on 3Q 2023). Net income: US$12.0m (up 122% from 3Q 2023). Profit margin: 1.6% (up from 0.7% in 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Oct 24Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2024Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share, which will be paid on November 15, 2024 to stockholders of record as of the close of business on October 25, 2024.
Declared Dividend • Oct 21Second quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 25th October 2024 Payment date: 15th November 2024 Dividend yield will be 4.3%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (122% earnings payout ratio). However, it is well covered by cash flows (41% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 35% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend.
お知らせ • Oct 10Kaiser Aluminum Corporation to Report Q3, 2024 Results on Oct 23, 2024Kaiser Aluminum Corporation announced that they will report Q3, 2024 results After-Market on Oct 23, 2024
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 4 highly experienced directors. Independent Director Richard Grimley was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Aug 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €63.50. The fair value is estimated to be €79.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.1% in a year. Earnings are forecast to grow by 97% in the next year.
Buy Or Sell Opportunity • Aug 05Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to €64.00. The fair value is estimated to be €85.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 7.1% in a year. Earnings are forecast to grow by 97% in the next year.
Recent Insider Transactions • Jul 31CEO, President & Director recently bought €185k worth of stockOn the 29th of July, Keith Harvey bought around 3k shares on-market at roughly €71.36 per share. This transaction amounted to 5.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Keith's only on-market trade for the last 12 months.
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: US$0.19 (vs US$1.15 in 2Q 2023)Second quarter 2024 results: EPS: US$0.19 (down from US$1.15 in 2Q 2023). Revenue: US$773.4m (down 5.0% from 2Q 2023). Net income: US$3.10m (down 83% from 2Q 2023). Profit margin: 0.4% (down from 2.2% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 1.9% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jul 25Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on August 15, 2024On July 15, 2024, Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share, which will be paid on August 15, 2024 to stockholders of record as of the close of business on July 25, 2024.
Declared Dividend • Jul 18First quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 25th July 2024 Payment date: 15th August 2024 Dividend yield will be 3.2%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is covered by both earnings (88% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to decline by 1.8% to shift the payout ratio to a potentially unsustainable range, which is less than the 9.3% EPS decline seen over the last 5 years.
お知らせ • Jul 12Kaiser Aluminum Corporation to Report Q2, 2024 Results on Jul 24, 2024Kaiser Aluminum Corporation announced that they will report Q2, 2024 results After-Market on Jul 24, 2024
Recent Insider Transactions • May 20Insider recently sold €301k worth of stockOn the 15th of May, Raymond Parkinson sold around 3k shares on-market at roughly €92.50 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €645k more than they bought in the last 12 months.
お知らせ • Apr 28Kaiser Aluminum Corporation, Annual General Meeting, Jun 11, 2024Kaiser Aluminum Corporation, Annual General Meeting, Jun 11, 2024, at 09:00 Central Standard Time. Location: Franklin Marriott Cool Springs, located at 700 Cool Springs Boulevard, Franklin, Franklin Tennessee United States Agenda: To elect three members to board of directors for three-year terms to expire at 2027 annual meeting of stockholders; To approve, on a non-binding, advisory basis, the compensation of named executive officers as disclosed in the accompanying Proxy Statement; To ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for 2024; To approve the amendment and restatement of the Kaiser Aluminum Corporation 2021 Equity and Incentive Compensation Plan; and to discuss other matters.
お知らせ • Apr 26Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on May 15, 2024On April 15, 2024, Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share which will be paid on May 15, 2024 to stockholders of record as of the close of business on April 25, 2024.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$1.54 (vs US$1.00 in 1Q 2023)First quarter 2024 results: EPS: US$1.54 (up from US$1.00 in 1Q 2023). Revenue: US$737.5m (down 8.7% from 1Q 2023). Net income: US$24.6m (up 55% from 1Q 2023). Profit margin: 3.3% (up from 2.0% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 1.5% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 18Fourth quarter dividend of US$0.77 announcedShareholders will receive a dividend of US$0.77. Ex-date: 24th April 2024 Payment date: 15th May 2024 Dividend yield will be 3.4%, which is lower than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (105% earnings payout ratio). However, it is covered by cash flows (71% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 16% to bring the payout ratio under control. EPS is expected to grow by 91% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Apr 12Kaiser Aluminum Corporation to Report Q1, 2024 Results on Apr 24, 2024Kaiser Aluminum Corporation announced that they will report Q1, 2024 results After-Market on Apr 24, 2024
Reported Earnings • Feb 23Full year 2023 earnings released: EPS: US$2.95 (vs US$1.86 loss in FY 2022)Full year 2023 results: EPS: US$2.95 (up from US$1.86 loss in FY 2022). Revenue: US$3.09b (down 9.9% from FY 2022). Net income: US$47.2m (up US$76.8m from FY 2022). Profit margin: 1.5% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Feb 17Kaiser Aluminum Corporation Announces Retirement of Alfred E. Osborne, Jr. as Board of Directors, Effective June 11, 2024Kaiser Aluminum Corporation announced on February 12, 2024, Alfred E. Osborne, Jr. notified the board of directors (the board) of the company of his decision to retire as a director of the company effective June 11, 2024 (the Effective Date). Dr. Osborne’s decision to retire from the board was not due to any disagreement with THE Company on any matter relating to the company’s operations, policies or practices. The board expects to reduce the size of the board from 11 to 10 directors as of the Effective Date.
お知らせ • Feb 06Kaiser Aluminum Corporation to Report Q4, 2023 Results on Feb 21, 2024Kaiser Aluminum Corporation announced that they will report Q4, 2023 results After-Market on Feb 21, 2024
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$0.34 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.34 (up from US$0.16 in 3Q 2022). Revenue: US$743.6m (flat on 3Q 2022). Net income: US$5.40m (up 116% from 3Q 2022). Profit margin: 0.7% (up from 0.3% in 3Q 2022). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Oct 26Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2023On October 12, 2023, Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share which is payable on November 15, 2023 to stockholders of record as of the close of business on October 25, 2023.
お知らせ • Oct 11Kaiser Aluminum Corporation to Report Q3, 2023 Results on Oct 25, 2023Kaiser Aluminum Corporation announced that they will report Q3, 2023 results After-Market on Oct 25, 2023
Recent Insider Transactions • Aug 07Insider recently sold €344k worth of stockOn the 3rd of August, Raymond Parkinson sold around 5k shares on-market at roughly €72.84 per share. This transaction amounted to 42% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Jul 26Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on August 15, 2023On July 13, 2023, Kaiser Aluminum Corporation announced the declaration of a quarterly cash dividend of $0.77 per share which is payable on August 15, 2023 to stockholders of record as of the close of business on July 25, 2023.
Reported Earnings • Jul 26Second quarter 2023 earnings released: EPS: US$1.15 (vs US$0.87 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.15 (up from US$0.87 loss in 2Q 2022). Revenue: US$814.1m (down 15% from 2Q 2022). Net income: US$18.3m (up US$32.1m from 2Q 2022). Profit margin: 2.2% (up from net loss in 2Q 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 12Kaiser Aluminum Corporation to Report Q2, 2023 Results on Jul 25, 2023Kaiser Aluminum Corporation announced that they will report Q2, 2023 results After-Market on Jul 25, 2023
お知らせ • Jun 25Kaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Growth-Defensive IndexKaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Growth-Defensive Index
お知らせ • Jun 08Kaiser Aluminum Corporation Announces Executive ChangesKaiser Aluminum Corporation announced the appointment of Vijai Narayan to Vice President and Chief Accounting Officer, effective June 7, 2023, in connection with the Company’s recent relocation of its corporate headquarters to Franklin, TN.Mr. Narayan previously served as the Company’s Vice President – Finance since November 2022. As part of the planned transition, Jennifer Huey, the Company’s immediate past Vice President and Chief Accounting Officer, stepped down from her position and will continue to assist Mr. Narayan through the transition. Mr. Narayan brings more than 20 years of accounting experience across multiple industries including glass and plastics manufacturing, automotive and real estate. Prior to joining the Company, Mr. Narayan served as Vice President Finance of a top 15 Fortune 500 health care and insurance company.
Reported Earnings • Apr 28First quarter 2023 earnings released: EPS: US$1.00 (vs US$0.51 in 1Q 2022)First quarter 2023 results: EPS: US$1.00 (up from US$0.51 in 1Q 2022). Revenue: US$807.6m (down 15% from 1Q 2022). Net income: US$15.9m (up 96% from 1Q 2022). Profit margin: 2.0% (up from 0.9% in 1Q 2022). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 1.3% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 24Full year 2022 earnings released: US$1.86 loss per share (vs US$1.17 loss in FY 2021)Full year 2022 results: US$1.86 loss per share (further deteriorated from US$1.17 loss in FY 2021). Revenue: US$3.43b (up 31% from FY 2021). Net loss: US$29.6m (loss widened 60% from FY 2021). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Europe are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 112 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 27Kaiser Aluminum Corporation to Report Q4, 2022 Results on Feb 22, 2023Kaiser Aluminum Corporation announced that they will report Q4, 2022 results After-Market on Feb 22, 2023
お知らせ • Jan 13Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on February 15, 2023Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on February 15, 2023 to shareholders of record as of the close of business on January 25, 2023.
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.14 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.16 (up from US$0.14 loss in 3Q 2021). Revenue: US$748.9m (flat on 3Q 2021). Net income: US$2.50m (up US$4.80m from 3Q 2021). Profit margin: 0.3% (up from net loss in 3Q 2021). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.2% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 14Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2022Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on November 15, 2022 to shareholders of record as of the close of business on October 25, 2022.
お知らせ • Oct 05Kaiser Aluminum Corporation to Report Q3, 2022 Results on Oct 19, 2022Kaiser Aluminum Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Oct 19, 2022
Board Change • Jul 31High number of new directorsIndependent Director Mike Arnold was the last director to join the board, commencing their role in 2021.
Reported Earnings • Jul 26Second quarter 2022 earnings released: US$0.87 loss per share (vs US$1.42 loss in 2Q 2021)Second quarter 2022 results: US$0.87 loss per share (up from US$1.42 loss in 2Q 2021). Revenue: US$954.2m (up 29% from 2Q 2021). Net loss: US$13.8m (loss narrowed 38% from 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 15Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on August 15, 2022Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on August 15, 2022 to shareholders of record as of the close of business on July 25, 2022.
お知らせ • Jul 09Kaiser Aluminum Declares Force Majeure at its Warrick Rolling Mill Due to Limited Availability of MagnesiumKaiser Aluminum Corporation announced that it declared force majeure at its Warrick Rolling Mill (“Kaiser Warrick”) due to the limited availability of magnesium utilized in the production of certain of its aluminum beverage and food packaging products, reducing its ability to produce those products at this time. As the Company has previously disclosed, US Magnesium, LLC, (“US Mag”), Kaiser Warrick’s large supplier of magnesium, declared force majeure on September 29, 2021. Although US Mag had continued to supply approximately 50% of its contractual commitment to Kaiser Warrick, deliveries have recently stopped. Kaiser Warrick has been unable to immediately source additional magnesium from alternative sources and has begun adjusting production levels based on the amount of magnesium currently available and otherwise scheduled for delivery from other suppliers. Kaiser Warrick is working with its customers to minimize the impact on planned deliveries. The Company anticipates production and deliveries will be reduced by 30% to 40% in the month of July, and approximately 50% during the remainder of the third quarter, in each case based on currently contracted deliveries of magnesium and assuming no further deliveries from US Mag. The rolling mill will continue to operate at lower production levels until US Mag resumes deliveries or additional replacement magnesium becomes available to Kaiser Warrick. In addition, on July 1, 2022, Alcoa Corporation (“Alcoa”) announced the curtailment of one of three operating smelting lines at its Warrick Operations facility in Indiana due to operational challenges. While the Company does not anticipate Alcoa’s announced curtailment to reduce Kaiser Warrick’s current or anticipated output, continuing performance issues at Alcoa’s Warrick Operations facility and the resulting impact on delivery of molten aluminum, continue to im act the financial and operational performance of Kaiser Warrick and the Company. The Company is in the process of assessing the financial and operational impact of recent events that led to its declaration of force majeure and will provide an update during its second quarter earnings call scheduled on July 26, 2022. Kaiser Aluminum Corporation, headquartered in Franklin, Tenn., is a leading producer of semi-fabricated specialty aluminum products, serving customers worldwide with highly engineered solutions for aerospace and high-strength, packaging, general engineering, custom automotive and other industrial applications. The Company’s North American facilities produce value-added plate, sheet, coil, extrusions, rod, bar, tube and wire products, adhering to traditions of quality, innovation and service that have been key components of its culture since the Company was founded in 1946. The Company’s stock is included in the Russell 2000® index and the S&P Small Cap 600® index.
お知らせ • Jul 06Kaiser Aluminum Corporation to Report Q2, 2022 Results on Jul 25, 2022Kaiser Aluminum Corporation announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 25, 2022
お知らせ • Jun 26Kaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Value IndexKaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Value Index
お知らせ • Jun 18Leo Gerard Resigns as Director of Kaiser Aluminum CorporationOn June 15, 2022, Leo Gerard notified the board of directors (the “Board”) of Kaiser Aluminum Corporation (the “Company”) of his decision to resign as a director of the Company for personal health reasons. Mr. Gerard was designated by the United Steel, Paper and Foresting, Rubber, Manufacturing, Energy, Allied Industrial and Service Workers International Union, AFL-CIO, CLC (the “USW”) as a director candidate pursuant to the terms of the director designation agreement between the Company and the USW. Mr. Gerard’s resignation was effective June 15, 2022. The Company will coordinate with the USW to address the vacancy created by Mr. Gerard’s resignation.
お知らせ • Jun 05Kaiser Aluminum Corporation Announces Resignation of Emily Liggett as Board of DirectorOn May 31, 2022, Emily Liggett notified the board of directors (the “Board”) of Kaiser Aluminum Corporation (the “Company”) of her decision to resign as a director of the Company, with her resignation to be effective as of June 2, 2022 (the “Effective Date”). Ms. Liggett’s decision to resign was not due to any disagreement with the Company on any matter relating to the Company’s operations, policies or practices. The Board has determined to reduce the size of the Board from 12 to 11 directors as of the Effective Date.
Recent Insider Transactions • May 22Vice President of Treasury recently sold €52k worth of stockOn the 18th of May, Del Miller sold around 510 shares on-market at roughly €101 per share. In the last 3 months, there was an even bigger sale from another insider worth €56k. Insiders have been net sellers, collectively disposing of €1.1m more than they bought in the last 12 months.
お知らせ • May 02Kaiser Aluminum Corporation, Annual General Meeting, Jun 02, 2022Kaiser Aluminum Corporation, Annual General Meeting, Jun 02, 2022, at 09:00 Eastern Daylight. Location: at the company's corporate office, located at 1550 West McEwen Drive, Suite 500, Franklin Tennessee United States Agenda: To elect four members to board of directors for three-year terms to expire at 2025 annual meeting of stockholders; to approve, on a non-binding, advisory basis, the compensation of named executive officers as disclosed in the accompanying Proxy Statement; to ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for 2022; and to consider such other business as may properly come before the Annual Meeting or any adjournments thereof.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: US$0.51 (vs US$0.28 in 1Q 2021)First quarter 2022 results: EPS: US$0.51 (up from US$0.28 in 1Q 2021). Revenue: US$948.8m (up 193% from 1Q 2021). Net income: US$8.10m (up 80% from 1Q 2021). Profit margin: 0.9% (down from 1.4% in 1Q 2021). Over the next year, revenue is forecast to grow 13%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 22First quarter 2022 earnings released: EPS: US$0.51 (vs US$0.28 in 1Q 2021)First quarter 2022 results: EPS: US$0.51 (up from US$0.28 in 1Q 2021). Revenue: US$948.8m (up 193% from 1Q 2021). Net income: US$8.10m (up 80% from 1Q 2021). Profit margin: 0.9% (down from 1.4% in 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 34% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 21Kaiser Aluminum Corporation Reiterates Outlook for the Full Year 2022Kaiser Aluminum Corporation reiterates outlook for the full year 2022. The company reiterate outlook and continue to anticipate a year-over-year increase in value added revenue of 20% to 25%.
お知らせ • Apr 19Kaiser Aluminum Corporation Announces Executive AppointmentsOn April 15, 2022, the board of directors of Kaiser Aluminum Corporation appointed Blain Tiffany as Executive Vice President – Sales and Marketing and Jason Walsh as Executive Vice President – Manufacturing. Mr. Tiffany has served as Senior Vice President – Sales and Marketing from January 2020 to April 2022. Mr. Tiffany previously served as Vice President - Sales & Marketing, High Strength and General Engineering Products from July 2014 to December 2020. Mr. Tiffany joined the Company in 2013 as Vice President - Marketing, Hard Alloy Extrusions, Pipe and Tube. Prior to joining Kaiser, Mr. Tiffany held several senior management positions during his 34 years in metals distribution. He was most recently with A.M. Castle & Co. where during his 13 years with the company he served as President of the Steel Plate division, President of the Aerospace division and President of the Industrial division. Mr. Walsh has served as Senior Vice President – Manufacturing from August 2020 to April 2022. Mr. Walsh previously served as Senior Vice President – Flat Rolled Products from June 2018 to August 2020, as Vice President and General Manager – Automotive and Soft Alloy from January 2017 to June 2018, as Vice President and General Manager – Automotive from February 2017 to December 2017, and as Vice President - Financial, Planning and Analysis from April 2012 to January 2017. Mr. Walsh joined the Company in 2006 as Manager, Financial Planning & Analysis and served as Group Controller, Common Alloy Products and Director, Financial Planning & Analysis.
お知らせ • Apr 15Kaiser Aluminum Corporation Announces Quarterly Dividend Payment, Payable on May 13, 2022Kaiser Aluminum Corporation announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share. The dividend will be payable on May 13, 2022 to shareholders of record as of the close of business on April 25, 2022.
お知らせ • Apr 09Kaiser Aluminum Corporation to Report Q1, 2022 Results on Apr 20, 2022Kaiser Aluminum Corporation announced that they will report Q1, 2022 results on Apr 20, 2022
Recent Insider Transactions • Apr 02Independent Director recently sold €56k worth of stockOn the 28th of March, Leo Gerard sold around 663 shares on-market at roughly €84.27 per share. In the last 3 months, there was an even bigger sale from another insider worth €92k. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.
Reported Earnings • Feb 24Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: US$1.17 loss per share (down from US$1.82 profit in FY 2020). Revenue: US$2.62b (up 124% from FY 2020). Net loss: US$18.5m (down 164% from profit in FY 2020). Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 22%, compared to a 13% growth forecast for the mining industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 08Kaiser Aluminum Corporation to Report Q4, 2021 Results on Feb 23, 2022Kaiser Aluminum Corporation announced that they will report Q4, 2021 results After-Market on Feb 23, 2022
Recent Insider Transactions • Jan 19Executive Chairman recently sold €92k worth of stockOn the 14th of January, Jack Hockema sold around 1k shares on-market at roughly €92.25 per share. This was the largest sale by an insider in the last 3 months. Jack has been a seller over the last 12 months, reducing personal holdings by €1.9m.
Reported Earnings • Oct 21Third quarter 2021 earnings released: US$0.14 loss per share (vs US$0.025 profit in 3Q 2020)The company reported a decent third quarter result with improved revenues, although earnings and control over costs were weaker. Third quarter 2021 results: Revenue: US$750.6m (up 194% from 3Q 2020). Net loss: US$2.30m (down US$2.70m from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Aug 22Executive Chairman recently sold €313k worth of stockOn the 18th of August, Jack Hockema sold around 3k shares on-market at roughly €104 per share. This was the largest sale by an insider in the last 3 months. Jack has been a seller over the last 12 months, reducing personal holdings by €1.8m.
Board Change • Jul 31High number of new directorsCEO, President & Director Keith Harvey was the last director to join the board, commencing their role in 2020.
Reported Earnings • Jul 23Second quarter 2021 earnings released: US$1.42 loss per share (vs US$0.42 loss in 2Q 2020)The company reported a decent second quarter result with improved revenues, although losses increased and control over costs was weaker. Second quarter 2021 results: Revenue: US$741.0m (up 169% from 2Q 2020). Net loss: US$22.4m (loss widened 239% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • Jun 08Kaiser Aluminum Receives Aluminum Stewardship Institute Performance Standard Provisional CertificationKaiser Aluminum Corporation announced that its rolling mill near Evansville, Indiana has received the Performance Standard Certification with Provisional status from Aluminum Stewardship Initiative for its ingot casting centers, rolling mills and finishing production centers. The Warrick facility is one of only four dedicated rolling mills in North America for the packaging industry and is the first facility of its type in this market to achieve ASI Performance Standard certification for responsible sourcing and stewardship of aluminum. The Performance Standard Certification with Provisional status was issued under the ASI Interim Policy regarding Audits, Audit-Related Travel and Coronavirus, which clarifies the reasonable accommodations that can be made to audit plans in consideration of the current situation relating to COVID-19.
Recent Insider Transactions • Jun 08Lead Independent Director recently sold €272k worth of stockOn the 2nd of June, Alfred Osborne sold around 3k shares on-market at roughly €109 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.1m. Insiders have been net sellers, collectively disposing of €4.9m more than they bought in the last 12 months.
Recent Insider Transactions • May 28Executive Chairman recently sold €308k worth of stockOn the 24th of May, Jack Hockema sold around 3k shares on-market at roughly €103 per share. In the last 3 months, they made an even bigger sale worth €1.2m. Jack has been a seller over the last 12 months, reducing personal holdings by €1.5m.
Recent Insider Transactions • May 23Insider recently sold €144k worth of stockOn the 18th of May, Raymond Parkinson sold around 1k shares on-market at roughly €107 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €4.4m more than they bought in the last 12 months.
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS US$0.28 (vs US$1.84 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$324.0m (down 12% from 1Q 2020). Net income: US$4.50m (down 85% from 1Q 2020). Profit margin: 1.4% (down from 7.9% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 17CEO, President & Director recently sold €1.1m worth of stockOn the 11th of March, Keith Harvey sold around 10k shares on-market at roughly €106 per share. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. This was Keith's only on-market trade for the last 12 months.
お知らせ • Mar 12Kaiser Aluminum Corporation Announces Executive AppointmentsOn March 5, 2021, the board of directors of Kaiser Aluminum Corporation (the “Company”) appointed John M. Donnan as Chief Administrative Officer and General Counsel and Neal E. West as Executive Vice President. Mr. Donnan, 60, joined the Company in 1993 and served as Executive Vice President - Legal, Compliance and Human Resources since June 2012. Mr. West, 62, joined the Company in June 2008 as Vice President and Chief Accounting Officer and served as Senior Vice President and Chief Financial Officer since February 2019.
Recent Insider Transactions • Mar 07Executive Chairman recently sold €1.2m worth of stockOn the 2nd of March, Jack Hockema sold around 12k shares on-market at roughly €99.42 per share. This was the largest sale by an insider in the last 3 months. This was Jack's only on-market trade for the last 12 months.
Analyst Estimate Surprise Post Earnings • Feb 26Revenue beats expectationsRevenue exceeded analyst estimates by 0.7%. Over the next year, revenue is forecast to grow 41%, compared to a 21% growth forecast for the Metals and Mining industry in Germany.
Reported Earnings • Feb 26Full year 2020 earnings released: EPS US$1.82 (vs US$3.88 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: US$1.17b (down 23% from FY 2019). Net income: US$28.8m (down 54% from FY 2019). Profit margin: 2.5% (down from 4.1% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Feb 16New 90-day high: €89.50The company is up 32% from its price of €68.00 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 56% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €225 per share.
お知らせ • Feb 09Kaiser Aluminum Corporation to Report Q4, 2020 Results on Feb 24, 2021Kaiser Aluminum Corporation announced that they will report Q4, 2020 results After-Market on Feb 24, 2021
Is New 90 Day High Low • Jan 08New 90-day high: €89.00The company is up 76% from its price of €50.50 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 53% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €216 per share.
Is New 90 Day High Low • Dec 05New 90-day high: €82.00The company is up 53% from its price of €53.50 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 7.0% over the same period.
Recent Insider Transactions • Dec 05Independent Director recently sold €842k worth of stockOn the 3rd of December, Lauralee Martin sold around 11k shares on-market at roughly €73.36 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Dec 01Kaiser Aluminum Corporation (NasdaqGS:KALU) entered into a definitive agreement to acquire Alcoa Warrick LLC from Alcoa Usa Corp. for $670 million.Kaiser Aluminum Corporation (NasdaqGS:KALU) entered into a definitive agreement to acquire Alcoa Warrick LLC from Alcoa Usa Corp. for $670 million on November 30, 2020. The purchase price is subject to certain adjustments. Under the terms of agreement, Kaiser will pay $587 million in cash and assume $83 million in other postretirement employee benefit liabilities. Alcoa will retain ownership of the smelting assets and power plant adjacent to the rolling mill facility and the land under the rolling mill facility. Upon closing, Alcoa and Kaiser (or their respective affiliates) will also enter into certain ancillary agreements including, among others, a transition services agreement, a long-term ground lease with respect to the rolling mill premises and related support services, a market-based molten metal supply agreement and certain other commercial agreements relating to the transaction. Kaiser intends to fund the purchase price with $587 million of existing cash on hand. The purchase price represents an implied multiple of approximately seven times adjusted EBITDA as of the last twelve months ended September 30, 2020. Approximately 1,170 employees at the rolling operations, which includes the casthouse, hot mill, cold mills, and coating and slitting lines, will become employees of Kaiser Aluminum once the transaction is complete. The transaction is subject to certain closing conditions including the expiration or early termination of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended, regulatory approvals and customary closing conditions. The transaction is expected to close on or about March 31, 2021. The transaction will be immediately accretive to earnings with positive cash flow. Thomas Sauermilch and Meir Lewittes of McDermott Will & Emery LLP acted as legal advisors to Kaiser. Deloitte & Touche LLP - Transaction Advisory Services acted as diligence and transition advisor. William J. Axtman of Jones Day acted as legal advisor and Credit Suisse Securities (USA) LLC acted as financial advisor to Alcoa Usa Corp.
Is New 90 Day High Low • Nov 11New 90-day high: €62.00The company is up 2.0% from its price of €61.00 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.33 per share.
