Kaiser Aluminum Corporation

NasdaqGS:KALU 株式レポート

時価総額:US$2.9b

Kaiser Aluminum 将来の成長

Future 基準チェック /06

Kaiser Aluminumの収益は年間3.3%で減少すると予測されていますが、年間収益は年間0.5%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に18.5% 2.7%なると予測されています。

主要情報

-3.3%

収益成長率

-2.65%

EPS成長率

Metals and Mining 収益成長11.4%
収益成長率0.5%
将来の株主資本利益率18.51%
アナリストカバレッジ

Low

最終更新日27 Jul 2026

今後の成長に関する最新情報

分析記事 Jul 26

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

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

Recent updates

ナラティブ更新 Jul 27

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

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

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

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

Kaiser Aluminum: Markets Starting To Soften, Lowering PT

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

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

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

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

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

Packaging And Aerospace Capacity Expansion Will Reshape Long Term Earnings Power

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Kaiser Aluminum: An Upside Going Into 2024-2025

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

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

Kaiser Aluminum Corporation ( NASDAQ:KALU ) shareholders that were waiting for something to happen have been dealt a...
分析記事 Jul 25

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

Key Insights The projected fair value for Kaiser Aluminum is US$161 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Jul 04

Revenues Working Against Kaiser Aluminum Corporation's (NASDAQ:KALU) Share Price

With a price-to-sales (or "P/S") ratio of 0.5x Kaiser Aluminum Corporation ( NASDAQ:KALU ) may be sending bullish...

業績と収益の成長予測

NasdaqGS:KALU - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284,227221333N/A2
12/31/20274,4531972603314
12/31/20264,6012322483414
6/30/20264,13622787186N/A
3/31/20263,70215324142N/A
12/31/20253,373113-25111N/A
9/30/20253,2098513175N/A
6/30/20253,11473-38150N/A
3/31/20253,06469-28161N/A
12/31/20243,02466-14167N/A
9/30/20242,9805350198N/A
6/30/20242,97650119254N/A
3/31/20243,01749163296N/A
12/31/20233,0876869212N/A
9/30/20233,14113-47133N/A
6/30/20233,14710-202-22N/A
3/31/20233,287-22-240-85N/A
12/31/20223,428-30-206-63N/A
9/30/20223,458-1-123-12N/A
6/30/20223,460-6-482N/A
3/31/20223,247-151592N/A
12/31/20212,622-182179N/A
9/30/20212,088-144590N/A
6/30/20211,593-1279117N/A
3/31/20211,1274103143N/A
12/31/20201,17329155207N/A
9/30/20201,26912172229N/A
6/30/20201,38937195257N/A
3/31/20201,48863N/A262N/A
12/31/20191,51462N/A232N/A
9/30/20191,53596N/A192N/A
6/30/20191,55393N/A137N/A
3/31/20191,59394N/A147N/A
12/31/20181,58692N/A150N/A
9/30/20181,55053N/A123N/A
6/30/20181,48951N/A152N/A
3/31/20181,43035N/A164N/A
12/31/20171,39845N/A142N/A
9/30/20171,37685N/A190N/A
6/30/20171,36480N/A167N/A
3/31/20171,343101N/A148N/A
12/31/20161,33192N/A166N/A
9/30/20161,31581N/A157N/A
6/30/20161,33188N/A183N/A
3/31/20161,36382N/A173N/A
12/31/20151,392-237N/A160N/A
9/30/20151,413-234N/A129N/A

アナリストによる今後の成長予測

収入対貯蓄率: KALUの収益は今後 3 年間で減少すると予測されています (年間-3.3% )。

収益対市場: KALUの収益は今後 3 年間で減少すると予測されています (年間-3.3% )。

高成長収益: KALUの収益は今後 3 年間で減少すると予測されています。

収益対市場: KALUの収益 ( 0.5% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: KALUの収益 ( 0.5% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: KALUの 自己資本利益率 は、3年後には低くなると予測されています ( 18.5 %)。


成長企業の発掘

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2026/08/16 21:46
終値2026/08/14 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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 Research
Jorge BeristainDeutsche Bank
Sohail TharaniGoldman Sachs