Valuation Update With 7 Day Price Move • May 28
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €162, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Metals and Mining industry in Europe. Total returns to shareholders of 210% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €156 per share. 공시 • Apr 30
Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026 Kaiser Aluminum Corporation, Annual General Meeting, Jun 04, 2026. Location: 1550 west mcewen drive, suite 500, franklin, tennessee 37067, United States 공시 • Apr 14
Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on May 15, 2026 Kaiser 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. 공시 • Apr 09
Kaiser Aluminum Corporation to Report Q1, 2026 Results on Apr 22, 2026 Kaiser Aluminum Corporation announced that they will report Q1, 2026 results After-Market on Apr 22, 2026 공시 • Feb 04
Kaiser Aluminum Corporation to Report Q4, 2025 Results on Feb 18, 2026 Kaiser Aluminum Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026 공시 • Jan 14
Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on February 13, 2026 Kaiser 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. 공시 • Dec 19
Kaiser Aluminum Corporation Appoints Hugh (Jack) J. Barger, III As Executive Vice President – Sales And Marketing, Effective January 1, 2026 Kaiser 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. 공시 • Nov 18
Kaiser Aluminum Corporation Announces Executive Changes Kaiser 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. 공시 • Oct 15
Kaiser Aluminum Corporation Announces Quarterly Dividend, Payable on November 14, 2025 Kaiser 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. 공시 • Oct 01
Kaiser Aluminum Corporation to Report Q3, 2025 Results on Oct 22, 2025 Kaiser Aluminum Corporation announced that they will report Q3, 2025 results After-Market on Oct 22, 2025 공시 • Sep 19
Kaiser Aluminum Corporation Appoints James D. Hoffman as Independent Director and Member of Compensation and Nominating and Corporate Governance Committees, Effective September 18, 2025 Kaiser 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. 공시 • Jul 31
Kaiser Aluminum Corporation Announces Resignation of Kevin W. Williams as Director, Effective August 1, 2025 On 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. 공시 • Jul 24
Kaiser Aluminum Corporation Maintains Earnings Guidance for the Full Year 2025 Kaiser 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. 공시 • Jul 16
Kaiser Aluminum Corporation Announces Quarterly Dividend, Payable on August 15, 2025 Kaiser 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. 공시 • Jul 08
Kaiser Aluminum Corporation to Report Q2, 2025 Results on Jul 23, 2025 Kaiser Aluminum Corporation announced that they will report Q2, 2025 results After-Market on Jul 23, 2025 공시 • Jun 11
Kaiser Aluminum Corporation Announces Appointment of Glenda J. Minor to Its Board of Directors and Audit and Compensation Committees Kaiser 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. 공시 • Apr 30
Kaiser Aluminum Corporation, Annual General Meeting, Jun 10, 2025 Kaiser Aluminum Corporation, Annual General Meeting, Jun 10, 2025. Location: 1550westmcewen drive, suite 500, tennessee 37067, franklin United States 공시 • Apr 16
Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on May 15, 2025 Kaiser 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. 공시 • Apr 03
Kaiser Aluminum Corporation to Report Q1, 2025 Results on Apr 23, 2025 Kaiser Aluminum Corporation announced that they will report Q1, 2025 results After-Market on Apr 23, 2025 공시 • Feb 21
Kaiser Aluminum Corporation Provides Consolidated Revenue Guidance for the Year 2025 Kaiser 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. 공시 • Feb 06
Kaiser Aluminum Corporation to Report Q4, 2024 Results on Feb 19, 2025 Kaiser Aluminum Corporation announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 19, 2025 공시 • Jan 07
Kaiser Aluminum Corporation Announces Board Changes Kaiser 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 24
Third 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. 공시 • Oct 24
Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2024 Kaiser 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 21
Second quarter dividend of US$0.77 announced Shareholders 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. 공시 • Oct 10
Kaiser Aluminum Corporation to Report Q3, 2024 Results on Oct 23, 2024 Kaiser Aluminum Corporation announced that they will report Q3, 2024 results After-Market on Oct 23, 2024 Board Change • Oct 01
Insufficient new directors There 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 24
Now 20% undervalued after recent price drop Over 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 05
Now 25% undervalued after recent price drop Over 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 31
CEO, President & Director recently bought €185k worth of stock On 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 25
Second 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. 공시 • Jul 25
Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on August 15, 2024 On 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 18
First quarter dividend of US$0.77 announced Shareholders 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. 공시 • Jul 12
Kaiser Aluminum Corporation to Report Q2, 2024 Results on Jul 24, 2024 Kaiser Aluminum Corporation announced that they will report Q2, 2024 results After-Market on Jul 24, 2024 Recent Insider Transactions • May 20
Insider recently sold €301k worth of stock On 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. 공시 • Apr 28
Kaiser Aluminum Corporation, Annual General Meeting, Jun 11, 2024 Kaiser 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. 공시 • Apr 26
Kaiser Aluminum Corporation Announces Quarterly Cash Dividend, Payable on May 15, 2024 On 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 25
First 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 18
Fourth quarter dividend of US$0.77 announced Shareholders 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. 공시 • Apr 12
Kaiser Aluminum Corporation to Report Q1, 2024 Results on Apr 24, 2024 Kaiser Aluminum Corporation announced that they will report Q1, 2024 results After-Market on Apr 24, 2024 Reported Earnings • Feb 23
Full 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. 공시 • Feb 17
Kaiser Aluminum Corporation Announces Retirement of Alfred E. Osborne, Jr. as Board of Directors, Effective June 11, 2024 Kaiser 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. 공시 • Feb 06
Kaiser Aluminum Corporation to Report Q4, 2023 Results on Feb 21, 2024 Kaiser Aluminum Corporation announced that they will report Q4, 2023 results After-Market on Feb 21, 2024 Reported Earnings • Oct 26
Third 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. 공시 • Oct 26
Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2023 On 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. 공시 • Oct 11
Kaiser Aluminum Corporation to Report Q3, 2023 Results on Oct 25, 2023 Kaiser Aluminum Corporation announced that they will report Q3, 2023 results After-Market on Oct 25, 2023 Recent Insider Transactions • Aug 07
Insider recently sold €344k worth of stock On 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. 공시 • Jul 26
Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on August 15, 2023 On 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 26
Second 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. 공시 • Jul 12
Kaiser Aluminum Corporation to Report Q2, 2023 Results on Jul 25, 2023 Kaiser Aluminum Corporation announced that they will report Q2, 2023 results After-Market on Jul 25, 2023 공시 • Jun 25
Kaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Growth-Defensive Index Kaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Growth-Defensive Index 공시 • Jun 08
Kaiser Aluminum Corporation Announces Executive Changes Kaiser 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 28
First 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 24
Full 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. 공시 • Jan 27
Kaiser Aluminum Corporation to Report Q4, 2022 Results on Feb 22, 2023 Kaiser Aluminum Corporation announced that they will report Q4, 2022 results After-Market on Feb 22, 2023 공시 • Jan 13
Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on February 15, 2023 Kaiser 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 22
Third 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. 공시 • Oct 14
Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on November 15, 2022 Kaiser 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. 공시 • Oct 05
Kaiser Aluminum Corporation to Report Q3, 2022 Results on Oct 19, 2022 Kaiser 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 31
High number of new directors Independent Director Mike Arnold was the last director to join the board, commencing their role in 2021. Reported Earnings • Jul 26
Second 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. 공시 • Jul 15
Kaiser Aluminum Corporation Declares Quarterly Cash Dividend, Payable on August 15, 2022 Kaiser 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. 공시 • Jul 09
Kaiser Aluminum Declares Force Majeure at its Warrick Rolling Mill Due to Limited Availability of Magnesium Kaiser 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. 공시 • Jul 06
Kaiser Aluminum Corporation to Report Q2, 2022 Results on Jul 25, 2022 Kaiser Aluminum Corporation announced that they will report Q2, 2022 results at 4:00 PM, US Eastern Standard Time on Jul 25, 2022 공시 • Jun 26
Kaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Value Index Kaiser Aluminum Corporation(NasdaqGS:KALU) dropped from Russell 2000 Value Index 공시 • Jun 18
Leo Gerard Resigns as Director of Kaiser Aluminum Corporation On 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. 공시 • Jun 05
Kaiser Aluminum Corporation Announces Resignation of Emily Liggett as Board of Director On 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 22
Vice President of Treasury recently sold €52k worth of stock On 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. 공시 • May 02
Kaiser Aluminum Corporation, Annual General Meeting, Jun 02, 2022 Kaiser 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 27
First 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 22
First 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. 공시 • Apr 21
Kaiser Aluminum Corporation Reiterates Outlook for the Full Year 2022 Kaiser 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%. 공시 • Apr 19
Kaiser Aluminum Corporation Announces Executive Appointments On 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. 공시 • Apr 15
Kaiser Aluminum Corporation Announces Quarterly Dividend Payment, Payable on May 13, 2022 Kaiser 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. 공시 • Apr 09
Kaiser Aluminum Corporation to Report Q1, 2022 Results on Apr 20, 2022 Kaiser Aluminum Corporation announced that they will report Q1, 2022 results on Apr 20, 2022 Recent Insider Transactions • Apr 02
Independent Director recently sold €56k worth of stock On 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 24
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full 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. 공시 • Feb 08
Kaiser Aluminum Corporation to Report Q4, 2021 Results on Feb 23, 2022 Kaiser Aluminum Corporation announced that they will report Q4, 2021 results After-Market on Feb 23, 2022 Recent Insider Transactions • Jan 19
Executive Chairman recently sold €92k worth of stock On 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 21
Third 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 22
Executive Chairman recently sold €313k worth of stock On 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 31
High number of new directors CEO, President & Director Keith Harvey was the last director to join the board, commencing their role in 2020. Reported Earnings • Jul 23
Second 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. 공시 • Jun 08
Kaiser Aluminum Receives Aluminum Stewardship Institute Performance Standard Provisional Certification Kaiser 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 08
Lead Independent Director recently sold €272k worth of stock On 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 28
Executive Chairman recently sold €308k worth of stock On 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 23
Insider recently sold €144k worth of stock On 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 30
First 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 17
CEO, President & Director recently sold €1.1m worth of stock On 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. 공시 • Mar 12
Kaiser Aluminum Corporation Announces Executive Appointments On 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 07
Executive Chairman recently sold €1.2m worth of stock On 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 26
Revenue beats expectations Revenue 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 26
Full 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 16
New 90-day high: €89.50 The 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. 공시 • Feb 09
Kaiser Aluminum Corporation to Report Q4, 2020 Results on Feb 24, 2021 Kaiser Aluminum Corporation announced that they will report Q4, 2020 results After-Market on Feb 24, 2021 Is New 90 Day High Low • Jan 08
New 90-day high: €89.00 The 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 05
New 90-day high: €82.00 The 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 05
Independent Director recently sold €842k worth of stock On 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. 공시 • Dec 01
Kaiser 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.