Kaiser Aluminum Corporation

NasdaqGS:KALU 주식 리포트

시가총액: US$2.8b

Kaiser Aluminum 경영진

경영진 기준 점검 4/4

Kaiser Aluminum CEO는 Keith Harvey, Dec2015 에 임명되었습니다 의 임기는 10.42 년입니다. 총 연간 보상은 $7.91M, 12.6% 급여 및 87.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.82M 가치에 해당하는 회사 주식의 0.13% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.1 년과 5.3 년입니다.

핵심 정보

Keith Harvey

최고경영자

US$7.9m

총 보수

CEO 급여 비율12.63%
CEO 재임 기간10.4yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간5.1yrs
이사회 평균 재임 기간5.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 05

Kaiser Aluminum: Dangerous Valuation In May 2026

Summary Kaiser Aluminum is rated 'HOLD' due to excessive valuation above $170/share, despite strong recent results and sector tailwinds. KALU's 1Q26 saw record EPS, margin improvements, and leverage reduction to 2.8x, driven by packaging demand, aerospace recovery, and reshoring trends. The company’s specialization in value-added products and recycled feedstock limits commodity exposure but does not eliminate volatility or credit risk. My fair value target is $115/share, reflecting a more conservative 15-18x P/E multiple to account for KALU’s historical earnings volatility and sub-investment grade credit. Read the full article on Seeking Alpha
새로운 내러티브 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?
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
Seeking Alpha Apr 08

Kaiser Aluminum: Unlocking Its Dividend Growth Potential And Undervaluation

Summary Kaiser Aluminum Corporation reports better than expected earnings, including net sales growth and EBITDA growth. The company offers a diversified product offering and a geographically diversified business profile. Kaiser Aluminum's focus on technically challenging applications and operational efficiency efforts may lead to net income growth and dividend growth. Read the full article on Seeking Alpha
분석 기사 Apr 04

Kaiser Aluminum Corporation's (NASDAQ:KALU) Price Is Right But Growth Is Lacking After Shares Rocket 29%

Despite an already strong run, Kaiser Aluminum Corporation ( NASDAQ:KALU ) shares have been powering on, with a gain of...
분석 기사 Mar 26

Are Investors Undervaluing Kaiser Aluminum Corporation (NASDAQ:KALU) By 40%?

Key Insights The projected fair value for Kaiser Aluminum is US$140 based on 2 Stage Free Cash Flow to Equity Current...
분석 기사 Feb 06

Here's Why Kaiser Aluminum (NASDAQ:KALU) Is Weighed Down By Its Debt Load

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jan 08

Why Investors Shouldn't Be Surprised By Kaiser Aluminum Corporation's (NASDAQ:KALU) Low P/S

Kaiser Aluminum Corporation's ( NASDAQ:KALU ) price-to-sales (or "P/S") ratio of 0.3x might make it look like a buy...

CEO 보수 분석

Keith Harvey의 보수는 Kaiser Aluminum의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$153m

Dec 31 2025US$8mUS$1m

US$113m

Sep 30 2025n/an/a

US$85m

Jun 30 2025n/an/a

US$55m

Mar 31 2025n/an/a

US$69m

Dec 31 2024US$7mUS$1m

US$66m

Sep 30 2024n/an/a

US$53m

Jun 30 2024n/an/a

US$50m

Mar 31 2024n/an/a

US$49m

Dec 31 2023US$6mUS$984k

US$68m

Sep 30 2023n/an/a

US$13m

Jun 30 2023n/an/a

US$10m

Mar 31 2023n/an/a

-US$22m

Dec 31 2022US$5mUS$926k

-US$30m

Sep 30 2022n/an/a

-US$1m

Jun 30 2022n/an/a

-US$6m

Mar 31 2022n/an/a

-US$15m

Dec 31 2021US$6mUS$894k

-US$18m

Sep 30 2021n/an/a

-US$14m

Jun 30 2021n/an/a

-US$12m

Mar 31 2021n/an/a

US$4m

Dec 31 2020US$3mUS$687k

US$29m

Sep 30 2020n/an/a

US$12m

Jun 30 2020n/an/a

US$37m

Mar 31 2020n/an/a

US$63m

Dec 31 2019US$3mUS$552k

US$62m

보상 대 시장: Keith의 총 보수(USD7.91M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.00M) 수준입니다.

보상과 수익: Keith의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Keith Harvey (65 yo)

10.4yrs
재임 기간
US$7,914,835
보수

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


리더십 팀

이름직위재임 기간보수지분
Keith Harvey
CEO, President & Chairman10.4yrsUS$7.91m0.13%
$ 3.8m
Neal West
Executive VP & CFO7.3yrsUS$2.64m0.12%
$ 3.4m
John Donnan
Executive VP13.9yrsUS$2.67m0.067%
$ 1.9m
Thomas Robb
Senior Vice President of Manufacturingless than a yearUS$2.51m데이터 없음
Vijai Narayan
VP, Corporate Controller & Chief Accounting Officer2.9yrs데이터 없음0.016%
$ 454.5k
Hugh Barger
Executive Vice President of Sales & Marketingless than a year데이터 없음데이터 없음
5.1yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 관리: KALU의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.1 년).


이사회 구성원

이름직위재임 기간보수지분
Keith Harvey
CEO, President & Chairman5.8yrsUS$7.91m0.13%
$ 3.8m
Lauralee Martin
Independent Director15.7yrsUS$275.99k0.052%
$ 1.5m
Donald Stebbins
Independent Director6.9yrsUS$268.99k0.087%
$ 2.5m
Michael Arnold
Lead Independent Director4.7yrsUS$291.49k0.066%
$ 1.9m
Carl Frankel
Director Emeritusno dataUS$8.25k데이터 없음
Brett Wilcox
Independent Director19.8yrsUS$273.49k0.073%
$ 2.1m
James Hoffman
Independent Directorless than a yearUS$187.29k0.015%
$ 418.5k
Glenda Minor
Independent Directorless than a yearUS$263.77k0.021%
$ 595.7k
David Foster
Independent Director16.9yrsUS$261.49k0.15%
$ 4.1m
Richard Grimley
Independent Director3.1yrsUS$261.49k0.028%
$ 803.4k
Kimberly Glas
Independent Director1.3yrsUS$366.19k0.017%
$ 470.2k
5.3yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: KALU의 이사회경험이 있음으로 간주됩니다(평균 재임 5.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 10:57
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Kaiser Aluminum Corporation는 17명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Paul LutherBofA Global Research
Jorge BeristainDeutsche Bank
Sohail TharaniGoldman Sachs