Kaiser Aluminum Beheer
Beheer criteriumcontroles 4/4
De CEO Kaiser Aluminum is Keith Harvey, benoemd in Dec2015, heeft een ambtstermijn van 10.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 7.91M, bestaande uit 12.6% salaris en 87.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.13% van de aandelen van het bedrijf, ter waarde $ 3.92M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.3 jaar en 4.8 jaar.
Belangrijke informatie
Keith Harvey
Algemeen directeur
US$7.9m
Totale compensatie
| Percentage CEO-salaris | 12.63% |
| Dienstverband CEO | 10.6yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 5.3yrs |
| Gemiddelde ambtstermijn bestuur | 4.8yrs |
Recente managementupdates
Recent updates
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
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.
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.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?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...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...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...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...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...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...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...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...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...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...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...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...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...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...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...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...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...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 AlphaSome 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...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...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...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$227m |
| Mar 31 2026 | n/a | n/a | US$153m |
| Dec 31 2025 | US$8m | US$1m | US$113m |
| Sep 30 2025 | n/a | n/a | US$85m |
| Jun 30 2025 | n/a | n/a | US$55m |
| Mar 31 2025 | n/a | n/a | US$69m |
| Dec 31 2024 | US$7m | US$1m | US$66m |
| Sep 30 2024 | n/a | n/a | US$53m |
| Jun 30 2024 | n/a | n/a | US$50m |
| Mar 31 2024 | n/a | n/a | US$49m |
| Dec 31 2023 | US$6m | US$984k | US$68m |
| Sep 30 2023 | n/a | n/a | US$13m |
| Jun 30 2023 | n/a | n/a | US$10m |
| Mar 31 2023 | n/a | n/a | -US$22m |
| Dec 31 2022 | US$5m | US$926k | -US$30m |
| Sep 30 2022 | n/a | n/a | -US$1m |
| Jun 30 2022 | n/a | n/a | -US$6m |
| Mar 31 2022 | n/a | n/a | -US$15m |
| Dec 31 2021 | US$6m | US$894k | -US$18m |
| Sep 30 2021 | n/a | n/a | -US$14m |
| Jun 30 2021 | n/a | n/a | -US$12m |
| Mar 31 2021 | n/a | n/a | US$4m |
| Dec 31 2020 | US$3m | US$687k | US$29m |
| Sep 30 2020 | n/a | n/a | US$12m |
| Jun 30 2020 | n/a | n/a | US$37m |
| Mar 31 2020 | n/a | n/a | US$63m |
| Dec 31 2019 | US$3m | US$552k | US$62m |
Compensatie versus markt: De totale vergoeding ($USD 7.91M ) Keith } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 6.99M ).
Compensatie versus inkomsten: De vergoeding van Keith is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Keith Harvey (66 yo)
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Chairman | 10.6yrs | US$7.91m | 0.13% $ 3.9m | |
| Executive VP & CFO | 7.4yrs | US$2.64m | 0.12% $ 3.4m | |
| Executive VP | 14.1yrs | US$2.67m | 0.067% $ 1.9m | |
| Senior Vice President of Manufacturing | less than a year | US$2.51m | geen gegevens | |
| VP, Corporate Controller & Chief Accounting Officer | 3.1yrs | geen gegevens | 0.016% $ 467.6k | |
| Executive Vice President of Sales & Marketing | less than a year | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van KALU is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.3 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Chairman | 6yrs | US$7.91m | 0.13% $ 3.9m | |
| Independent Director | 7.1yrs | US$268.99k | 0.095% $ 2.8m | |
| Lead Independent Director | 4.8yrs | US$291.49k | 0.071% $ 2.1m | |
| Director Emeritus | no data | US$8.25k | geen gegevens | |
| Independent Director | 20yrs | US$273.49k | 0.080% $ 2.3m | |
| Independent Director | less than a year | US$187.29k | 0.023% $ 678.6k | |
| Independent Director | 1.1yrs | US$263.77k | 0.028% $ 815.1k | |
| Independent Director | 17.1yrs | US$261.49k | 0.15% $ 4.4m | |
| Independent Director | 3.3yrs | US$261.49k | 0.033% $ 968.2k | |
| Independent Director | 1.5yrs | US$366.19k | 0.021% $ 625.7k |
Ervaren bestuur: De raad van bestuur van KALU wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/24 19:13 |
| Aandelenkoers aan het einde van de dag | 2026/07/23 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Kaiser Aluminum Corporation wordt gevolgd door 17 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Paul Luther | BofA Global Research |
| Jorge Beristain | Deutsche Bank |
| Sohail Tharani | Goldman Sachs |