Kaiser Aluminum Corporation

NasdaqGS:KALU Voorraadrapport

Marktkapitalisatie: US$2.9b

Kaiser Aluminum Beheer

Beheer criteriumcontroles 4/4

De CEO Kaiser Aluminum is Keith Harvey, benoemd in Dec2015, heeft een ambtstermijn van 10.5 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 $ 3.85M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.2 jaar en 5.3 jaar.

Belangrijke informatie

Keith Harvey

Algemeen directeur

US$7.9m

Totale compensatie

Percentage CEO-salaris12.63%
Dienstverband CEO10.5yrs
Eigendom CEO0.1%
Management gemiddelde ambtstermijn5.2yrs
Gemiddelde ambtstermijn bestuur5.3yrs

Recente managementupdates

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
Nieuw narratief 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?
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...

Analyse CEO-vergoeding

Hoe is Keith Harvey's beloning veranderd ten opzichte van Kaiser Aluminum's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 7.91M ) Keith } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.00M ).

Compensatie versus inkomsten: De vergoeding van Keith is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Keith Harvey (66 yo)

10.5yrs
Tenure
US$7,914,835
Compensatie

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

NaamPositieTenureCompensatieEigendom
Keith Harvey
CEO, President & Chairman10.5yrsUS$7.91m0.13%
$ 3.8m
Neal West
Executive VP & CFO7.3yrsUS$2.64m0.12%
$ 3.4m
John Donnan
Executive VP14yrsUS$2.67m0.067%
$ 1.9m
Thomas Robb
Senior Vice President of Manufacturingless than a yearUS$2.51mgeen gegevens
Vijai Narayan
VP, Corporate Controller & Chief Accounting Officer3yrsgeen gegevens0.016%
$ 458.2k
Hugh Barger
Executive Vice President of Sales & Marketingless than a yeargeen gegevensgeen gegevens
5.2yrs
Gemiddelde duur
65yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van KALU is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.2 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Keith Harvey
CEO, President & Chairman5.9yrsUS$7.91m0.13%
$ 3.8m
Lauralee Martin
Independent Director15.8yrsUS$275.99k0.052%
$ 1.5m
Donald Stebbins
Independent Director7yrsUS$268.99k0.095%
$ 2.7m
Michael Arnold
Lead Independent Director4.8yrsUS$291.49k0.071%
$ 2.0m
Carl Frankel
Director Emeritusno dataUS$8.25kgeen gegevens
Brett Wilcox
Independent Director19.9yrsUS$273.49k0.080%
$ 2.3m
James Hoffman
Independent Directorless than a yearUS$187.29k0.023%
$ 665.0k
Glenda Minor
Independent Director1yrUS$263.77k0.028%
$ 798.8k
David Foster
Independent Director17yrsUS$261.49k0.15%
$ 4.3m
Richard Grimley
Independent Director3.2yrsUS$261.49k0.033%
$ 948.9k
Kimberly Glas
Independent Director1.4yrsUS$366.19k0.021%
$ 613.2k
5.3yrs
Gemiddelde duur
69yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van KALU wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.3 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/08 11:29
Aandelenkoers aan het einde van de dag2026/06/05 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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.

AnalistInstelling
Paul LutherBofA Global Research
Jorge BeristainDeutsche Bank
Sohail TharaniGoldman Sachs