Kaiser Aluminum (KALU)
Market Price (2/19/2026): $133.5 | Market Cap: $2.2 BilSector: Materials | Industry: Aluminum
Kaiser Aluminum (KALU)
Market Price (2/19/2026): $133.5Market Cap: $2.2 BilSector: MaterialsIndustry: Aluminum
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 45% | Trading close to highsDist 52W High is -3.7%, Dist 3Y High is -3.7% | Stock price has recently run up significantly12M Rtn12 month market price return is 103% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, Renewable Energy Transition, and Circular Economy & Recycling. Themes include EV Manufacturing, Show more. | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.2% | |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 76% | ||
| Key risksKALU key risks include [1] metal price exposure from a timing lag in passing through aluminum costs to customers for certain products, Show more. |
| Low stock price volatilityVol 12M is 45% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, Renewable Energy Transition, and Circular Economy & Recycling. Themes include EV Manufacturing, Show more. |
| Trading close to highsDist 52W High is -3.7%, Dist 3Y High is -3.7% |
| Stock price has recently run up significantly12M Rtn12 month market price return is 103% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.2% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 76% |
| Key risksKALU key risks include [1] metal price exposure from a timing lag in passing through aluminum costs to customers for certain products, Show more. |
Qualitative Assessment
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Kaiser Aluminum (KALU) stock has gained about 55% since 10/31/2025 because of the following key factors:
1. Strong Financial Performance and Exceeding Expectations.
Kaiser Aluminum reported Q4 2025 diluted earnings per share (EPS) of $1.68, surpassing analyst estimates of $1.59, and revenue of $929 million, which was above the consensus of $920 million and represented a 21.4% year-over-year increase. This strong performance followed an impressive Q3 2025, reported just prior to the analysis period on October 23, 2025, where EPS of $1.86 significantly beat estimates of $0.85 by 118.82%, contributing positive momentum into the specified period. The company noted its fifth consecutive quarter of results exceeding internal expectations.
2. Favorable Macroeconomic and Industry Trends for Aluminum.
The price of LME high-grade aluminum saw significant gains, rising by 11.75% in Q4 2025 and reaching a near four-year high above $3,280 per tonne by January 2026. This increase was driven by tightening global supply, as major producer China reached its domestic capacity limit, alongside robust demand from key end markets such as packaging, transportation, and industrial sectors, benefiting Kaiser Aluminum's diversified product offerings.
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1. Strong Financial Performance and Exceeding Expectations.
Kaiser Aluminum reported Q4 2025 diluted earnings per share (EPS) of $1.68, surpassing analyst estimates of $1.59, and revenue of $929 million, which was above the consensus of $920 million and represented a 21.4% year-over-year increase. This strong performance followed an impressive Q3 2025, reported just prior to the analysis period on October 23, 2025, where EPS of $1.86 significantly beat estimates of $0.85 by 118.82%, contributing positive momentum into the specified period. The company noted its fifth consecutive quarter of results exceeding internal expectations.
2. Favorable Macroeconomic and Industry Trends for Aluminum.
The price of LME high-grade aluminum saw significant gains, rising by 11.75% in Q4 2025 and reaching a near four-year high above $3,280 per tonne by January 2026. This increase was driven by tightening global supply, as major producer China reached its domestic capacity limit, alongside robust demand from key end markets such as packaging, transportation, and industrial sectors, benefiting Kaiser Aluminum's diversified product offerings.
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Stock Movement Drivers
Fundamental Drivers
The 54.9% change in KALU stock from 10/31/2025 to 2/18/2026 was primarily driven by a 54.9% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2182026 | Change |
|---|---|---|---|
| Stock Price ($) | 90.00 | 139.38 | 54.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,209 | 3,209 | 0.0% |
| Net Income Margin (%) | 2.7% | 2.7% | 0.0% |
| P/E Multiple | 17.1 | 26.5 | 54.9% |
| Shares Outstanding (Mil) | 16 | 16 | 0.0% |
| Cumulative Contribution | 54.9% |
Market Drivers
10/31/2025 to 2/18/2026| Return | Correlation | |
|---|---|---|
| KALU | 54.9% | |
| Market (SPY) | 0.6% | 45.9% |
| Sector (XLB) | 23.8% | 53.7% |
Fundamental Drivers
The 82.9% change in KALU stock from 7/31/2025 to 2/18/2026 was primarily driven by a 51.7% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 2182026 | Change |
|---|---|---|---|
| Stock Price ($) | 76.22 | 139.38 | 82.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,114 | 3,209 | 3.1% |
| Net Income Margin (%) | 1.8% | 2.7% | 51.7% |
| P/E Multiple | 22.6 | 26.5 | 17.2% |
| Shares Outstanding (Mil) | 16 | 16 | -0.2% |
| Cumulative Contribution | 82.9% |
Market Drivers
7/31/2025 to 2/18/2026| Return | Correlation | |
|---|---|---|
| KALU | 82.9% | |
| Market (SPY) | 8.9% | 39.6% |
| Sector (XLB) | 21.4% | 51.5% |
Fundamental Drivers
The 106.3% change in KALU stock from 1/31/2025 to 2/18/2026 was primarily driven by a 47.9% change in the company's Net Income Margin (%).| (LTM values as of) | 1312025 | 2182026 | Change |
|---|---|---|---|
| Stock Price ($) | 67.57 | 139.38 | 106.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,980 | 3,209 | 7.7% |
| Net Income Margin (%) | 1.8% | 2.7% | 47.9% |
| P/E Multiple | 20.3 | 26.5 | 30.4% |
| Shares Outstanding (Mil) | 16 | 16 | -0.6% |
| Cumulative Contribution | 106.3% |
Market Drivers
1/31/2025 to 2/18/2026| Return | Correlation | |
|---|---|---|
| KALU | 106.3% | |
| Market (SPY) | 15.0% | 52.9% |
| Sector (XLB) | 21.2% | 60.4% |
Fundamental Drivers
The 79.6% change in KALU stock from 1/31/2023 to 2/18/2026 was primarily driven by a 96.8% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2182026 | Change |
|---|---|---|---|
| Stock Price ($) | 77.60 | 139.38 | 79.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,458 | 3,209 | -7.2% |
| P/S Multiple | 0.4 | 0.7 | 96.8% |
| Shares Outstanding (Mil) | 16 | 16 | -1.6% |
| Cumulative Contribution | 79.6% |
Market Drivers
1/31/2023 to 2/18/2026| Return | Correlation | |
|---|---|---|
| KALU | 79.6% | |
| Market (SPY) | 75.1% | 52.5% |
| Sector (XLB) | 32.2% | 59.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| KALU Return | -2% | -16% | -2% | 3% | 70% | 23% | 72% |
| Peers Return | 73% | -12% | 30% | -7% | 58% | 15% | 235% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| KALU Win Rate | 42% | 50% | 42% | 50% | 75% | 100% | |
| Peers Win Rate | 62% | 45% | 53% | 47% | 70% | 90% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| KALU Max Drawdown | -12% | -33% | -25% | -15% | -28% | 0% | |
| Peers Max Drawdown | -12% | -39% | -18% | -29% | -19% | 0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AA, CSTM, CENX, RS, RYI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/18/2026 (YTD)
How Low Can It Go
| Event | KALU | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -61.1% | -25.4% |
| % Gain to Breakeven | 157.1% | 34.1% |
| Time to Breakeven | 836 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -54.6% | -33.9% |
| % Gain to Breakeven | 120.3% | 51.3% |
| Time to Breakeven | 147 days | 148 days |
| 2018 Correction | ||
| % Loss | -27.8% | -19.8% |
| % Gain to Breakeven | 38.4% | 24.7% |
| Time to Breakeven | 358 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -82.5% | -56.8% |
| % Gain to Breakeven | 471.4% | 131.3% |
| Time to Breakeven | 2,713 days | 1,480 days |
Compare to AA, CSTM, CENX, RS, RYI
In The Past
Kaiser Aluminum's stock fell -61.1% during the 2022 Inflation Shock from a high on 5/11/2021. A -61.1% loss requires a 157.1% gain to breakeven.
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About Kaiser Aluminum (KALU)
Kaiser Aluminum Corporation engages in manufacture and sale of semi-fabricated specialty aluminum mill products in the United States and internationally. The company offers rolled, extruded, and drawn aluminum products used for aerospace and defense, aluminum beverage and food packaging, automotive and general engineering products. The company's automotive extrusions include extruded aluminum products for structural components, crash management systems, anti-lock braking systems, and drawn tubes for drive shafts, as well as offers fabrication services, including sawing and cutting to length. Its packaging products consist of bare and coated 3000- and 5000-series alloy aluminum coil used for beverage and food packaging industry; and Its general engineering products comprise alloy plate, sheet, rod, bar, tube, wire, and standard extrusion shapes used in various applications, including the production of military vehicles, ordnances, semiconductor manufacturing cells, electronic devices, after-market motor sport parts, tooling plates, parts for machinery and equipment, bolts, screws, nails, and rivets. In addition, it offers rerolled, extruded, drawn, and cast billet aluminum products for industrial end uses. It sells its products directly to customers through sales personnel located in the United States, Canada, Western Europe, and China, as well as through independent sales agents in other regions of Asia, Latin America, and the Middle East. The company was founded in 1946 and is headquartered in Foothill Ranch, California.
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Here are 1-2 brief analogies for Kaiser Aluminum:
- 3M for specialized aluminum products.
- An independent, specialized industrial materials division, similar to what you might find within General Electric or Honeywell, but dedicated exclusively to high-performance aluminum for industries like aerospace and automotive.
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- Plate and Sheet Products: High-strength aluminum plate and sheet are fabricated for demanding applications in aerospace, general engineering, and industrial sectors.
- Extruded Products: Specialized aluminum extrusions, rod, bar, tube, and wire are manufactured for automotive, industrial, and general engineering markets.
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Kaiser Aluminum (symbol: KALU) primarily sells its fabricated aluminum products to **other companies (B2B)** rather than directly to individuals. According to Kaiser Aluminum's financial reports, no single customer accounted for more than 10% of their consolidated net sales in recent years, indicating a diverse customer base. Therefore, while they serve major industries, they do not have a few dominant "major customers" by name that individually represent a significant portion of their revenue. Instead, Kaiser Aluminum serves manufacturers across several key industries. Below are the major categories of customer companies they supply, along with examples of public companies that operate within these sectors (though these are illustrative examples of the *type* of customer, not necessarily direct named customers of Kaiser Aluminum):-
Aerospace & Defense Industry:
Kaiser Aluminum supplies high-strength aluminum plate, sheet, and extrusions for commercial and military aircraft, business jets, and space applications. Their customers are manufacturers and suppliers within this sector.
Examples of public companies in this industry that could be direct or indirect customers include:
- The Boeing Company (BA)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Airbus SE (EADSY) (OTC symbol; primary listing in Paris as AIR.PA)
-
Automotive Industry:
They provide aluminum extrusions and other products for structural and non-structural components, supporting the automotive industry's focus on lightweighting vehicles. Their customers include automotive OEMs and Tier 1 suppliers.
Examples of public companies in this industry that could be direct or indirect customers include:
- General Motors Company (GM)
- Ford Motor Company (F)
- Stellantis N.V. (STLA)
- Magna International Inc. (MGA)
-
General Engineering / Industrial Markets:
Kaiser Aluminum supplies plate, sheet, rod, and bar products for a wide array of industrial applications. This segment includes manufacturers in tooling, machinery, automation, transportation, medical equipment, and other specialized industrial applications. Due to the highly diversified nature of this market, there are no specific dominant public customer companies to list; rather, their customer base consists of numerous manufacturing businesses of various sizes.
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Keith A. Harvey, Chairman of the Board, President and Chief Executive Officer
Mr. Harvey joined Kaiser Aluminum in 1981. He served as President and Chief Operating Officer from December 2015 until his appointment to his current position in July 2020. Mr. Harvey has held increasingly responsible positions in engineering and sales at various Kaiser locations.
Neal E. West, Executive Vice President and Chief Financial Officer
Mr. West joined Kaiser Aluminum in 2008 as Vice President and Chief Accounting Officer, was named Chief Financial Officer in early 2019, and assumed his current position in March 2021. Before joining Kaiser, Mr. West was Vice President and Principal Accounting Officer at Gateway, Inc. Prior to Gateway, he served in several roles over 19 years with Neptune Orient Lines/APL, a container shipping and logistics company.
John M. Donnan, Executive Vice President, Chief Administrative Officer & General Counsel
Mr. Donnan previously served as an associate in the Corporate/Securities section of the Houston, Texas, office of Chamberlain Hrdlicka.
Blain Tiffany, Executive Vice President – Sales and Marketing
Mr. Tiffany served as Senior Vice President – Sales & Marketing from 2020 until he was named to his current position in April 2022. He joined Kaiser 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, most recently with A.M. Castle & Co.
Jason Walsh, Executive Vice President – Manufacturing
Mr. Walsh served as Senior Vice President – Manufacturing from August 2020 until he was named to his current position in April 2022. He joined the company in 2006 as Manager, Financial Planning & Analysis. Prior to joining Kaiser, Mr. Walsh held positions in manufacturing operations with Caterpillar Inc.
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Kaiser Aluminum (KALU) faces several key risks to its business operations and financial performance:
- Cyclical Demand Slowdown and Weaker End Market Volumes: The company's financial results are susceptible to cyclical demand slowdowns, particularly in its key end markets such as aerospace and packaging. Weaker volumes in these sectors could exert pressure on margins and earnings expectations. General economic and business conditions, including cyclicality in the aerospace, automotive, and other end markets served, are explicitly identified as factors that could adversely affect the business.
- Fluctuations in Aluminum Prices and Metal Price Risk: Kaiser Aluminum's business can be significantly impacted by the volatile pricing and availability of primary aluminum. While the company employs hedging and pricing mechanisms with an objective to achieve "metal price neutrality," there can be a lag of several months in passing through increased aluminum costs to customers for certain higher value-added products sold on a spot basis. This timing difference exposes the company to metal price risk, with adverse impacts when prices rise and favorable impacts when prices decline.
- High Debt Levels: Kaiser Aluminum carries substantial debt on its balance sheet, which is highlighted as a significant risk to the business. The company's liabilities, particularly when compared to its cash and near-term receivables, suggest a considerable leverage.
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The clear emerging threat to Kaiser Aluminum (KALU) is the rapid advancement and increasing adoption of **metal additive manufacturing (3D printing)**. As this technology matures, it has the potential to disrupt traditional manufacturing supply chains by enabling the direct production of complex metal components, which could reduce the demand for semi-fabricated aluminum products such as plate, sheet, extrusions, and rod/bar—Kaiser Aluminum's core offerings. Industries critical to Kaiser Aluminum, such as aerospace and automotive, are actively investing in and integrating metal additive manufacturing, which could, in the long term, diminish the reliance on traditional aluminum forging, rolling, and extrusion processes for certain applications.
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Kaiser Aluminum (KALU) operates in several key markets for its semi-fabricated specialty aluminum mill products. The addressable markets for its main products and services are sized as follows:
- Aerospace and High-Strength Products: The global aerospace aluminum market size was valued at approximately USD 7.90 billion in 2024 and is expected to reach USD 8.54 billion in 2025. Another estimate indicates the market was approximately USD 6.7 billion in 2023 and is projected to grow to USD 10.2 billion by 2030. North America accounted for 40% of aluminum alloy aerospace shipments in 2024.
- Automotive Extrusions: The global automotive aluminum market size reached USD 32.6 billion in 2024 and is anticipated to grow to USD 61.3 billion by 2033. Another report values the global automotive aluminum market at USD 69.83 billion in 2024, with projections to reach USD 186.12 billion by 2034. Specifically, the global automotive aluminum extrusion market size was USD 90.83 billion in 2024 and is projected to exceed USD 200.30 billion by 2034.
- Packaging (Aluminum Beverage and Food Cans): Global aluminum consumption in the packaging industry is projected to reach 10.5 metric tons by 2030.
- General Engineering Products / Flat-Rolled Products / Extrusions: The global aluminum flat-rolled products market size was valued at USD 44.70 billion in 2023 and is predicted to reach USD 79.64 billion by 2030. The global aluminum flat products market is projected to grow from USD 70.7 billion in 2025 to USD 110.9 billion by 2035. The North American extrusion market is estimated to be greater than 6.0 billion pounds, while the global flat rolled products market is estimated to be greater than 65 billion pounds. Globally, extruded products grew from USD 56.4 billion to USD 101 billion between 2024 and 2034.
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Kaiser Aluminum (KALU) is poised for future revenue growth over the next 2-3 years, driven by strategic investments, anticipated market recoveries, and a focus on higher-value products.
Here are 3-5 expected drivers of future revenue growth:
- Growth in Key End Markets: Kaiser Aluminum anticipates increased demand across several of its core markets. The aerospace sector is "trending positively" and is expected to recover in Q4 2025, following a planned outage and destocking efforts. General engineering conversion revenue is projected to increase by 3-10% year-over-year, fueled by strong North American demand and reshoring activities. The automotive segment is also expected to see a 3-10% rise in conversion revenue year-over-year, with a focus on high-demand SUV and light truck platforms and capitalizing on the lightweighting trend for improved fuel economy and electric vehicles.
- Strategic Capital Investments and Capacity Expansion: The company is nearing completion of two significant growth projects. The Trentwood Phase 7 Plate Capacity Expansion Project, aimed at aerospace and general engineering applications, is "nearly complete" and on schedule and budget. This expansion will increase capacity for high-strength aluminum products. Additionally, the Warrick coating line is expected to achieve its full run-rate for 2026 shipments, enhancing capabilities for packaging applications.
- Shift to Higher-Value Product Mix: In its packaging segment, Kaiser Aluminum is strategically shifting its product mix towards higher-margin coated products. Conversion revenue in packaging is forecast to increase by 12-15% for the year, driven by this transition from bare to coated offerings, with the new Warrick coating line facilitating this change.
- Improved Pricing and Operational Efficiencies: The company's recent financial performance has benefited from improved pricing and a favorable product mix. Management has emphasized a renewed focus on cost management and aims to restore "best-in-class operating metrics" as its investment cycle concludes. Ongoing operational efficiency through continuous improvement programs is also a key focus for the company.
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Capital Allocation Decisions (Last 3-5 Years) for Kaiser Aluminum (KALU)
Share Repurchases
- Kaiser Aluminum has not reported significant share repurchases in the last 3-5 years, with the last 12-month buyback yield recorded as 0.0%.
Outbound Investments
- Kaiser Aluminum completed the acquisition of Alcoa Warrick LLC, including the Warrick Rolling Mill, for $670 million on April 1, 2021.
- This acquisition marked a strategic re-entry into the North American aluminum packaging industry.
Capital Expenditures
- Capital expenditures for 2024 were approximately $181 million, aimed at supporting growth.
- For the full year 2025, capital expenditures are projected to be in the range of $120 million to $130 million.
- These investments are primarily focused on major strategic growth projects such as the Phase 7 expansion at the Trentwood rolling mill and the fourth coating line project at the Warrick facility, to enhance capacity and modernize operations for aerospace, industrial, and packaging markets.
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|---|---|---|---|---|---|---|---|
| 01302026 | B | Barrick Mining | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 4.6% | 4.6% | -4.0% |
| 12262025 | EMN | Eastman Chemical | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 26.1% | 26.1% | 0.0% |
| 11212025 | DD | DuPont de Nemours | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 31.0% | 31.0% | -0.2% |
| 11212025 | CF | CF Industries | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 21.2% | 21.2% | -3.1% |
| 11212025 | HL | Hecla Mining | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 68.9% | 68.9% | 0.0% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 55.22 |
| Mkt Cap | 4.1 |
| Rev LTM | 6,221 |
| Op Inc LTM | 259 |
| FCF LTM | 13 |
| FCF 3Y Avg | -5 |
| CFO LTM | 254 |
| CFO 3Y Avg | 302 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.1% |
| Rev Chg 3Y Avg | -2.5% |
| Rev Chg Q | 9.8% |
| QoQ Delta Rev Chg LTM | 2.4% |
| Op Mgn LTM | 5.7% |
| Op Mgn 3Y Avg | 3.5% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 4.8% |
| CFO/Rev 3Y Avg | 4.7% |
| FCF/Rev LTM | 0.3% |
| FCF/Rev 3Y Avg | -0.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.1 |
| P/S | 1.0 |
| P/EBIT | 15.2 |
| P/E | 25.4 |
| P/CFO | 13.8 |
| Total Yield | 3.8% |
| Dividend Yield | 0.6% |
| FCF Yield 3Y Avg | -0.4% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.7% |
| 3M Rtn | 59.8% |
| 6M Rtn | 83.8% |
| 12M Rtn | 83.6% |
| 3Y Rtn | 60.3% |
| 1M Excs Rtn | 5.5% |
| 3M Excs Rtn | 54.8% |
| 6M Excs Rtn | 79.0% |
| 12M Excs Rtn | 74.4% |
| 3Y Excs Rtn | 0.7% |
Price Behavior
Price Behavior
| Market Price | $139.38 | |
| Market Cap ($ Bil) | 2.3 | |
| First Trading Date | 07/07/2006 | |
| Distance from 52W High | -3.7% | |
| 50 Days | 200 Days | |
| DMA Price | $123.35 | $90.55 |
| DMA Trend | up | up |
| Distance from DMA | 13.0% | 53.9% |
| 3M | 1YR | |
| Volatility | 38.4% | 44.8% |
| Downside Capture | 38.87 | 109.16 |
| Upside Capture | 280.52 | 167.85 |
| Correlation (SPY) | 45.8% | 53.0% |
KALU Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.81 | 1.24 | 1.13 | 1.35 | 1.20 | 1.46 |
| Up Beta | 1.33 | 0.73 | 0.20 | 1.19 | 1.06 | 1.24 |
| Down Beta | 0.08 | 0.67 | 0.68 | 0.58 | 1.11 | 1.34 |
| Up Capture | 186% | 317% | 289% | 285% | 234% | 506% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 27 | 40 | 70 | 134 | 388 |
| Down Capture | 61% | 42% | 79% | 116% | 112% | 111% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 9 | 14 | 21 | 55 | 117 | 363 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with KALU | |
|---|---|---|---|---|
| KALU | 106.1% | 44.7% | 1.74 | - |
| Sector ETF (XLB) | 19.8% | 20.8% | 0.77 | 60.4% |
| Equity (SPY) | 13.6% | 19.4% | 0.53 | 52.8% |
| Gold (GLD) | 73.5% | 25.5% | 2.13 | 15.1% |
| Commodities (DBC) | 7.9% | 17.0% | 0.28 | 27.2% |
| Real Estate (VNQ) | 7.1% | 16.7% | 0.24 | 36.3% |
| Bitcoin (BTCUSD) | -31.1% | 44.9% | -0.69 | 31.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with KALU | |
|---|---|---|---|---|
| KALU | 9.3% | 44.5% | 0.35 | - |
| Sector ETF (XLB) | 9.7% | 18.9% | 0.40 | 62.3% |
| Equity (SPY) | 13.5% | 17.0% | 0.63 | 51.4% |
| Gold (GLD) | 21.7% | 17.1% | 1.04 | 13.7% |
| Commodities (DBC) | 10.8% | 19.0% | 0.45 | 25.9% |
| Real Estate (VNQ) | 4.9% | 18.8% | 0.17 | 41.2% |
| Bitcoin (BTCUSD) | 8.4% | 57.2% | 0.37 | 23.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with KALU | |
|---|---|---|---|---|
| KALU | 9.9% | 41.3% | 0.37 | - |
| Sector ETF (XLB) | 12.4% | 20.6% | 0.54 | 64.0% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 56.9% |
| Gold (GLD) | 15.0% | 15.6% | 0.80 | 8.2% |
| Commodities (DBC) | 8.6% | 17.6% | 0.40 | 31.2% |
| Real Estate (VNQ) | 6.9% | 20.7% | 0.30 | 46.8% |
| Bitcoin (BTCUSD) | 68.0% | 66.7% | 1.07 | 16.3% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/18/2026 | |||
| 10/22/2025 | 19.5% | 19.9% | 16.0% |
| 7/23/2025 | -4.9% | -15.2% | -17.5% |
| 2/19/2025 | 4.9% | -0.7% | -3.1% |
| 10/23/2024 | -0.4% | 14.9% | 21.6% |
| 7/24/2024 | -15.2% | -14.5% | -23.0% |
| 2/21/2024 | 6.9% | 6.4% | 24.2% |
| 10/25/2023 | -7.6% | -9.9% | -4.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 9 | 8 |
| # Negative | 10 | 10 | 11 |
| Median Positive | 4.9% | 5.8% | 18.8% |
| Median Negative | -5.4% | -9.2% | -9.7% |
| Max Positive | 19.5% | 21.2% | 38.0% |
| Max Negative | -15.2% | -15.2% | -38.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 10/23/2025 | 10-Q |
| 06/30/2025 | 07/24/2025 | 10-Q |
| 03/31/2025 | 04/24/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 10/24/2024 | 10-Q |
| 06/30/2024 | 07/26/2024 | 10-Q |
| 03/31/2024 | 04/25/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/28/2023 | 10-Q |
| 03/31/2023 | 04/28/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 10/25/2022 | 10-Q |
| 06/30/2022 | 07/28/2022 | 10-Q |
| 03/31/2022 | 04/25/2022 | 10-Q |
| 12/31/2021 | 03/01/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tiffany, Blain | EVP - Sales & Marketing | Direct | Sell | 11102025 | 93.92 | 8,656 | 812,997 | 2,467,827 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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