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Kaiser Aluminum KALU Q1 2026 earnings

Reported April 22, 2026 · After market close

Revenue$1.1BBeat by $106.9M
EPS$3.74Beat by $1.78
Revenue estimate$999.9M
EPS estimate$1.96

Next report

Oct 21, 2026 (in 3 months)
Revenue estimate$1.1B
EPS estimate$2.04

Financials

Q1 2026

Income statement

See full
Revenue$1.1B+42.4%
Gross profit$163.6M+57.3%
Operating income$97.8M+136%
Net income$62.5M+189%
EPS (diluted)$3.71+183%

Balance sheet

See full
Cash & equivalents$30.0M+40.8%
Total debt$1.1B-0.4%
Total equity$877.3M+15.9%
Total assets$2.8B+14.4%

Cash flow

See full
Operating cash flow$87.9M+54.2%
CapEx$19.4M-49.2%
Free cash flow$68.5M+264%

Valuation & ratios

Valuation

as of 03/31/26
See full
Market cap$1.95B+100%
Enterprise value$2.99B+47.5%
P/E12.7×-1.4×
P/S0.5×+0.2×

Profitability

See full
Gross margin13.6%+1.3pp
Operating margin6.6%+2.4pp
Net margin4.1%+1.9pp
FCF margin0.7%+0.4pp

Returns & leverage

See full
Return on equity18.8%+9.4pp
Debt / equity1.2×-0.2×
Current ratio2.5×-0.2×

Segments

By product

See full
Packaging$498.4M+58.6%
Aero Hs Products$286.8M+33.6%
Ge Products$240.3M+32.3%
Automotive Extrusions$81.3M+21.5%

Versus estimates

Revenue

Q2 2026$1.3BBeat by $139.2M
Q1 2026$1.1BBeat by $106.9M
Q4 2025$929.0MBeat by $19.0MQ3 2025$843.5MMiss by $58.5MQ2 2025$823.1MMiss by $23.8MQ1 2025$777.4MMiss by $22.7M

Diluted EPS

Q2 2026$5.53Beat by $2.87
Q1 2026$3.74Beat by $1.78
Q4 2025$1.53Miss by $0.03Q3 2025$1.86Beat by $1.06Q2 2025$1.21Beat by $0.72Q1 2025$1.44Beat by $0.91

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Questions, answered.

When did Kaiser Aluminum report Q1 2026 earnings?
Kaiser Aluminum (KALU) reported Q1 2026 earnings on April 22, 2026 after market close.
What were Kaiser Aluminum's Q1 2026 revenue and EPS?
Kaiser Aluminum reported revenue of $1.1B and eps of $3.74 for Q1 2026.
Did Kaiser Aluminum beat estimates in Q1 2026?
Revenue beat the consensus estimate of $999.9M by $106.9M. EPS beat the consensus estimate of $1.96 by $1.78.
How did Kaiser Aluminum's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 42.4% from $777.4M a year earlier and eps grew 159.7% from $1.44.
Where can I find Kaiser Aluminum's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-170615) and the 10-Q periodic report (0001193125-26-173882) directly on SEC EDGAR. The filing index links above go to sec.gov.