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Kaiser Aluminum KALU Q4 2025 Annual earnings

Reported February 18, 2026 · After market close

Revenue$929.0MBeat by $19.0M
EPS$1.53Miss by $0.03
Revenue estimate$910.0M
EPS estimate$1.56

Next report

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

Financials

Q4 2025

Income statement

See full
Revenue$929.0M+21.4%
Gross profit$123.4M+28.7%
Operating income$60.6M+57.4%
Net income$28.2M+42.4%
EPS (diluted)$1.67+38.0%

Balance sheet

See full
Cash & equivalents$7.0M-62.0%
Total debt$1.1B+1.1%
Total equity$826.1M+11.2%
Total assets$2.6B+6.4%

Cash flow

See full
CapEx$30.5M-45.5%
Free cash flow-$51.1M-306%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$1.86B+64.7%
Enterprise value$2.96B+34.3%
P/E16.5×-0.7×
P/S0.6×+0.2×

Profitability

See full
Gross margin13.1%+1.3pp
Operating margin5.6%+1.9pp
Net margin3.3%+1.2pp
FCF margin-0.8%+1.5pp

Returns & leverage

See full
Return on equity14.3%+5.3pp
Debt / equity1.3×-0.1×
Current ratio3×+0.3×

Segments

By product

See full
Packaging$440.6M+33.2%
Aero Hs Products$213.0M-4.6%
Ge Products$200.0M+31.8%
Automotive Extrusions$75.4M+33.2%

Versus estimates

Revenue

Q2 2026$1.3BBeat by $139.2MQ1 2026$1.1BBeat by $106.9M
Q4 2025$929.0MBeat by $19.0M
Q3 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 $2.87Q1 2026$3.74Beat by $1.78
Q4 2025$1.53Miss by $0.03
Q3 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 Q4 2025 earnings?
Kaiser Aluminum (KALU) reported Q4 2025 earnings on February 18, 2026 after market close.
What were Kaiser Aluminum's Q4 2025 revenue and EPS?
Kaiser Aluminum reported revenue of $929.0M and eps of $1.53 for Q4 2025.
Did Kaiser Aluminum beat estimates in Q4 2025?
Revenue beat the consensus estimate of $910.0M by $19.0M. EPS missed the consensus estimate of $1.56 by $0.03.
How did Kaiser Aluminum's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 21.4% from $765.4M a year earlier and eps grew 363.6% from $0.33.
Where can I find Kaiser Aluminum's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001193125-26-057221) and the 10-K periodic report (0001193125-26-059575) directly on SEC EDGAR. The filing index links above go to sec.gov.