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Kaiser Aluminum KALU Packaging — Revenue

Other product segments

Aero Hs Products
$305.3M+34.0%
Ge Products
$280.7M+51.4%
Automotive Extrusions
$90.2M+30.9%

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Other financials

Income statement

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Revenue$1.3B+52.7%
Gross profit$199.0M+98.4%
Operating income$133.7M+252%
Net income$96.8M+317%
EPS (diluted)$5.72+306%

Balance sheet

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Cash & equivalents$58.5M+347%
Total debt$1.1B-3.4%
Total equity$943.8M+21.6%
Total assets$2.9B+15.8%

Cash flow

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Operating cash flow$59.5M+274%
CapEx$24.4M-44.0%
Free cash flow$35.1M+227%

Valuation

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Market cap$2.8B+136%
Enterprise value$3.81B+67.2%
P/E12.3×-3.8×
P/S0.7×+0.3×

Profitability

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Gross margin14.5%+2.6pp
Operating margin8.2%+4.0pp
Net margin5.5%+3.1pp
FCF margin2.1%+1.5pp

Returns & leverage

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Return on equity26.4%+16.6pp
Debt / equity1.1×-0.3×
Current ratio2.5×-0.2×

Where this comes from

Reported directly by Kaiser Aluminum in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Kaiser Aluminum’s 10-Q, filed July 23, 2026.

Filed
Jul 23, 2026, 5:07 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001193125-26-314580
Line itemQuarter Ended June 30, 2026Quarter Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Net sales:
Aero/HS Products$305.3$227.9$592.1$442.6
Packaging580.4340.91,078.8655.1
GE Products280.7185.4521.0367.0
Automotive Extrusions90.268.9171.5135.8
Total net sales$1,256.6$823.1$2,363.4$1,600.5
Timing of revenue recognition:
Products transferred at a point in time$992.0$626.6$1,845.2$1,217.4

Item 1. Financial Statements

FAQ

What is Kaiser Aluminum's packaging — revenue?
Kaiser Aluminum (KALU) reported packaging — revenue of $580.4M in Q2 2026.
How has Kaiser Aluminum's packaging — revenue changed year-over-year?
Kaiser Aluminum's packaging — revenue increased by 70.3% year-over-year, from $340.9M to $580.4M.
What is the long-term trend for Kaiser Aluminum's packaging — revenue?
Over 4 years (2021 to 2025), Kaiser Aluminum's packaging — revenue has grown at a 7.4% compound annual growth rate (CAGR), from $1.12B to $1.49B.
What does packaging — revenue mean?
This metric represents the total net sales generated by the Packaging business segment from the delivery of aluminum products to customers, excluding any pass-through taxes. It serves as a primary indicator of the segment's market demand, pricing power, and overall contribution to the company's top-line performance. By isolating revenue from this specific product line, investors can assess the growth trajectory and competitive positioning of the company's packaging-related aluminum offerings.

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