The financials
Kaiser Aluminum Corporation by the numbers
Kaiser Aluminum Corporation (KALU) reported revenue of $1.11B in Q1 2026 (quarter ended March 31, 2026), up 42% from the same quarter a year earlier. That came with a gross margin of 15% and net income of $63M (5.6% of revenue). For the full year FY2025, revenue was $3.37B (+12% year on year) and net income $113M. Its largest product in 2026-Q1 was Packaging at $498M, 45% of the disclosed total, just ahead of Aero Hs Products at 26%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $1.11B | $777M | +42% |
| Gross profit | $164M | $104M | +57% |
| Operating income | $98M | $41M | +136% |
| Net income | $63M | $22M | +189% |
| Diluted EPS | $3.71 | $1.31 | +183% |
| Product | Revenue | Share |
|---|---|---|
| Packaging | $498M | 45% |
| Aero Hs Products | $287M | 26% |
| Ge Products | $240M | 22% |
| Automotive Extrusions | $81M | 7.3% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $1.11B (+31%)
Packaging grew +59% year on yearAutomotive Extrusions +22% year on year
Segment Latestquarter on quarteryear on year
- Packaging$498.4M$498.4MQoQ +27%year on year +59%+27%+59%
- Aero Hs Products$286.8M$286.8MQoQ +57%year on year +34%+57%+34%
- Ge Products$240.3M$240.3MQoQ +25%year on year +32%+25%+32%
- Automotive Extrusions$81.3M$81.3MQoQ +8.1%year on year +22%+8.1%+22%
- Other Products--QoQ -year on year ---