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Kaiser Aluminum (KALU) investor relations material
Kaiser Aluminum Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
Net sales for Q2 2025 reached $823 million, up 6% year-over-year, driven by higher average realized sales prices despite a 3% decrease in shipment volume.
Adjusted EBITDA for Q2 2025 was $68 million with an 18.1% margin, exceeding expectations and prompting a raised full-year EBITDA outlook of 10%-15% growth.
Net income for Q2 2025 was $23 million ($1.41 per diluted share); adjusted net income was $20 million ($1.21 per share).
Strategic investments at Trentwood and Warrick rolling mills are progressing, with new capacity and coating lines expected online in Q4 2025.
Quarterly dividend of $0.77 per share declared, reflecting confidence in long-term strategy.
Financial highlights
Q2 2025 net sales were $823 million, up $49.7 million (6%) year-over-year; conversion revenue was $374 million, up 1%.
Adjusted EBITDA for Q2 2025 was $68 million, down $6 million year-over-year, impacted by higher operating and maintenance costs.
Operating income for Q2 2025 was $38 million, up from $36 million in Q2 2024.
Net income for Q2 2025 was $23 million, with diluted EPS of $1.41.
Cash provided by operations in the first half was $73 million; $82 million invested in capital expenditures.
Outlook and guidance
Full-year 2025 conversion revenue expected to increase 5%-10% year-over-year; adjusted EBITDA outlook raised to 10%-15% growth.
Free cash flow guidance revised to $50M-$70M for 2025, down from $100M, due to higher working capital needs from metal price increases.
Capital expenditures for 2025 projected at $120M-$130M, focused on capacity expansion and efficiency.
Aerospace/high strength shipments and revenue projected to decline 5%-7% year-over-year due to inventory destocking.
Packaging revenue expected to increase 15%-20% year-over-year, with shipments down 3%-5% due to commissioning delays.
What drove the FCF revision to $50M-$70M?
Warrick coating line ramp-up confidence?
Aerospace destocking end date visibility?
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Next Kaiser Aluminum earnings date
Q3 202523 Oct, 2025
Next Kaiser Aluminum earnings date
Q3 202523 Oct, 2025
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Frequently asked questions
American Aluminum Experts
Kaiser Aluminum is an American manufacturer of aluminum products. It serves a variety of sectors including aerospace, automotive, and general engineering. The company's product line encompasses a wide range of aluminum mill products from sheet and plate to extrusions and rod, bar, and tube products. The company is headquartered in Franklin, Tennessee, and its shares are listed on the Nasdaq.
Foundation, Bankruptcy, and Refocusing the Business
The company was born out of the burgeoning industrial demands of World War II, initially focusing on aluminum sheet and plate products. Post-war, Kaiser Aluminum expanded its operations, diversifying into the fabrication of aluminum products and evolving into a significant player in the aluminum industry. The 1950s and 1960s marked a period of growth and technological advancements for the company, enhancing its production capabilities. However, the late 20th century brought challenges, including financial struggles that led to a bankruptcy filing in 2002. The company emerged from bankruptcy in 2006, refocusing its business on serving the aerospace, automotive, and general engineering sectors. Some companies operating in the same industry are Norsk Hydro and Alcoa.
Aluminum, Aluminum, and More Aluminum
The company's portfolio is focused on aluminum products, primarily for aerospace, automotive, and general engineering applications. In the aerospace sector, Kaiser Aluminum provides critical components like wing and fuselage structural parts. For the automotive industry, the company manufactures products used in body panels, frame components, and other structural elements. Additionally, it caters to general engineering markets with a range of aluminum products used in various applications, from machinery to electrical equipment. The company's focus on high-quality, specialized aluminum products positions it as a key supplier in these technologically demanding sectors.
Target Markets
Kaiser Aluminum strategically targets markets with high barriers to entry, focusing on sectors like aerospace and automotive where specialized products are required. These industries demand stringent quality standards, technical expertise, and consistent innovation, creating a competitive environment challenging for new entrants. By concentrating on these areas, Kaiser leverages its advanced manufacturing capabilities and deep industry knowledge to maintain a strong position.
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