Kaiser Aluminum Q1 2026: Record-Breaking Earnings & Growth

Kaiser Aluminums Q1 2026 earnings are a resounding success, with conversion revenue up 11% to $404M, adjusted EBITDA at a record $129M, and margins at 31.8%. Net income is $63M, or $3.71 per share. Theyre raising their full-year outlook, expecting conversion revenue growth of 10-15% and EBITDA up 20-30%. Demand surged across most markets, with aerospace, packaging, and general engineering leading the way. Analysts praised operational gains and mix shifts, while free cash flow hit $69M and net debt leverage improved to 2.8x. Theyre guiding shipments up 15-20% in aerospace, 20-25% in packaging, 5-10% in general engineering, and flat to down 5% in automotive. Dividends remain steady at $0.77 per share, and capex is $120-130M for the year. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/da395f13a5992fb5