Kaiser Aluminum

Q2 FY2026 EarningsQ2 FY26 net sales reached $1.26B, up 53% YoY, driven by a 44% increase in realized prices and a 6% rise in shipment volume. Conversion Revenue grew 17% YoY to $437.0M, while Adjusted EBITDA surged 146% YoY to $166.3M, supported by favorable metal consumption impacts and product mix. Net income hit $96.8M with diluted EPS at $5.72. The company maintains total liquidity of $628.4M and projects 45%-55% FY26 Adjusted EBITDA growth.