Kaiser Aluminum

Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus across all key metrics: revenue reached $1,256.6M vs. $1,075.6M expected, and diluted GAAP EPS was $5.72, far exceeding the $2.66 mean estimate. Packaging revenue surged 70% YoY to $580.4M, driven by transformation efforts at the Warrick facility, while Aero/HS products saw a 34% increase. Management provided robust FY26 guidance, expecting 45%–55% YoY Adjusted EBITDA growth, underpinned by strengthening demand and restocked service center inventories.