Short answer
KAISER ALUMINUM CORP (KALU) filed its fiscal 2025 10-K annual report with the SEC on Feb 19, 2026. It reported revenue of $3.4B (+11.5% year over year) and net income of $113M.
- Top risk flagged: Cybersecurity risk with reliance on internal/external teams and cyber risk insurance for breach recovery costs
FY2025 key financial metrics · XBRL
- Revenue
- $3.4B
- +11.5% YoY
- Net income
- $113M
- +140.4% YoY
- Operating margin
- 5.6%
- +2.7 pp YoY
- EPS (diluted)
- $6.77
- +135.9% YoY
- ROE
- 13.6%
- +6.6 pp YoY
- Operating cash flow
- $111M
- −33.3% YoY
Source: XBRL data from the KAISER ALUMINUM CORP (KALU) FY2025 10-K on SEC EDGAR. USD.
KAISER ALUMINUM CORP FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business: manufacture and sale of semi-fabricated specialty aluminum mill products for aerospace, packaging, general engineering, and automotive markets
- New emphasis on expanding coated aluminum capacity via fourth coating line at Warrick for higher margin packaging products
- Strategic focus on modernization with Trentwood plant upgrades to reduce costs, improve Aero/HS and GE product quality, and increase capacity
- Investment highlights: significant capital deployed for coating line and Trentwood modernization to support future sales growth
- Noteworthy: 75% of packaging shipments in 2025 are high-margin coated products from Warrick facility with world-class casting and rolling capacity
Management Discussion & Analysis
- Risks include increased costs from greenhouse gas regulations, cybersecurity threats, and sustainability-related liabilities
- Dividends and share repurchases discretionary, subject to Board approval and credit facility restrictions
- Key risks: evolving sustainability regulations, cyberattacks, staffing shortages, tax law changes, and regulatory compliance burdens
Risk Factors
- Cybersecurity risk with reliance on internal/external teams and cyber risk insurance for breach recovery costs
- Board-level oversight of cybersecurity risks with semi-annual reporting by CIO and Cybersecurity Director
- Dependence on third-party security partners for network monitoring and incident response services
- CIO key-person risk with 25+ years IT and enterprise risk management experience, reporting directly to CFO
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