KAISER ALUMINUM CORP (KALU) FY2025 10-K Annual Report
KAISER ALUMINUM CORP (KALU) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 19, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
KAISER ALUMINUM CORP FY2025 10-K Analysis
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
- • No revenue or profitability figures disclosed in text provided
- • No segment performance data provided in text provided
- • 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
KAISER ALUMINUM CORP FY2025 Key Financial MetricsXBRL
Revenue
$3.4B
▲ +11.5% YoY
Net Income
$113M
▲ +140.4% YoY
Operating Margin
5.6%
▲ +270bp YoY
Net Margin
3.3%
▲ +179bp YoY
ROE
13.6%
▲ +661bp YoY
Total Assets
$2.6B
▲ +10.8% YoY
EPS (Diluted)
$6.77
▲ +135.9% YoY
Operating Cash Flow
$111M
▼ -33.3% YoY
Source: XBRL data from KAISER ALUMINUM CORP FY2025 10-K filing on SEC EDGAR. All figures in USD.
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