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Kaiser Aluminum Corp (KALU)
NASDAQ:KALU
Earnings Data
Report Date
Apr 23, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.41Last Year’s EPS
1.02Same Quarter Last Year
Based on 1 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 19, 2025
|% Change Since: -3.84%
|Next Earnings Date:Apr 23, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with both positive and negative aspects. Highlights such as EBITDA margin expansion, strong performance in General Engineering, and strategic investments in the Packaging segment indicate positive growth prospects. However, the call also highlighted challenges such as declines in Aero and High Strength revenue, depreciation-related operating income decline, and an increased tax rate.Company Guidance
During the Kaiser Aluminum Corporation's fourth-quarter 2024 earnings call, the company provided guidance for 2025, emphasizing continued growth and strategic investments across its operations. Kaiser Aluminum expects consolidated conversion revenue to rise by 5% to 10% and anticipates EBITDA margin to improve by 50 to 100 basis points in 2025. The company forecasts a significant portion of EBITDA, about 60%, to be generated in the second half of the year, driven by increased demand and the ramp-up of strategic investments, including the Phase 7 expansion at Trentwood and the new roll coat line at Warwick. Despite challenges in the packaging market, the company projects a 3% to 5% increase in shipments and a 20% to 25% rise in conversion revenue for the segment. Additionally, Kaiser Aluminum plans to reduce capital expenditures to approximately $125 million in 2025, following the completion of major projects, and aims to generate over $100 million in free cash flow. With an effective tax rate projected to be in the low-to-mid-20% range and cash taxes estimated between $5 million and $7 million, the company remains committed to strengthening its balance sheet and enhancing shareholder value.EBITDA Margin Expansion
EBITDA margin expanded by approximately 60 basis points year-over-year and by 460 basis points since 2022. The company expects to continue progress towards achieving EBITDA margin goals in the mid-20% range.
Strong Performance in General Engineering
General Engineering conversion revenue for 2024 was $313 million, up 3% year-over-year, with a 6% increase in shipments. Pricing remained stable despite uneven demand and import pressures.
Automotive Segment Growth
Automotive conversion revenue was $120 million, up 3% over 2023, primarily due to an improved product mix of higher value-added products.
Anticipated Free Cash Flow and Improved Liquidity
The company expects greater than $100 million of free cash flow for the year 2025, driven by lower capital expenditures and reduced working capital demands. Total liquidity was strong at $572 million as of December 2024.
Packaging Segment Investment
Significant investments in Warwick facility expected to increase conversion revenue by 20% to 25% in 2025, with shipments up 3% to 5% year-over-year. The investment is expected to yield 300 basis points to 400 basis points of EBITDA margin expansion at full run rate.
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KALU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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KALU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 19, 2025 | $71.36 | $74.84 | +4.88% |
| Oct 23, 2024 | $66.08 | $65.84 | -0.36% |
| Jul 24, 2024 | $90.01 | $76.36 | -15.16% |
| Apr 24, 2024 | $84.71 | $85.84 | +1.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Kaiser Aluminum Corp (KALU) report earnings?
Kaiser Aluminum Corp (KALU) is schdueled to report earning on Apr 23, 2025, TBA Not Confirmed.
What is Kaiser Aluminum Corp (KALU) earnings time?
Kaiser Aluminum Corp (KALU) earnings time is at Apr 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KALU EPS forecast?
KALU EPS forecast for the fiscal quarter 2025 (Q1) is 0.41.
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