What is the 13F Pro Quality Score for KALU?

13F Pro ranks KAISER ALUMINUM CORP (KALU) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View KALU's current score at https://13fpro.ai/company/KALU (free sign-up required for the full ranking).

Which hedge funds own the most KALU stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of KALU include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/KALU as soon as new 13F filings post.

Where does 13F Pro source KALU data?

All KAISER ALUMINUM CORP fundamentals and ownership data come directly from SEC EDGAR. KAISER ALUMINUM CORP files with the SEC under CIK 811596. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is KALU in?

KAISER ALUMINUM CORP (KALU) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives KALU's revenue?

Per KAISER ALUMINUM CORP's latest 10-Q filed with the SEC on 2026-07-23, the biggest revenue drivers are: Packaging ($580.4M, +70% YoY); Aero/HS Products ($305.3M, +34% YoY); GE Products ($280.7M, +51% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/KALU.

What are KALU's largest expenses?

KAISER ALUMINUM CORP's latest 10-Q reports these as the largest expense items: Hedged Cost of Alloyed Metal ($819.6M, +83% YoY); Manufacturing costs ($151.5M, -21% YoY); Plant overhead ($47.9M, +9% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is KALU research updated on 13F Pro?

KALU's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

KAISER ALUMINUM CORP(KALU)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Materials →Nasdaqmid

Institutional-grade research for retail investors

SEC EDGAR: CIK 811596 KALU stock profile & AI dashboard →

13F Pro Quality Score

62.8/100

Rank #682 of 2,961 stocksTOP 25%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

73.8/100

Profitability

59.5/100

Balance Sheet

81.8/100

Earnings Quality

36.1/100

Free Cash Flow

32.7/100

Institutional Flow

55.9/100

Revenue Scale

75.4/100

Dilution Risk

73.0/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why KALU Scores 63/100

exact factor attribution · 2026-09-11

KALU's composite is driven by revenue growth and scale, held back by free cash flow and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+4.8 pts

74th pct

Scale

+3.8 pts

75th pct

Capital efficiency

+3.2 pts

82th pct

Earnings growth

+2.2 pts

93th pct

Profitability

+1.4 pts

60th pct

Shareholder dilution

+1.1 pts

73th pct

Institutional flow

+0.3 pts

56th pct

Earnings quality

-1.4 pts

36th pct

Free cash flow

-2.6 pts

33th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

KALU Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for KAISER ALUMINUM CORP (KALU), a Materials sector company. 13F Pro's AI-powered ranking engine scores KALU at 62.8/100 on a 32-signal composite quality model, placing it at rank #682 of 2,961 stocks — the top 25% of the AI-ranked universe. KALU scores in the top quartile across balance sheet strength (81.8), revenue scale (75.4). Areas of concern include free cash flow (32.7) and earnings quality (36.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), KAISER ALUMINUM CORP reports quarterly revenue of $1.3B, net income of $96.8M, an operating margin of 10.6%. Top institutional holders of KALU by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. KALU trades on the Nasdaq exchange and files with the SEC under CIK 811596. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate KALU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for KAISER ALUMINUM CORP directly from SEC EDGAR. KAISER ALUMINUM CORP's 13F Pro composite quality score has ranged between 35 and 65 since 2021, currently 62.8 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving KALU's Business? Latest 10-Q Breakdown

✓ 37/37 datapoints verified

AI-extracted from KAISER ALUMINUM CORP's 10-Q filed 2026-07-23 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales rose 53% YoY to $1.26B on a 44% jump in average realized price and 6% higher shipment volume, driving net income to $96.8M from $23.2M a year ago.

Biggest Revenue Drivers

Packaging$580.4M+70% YoY

Shipments up 10% to 155.8 mmlbs plus higher realized pricing, reflecting transformation benefits at Warrick

Aero/HS Products$305.3M+34% YoY

Shipments up 2% with continued recovery and growth in Aero/HS end market

Biggest Revenue Drivers

Total revenue: $1.26B+53% YoY

Packaging$580.4M+70% YoY

Shipments up 10% to 155.8 mmlbs plus higher realized pricing, reflecting transformation benefits at Warrick

Aero/HS Products$305.3M+34% YoY

Shipments up 2% with continued recovery and growth in Aero/HS end market

GE Products$280.7M+51% YoY

Shipments up 7%, benefiting from structural demand drivers and service-center restocking

Automotive Extrusions$90.2M+31% YoY

Revenue grew despite an 11% decline in shipment volume, driven by higher realized pricing

Largest Expense Items

Hedged Cost of Alloyed Metal$819.6M+83% YoY

$343.8M from higher hedged metal prices and $26.9M from increased shipment volume

Manufacturing costs$151.5M-21% YoY

Favorable metal consumption and valuation impacts, partially offset by higher operating costs

Plant overhead$47.9M+9% YoY

Salaried employee costs, property taxes and insurance at production facilities

Selling, general, administrative, research and development$35.7M+10% YoY

Increase driven primarily by higher employee incentive costs

Margins: COGS fell to 84% of net sales from 88% a year ago as favorable metal consumption/valuation impacts and lower major maintenance costs offset higher hedged metal costs, lifting operating income to $133.7M from $38.0M and Adjusted EBITDA to $166.3M from $67.7M.

Watch Items from the Filing

Automotive Extrusions was the only end market with declining shipment volume, down 11% YoY to 21.4 mmlbs even as revenue grew on pricing.
Adjusted EBITDA included approximately $27.0M of favorable Metal Price Lag in Q2 2026 (vs. $14.0M in Q2 2025); outlook assumes a neutral metal price impact for the rest of the year without a continuation of this tailwind.
Receivables sold under customer-based supply chain financing programs constituted approximately 27% of Q2 net sales.
Legacy environmental remediation accrual of $17.6M could be exceeded by up to $14.2M as remediation plans and regulatory approvals evolve.
Total liquidity reached $628.4M with zero outstanding Revolving Credit Facility borrowings as of June 30, 2026, up from $547.2M at year-end 2025.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.3B

Net Income

Q2 2026

$96.8M

Free Cash Flow

Q2 2026

$35.1M

Operating Margin

Q2 2026

10.6%

ROIC

Q2 2026

27.0%

D/E Ratio

Q2 2026

1.10

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+11.5% YoY

$3.37BFY 2025

FY22 $3.43BFY23 $3.09BFY24 $3.02BFY25 $3.37B

Net Income

+71.2% YoY

$112.5MFY 2025

FY22 $-29.6MFY23 $67.8MFY24 $65.7MFY25 $112.5M

Operating Income

+68.3% YoY

$188.8MFY 2025

FY22 $4.0MFY23 $122.5MFY24 $112.2MFY25 $188.8M

EPS (Diluted)

+68.4% YoY

$6.77FY 2025

FY22 $-1.86FY23 $4.21FY24 $4.02FY25 $6.77

Total Assets

+6.4% YoY

$2.56BFY 2025

FY22 $2.29BFY23 $2.27BFY24 $2.41BFY25 $2.56B

Total Debt

+1.7% YoY

$1.06BFY 2025

FY22 $1.04BFY23 $1.04BFY24 $1.04BFY25 $1.06B

Op. Cash Flow

-33.3% YoY

$111.4MFY 2025

FY22 $-63.1MFY23 $211.9MFY24 $167.1MFY25 $111.4M

Free Cash Flow

-86.1% YoY

$-25.5MFY 2025

FY22 $-205.6MFY23 $68.7MFY24 $-13.7MFY25 $-25.5M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.37B +11.5%	$3.02B -2.0%	$3.09B -9.9%	$3.43B +30.7%	$2.62B +123.6%	$1.17B
Net Income	$112.5M +71.2%	$65.7M -3.1%	$67.8M +329.1%	$-29.6M -60.0%	$-18.5M -164.2%	$28.8M
Operating Income	$188.8M +68.3%	$112.2M -8.4%	$122.5M +2962.5%	$4.0M -93.8%	$64.4M -20.6%	$81.1M
EPS (Diluted)	$6.77 +68.4%	$4.02 -4.5%	$4.21 +326.3%	$-1.86 -59.0%	$-1.17 -164.6%	$1.81
Total Assets	$2.56B +6.4%	$2.41B +6.3%	$2.27B -0.9%	$2.29B -5.5%	$2.42B +29.9%	$1.86B
Total Debt	$1.06B +1.7%	$1.04B +0.2%	$1.04B +0.2%	$1.04B +0.2%	$1.04B +23.6%	$838.1M
Operating Cash Flow	$111.4M -33.3%	$167.1M -21.1%	$211.9M +435.8%	$-63.1M -179.5%	$79.4M -61.6%	$206.9M
Free Cash Flow	$-25.5M -86.1%	$-13.7M -119.9%	$68.7M +133.4%	$-205.6M -1060.7%	$21.4M -86.2%	$155.0M

Get alerted when KALU's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for KAISER ALUMINUM CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of KALU

BlackRock, Inc.
$561.6M2,870,588 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$276.5M1,413,170 sh
STATE STREET CORP
$257.7M1,317,519 sh
DIMENSIONAL FUND ADVISORS LP
$151.8M775,944 sh
VANGUARD CAPITAL MANAGEMENT LLC
$138.3M707,161 sh
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
$132.9M679,387 sh
GEODE CAPITAL MANAGEMENT, LLC
$92.3M471,735 sh
AMERICAN CENTURY COMPANIES INC
$86.1M439,923 sh
BARROW HANLEY MEWHINNEY & STRAUSS LLC
$82.0M419,050 sh
Fisher Asset Management, LLC
$69.0M352,761 sh

Fund	Value	Shares
BlackRock, Inc.	$561.6M	2,870,588
VANGUARD PORTFOLIO MANAGEMENT LLC	$276.5M	1,413,170
STATE STREET CORP	$257.7M	1,317,519
DIMENSIONAL FUND ADVISORS LP	$151.8M	775,944
VANGUARD CAPITAL MANAGEMENT LLC	$138.3M	707,161
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$132.9M	679,387
GEODE CAPITAL MANAGEMENT, LLC	$92.3M	471,735
AMERICAN CENTURY COMPANIES INC	$86.1M	439,923
BARROW HANLEY MEWHINNEY & STRAUSS LLC	$82.0M	419,050
Fisher Asset Management, LLC	$69.0M	352,761

Companies Similar to KALU

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

SON

SONOCO PRODUCTS CO

AI score

Similar quality profile · 7 shared holders

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC FIRST CITIZENS BANK & TRUST CO GAMCO INVESTORS, INC. ET AL

CRS

CARPENTER TECHNOLOGY CORP

AI score

Similar quality profile · 13 shared holders

WESTFIELD CAPITAL MANAGEMENT CO LP ICON ADVISERS INC/CO 1492 Capital Management LLC

Alcoa Corp

AI score

Similar quality profile · 12 shared holders

HENNESSY ADVISORS INC COOKSON PEIRCE & CO INC GREAT LAKES ADVISORS, LLC

CSTM

CONSTELLIUM SE

AI score

Similar quality profile · 21 shared holders

HENNESSY ADVISORS INC NAVELLIER & ASSOCIATES INC Voleon Capital Management LP

NWPX

NWPX Infrastructure, Inc.

AI score

Similar quality profile · 17 shared holders

BARROW HANLEY MEWHINNEY & STRAUSS LLC Voleon Capital Management LP GLOBEFLEX CAPITAL L P

CMC

COMMERCIAL METALS Co

AI score

Similar quality profile · 11 shared holders

SYSTEMATIC FINANCIAL MANAGEMENT LP First Eagle Investment Management, LLC NFJ INVESTMENT GROUP, LLC

CENX

CENTURY ALUMINUM CO

AI score

Similar quality profile · 16 shared holders

First Eagle Investment Management, LLC SYSTEMATIC FINANCIAL MANAGEMENT LP ICON ADVISERS INC/CO

BDC

BELDEN INC.

AI score

Similar quality profile · 11 shared holders

First Eagle Investment Management, LLC GREAT LAKES ADVISORS, LLC CAXTON ASSOCIATES LLP

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Materials Companies

View all Materials →

Alcoa Corp

AAUC

Allied Gold Corp

ABAT

AMERICAN BATTERY TECHNOLOGY Co

AEC

ANFIELD ENERGY INC.

AEM

AGNICO EAGLE MINES LTD

FIRST MAJESTIC SILVER CORP

AGI

ALAMOS GOLD INC

ALB

ALBEMARLE CORP

Put KALU on your watchlist

Track score changes the day KAISER ALUMINUM CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is KALU a good stock to buy?

13F Pro's AI-powered analysis of KAISER ALUMINUM CORP (KALU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for KALU are available on the KALU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. KALU is classified as a mid company.

Which hedge funds own KALU?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling KALU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of KAISER ALUMINUM CORP's investment landscape.