Kaiser Aluminum (KALU) Q3 Earnings Surpass Estimates

Core Insights - Kaiser Aluminum (KALU) reported quarterly earnings of $1.86 per share, significantly exceeding the Zacks Consensus Estimate of $0.80 per share, and up from $0.51 per share a year ago, representing an earnings surprise of +132.50% [1] - The company posted revenues of $843.5 million for the quarter ended September 2025, which was 7.09% below the Zacks Consensus Estimate, but an increase from $747.7 million year-over-year [2] - Kaiser has surpassed consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates two times in the same period [2] Earnings Outlook - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.18 on revenues of $964.02 million, and for the current fiscal year, it is $4.64 on revenues of $3.47 billion [7] Industry Context - The Metal Products - Procurement and Fabrication industry, to which Kaiser belongs, is currently ranked in the top 8% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5][6]