Kaiser Aluminum(US:KALU) The Motley Fool·2026-02-13 19:13Company Overview - Kaiser Aluminum is a leading supplier of specialty aluminum products, serving high-value end markets such as aerospace, automotive, and packaging [6] - The company has a robust integrated manufacturing and distribution network, which supports a resilient business model focused on engineered applications and customer-specific solutions [6] - Kaiser Aluminum's revenue for the trailing twelve months (TTM) is $3.21 billion, with a net income of $91.40 million and a dividend yield of 2.23% [4] Recent Developments - On February 13, 2026, Brightline Capital Management, LLC disclosed a new position in Kaiser Aluminum, acquiring 168,000 shares valued at approximately $19.30 million [2][7] - This acquisition represents 7.8% of Brightline's reportable U.S. equity assets under management as of December 31, 2025 [7] - As of February 12, 2026, Kaiser Aluminum's stock price was $140.07, reflecting a 102.1% increase over the past year, significantly outperforming the S&P 500 by 89.2 percentage points [7] Financial Performance - Kaiser Aluminum's third-quarter results indicated net sales of $844 million and operating income of $49 million, with adjusted EBITDA reaching $81 million and a margin of 23.2% [9] - Management has raised its full-year 2025 adjusted EBITDA outlook to a 20% to 25% increase year over year, indicating strong operational momentum [9] - Despite a dip in shipments, profitability has expanded due to favorable pricing and metal dynamics, suggesting potential for continued earnings power [10]