483007100 Filings — Kaiser Aluminum Corp - FilingSpy
483007100
Kaiser Aluminum Corp
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A maker of specialty aluminum mill products for demanding jobs, from aircraft parts and beverage can stock to automotive extrusions and industrial components. Founded in 1946 by the industrialist Henry J. Kaiser, it began as Permanente Metals Corporation, a name borrowed from a California creek that flows year-round — "permanent" water for early Spanish ranches. Its rolling mill in Trentwood, Washington, and smelters in Mead and Tacoma were leased from the government after World War II.
Kaiser Aluminum names Fred Stephan CEO and President, effective November 1, 2026
Keith Harvey will transition to Executive Chairman and serve as special advisor through October 31, 2027.
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Fred Stephan will become CEO and President, succeeding Keith A. Harvey, effective November 1, 2026.
Stephan's compensation includes $1.15M base salary, $1.44M short-term incentive target, and $4.43M long-term incentive target.
Stephan will receive RSU grants totaling $5.767M (2026 LTI grant and sign-on grant) with specified vesting schedules.
The Board will expand from nine to ten directors, with Stephan joining as a Class III director.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Kaiser Aluminum reports record Q2 2026 results; raises full-year outlook.
Net sales for Q2 2026 were $1.26 billion, up from $823 million in Q2 2025.
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Conversion revenue was $437 million, up 17% year-over-year.
Net income was $97 million, or $5.72 per diluted share, versus $23 million, or $1.41 per share, in Q2 2025.
Adjusted EBITDA was $166 million, with an adjusted EBITDA margin of 38.1%.
The company raised its full-year 2026 outlook, now expecting conversion revenue at the high end of 10-15% growth and adjusted EBITDA growth of 45-55% year-over-year.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits
Kaiser Aluminum shareholders approve Amended 2021 Equity Plan and elect three Class I directors at 2026 Annual Meeting.
At the June 4, 2026 Annual Meeting, stockholders approved an amendment to the 2021 Equity and Incentive Compensation Plan, increasing available shares by 395,000 to a total of 1,183,000 shares.
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James D. Hoffman, Glenda J. Minor, and Brett E. Wilcox were elected as Class I directors, each serving until the 2029 Annual Meeting.
The advisory vote on executive compensation passed with 98.68% of votes cast in favor.
Stockholders ratified Deloitte & Touche LLP as the independent registered public accounting firm for 2026, with 98.20% of votes cast in favor.
The Amended 2021 Plan was approved with 94.43% of votes cast in favor.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits
Kaiser Aluminum declares $0.77 quarterly dividend payable February 13, 2026
The announcement was made via a press release attached as Exhibit 99.1 to the Form 8-K filed with the SEC.
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On January 13, 2026, Kaiser Aluminum Corporation's board declared a quarterly cash dividend of $0.77 per share on its common stock.
The dividend is payable on February 13, 2026, to stockholders of record as of the close of business on January 23, 2026.
The company stated that the information in the press release is not deemed 'filed' under the Exchange Act and will not be incorporated by reference into SEC filings unless expressly stated.
The report was filed under Item 8.01 (Other Events) and Item 9.01 (Financial Statements and Exhibits).
8.01 Other Events · 9.01 Financial Statements and Exhibits