KALUKAISER ALUMINUM CORP
Rolling Drawing & Extruding Of Nonferrous Metals
- Revenue
- $3.4B
- 12% YoY
- Operating margin
- 5.6%
- 51% YoY
- EBITDA
- $311M
- 36% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -0.4×
- −$113M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear99% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear57% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.6B | $3.4B | $3.1B | $3.0B | $3.4B | 12% |
| Operating income | $64M | $4M | $123M | $112M | $189M | 68% |
| Net income | −$19M | −$30M | $47M | $47M | $113M | 140% |
| Operating cash flow | $79M | −$63M | $212M | $167M | $111M | 33% |
| Capex | $58M | $143M | $143M | $181M | $137M | 24% |
| Stock-based comp | $13M | $14M | $16M | $14M | $19M | 28% |
| Dividends | $47M | $50M | $50M | $51M | $51M | 1.2% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $8M | $21M | 140 | 154 |
| FY2024 | $7M | $6M | 82 | 135 |
| FY2023 | $6M | $5M | 80 | 133 |
| FY2022 | $5M | $2M | 82 | 111 |
| FY2021 | $6M | $3M | 98 | 118 |