Kaiser Q1 shipments rise on aerospace and packaging; 2026 outlook increased

Kaiser Aluminum began 2026 with stronger shipment momentum across its highest-value end markets, led by aerospace and high-strength products and packaging, as recently completed capital projects began feeding into volumes, mix, and conversion revenue.

The company shipped 133,538 metric tons (mt) in the first quarter of 2026, up 7% from 125,010 mt in the prior year period. Conversion revenue rose 11% year over year to $404.4 million, while conversion revenue per pound increased to $1.37/lb from $1.32/lb over the same period.

Nicholas Bell

Nicholas brings over half a decade of experience covering metals markets, pricing trends, and supply chain dynamics. Prior to joining AMU, he reported on aluminum, high-temperature scrap, and ferro-alloy markets at Argus Media, with additional coverage of minor metals and rare earths. His work has built deep expertise in North American metals pricing and trade flows. A native of Houston, Nicholas holds a bachelor’s degree in Media Production and an MBA with a concentration in Finance, both from the University of Houston.