Kaiser Aluminum (KALU) Q2 2025 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, April 22, 2026 astatine 12:01 PM CDT 29 min read

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Thursday, July 24, 2025 astatine 10 a.m. ET

• Chairman, President and Chief Executive Officer — Keith A. Harvey

• Executive Vice President and Chief Financial Officer — Neal E. West

• Investor Relations — Kimberly Orlando

Operator: Greetings, and invited to the Kaiser Aluminum Corporation Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this league is being recorded. It is present my pleasance to present your host, Kim Orlando with ADDO Investor Relations. Thank you. You whitethorn begin.

Kimberly Orlando: Thank you. Hello, everyone, and invited to Kaiser Aluminum's 2nd 4th 2025 net league call. If you person not seen a transcript of our net release, delight sojourn the Investor Relations leafage of our website astatine kaiseraluminum.com. We person besides posted a PDF mentation of the descent presumption for this call. Joining maine connected the telephone contiguous are Chairman, President and Chief Executive Officer, Keith Harvey; and Executive Vice President and Chief Financial Officer, Neal West. Before we begin, I'd similar to notation you to the archetypal 4 slides of our presumption and punctual you that the statements made by absorption and the accusation contained successful this presumption that represent forward-looking statements are based connected management's existent expectations.

For a summary of circumstantial hazard factors that could origin results to disagree materially from the forward-looking statements, delight notation to the company's net merchandise and reports filed with the Securities and Exchange Commission, including the company's yearly study connected Form 10-K for the afloat year-ended December 31, 2024. The institution undertakes nary work to update immoderate forward-looking statements to conform the connection to existent results oregon changes successful the company's expectations. In addition, we person included non-GAAP fiscal accusation successful our discussion. Reconciliations to the astir comparable GAAP fiscal measures are included successful the net merchandise and successful the appendix of the presentation.

Reconciliations of definite forward- looking non-GAAP fiscal measures to comparable GAAP fiscal measures are not provided due to the fact that definite items required for specified reconciliations are extracurricular of our power and/or cannot beryllium reasonably predicted oregon provided without unreasonable effort. Any notation to EBITDA successful our treatment contiguous means adjusted EBITDA, which excludes non-run complaint items for which we person provided reconciliations successful the appendix. Further, Slide 5 contains definitions of presumption and measures that we volition beryllium commonly utilized passim today's presentation. At the decision of the company's presentation, we volition unfastened the telephone for questions. I would present similar to crook the telephone implicit to Keith Harvey. Keith?