Kaiser Aluminum vs Huntsman

This page compares Kaiser Aluminum Corp and Huntsman Corporation, examining their business models, financial performance, and the market context in which they operate. The content presents neutral, accessible insights into how each company positions itself and pursues value within its sector. It focuses on structure, strategy, and performance factors to support understanding, not guidance. Educational content, not financial advice.

About The Companies

Kaiser Aluminum (KALU)

Kaiser Aluminum Corp (KALU) is a US-based manufacturer of value-added aluminium products serving aerospace, automotive, commercial transport and industrial customers. The company operates rolling and extrusion facilities across North America and focuses on higher-margin, technical aluminium grades and complex components. With a market capitalisation around $1.29bn, Kaiser sits in the mid-cap range and is exposed to cyclical end markets and commodity price swings. Key things investors watch include capacity utilisation, product mix (premium aerospace work versus commodity demand), raw material and energy costs, and free cash flow trends. The business can generate attractive margins when volumes and aerospace demand recover, but it faces risks from metal price volatility, energy input costs, and macroeconomic cycles. This is general educational information, not personalised investment advice — consider your objectives and risk tolerance and consult a regulated adviser if needed. Equity values can fall as well as rise.

Huntsman (HUN)

Huntsman Corporation (HUN) is a global chemical manufacturer specialising in performance products and advanced materials used across automotive, construction, packaging and consumer markets. With a market capitalisation around $1.43 billion, it sits in the small-cap segment where operational moves and commodity cycles can drive notable share-price volatility. Key investor considerations include cyclicality of end-markets, sensitivity to raw-material and energy costs, and the company’s efforts to shift toward higher-margin speciality chemicals. Huntsman operates internationally, so currency and global demand trends matter. Financial health, free-cash-flow generation, and debt levels are important when assessing resilience in weaker economic conditions. Prior to any decision, investors should review the latest quarterly results, management guidance and sector outlook. This summary is for educational purposes only and not personalised investment advice — values can rise or fall and past performance does not guarantee future returns. Consider suitability for your goals and, if uncertain, consult a regulated adviser.

Comparison Snapshot

Key Financial Metrics

KALU

Metric

HUN

$1.76B

Market Cap

$1.84B

-2.10%

Potential Profit

7.04%

Buy

Analyst Rating

Hold

Which Baskets Do They Appear In?

Domestic Auto Suppliers | Stellantis $10B Opportunity

Automaker Stellantis is investing $10 billion to overhaul its U.S. manufacturing, signaling a major bet on American production. This move is expected to create a surge in demand for domestic auto parts suppliers and other industrial partners.

Published: October 6, 2025

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Which Baskets Do They Appear In?

Domestic Auto Suppliers | Stellantis $10B Opportunity

Published: October 6, 2025

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Investment Analysis

Kaiser Aluminum

KALU

Pros

Kaiser Aluminum reported strong Q3 2025 results with net income rising sharply to $40 million from $9 million the previous year.
Management raised full-year 2025 revenue and EBITDA guidance, reflecting confidence in sustained demand and operational momentum.
Recent $500 million debt refinancing is expected to reduce interest expenses and improve financial flexibility.

Considerations

Despite earnings growth, concerns remain about operating cash flow coverage relative to debt levels.
The company is sensitive to raw material price fluctuations, which could impact margins and profitability.
Non-recurring startup costs and ongoing capital investments may pressure near-term cash flow and performance.

Huntsman

HUN

Pros

Huntsman Corporation has a diversified portfolio in chemicals, supporting exposure to multiple end markets including automotive and construction.
Recent strategic initiatives aim to enhance operational efficiency and expand specialty product segments with higher margins.
Strong global footprint and innovation focus may drive growth in sustainable and advanced materials demand.

Considerations

Huntsman faces exposure to cyclical industries, making revenues vulnerable to economic downturns and commodity price volatility.
The chemical industry’s environmental regulations and compliance costs present ongoing operational risks.
Execution risks remain due to integration challenges and capital intensity of growth initiatives.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

Domestic Auto Suppliers | Stellantis $10B Opportunity

Which Baskets Do They Appear In?

Domestic Auto Suppliers | Stellantis $10B Opportunity

Investment Analysis

Kaiser Aluminum

Pros

Considerations

Huntsman

Pros

Considerations

Why invest with Nemo?

Zero Commission

Trusted & Regulated

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Frequently asked questions

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How should you interpret debt refinancing mentioned for Kaiser Aluminium?

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How do raw material price fluctuations influence these stocks?

What does cyclicality mean for the Huntsman profile?

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Educational disclaimer: what is the purpose of this page’s content?

About The Companies

Comparison Snapshot