Constellium SE
16.27-0.64 (-3.78%)
Oct 29, 4:00:02 PM EDT · NYSE · CSTM · USD
Key Stats
Market Cap
2.27BP/E (TTM)
20.34Basic EPS (TTM)
0.80Dividend Yield
0%Recent Filings
10-Q
Q3 FY2025 results
Constellium posted solid Q3 results, with revenue jumping 20% year-over-year to $2,166M on higher shipments and metal prices, while net income soared to $88M from $8M. All segments showed gains: A&T up 14% in revenue and 67% in Adjusted EBITDA to $90M, P&ARP up 20% to $1,307M with better Muscle Shoals output, and AS&I surging 27% to $409M. Operating cash flow for the nine months hit $271M, up from $240M, supporting $75M in share repurchases; total debt stood at $2,012M with $831M liquidity. Free cash flow not disclosed in the 10-Q. Packaging demand stayed healthy, yet automotive weakness in Europe lingers as a drag.
8-K
CEO Succession Announced
Constellium SE announced on October 29, 2025, that Ingrid Joerg will succeed Jean-Marc Germain as CEO effective January 1, 2026, after his retirement. Joerg, current COO with over 25 years in aluminum, brings deep operational expertise across all business units. Germain stays on as special advisor through 2026 for a smooth handover. This planned shift bolsters continuity amid market uncertainties.
8-K
Strong Q3 results, raised guidance
Constellium SE reported robust Q3 2025 results, with shipments up 6% to 373 thousand metric tons and revenue surging 20% to $2.2 billion versus last year, driven by higher volumes and metal prices across segments. Adjusted EBITDA hit $235 million, boosted by a $39 million non-cash metal price lag gain, while net income jumped to $88 million; the company repurchased 1.7 million shares for $25 million and trimmed leverage to 3.1x. Strong execution persists amid weak automotive demand and tariff pressures, yet packaging and aerospace markets hold firm. Guidance rises: 2025 Adjusted EBITDA now $670-$690 million, excluding lag, with free cash flow over $120 million.
10-Q
Q2 FY2025 results
Constellium's Q2 revenue climbed 9% year-over-year to $2,103M, fueled by robust packaging demand, though aerospace and automotive volumes dipped slightly. Net income fell to $36M from $77M, with diluted EPS at $0.25 versus $0.51, pressured by a $13M metal price lag hit and higher finance costs from recent refinancing. Packaging & Automotive Rolled Products drove gains, up 14% to $1,235M, while Aerospace & Transportation slipped 1% to $492M amid softer shipments. Operating cash flow held steady at $114M for the quarter, yielding $37M free cash flow after $77M capex; total debt stood at $2,026M with $841M liquidity and full covenant compliance. Share repurchases totaled $35M in Q2. Tariffs cloud automotive prospects, yet packaging resilience shines.
8-K
Constellium raises 2025 guidance
Constellium reported Q2 2025 revenue of $2.1 billion, up 9% year-over-year, with shipments rising 2% to 384 thousand metric tons, driven by packaging strength despite aerospace and automotive weakness. Adjusted EBITDA fell to $146 million from $225 million, hit by a $13 million negative metal price lag, yet free cash flow held firm at $41 million amid cost controls. The company raised full-year guidance to $620-$650 million Adjusted EBITDA and over $120 million free cash flow, expecting leverage to peak at 3.6x before declining. Tariffs pose risks, but packaging resilience offsets broader demand softness.
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