Summary
Constellium: Downgrading To Hold, But Quality Remains Intact (Rating Downgrade)
Constellium delivered record Q2 adjusted EBITDA, driven by robust aluminum pricing and disciplined execution, but faces near-term headwinds from falling commodity prices. CSTM raised guidance, expecting $980M–$1.02B in adjusted EBITDA and over $300M free cash flow, with 2028 targets now likely to be achieved ahead of schedule. I favor CSTM's quality and through-cycle economics over more levered peers, yet aluminum price volatility prompts a downgrade to Hold despite continued value.
CSTM Q2 Earnings Call Flags Stronger 2026 Outlook
Constellium lifts its 2026 outlook as aerospace demand, auto tightness and recycling gains support record EBITDA and free cash flow, even as tailwinds moderate.
Constellium SE (CSTM) Q2 2026 Earnings Call Transcript
Constellium SE (CSTM) Q2 2026 Earnings Call Transcript
Constellium SE Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 1,585 | $31,478.74 | $47,026.95 | $15,548.21 | 49.39% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,935 | $310,133.85 | $263,046.4 | -$47,087.45 | -15.18% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 642,706 | $16.04M | $18.92M | $2.88M | 17.99% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 481 | $11,822.98 | $14,386.71 | $2,563.73 | 21.68% |
| LN Louis Navellier NAVELLIER & ASSOCIATES Inc. | 138,449 | $3.87M | $4.11M | $247,113.3 | 6.39% |
Constellium SE Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timna Tanners Wells Fargo | 199.67 | $6,201.33 | $5,910.21 | -$291.12 | -4.69% |
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Constellium SE Profile
| Metals & Mining Industry | Materials Sector | Ingrid Joerg CEO | NYSE Exchange | F21107101 CUSIP |
| FR Country | 11,500 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
Constellium SE is a global leader in the design, manufacture, and sale of innovative aluminum products. Founded in 2010 and headquartered in Paris, France, the company operates through its subsidiaries to cater to a diverse range of industries, including packaging, aerospace, automotive, and defense, among others. Constellium SE is structured into three main segments: Packaging & Automotive Rolled Products, Aerospace & Transportation, and Automotive Structures & Industry. These segments collectively offer a wide variety of aluminum solutions to meet the growing demand for lightweight, high-performance materials in various end markets. With a robust presence in key markets such as France, Germany, the Czech Republic, the United Kingdom, Switzerland, and the United States, plus strategic locations in Shanghai and Seoul, Constellium leverages its global reach to serve customers directly or through distributors.
Products and Services
Packaging & Automotive Rolled Products: This segment focuses on producing rolled aluminum products tailored to the beverage and food industry, including can stock and closure stock. It also caters to the flexible packaging market through foil stock and supplies automotive body sheets and heat exchangers for the automotive market. Specialty reflective sheets are yet another product offering within this segment, highlighting Constellium's versatility in serving various market needs.
Aerospace & Transportation: In this segment, Constellium provides an array of rolled aluminum products designed for the aerospace industry, which include aerospace plates, sheets, and extrusions, along with aerospace wing skins. It also offers plates and sheets for transportation, industry, and defense applications, showcasing the company's capability to blend innovation with functionality for demanding markets.
Automotive Structures & Industry: This segment delivers extruded aluminium products and structural components specifically engineered for the automotive industry. This includes crash-management systems, body structures, side impact beams, and battery enclosures. Additionally, the segment caters to various industry applications by fabricating hard and soft alloy extruded profiles for the automotive, engineering, rail, and other transportation end markets. Beyond physical products, Constellium also provides a breadth of downstream technology and services such as pre-machining, surface treatment, as well as research and development and technical support services, ensuring comprehensive solutions for clients.
