Constellium SE offers a compelling specialty materials investment, trading below fair value despite record Q1 earnings and raised full-year guidance. CSTM benefits from secular demand in aerospace and automotive lightweighting, a robust capital allocation plan, and a new €300M buyback, yet faces cyclical and European cost headwinds. Q1 2024 saw significant margin expansion across all segments, with adjusted EBITDA up 78% year-over-year, though headline results were boosted by a favorable metal price lag.
Constellium SE delivered a record Q1 2026, with adjusted EPS of $1.47 and revenue up 24% YoY, driving strong stock performance. I rate CSTM a buy, citing robust earnings growth, raised guidance, operational efficiency, and a discounted 16x PE despite the stock's 240% rally. Management expects adjusted EBITDA of $900–$940 million and free cash flow above $275 million for 2026, supporting deleveraging and resilience against aluminum price swings.
Constellium SE (CSTM) Q1 2026 Earnings Call Transcript
Constellium (CSTM) came out with quarterly earnings of $1.42 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.26 per share a year ago.
CSTM heads into Q1 results with strong revenue and EPS growth expectations, backed by robust segment demand, but rising costs and FX headwinds may weigh.
Constellium SE (NYSE: CSTM - Get Free Report) has been given an average rating of "Moderate Buy" by the six brokerages that are currently covering the firm, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a hold recommendation and four have given a buy recommendation to the company. The average 1 year
Constellium (CSTM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here is how Constellium (CSTM) and Flowserve (FLS) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Constellium (CSTM) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.
KMT, CSTM and VMI gain as industrial stocks rally in 2026, fueled by strong manufacturing data, easing costs and steady demand across key sectors.
Constellium (CSTM) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.