Constellium (CSTM) Surpasses Q4 Earnings and Revenue Estimates
Constellium (CSTM) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to a loss of $0.34 per share a year ago.
Constellium SE: Excellent Commodity Play With Pass Through Protection
Constellium SE (CSTM) earns a Buy rating, leveraging its ability to pass aluminum input costs to customers and capitalize on sector tailwinds. CSTM's Aerospace & Transportation segment drives EBITDA margin expansion, offsetting weaker packaging and automotive performance, with recent guidance raised to $690 million EBITDA for 2025. Shares trade at a 20–25% EV/EBITDA discount to sector median, supported by strong cash flow and disciplined capital allocation, including share buybacks.
Constellium: The Aluminum Cycle Momentum
Constellium SE (CSTM) earns a Buy rating, driven by favorable aluminum cycle dynamics and solid positioning in the value chain. CSTM's revenue growth is primarily a function of aluminum price pass-through, not structural expansion, making cycle monitoring crucial. Valuation at 7.5x forward EV/EBITDA reflects a $700M EBITDA base; upside hinges on sustained commodity prices and cash conversion.
Why I Think Constellium Deserves A Re-Rating
Constellium is undervalued due to lingering concerns about past volatility. CSTM benefits from structural tailwinds and secular margin expansion, supporting robust earnings growth. Market skepticism is likely to fade as key catalysts materialize, unlocking fair value for CSTM shares.
Constellium SE (CSTM) Q3 2025 Earnings Call Transcript
Constellium SE ( CSTM ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Jason Hershiser - Director of Investor Relations Jean-Marc Germain - CEO & Executive Director Jack Guo - Senior VP & CFO Ingrid Joerg - Executive VP, COO & President of Packaging, Automotive and Rolled Products Business Unit Conference Call Participants Katja Jancic - BMO Capital Markets Equity Research Corinne Blanchard - Deutsche Bank AG, Research Division William Peterson - JPMorgan Chase & Co, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Constellium Third Quarter 2025 Results Conference Call and webcast.
Constellium (CSTM) Tops Q3 Earnings and Revenue Estimates
Constellium (CSTM) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.02 per share a year ago.
Constellium (CSTM) Earnings Expected to Grow: Should You Buy?
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.
Should Value Investors Buy Constellium (CSTM) Stock?
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 SE (CSTM) Q2 2025 Earnings Call Transcript
Constellium SE (NYSE:CSTM ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Jack Guo - Senior VP & CFO Jason Hershiser - Director of Investor Relations Jean-Marc Germain - CEO & Executive Director Conference Call Participants Corinne Jeannine Blanchard - Deutsche Bank AG, Research Division Joshua Ward Sullivan - The Benchmark Company, LLC, Research Division Sean-M Wondrack - Deutsche Bank AG, Research Division Operator Good morning or good afternoon, and welcome to the Constellium Second Quarter 2025 Earnings Call. My name is Adam, and I'll your operator today.
Constellium (CSTM) Q2 Earnings Lag Estimates
Constellium (CSTM) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.52 per share a year ago.
Earnings Preview: Constellium (CSTM) Q2 Earnings Expected to Decline
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.
Constellium Faces Challenges In Aluminum Market
Constellium's Q1 2025 results showed higher revenue and net income, but growth was driven solely by the Packaging segment. Despite passing on aluminum price changes to customers, revenue from total shipments and product mix have deteriorated for three consecutive years. Heavy exposure to the struggling German market has led to notable sales declines, with little relief in sight.
