CSTM · NYSE · Aluminum

Constellium

Converts aluminum into rolled products, extrusions, and structural components for aerospace, packaging, and automotive.

$26.98
After-hours close0.00 (0.00%)
At close$26.98(−1.57%)
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Profile

Constellium SECSTMMaterials

Converts aluminum into rolled sheet, plate, extrusions, and fabricated structures for aerospace, packaging, automotive, transportation, defense, and industrial customers. Economics center on conversion margins while metal prices are largely passed through or hedged, with operations concentrated in North America and Europe and many core programs governed by multi-year contracts.

Runs three operating segments. Aerospace & Transportation supplies plate, sheet, and extrusions for aerospace, space, defense, commercial transportation, and industry. Packaging & Automotive Rolled Products makes canstock, auto body sheet, heat-exchanger materials, and battery foil. Automotive Structures & Industry produces crash-management systems, body structures, battery enclosures, extrusions, and large profiles.

Converts purchased and recycled aluminum into performance-critical alloys and components, with manufacturing centered in North America and Europe. Alloy development, integrated casting and fabrication, and demanding qualification processes support multi-year contracts across core aerospace, packaging, and automotive programs.

Metal costs are generally passed through or hedged. Earnings depend more on processing volumes, product mix, plant efficiency, energy costs, aircraft and vehicle production, packaging demand, and orders from a concentrated group of major customers.

Company facts

CEOIngrid Joerg
ListedMay 23, 2013
ExchangeNYSE
HeadquartersParis, France
CountryFrance
Employees11,500
CIK0001563411
ISINFR0013467479

Key statistics

Market cap$3.66B
EPS (ttm)$3.89
P/E (ttm)6.94
ROE52.4%
P/B2.94
P/S0.3818
Dividend yield
Beta1.95vs XLB 0.85

Year to date +36.5% · Average volume (30d) 1.6M

Analysts

Price target, next 12 months$36.00+33.4%Median of 17 analysts · vs the Aug 28 close
ConsensusBuy14 of 17 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 30, 2026Deutsche BankTarget$40$39
Jul 9, 2026Wells FargoReiterateOverweight$35$37
Jul 8, 2026UBSReiterateBuy$38$35
May 5, 2026UBSTarget$38
Apr 30, 2026Deutsche BankTarget$29$40

Earnings

EPS

Estimate$0.68
ReportedDue Oct 28, 2026

Revenue

Estimate$2.64B
ReportedDue Oct 28, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 29, 2026Q2 FY26$0.86$1.04+21.4%$2.73B$2.75B+0.7%−4.99%
Apr 29, 2026Q1 FY26$0.62$1.42+129.0%$2.43B$2.46B+1.2%−2.95%
Feb 18, 2026Q4 FY25$0.36$0.80+122.2%$2.06B$2.20B+6.7%+0.66%
Oct 29, 2025Q3 FY25$0.32$0.62+96.8%$1.79B$2.17B+21.1%−0.49%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.80B$1.79B$2.17B$2.20B$2.46B$2.75B
Gross profit$239.4M$223.4M$230.0M$261.0M$420.0M$348.0M
Operating income$85.6M$72.2M$133.0M$166.0M$230.0M$110.0M
Net income$33.7M$30.6M$88.0M$112.0M$199.0M$146.0M
Diluted EPS$0.28$0.25$0.63$0.80$1.42$1.04
Gross margin13.3%12.5%10.6%11.9%17.1%12.7%
Operating margin4.7%4.0%6.1%7.5%9.3%4.0%

Fiscal years (4-quarter sums)FY21 $6.15B · FY22 $8.12B · FY23 $7.67B · FY24 $6.97B · FY25 $7.95B

Revenue by product · Q2 FY26

Packaging Rolled Products$1.19B · 48%
Automotive Rolled Products$454.0M · 18%
Aerospace Rolled Products$350.0M · 14%
Automotive Extruded Products$266.0M · 11%
Other Extruded Products$171.0M · 7%
Specialty And Other Thin-Rolled Products$31.0M · 1%

Revenue by geography · FY25

United States$3.31B · 41%
Other Geographical Areas$1.62B · 20%
Germany$1.54B · 19%
France$722.0M · 9%
Spain$376.0M · 5%
Poland$317.0M · 4%
Czechia$205.0M · 3%

Balance sheet, Jun 30, 2026Cash & short-term investments $163.0M · Total debt $1.92B · Total assets $6.07B · Shareholders' equity $1.25B

Dividends

No dividends on record.

Ownership

Institutions 91.76%124.36M sharesInsiders 1.36%1.84M sharesOther 6.88%9.32M shares

Shares outstanding 135.53M · Float 123.43M · 91.1% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.12.80M9.45%13FAug 7, 2026
Bpifrance SA8.40M6.20%13FJul 27, 2026
EPIC Bpifrance8.40M6.20%13DMay 28, 2026
Morgan Stanley6.18M4.56%13FAug 13, 2026
Vanguard Portfolio Management LLC4.39M3.24%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 3, 2026Jean-Christophe Deslarzesdirector+1,490$27.24
Jun 4, 2026John Ormeroddirector−8,000$35.01
May 28, 2026Marcus Beckerofficer: SVP CPO−10,391$34.93
May 14, 2026Martin Jarrettofficer: SVP Chief Innovation Officer−4,716$33.46
May 14, 2026Bradley Lee Soultzdirector+2,500$33.84
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Peers

  • Kaiser Aluminum

    Specialty aluminum plate, can sheet, and automotive extrusions, North America.

  • Magna

    Tier-1 OEM supplier of stamped, cast, and extruded body structures (Cosma unit).

  • Howmet Aerospace

    Aerospace turbine blades, fasteners, and aluminum airframe forgings.

CompareAfter-hours close

CompanyPriceChange
Constellium$26.980.00%$3.66B6.910.30.4+11.5%
Kaiser Aluminum$156.72+0.18%$2.56B11.615.50.6+52.7%
Magna$71.41+8.43%$17.93B24.48.90.4+2.0%
Howmet Aerospace$265.80+0.39%$105.97B57.145.511.6+24.1%
Median24.415.50.6+24.1%