Full text
Earnings transcript
Read the complete earnings call transcript.
CSTM
Constellium SE
$25.47
0
(0%)
| Exchange: | NYSE |
| Market Cap: | 3.452B |
| Shares Outstanding: | 102.776M |
Delayed data
About The Company
| Sector: | Basic MaterialsView sector performance | |||||
| Industry: | AluminumView industry performance | |||||
| CEO: | Ingrid Joerg | |||||
| Full Time Employees: | 11500 | |||||
| Address: |
| |||||
| Website: | https://www.constellium.com |
Constellium SE, along with its various subsidiaries, specializes in the development, production, and distribution of high-performance rolled and extruded aluminum solutions. These solutions primarily serve the packaging, aerospace, and automotive industries. Its operations are structured into three distinct business segments: Packaging & Automotive Rolled Products, Aerospace & Transportation, and Automotive Structures & Industry. The Packaging & Automotive Rolled Products division manufactures rolled aluminum materials. This includes stock for beverage and food cans and closures, as well as foil for flexible packaging applications. Additionally, this segment provides crucial components for the automotive sector, such as body sheets and heat exchangers, alongside specialized reflective sheets. Within the Aerospace & Transportation segment, the company supplies an array of rolled aluminum products. These encompass plates, sheets, and extrusions specifically tailored for aerospace applications, including wing skins. Furthermore, it delivers plates and sheets for various transportation, industrial, and defense uses. The Automotive Structures & Industry division is responsible for advanced extruded products and structural components designed for the automotive sector. Its offerings include critical items like crash-management systems, body structures, side impact beams, and battery enclosures. It also produces both hard and soft alloy extruded profiles utilized across diverse industrial contexts, spanning automotive, engineering, rail, and other transport-related markets. Beyond manufacturing, this segment delivers value-added downstream services such as pre-machining, surface treatment, research and development, and comprehensive technical support. Constellium distributes its products either directly to customers or via a network of distributors. Its global footprint includes sales operations in European nations such as France, Germany, the Czech Republic, the United Kingdom, and Switzerland, as well as in the United States, Shanghai, and Seoul. Established in 2010, Constellium SE maintains its corporate headquarters in Paris, France.
Click to read more…
Revenue Segmentation
CSTM full analysis
Welcome to MARKETSNAP’s SWOT analysis for Constellium, a key player in the aluminum products space. If you’re not familiar with Constellium, let me give you the quick rundown. This company specializes in advanced aluminum solutions, primarily serving industries like aerospace, automotive, and packaging. They’re a global outfit, headquartered in France, with a strong presence across multiple regions, and they’re known for innovative, high-value aluminum products. Today, we’re diving deep into what makes Constellium tick, looking at their strengths, weaknesses, opportunities,…
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 7,111,475.020 | 7,083,409.500 | 8,449,000 |
| Gross Profit | 958,676.992 | 905,826.600 | 857,000 |
| EBITDA | 583,115.315 | 523,409.400 | 852,000 |
| Operating Income | 350,757.648 | 262,670.400 | 474,000 |
| Net Income | 138,122.182 | 54,079.200 | 273,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 4,661,000 | 4,734,000 | 4,556,789.400 |
| Total Liabilities | 3,797,000 | 4,007,000 | 3,730,371.300 |
| Total Stockholders Equity | 843,000 | 681,501.800 | 810,247.200 |
| Total Debt | 1,868,000 | 1,935,000 | 1,654,538.400 |
| Cash and Cash Equivalents | 180,000 | 141,000 | 102,132 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 506,000 | 301,000 | 416,187.899 |
| Capital Expenditure | -337,000 | -398,668.900 | -280,862.999 |
| Free Cash Flow | 169,000 | -108,113.600 | 135,324.900 |
| Net Income | 125,000 | 54,056.800 | 232,350.300 |
| Net Change in Cash | 47,000 | -82,000 | -17,873.100 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 10,533,418.841 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 11,253,034.629 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 10,896,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Ebitda (High) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Ebitda (Avg) | Research Access | Research Access | Research Access | Research Access | |
| Estimated Net Income (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 416,484.531 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 444,937.671 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 430,820.754 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 0 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 0 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 0 | Research Access | Research Access | Research Access | Research Access |
Log in to continue
Log in and subscribe to Full Access to see up to 5 years of analyst estimates.
Login — it's free(* All numbers are in thousands)
Current Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Operational Performance: Constellium reported a 2% increase in shipments to 384,000 tons in Q2 2025, as highlighted in the earnings call transcript, reflecting operational resilience and steady demand in key markets. This performance aligns with positive revenue trends observed in historical income statements.
- Cost Control and Margin Stability: The Q2 2025 earnings call emphasized effective cost control measures, contributing to stable gross and net profit margins (as supported by key metrics like grossProfitMarginTTM and netProfitMarginTTM), which positions the company favorably against industry peers.
- Strong Free Cash Flow Generation: Historical cash flow statements indicate consistent free cash flow (freeCashFlow), bolstered by positive net cash from operating activities, providing financial flexibility for reinvestment or debt management.
Log in with Research Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates CSTM intrinsic value between $48.68 – $50.71 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about CSTM valuation
Is Constellium SE (CSTM) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Constellium SE (CSTM) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CSTM a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CSTM trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CSTM’s P/E ratio?
You can see CSTM’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CSTM?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CSTM a good long-term investment?
Whether CSTM fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CSTM
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
0
Trading Metrics:
| Open: | 25.48 | Previous Close: | 25.47 | |
| Day Low: | 25.37 | Day High: | 26.28 | |
| Year Low: | 14.62 | Year High: | 36.99 | |
| Price Avg 50: | 26.51 | Price Avg 200: | 27.72 | |
| Volume: | 1.17M | Average Volume: | 1.67M |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's free
