Constellium SE (CSTM) AI Stock Analysis

Constellium SE designs, manufactures, and distributes specialty rolled and extruded aluminum products across three key segments. Its Packaging & Automotive Rolled Products segment produces aluminum solutions for beverage and food packaging, including can stock and foil stock, as well as automotive body sheets and heat exchangers. The Aerospace & Transportation segment delivers rolled plates, sheets, and extrusions for aerospace applications such as wing skins, alongside defense and transportation sectors. The Automotive Structures & Industry segment manufactures extruded components and crash-management systems, battery enclosures, body structures, and varied alloy profiles for engineering and rail industries.

Constellium expanded revenue from $6.97B in FY2021 to $8.45B in FY2025, representing a 5-year revenue CAGR of 11.6%. After revenue fell 10.3% in FY2023 and 0.4% in FY2024, FY2025 revenue rebounded 19.3%, while net income rose to $273.0M from $54.1M in FY2024. For the trailing twelve months, revenue reached $9.58B with a profit margin of 5.7% and diluted EPS of $3.87. In the latest quarter ended June 30, 2026, quarterly revenue grew 30.7% year-over-year, and quarterly earnings grew 316.0% year-over-year.

As of June 30, 2026, Constellium held $163.0M in cash and short-term investments against total debt of $1.92B, resulting in net debt of $1.76B. Shareholders' equity stood at $1.25B, giving a debt-to-equity ratio of 1.54, alongside a current ratio of 1.43. In FY2025, operating cash flow was $488.9M, funding capital expenditures of $329.9M and yielding free cash flow of $159.0M. The company also allocated $115.0M to share buybacks in FY2025, lowering its 5-year share count by 4.8%.

At $25.47 per share, Constellium holds a market capitalization of $3.45B and an enterprise value of $5.14B. The stock trades at a trailing price-to-earnings ratio of 6.6x and an EV-to-EBITDA multiple of 4.2x, below the median of its US-listed Basic Materials peers at 19.7x and 10.5x, respectively. Its price-to-sales ratio is 0.4x compared to the peer median of 1.8x. Over the past year, CSTM generated a 64.4% return, outperforming the S&P 500 benchmark return of 16.8%, though its 5-year return of 33.1% trails the index return of 83.0%.

Wall Street coverage includes 4 Strong Buy ratings and 2 Hold ratings, with zero Sell recommendations. The mean price target is $33.75, representing a 32.5% premium to the last close of $25.47. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $8.93B and EPS of $3.53, reflecting 141.7% earnings growth. For the next fiscal year, consensus projects revenue of $8.99B and EPS of $2.62. The company has beaten EPS expectations in all 4 of its last 4 quarters, with next earnings scheduled for October 28, 2026.

This page is an AI-written research summary of Constellium SE (CSTM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CSTM income statement, CSTM balance sheet, CSTM key metrics, CSTM analyst forecast, CSTM chart. See the CSTM stock overview for the latest quote and news.