NYSE$CSTM

Constellium Se · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Constellium reported Q4 2025 revenue of $2.2B with net income of $113M and record quarterly adjusted EBITDA of $280M.

Fourth-quarter shipments rose 11% to 365 thousand metric tons and revenue increased 28% to $2.2 billion. Net income was $113 million versus a year-ago loss. Adjusted EBITDA was $280 million including a $67 million metal price lag benefit. FY26 adjusted EBITDA guidance is $780–820 million excluding metal price lag.

  • Q4 revenue $2.2B; shipments 365k metric tons (+11%).
  • Net income $113M; adjusted EBITDA $280M.
  • FY26 adjusted EBITDA guide $780M–$820M ex metal lag.
  • Segment strength across A&T, packaging, and automotive rolled products.

Headline financials

Total Revenue

$2.2B

Previous: $1.72B+27.9%
EPS (adj)

$0.80

Previous: -$0.34+335.3%
Adjusted EBITDA

$280M

Previous: $125M+124.0%
Metal Price Lag

$67M

Previous: $25M+168.0%
Total Segment Adj. EBITDA

$213M

Previous: $100M+113.0%
Cash from Operations

$218M

Previous: $61M+257.4%
Shares Repurchased

2.4M

No prior period
Net Leverage Ratio

2.5

No prior period
Net Income

$113M

Previous: -$47M+340.4%
Operating Income

$164M

Previous: -$18M+1011.1%

Revenue & EPS history

Constellium · Revenue · Quarterly

$2.2B

Q4 2025+27.9%vs Q4 2024
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

The release discusses Constellium's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Constellium cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+3.3%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+2.9%

Avg return

30 days after

65%

28 / 43 earnings

Positive

+57.8%

Q3 2015

Best reaction

-47.3%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.6%-0.8%+10.3%
Q4 2025+9.6%+8.4%-4.4%
Q3 2025-3.7%-4.1%-0.6%
Q2 2025+5.5%-5.1%+4.3%
Q1 2025+5.4%+15.1%+26.6%
Q4 2024+14.2%+26.1%+25.1%
Q3 2024-27.3%-20.4%-17.7%
Q1 2024-4.5%-3.0%+1.5%
Q4 2023+5.6%+4.4%+12.6%
Q3 2023-4.1%-2.1%+7.5%
Q2 2023+6.1%+7.1%-5.0%
Q1 2023+6.7%+5.1%+12.9%
Q4 2022+17.7%+11.8%-0.3%
Q3 2022-13.9%-14.7%-6.3%
Q2 2022+1.9%+2.6%-0.9%
Q1 2022+6.5%+4.9%+6.7%
Q4 2021+3.8%+2.3%-3.9%
Q3 2021+8.9%+7.1%+2.7%
Q2 2021+6.1%+2.4%+10.6%
Q1 2021-2.5%-5.2%+9.8%
Q4 2020-7.0%+1.1%+6.0%
Q3 2020-4.2%-10.0%+30.7%
Q2 2020-4.2%-3.8%-16.7%
Q1 2020+15.5%+7.0%+22.2%
Q4 2019+18.2%+5.3%-66.1%
Q3 2019-12.0%-5.8%-6.4%
Q2 2019+21.4%+23.6%+6.6%
Q1 2019+3.1%+0.9%-5.0%
Q4 2018-1.4%+3.1%-10.4%
Q3 2018+4.8%+1.8%-12.6%
Q2 2018+12.2%+15.8%+1.4%
Q1 2018+5.0%+0.5%+9.0%
Q4 2017+7.0%-1.6%-12.7%
Q3 2017+16.8%+7.7%-1.9%
Q2 2017+0.0%+1.8%+25.6%
Q1 2017+11.2%+13.6%+6.4%
Q4 2016-9.9%-17.1%-21.1%
Q3 2016+7.0%+8.8%+15.8%
Q2 2016+2.4%+0.4%+50.2%
Q1 2016-7.3%
Q3 2015+57.8%
Q2 2015-47.3%
Q3 2013+5.7%
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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