CSTM's Q3 earnings outlook gets a boost from strong packaging and aerospace demand, higher shipments and cost discipline, but rising input costs pose a risk.
Constellium's reported revenue rebound, with year-over-year growth of 21.8% in 2026Q3 and 53.8% in 2026Q2, suggests a cyclical recovery in aerospace and automotive volumes, though gross margin compressed from 17.1% in 2026Q1 to 10.8% in 2026Q3, indicating that top-line gains are not yet translating into proportionate…
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $0.84+15.1% vs $0.73 | $2.6B+5.7% vs $2.5B |
Q3 2026 Jul 29, 2026 | $1.04+21.4% vs $0.86 | $2.7B+0.7% vs $2.7B |
Q2 2026 Apr 29, 2026 | $1.42+129.0% vs $0.62 | $2.5B+1.2% vs $2.4B |
Q1 2026 Feb 18, 2026 | $0.80+122.2% vs $0.36 | $2.2B+6.7% vs $2.1B |
CSTM's Q3 earnings outlook gets a boost from strong packaging and aerospace demand, higher shipments and cost discipline, but rising input costs pose a risk.
CSTM and RYZ benefit from rising metal demand, but differences in earnings growth, merger synergies, valuation and leverage shape their investment outlooks.
Caterpillar, Crane, Flowserve and Constellium show Q3 earnings beat potential as manufacturing strength and solid demand support industrial sector growth.
Constellium SE remains a buy on improved profitability, compelling valuation, and exposure to long-term aerospace and defense demand. CSTM's EBITDA per ton and net margins are rising across all segments, driven by operational improvements, strong aerospace demand, and supply shortages. Management raised 2026 EBITDA guidance to $980M–$1.02B and a free cash flow target above $300M, accelerating progress toward 2028 goals.
Benchmark CSTM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Constellium SE (CSTM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $21.81 | $2.96B | 5.28 | 19.28% | 5.71% | 48.88% | — | |
| $39.54 | $10.43B | 6.88 | 5.31% | 10.68% | 21.25% | 1% | |
| $106.84 | $1.75B | 8.26 | 11.54% | 4.85% | 24.13% | 2.89% | |
| $33.47 | $3.31B | 3.95 | 13.85% | 29.74% | 63.59% | — | |
| $175.79 | $23.99B | 43.79 | 5.16% | 11.08% | 28.01% | — | |
| $278.31 | $13.83B | 24.42 | 8.59% | 17.87% | 26.93% | 0.29% |
Constellium SE (CSTM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Constellium SE (CSTM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Jul 29, 2026·SEC
May 21, 2026·SEC
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Constellium SE (CSTM) stock FAQ — growth, dividends, profitability & financials explained
Constellium SE (CSTM) reported $10.05B in revenue over the trailing twelve months. Revenue was $8.45B in fiscal year 2025. That is 186% more than the $2.95B of fiscal year 2010.
Constellium SE (CSTM) grew revenue by 38.3% over the trailing twelve months, compared with the twelve months before.
Yes. Constellium SE (CSTM) earned $574.0M in net income over the trailing twelve months (a 5.7% net margin).
Constellium SE (CSTM) had a return on equity (ROE) of 48.9% over the trailing twelve months. That is well above the market's typical 10-15%.
Constellium SE (CSTM) generated $321.6M in free cash flow over the trailing twelve months.