Constellium SE Reports Strong Q4 Earnings and Profit Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy CSTM?
Source: NASDAQ.COM
Constellium SE's stock surged by 11.49% as it crossed above the 5-day SMA, reflecting positive investor sentiment following its impressive Q4 earnings report.
The company reported a net profit of $112 million for Q4 2025, translating to $0.80 per share, a significant turnaround from a net loss of $48 million in the same quarter last year. Revenue also grew by 28% to $2.201 billion, driven by increased shipments and robust market demand. CEO Ingrid Joerg expressed optimism about continued demand trends into early 2026, despite a slight expected decline in adjusted EBITDA.
This strong performance not only exceeded market expectations but also boosted investor confidence, indicating a solid recovery in profitability and positioning Constellium favorably for future growth.
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Analyst Views on CSTM
Wall Street analysts forecast CSTM stock price to fall
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 25.490
Low
20.00
Averages
22.33
High
25.00
Current: 25.490
Low
20.00
Averages
22.33
High
25.00
About CSTM
Constellium SE is a France-based company. The Company is predominantly engaged in the development, manufacturing, and recycling of aluminum products and solutions. It focuses on the development of aluminum products for a broad scope of markets and applications, including aerospace, packaging and automotive. It operates through three segments: Aerospace & Transportation (A&T), Packaging & Automotive Rolled Products (P&ARP), and Automotive Structures & Industry (AS&I). A&T provides aluminum solutions for aircraft and transportation. P&ARP supplies rolled products for packaging and vehicles. AS&I focuses on structural components for automotive applications, including original equipment manufacturers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Constellium Releases 2025 Sustainability Report Highlighting Key Achievements
- Safety Performance Improvement: In 2025, Constellium achieved a Recordable Case Rate of 1.91 per million hours worked, significantly better than industry averages in North America and Europe, with several sites operating for two years without a single recordable case, demonstrating the company's ongoing commitment to employee safety and industry leadership.
- Significant Emission Reductions: The company reduced overall emissions intensity by 16% compared to 2024, with a 14% improvement in Scope 1 and 2 emissions intensity, surpassing its sustainability-linked bond targets, primarily driven by renewable electricity procurement and investments in energy-efficient technologies, showcasing its proactive approach to decarbonization.
- Increased Use of Recycled Aluminum: In 2025, scrap input reached 47% of Constellium's total metal input, a 13% increase from 2024, largely due to the ramp-up of the new recycling center in Neuf-Brisach, further enhancing the company's circular economy model.
- Enhanced Industry Recognition: Constellium was included in Forbes' 2025 list of the World's Best Employers and received a B rating from the Carbon Disclosure Project, reflecting the company's ongoing efforts and achievements in sustainability and workplace culture.
See More
Constellium Releases 2025 Sustainability Report Highlighting Key Achievements
- Safety Performance Improvement: In 2025, Constellium achieved a Recordable Case Rate of 1.91 per million hours worked, significantly better than industry averages in North America and Europe, with several sites operating for two years without a single recordable case, demonstrating the company's ongoing commitment to employee safety and industry leadership.
- Significant Emission Reductions: The company reduced overall emissions intensity by 16% compared to 2024, with a 14% improvement in Scope 1 and 2 emissions intensity, surpassing its Sustainability-Linked Bond targets, primarily driven by renewable electricity procurement and investments in energy-efficient technologies, showcasing its strong commitment to decarbonization.
- Increased Use of Recycled Aluminum: In 2025, the proportion of recycled aluminum as scrap input reached 47%, a 13% increase from 2024, largely due to the ramp-up of the new recycling center at Neuf-Brisach, further solidifying the company's leadership in aluminum recycling.
- Enhanced Industry Recognition: Constellium was included in Forbes' 2025 list of the World's Best Employers and improved its B rating from the Carbon Disclosure Project, reflecting the company's ongoing efforts and achievements in sustainability and workplace culture.
See More
Constellium Reports Strong Q4 Earnings Exceeding Expectations
- Strong Performance: Constellium SE reported Q4 earnings of $0.80 per share, significantly surpassing the analyst consensus estimate of $0.33, demonstrating robust profitability despite a challenging macroeconomic environment.
- Sales Growth: The company achieved quarterly sales of $2.201 billion, exceeding the analyst consensus estimate of $1.889 billion, indicating strong market demand and exceptional business performance.
- Record Adjusted EBITDA: CEO Ingrid Joerg highlighted that Constellium delivered near-record fourth-quarter Adjusted EBITDA, reflecting improvements in operational efficiency and profitability despite market uncertainties.
- Analyst Target Upgrades: Analysts from BMO Capital and Deutsche Bank maintained positive ratings on Constellium, raising their price targets from $25 to $30 and $28 respectively, indicating strong market confidence in the company's future growth.
See More
Constellium SE Reports Strong Q4 2025 Earnings with Record Adjusted EBITDA
- Shipment and Revenue Growth: In Q4 2025, Constellium SE reported shipments of 365,000 tons, an 11% increase, and revenue of $2.2 billion, up 28%, indicating strong performance across all business segments and enhancing market competitiveness.
- Net Income Turnaround: The company achieved a net income of $113 million for the quarter, a significant improvement from a loss of $47 million in the previous year, reflecting a substantial increase in gross profit and marking a recovery in financial health.
- Record Adjusted EBITDA: Adjusted EBITDA reached $213 million, a new record, representing a 113% increase from $100 million in the same quarter last year, including a $67 million non-cash metal price lag benefit, showcasing successful cost control efforts.
- Optimistic Future Outlook: Management anticipates adjusted EBITDA for 2026 to be in the range of $780 million to $820 million, with free cash flow exceeding $200 million, indicating strong positioning in aerospace, packaging, and automotive markets and commitment to long-term growth objectives.
See More
Constellium (CSTM) Q4 2025 Earnings Transcript
See More
Wingstop Reports Strong Q4 Earnings, Shares Surge
- Earnings Beat: Wingstop reported an adjusted EPS of $1.00 for Q4, surpassing analyst expectations of $0.84, indicating strong profitability and boosting market confidence in the company's future performance.
- Sales Miss: The quarterly sales of $175.694 million fell short of the analyst consensus estimate of $177.533 million, yet the overall performance reflects the company's resilience in a competitive fast-food market.
- Stock Surge: Following the earnings report, Wingstop's shares jumped 17.3% to $295.31 on Wednesday, signaling optimistic investor sentiment and potentially attracting more institutional interest in the stock.
- Positive Market Reaction: The broader U.S. stock market rose, with the Dow Jones index gaining around 250 points on Wednesday, and Wingstop's strong performance further fueled market optimism, reflecting investor confidence in the recovery of the restaurant sector.
See More
Constellium Releases 2025 Sustainability Report Highlighting Key Achievements
- Safety Performance Improvement: In 2025, Constellium achieved a Recordable Case Rate of 1.91 per million hours worked, significantly better than industry averages in North America and Europe, with several sites operating for two years without a single recordable case, demonstrating the company's ongoing commitment to employee safety and industry leadership.
- Significant Emission Reductions: The company reduced overall emissions intensity by 16% compared to 2024, with a 14% improvement in Scope 1 and 2 emissions intensity, surpassing its sustainability-linked bond targets, primarily driven by renewable electricity procurement and investments in energy-efficient technologies, showcasing its proactive approach to decarbonization.
- Increased Use of Recycled Aluminum: In 2025, scrap input reached 47% of Constellium's total metal input, a 13% increase from 2024, largely due to the ramp-up of the new recycling center in Neuf-Brisach, further enhancing the company's circular economy model.
- Enhanced Industry Recognition: Constellium was included in Forbes' 2025 list of the World's Best Employers and received a B rating from the Carbon Disclosure Project, reflecting the company's ongoing efforts and achievements in sustainability and workplace culture.
See More
Constellium Releases 2025 Sustainability Report Highlighting Key Achievements
- Safety Performance Improvement: In 2025, Constellium achieved a Recordable Case Rate of 1.91 per million hours worked, significantly better than industry averages in North America and Europe, with several sites operating for two years without a single recordable case, demonstrating the company's ongoing commitment to employee safety and industry leadership.
- Significant Emission Reductions: The company reduced overall emissions intensity by 16% compared to 2024, with a 14% improvement in Scope 1 and 2 emissions intensity, surpassing its Sustainability-Linked Bond targets, primarily driven by renewable electricity procurement and investments in energy-efficient technologies, showcasing its strong commitment to decarbonization.
- Increased Use of Recycled Aluminum: In 2025, the proportion of recycled aluminum as scrap input reached 47%, a 13% increase from 2024, largely due to the ramp-up of the new recycling center at Neuf-Brisach, further solidifying the company's leadership in aluminum recycling.
- Enhanced Industry Recognition: Constellium was included in Forbes' 2025 list of the World's Best Employers and improved its B rating from the Carbon Disclosure Project, reflecting the company's ongoing efforts and achievements in sustainability and workplace culture.
See More
Constellium Reports Strong Q4 Earnings Exceeding Expectations
- Strong Performance: Constellium SE reported Q4 earnings of $0.80 per share, significantly surpassing the analyst consensus estimate of $0.33, demonstrating robust profitability despite a challenging macroeconomic environment.
- Sales Growth: The company achieved quarterly sales of $2.201 billion, exceeding the analyst consensus estimate of $1.889 billion, indicating strong market demand and exceptional business performance.
- Record Adjusted EBITDA: CEO Ingrid Joerg highlighted that Constellium delivered near-record fourth-quarter Adjusted EBITDA, reflecting improvements in operational efficiency and profitability despite market uncertainties.
- Analyst Target Upgrades: Analysts from BMO Capital and Deutsche Bank maintained positive ratings on Constellium, raising their price targets from $25 to $30 and $28 respectively, indicating strong market confidence in the company's future growth.
See More
Constellium SE Reports Strong Q4 2025 Earnings with Record Adjusted EBITDA
- Shipment and Revenue Growth: In Q4 2025, Constellium SE reported shipments of 365,000 tons, an 11% increase, and revenue of $2.2 billion, up 28%, indicating strong performance across all business segments and enhancing market competitiveness.
- Net Income Turnaround: The company achieved a net income of $113 million for the quarter, a significant improvement from a loss of $47 million in the previous year, reflecting a substantial increase in gross profit and marking a recovery in financial health.
- Record Adjusted EBITDA: Adjusted EBITDA reached $213 million, a new record, representing a 113% increase from $100 million in the same quarter last year, including a $67 million non-cash metal price lag benefit, showcasing successful cost control efforts.
- Optimistic Future Outlook: Management anticipates adjusted EBITDA for 2026 to be in the range of $780 million to $820 million, with free cash flow exceeding $200 million, indicating strong positioning in aerospace, packaging, and automotive markets and commitment to long-term growth objectives.
See More
Constellium (CSTM) Q4 2025 Earnings Transcript
See More
Wingstop Reports Strong Q4 Earnings, Shares Surge
- Earnings Beat: Wingstop reported an adjusted EPS of $1.00 for Q4, surpassing analyst expectations of $0.84, indicating strong profitability and boosting market confidence in the company's future performance.
- Sales Miss: The quarterly sales of $175.694 million fell short of the analyst consensus estimate of $177.533 million, yet the overall performance reflects the company's resilience in a competitive fast-food market.
- Stock Surge: Following the earnings report, Wingstop's shares jumped 17.3% to $295.31 on Wednesday, signaling optimistic investor sentiment and potentially attracting more institutional interest in the stock.
- Positive Market Reaction: The broader U.S. stock market rose, with the Dow Jones index gaining around 250 points on Wednesday, and Wingstop's strong performance further fueled market optimism, reflecting investor confidence in the recovery of the restaurant sector.
See More
