{"filings":[{"id":579316,"accession_number":"0001563411-26-000174","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2026-05-21T19:04:16+00:00","items":["5.07","9.01"],"status":"ready","headline":"Constellium shareholders reappoint Ormerod, appoint Joerg at AGM; advisory say-on-pay frequency set to annual","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ingrid Joerg appointed as director (97.9M for, 0.3M against); John Ormerod reappointed (82.3M for, 15.9M against).","Advisory say-on-pay frequency approved as 'every year' with 98.3M votes in favor.","Shareholders approved share repurchase authorization (108.6M for) and capital reduction by canceling repurchased shares.","Advisory say-on-pay compensation for 2025 approved (79.9M for, 5.8M against, 12.7M abstain).","Discharge of directors, CEO, and statutory auditors approved (84.5M for, 13.0M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93667,"accession_number":"0001563411-26-000153","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Constellium Q1 record Segment Adj. EBITDA $262M; raises FY26 guidance to $900-940M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $196M vs $38M YoY; Adjusted EBITDA $359M (+93% YoY) includes $97M non-cash metal price lag.","Record quarterly Segment Adj. EBITDA $262M; P&ARP $151M (+152% YoY), A&T $102M (+24% YoY), AS&I $24M.","Revenue $2.5B, up 24% YoY; shipments 370K tonnes, down 1%.","FY26 Adj. EBITDA (excl. metal price lag) guidance raised to $900-940M; FCF guidance >$275M.","Repurchased 1.2M shares for $28M; leverage 2.2x at quarter end."],"consensus_eps_estimate":null,"consensus_eps_actual":1.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":2461000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105484,"accession_number":"0001563411-26-000092","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Constellium board authorizes $300M share repurchase program through Dec 2028","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["New $300M program effective after May 21, 2026 AGM; expires Dec 31, 2028.","Replaces prior $300M program authorized in Feb 2024; current program remains usable until new one starts.","CEO Ingrid Joerg says program supports balanced capital allocation and returning capital to shareholders.","Repurchases may occur in open market, privately-negotiated transactions, or via Rule 10b5-1 plans.","Program does not require any minimum purchases; may be modified, suspended, or terminated at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105483,"accession_number":"0001563411-26-000047","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Constellium Q4 net income $113M vs loss; Adj EBITDA record $280M; FY26 guidance $780-820M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 shipments 365K tons (+11% YoY); revenue $2.2B (+28%); net income $113M vs loss $47M.","Adjusted EBITDA $280M (incl. $67M metal price lag); Segments: A&T $83M, P&ARP $136M, AS&I $5M.","FY25 Adj EBITDA $846M (+36% YoY); Free Cash Flow $178M; repurchased 8.9M shares for $115M.","FY26 outlook: Adj EBITDA (ex-metal lag) $780-820M; FCF >$200M; 2028 targets $900M Adj EBITDA, $300M FCF.","Vision 2028 excellence program launched; leverage 2.5x; CEO cites stable demand and improved scrap spreads."],"consensus_eps_estimate":null,"consensus_eps_actual":1.92,"consensus_revenue_estimate":null,"consensus_revenue_actual":8449000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121763,"accession_number":"0001563411-25-000026","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Constellium Q3 Adj EBITDA $235M (+85% YoY), raises FY25 guidance, appoints new CEO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $88M vs $8M YoY; Adjusted EBITDA $235M includes $39M metal price lag.","Revenue $2.2B +20% YoY; shipments 373k MT +6%.","Segment Adj EBITDA: A&T $90M (+67%), P&ARP $82M (+14%), AS&I $33M (+371%).","Raised FY25 Adj EBITDA guidance to $670-690M (excl metal price lag); FCF >$120M.","Ingrid Joerg appointed CEO effective Jan 1, 2026, replacing retiring Jean-Marc Germain."],"consensus_eps_estimate":null,"consensus_eps_actual":1.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":6248000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121762,"accession_number":"0001140361-25-039646","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Constellium appoints COO Ingrid Joerg as CEO effective Jan 1, 2026; CEO Germain retires","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ingrid Joerg, current COO, becomes CEO on Jan 1 2026; she also joins the board.","Jean-Marc Germain retires as CEO and director Dec 31 2025; will serve as Special Advisor through 2026.","Joerg's annual base salary set at CHF 1,050k; target cash bonus 120% of base; expected annual equity grant of ~$2.15M.","Germain's transition includes 50% of 2025 base salary, 2026 bonus eligibility, and equity vesting provisions.","Joerg has >25 years aluminum industry experience; led A&T business unit from 2015, COO from 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138436,"accession_number":"0001140361-25-027668","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Constellium reports Q2 net income $36M, raises FY2025 EBITDA guidance to $620-650M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $2.1B (+9% YoY); shipments 384k mt (+2% YoY).","Net income $36M vs $77M a year ago; adjusted EBITDA $146M (incl. -$13M metal price lag).","Segment adj. EBITDA: A&T $78M (-13%), P&ARP $74M (+12%), AS&I $18M (-40%), H&C -$12M.","H1 free cash flow $38M; repurchased 4.8M shares for $50M.","Raised FY2025 adj. EBITDA guidance to $620-650M (excl. metal lag) and FCF >$120M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":4082000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155898,"accession_number":"0001140361-25-020147","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Constellium shareholders approve all proposals at 2025 AGM; new director Soultz elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 22 proposals passed, including director elections, auditor appointments, and article amendments.","Bradley Soultz appointed director with 99.98% support; Blot, Brooks, Walker reappointed with 94.9%-98.1%.","Delegations for capital increases without preemptive rights passed with 68.9%-73.2% approval.","PricewaterhouseCoopers Audit reappointed and RSM France appointed as statutory auditors.","Share repurchase and capital reduction authorizations approved with over 99.9% support."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155897,"accession_number":"0001140361-25-016525","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Constellium Q1 2025: Net income $38M, Adj EBITDA $186M (incl. $46M metal lag), maintains FY25 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2.0B (+5% YoY), net income $38M vs $22M, Adj EBITDA $186M vs $146M.","Segment Adj EBITDA: A&T $75M (-14%), P&ARP $60M (+25%), AS&I $16M (-50%); Valais flood impact $10M.","Free cash flow -$3M (includes -$27M Valais recovery); repurchased 1.4M shares for $15M; leverage 3.3x.","FY2025 guidance maintained: Adj EBITDA (ex metal lag) $600-630M, FCF >$120M; long-term target $900M by 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":1979000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":155896,"accession_number":"0001140361-25-013871","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2025-04-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Constellium files proxy for May 15 AGM; nominates Bradley Soultz as director","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AGM on May 15, 2025 in Paris; proxy materials available online.","Bradley L. Soultz, CEO of WillScot and ex-Novelis executive, nominated for 3-year term.","Re-appointments of Emmanuel Blot, Martha Brooks, and Lori Walker proposed.","Company voluntarily switched to U.S. domestic issuer SEC forms in 2025.","Proposals include capital increase delegations (50% with preemptive rights, 30% without)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174351,"accession_number":"0001140361-25-005186","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Constellium Reports Q4 2024 Net Loss of $47M, Adjusted EBITDA $125M; Sets 2028 Targets","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Constellium reported Q4 2024 net loss of $47 million compared to net income of $5 million in Q4 2023, impacted by $15 million flood at Valais.","Full year 2024 Adjusted EBITDA was $623 million, down from $662 million in 2023, including $33 million flood impact.","Company repurchased ~4.6 million shares for $79 million in 2024 and expects 2025 Adjusted EBITDA of $600M-$630M (ex-metal price lag).","New 2028 targets: Adjusted EBITDA of $900 million and Free Cash Flow of $300 million, excluding metal price lag.","Cash from Operations $301M, Free Cash Flow -$100M for full year 2024; Valais flood caused $45M FCF impact."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":7335000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174350,"accession_number":"0001140361-25-001112","cik":1563411,"company_name":"CONSTELLIUM SE","ticker":"CSTM","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Constellium to transition to U.S. GAAP, USD reporting, and domestic SEC forms","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Beginning with Q4/FY2024 results, Constellium will report in USD under U.S. GAAP instead of EUR/IFRS.","Will file annual 10-K, quarterly 10-Q, and current 8-K; proxy on Schedule 14A for 2025 AGM.","Restated historical figures for FY2022, FY2023, and first three quarters of 2024 will be provided in USD/U.S. GAAP.","Key accounting changes include operating lease classification, factoring fees, goodwill vs. PP&E impairment, and pension amortization.","CEO Jean-Marc Germain expects enhanced comparability, strategic flexibility, and index eligibility to unlock shareholder value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4757096653.037691,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}