earnings
confidence high
sentiment positive
materiality 0.80
Constellium Q3 Adj EBITDA $235M (+85% YoY), raises FY25 guidance, appoints new CEO
CONSTELLIUM SE
2025-Q3 EPS reported
$1.13
revenue$6,248,000,000
- 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.