earnings
confidence high
sentiment positive
materiality 0.85
Constellium Q1 record Segment Adj. EBITDA $262M; raises FY26 guidance to $900-940M
CONSTELLIUM SE
2026-Q1 EPS reported
$1.42
revenue$2,461,000,000
- 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.