earnings
confidence high
sentiment positive
materiality 0.85
Constellium Q2 2026 record Segment Adjusted EBITDA; raises FY 2026 guidance
CONSTELLIUM SE
- Q2 net income $148M vs $36M YoY; Adjusted EBITDA $439M (record) incl $129M metal price lag.
- Segment Adjusted EBITDA records: A&T $135M, P&ARP $165M; AS&I $26M.
- Raised FY 2026 guidance: Adj. EBITDA $980M-$1.02B (excl metal price lag), FCF >$300M.
- Repurchased 623k shares for $20M; completed $100M partial redemption of 5.625% notes due 2028.
- Leverage 1.8x; liquidity $1.058B; H1 FCF $95M vs $38M YoY.