Constellium SE

3 days ago · defenseworld.net

Constellium (NYSE: CSTM - Get Free Report) and Ero Copper (NYSE: ERO - Get Free Report) are both mid-cap materials companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, risk, profitability, valuation and earnings. Institutional and Insider Ownership 92.6% of Constellium shares

4 days ago · zacks.com

Chicago, IL – September 17, 2026 – Zacks Equity Research shares Constellium CSTM as the Bull of the Day and AGCO AGCO as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Kinder Morgan, Inc. KMI, MPLX LP MPLX and The Williams Companies, Inc. WMB.

7 days ago · seekingalpha.com

Constellium is often mischaracterized as a highly cyclical aluminum producer overly dependent on LME aluminum prices. I clarify that CSTM's business model and profit drivers are misunderstood, with earnings not solely tied to commodity price swings. The article challenges prevailing assumptions about CSTM's cyclicality and highlights a more nuanced earnings profile.

13 days ago · zacks.com

Here is how Constellium (CSTM) and Distribution Solutions Group (DSGR) have performed compared to their sector so far this year.

1 month ago · seekingalpha.com

Constellium SE (CSTM) has twice raised FY2026 guidance, now targeting $980M–$1.02B Adjusted EBITDA and $300M+ free cash flow. CSTM trades at 7.4x trailing earnings and 5.4x EV/EBITDA, the lowest multiples in its peer group despite record results and active buybacks. Policy-driven tariff advantages and aerospace/auto contracts drive profitability, but commodity price lag and packaging softness present risks.

1 month ago · seekingalpha.com

Constellium delivered record Q2 adjusted EBITDA, driven by robust aluminum pricing and disciplined execution, but faces near-term headwinds from falling commodity prices. CSTM raised guidance, expecting $980M–$1.02B in adjusted EBITDA and over $300M free cash flow, with 2028 targets now likely to be achieved ahead of schedule. I favor CSTM's quality and through-cycle economics over more levered peers, yet aluminum price volatility prompts a downgrade to Hold despite continued value.

2 months ago · zacks.com

Constellium lifts its 2026 outlook as aerospace demand, auto tightness and recycling gains support record EBITDA and free cash flow, even as tailwinds moderate.

2 months ago · seekingalpha.com

Constellium SE (CSTM) Q2 2026 Earnings Call Transcript

2 months ago · marketbeat.com

Constellium NYSE: CSTM reported record second-quarter adjusted EBITDA and raised its full-year 2026 outlook, citing stronger aerospace and industrial demand, favorable recycling conditions and supply constraints in North American automotive aluminum products.

2 months ago · zacks.com

Constellium (CSTM) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.25 per share a year ago.