Constellium SE (CSTM) Reports Strong Q4 and Full-Year 2025 Results

By Chris Stiles • Wednesday, February 18 11:47 • Permanent Link

Constellium SE (NYSE: CSTM) has reported strong fourth quarter and full-year 2025 results, with significant improvements across various metrics compared to the same periods in 2024.

In the fourth quarter of 2025, the company saw shipments of 365 thousand metric tons, marking an 11% increase from the same period in 2024. Revenue for the quarter was $2.2 billion, up 28% from the fourth quarter of 2024. Notably, the company reported a net income of $113 million, a significant improvement from a net loss of $47 million in the fourth quarter of 2024. Adjusted EBITDA for the quarter was $280 million, which includes a positive non-cash metal price lag impact of $67 million.

For the full year of 2025, Constellium reported shipments of 1.5 million metric tons, representing a 4% increase compared to 2024. The company's revenue for the full year reached $8.4 billion, up 15% from the previous year. Net income for the full year of 2025 was $275 million, a substantial improvement from the net income of $60 million in 2024. The company's adjusted EBITDA for the full year was $846 million, which includes a positive non-cash metal price lag impact of $126 million.

In terms of segment performance, the Aerospace & Transportation (A&T) segment reported a 43% increase in segment adjusted EBITDA for the fourth quarter of 2025, reaching $83 million. The Packaging & Automotive Rolled Products (P&ARP) segment also saw a significant increase, with segment adjusted EBITDA reaching $136 million, a 143% improvement from the fourth quarter of 2024. The Automotive Structures & Industry (AS&I) segment reported a 25% increase in segment adjusted EBITDA, reaching $5 million for the fourth quarter of 2025.

Constellium's CEO, Ingrid Joerg, expressed satisfaction with the company's performance in 2025, despite challenging macroeconomic and end market conditions. Looking ahead to 2026, the company expects adjusted EBITDA to be in the range of $780 million to $820 million, excluding the non-cash impact of metal price lag, with free cash flow expected to exceed $200 million.

The market has reacted to these announcements by moving the company's shares -3.32% to a price of $22.16. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.