CONSTELLIUM SE (CSTM) Form 8-K — Oct 28, 2026
Constellium (NYSE: CSTM) reported strong Q3 2026 results, with revenue of $2.6 billion (up 22% YoY), net income of $119 million (up from $88 million), and record third-quarter Adjusted EBITDA of $276 million, up 17% YoY. Strength was broad-based: A&T Segment Adjusted EBITDA rose 13% to $102 million on 18% higher aerospace/TID shipments, and P&ARP surged 98% to $162 million on favorable price/mix and recycling ramp-up, while AS&I fell 36% to $21 million.
Key figures
- Eps
- 0.84
- Revenue
- 2639000000
- Guidance
- Raised FY2026 guidance: Adjusted EBITDA of $1.03 billion to $1.06 billion (excluding metal price lag) and Free Cash Flow in excess of $300 million
- Net Income
- 119000000
- Total Debt
- 1817000000
- Revenue Yoy
- +22%
- Cash Position
- 158000000
- Leverage
- 1.6x
- Net debt
- 1658000000
- Eps basic
- 0.87
- Liquidity
- 992000000
- Q3 buyback
- $30 million (1.0 million shares)
- Eps diluted
- 0.84
- Ytd buyback
- $78 million (2.8 million shares)
- Abl amendment
- Pan-U.S. ABL commitments increased from $550 million to $700 million, maturity extended to October 22, 2031
- Net income ytd
- 463000000
- Shipments q3 kt
- 368
- Free cash flow q3
- 128000000
- Adjusted ebitda q3
- 276000000
- Free cash flow ytd
- 223000000
- Adjusted ebitda yoy
- +17%
- Adjusted ebitda ytd
- 1074000000
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