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Dec 31, 2025
Constellium Q4 2025 Earnings Report
Constellium reported strong fourth quarter 2025 results with higher revenue, profitability and cash generation, driven by improved performance across all operating segments.
Key Takeaways
Constellium generated $2201000000 in Q4 2025 revenue, up 28% year over year, with net income of $113000000 and Adjusted EBITDA of $280000000. Strong segment performance and a positive $67000000 non-cash metal price lag impact supported results, while the company generated $218000000 in operating cash flow and repurchased $40000000 of shares.
Revenue increased 28% year over year to $2201000000.
Net income improved to $113000000 from a prior-year loss.
Adjusted EBITDA reached $280000000 including $67000000 metal price lag benefit.
Operating cash flow was $218000000 and $40000000 of shares were repurchased.
Revenue by Segment
Forward Guidance
For 2026, Constellium expects Adjusted EBITDA between $780000000 and $820000000 excluding metal price lag, and Free Cash Flow in excess of $200000000.
Positive Outlook
- 2026 Adjusted EBITDA guidance of $780000000 to $820000000.
- Expected Free Cash Flow above $200000000 in 2026.
- Ongoing operational excellence initiatives under Vision 2028.
- Benefit from supply shortages in automotive rolled products.
- Improved scrap spreads in North America.
Challenges Ahead
- Guidance excludes unpredictable metal price lag impacts.
- Exposure to macroeconomic and end-market uncertainty.
- Potential volatility from aluminum price fluctuations.
- Geopolitical and tariff-related risks.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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