CONSTELLIUM SE CLASS A (CSTM)
Materials · Specialty aluminum rolled and extruded products · NYSE
A global specialty aluminum fabricator serving aerospace, defense, and automotive markets with technologically advanced, high-margin products.
What CONSTELLIUM SE CLASS A does
Constellium is a global manufacturer of specialty rolled and extruded aluminum products for aerospace, space, defense, packaging, automotive, and commercial transportation markets. The company develops, manufactures, and sells high value-added alloyed aluminum products that meet stringent performance-critical requirements. Operating 24 manufacturing facilities across multiple continents, Constellium adds value through converting raw aluminum into semi-fabricated and fully-fabricated specialty products that command higher margins than commoditized alternatives. The company pursues an aluminum price-neutral business model by passing through metal costs to customers and hedging remaining exposure.
Themes: ["Aerospace aluminum supply","Lightweight materials for automotive","Aluminum packaging","Defense/space materials","Specialty metal fabrication","Sustainable aluminum products"]
Fundamentals
- Price$29.64 as of 2026-07-09 close
- Market cap$4.0B as of 2026-07-10
- 1-year return+107.0% as of 2026-07-09 close
- P/E9.28 as of 2026-07-10
- Net margin+4.9% as of 2026-07-10
- Gross margin+15.1% as of 2026-07-10
- ROE+47.1% as of 2026-07-10
- Debt / equity1.76 as of 2026-07-10
- Revenue growth (YoY)-29.9% as of 2026-07-10
- Revenue CAGR (3y)-0.3% SEC XBRL
- Beta1.58 as of 2026-07-10
Key risks (from latest filing)
["Revenue declined 29.94% year-over-year, indicating significant demand contraction or market headwinds affecting production volumes and sales","Exposure to aerospace and defense markets which are cyclical and dependent on government spending and OEM capital expenditure trends","Aluminum price volatility and commodity input cost exposure despite the stated price-neutral hedging strategy"]
Competitors & peers
- Aleris (acquired by Novelis, now part of Novelis Inc.)
- Novelis Inc.
- Hydro (Norsk Hydro)
- Alegheny Technologies (ATI)
- Tri-Arrows Aluminum
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.