Constellium (CSTM)
Converts aluminum into rolled products, extrusions, and structural components for aerospace, packaging, and automotive.
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Converts aluminum into rolled sheet, plate, extrusions, and fabricated structures for aerospace, packaging, automotive, transportation, defense, and industrial customers. Economics center on conversion margins while metal prices are largely passed through or hedged, with operations concentrated in North America and Europe and many core programs governed by multi-year contracts.
Runs three operating segments. Aerospace & Transportation supplies plate, sheet, and extrusions for aerospace, space, defense, commercial transportation, and industry. Packaging & Automotive Rolled Products makes canstock, auto body sheet, heat-exchanger materials, and battery foil. Automotive Structures & Industry produces crash-management systems, body structures, battery enclosures, extrusions, and large profiles.
Converts purchased and recycled aluminum into performance-critical alloys and components, with manufacturing centered in North America and Europe. Alloy development, integrated casting and fabrication, and demanding qualification processes support multi-year contracts across core aerospace, packaging, and automotive programs.
Metal costs are generally passed through or hedged. Earnings depend more on processing volumes, product mix, plant efficiency, energy costs, aircraft and vehicle production, packaging demand, and orders from a concentrated group of major customers.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 18, 2026 | Wells Fargo | Reiterate | Rating: —Target: $37 | Target: $38 |
| Jul 30, 2026 | Deutsche Bank | Target | Target: $40 | Target: $39 |
| Jul 9, 2026 | Wells Fargo | Reiterate | Rating: —Target: $35 | Target: $37 |
| Jul 8, 2026 | UBS | Reiterate | Rating: —Target: $38 | Target: $35 |
| May 5, 2026 | UBS | Target | Target: — | Target: $38 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $163.0M · Total debt $1.92B · Total assets $6.07B · Shareholders' equity $1.25B
- Revenue
- $2.75B
- Operating income
- $110.0M
- Net income
- $146.0M
No dividends on record.
| Institutions | ≈ 84.68% | 114.76M shares | |
|---|---|---|---|
| 400 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.36% | 1.84M shares | |
| 22 holders · as of Aug 3, 2026 | |||
| Strategic holders | 1.55% | 2.10M shares | |
| 1 holder · as of Feb 14, 2018 | |||
| Other | ≈ 12.41% | 16.82M shares | |
| remainder | |||
135.53M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.45% | 12.80M | as of Jun 30, 2026 |
Bpifrance SAInstitution | 6.20% | 8.40M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 4.56% | 6.18M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 3.24% | 4.39M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 3.11% | 4.22M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 3, 2026 | Jean-Christophe Deslarzes | director | +1,490 | $27.24 |
| Jun 4, 2026 | John Ormerod | director | −8,000 | $35.01 |
| May 28, 2026 | Marcus Becker | officer: SVP CPO | −10,391 | $34.93 |
| May 14, 2026 | Martin Jarrett | officer: SVP Chief Innovation Officer | −4,716 | $33.46 |
| May 14, 2026 | Bradley Lee Soultz | director | +2,500 | $33.84 |
- Kaiser Aluminum
Specialty aluminum plate, can sheet, and automotive extrusions, North America.
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- Howmet Aerospace
Aerospace turbine blades, fasteners, and aluminum airframe forgings.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Constellium | $25.45 | −0.22% | $3.46B | 6.6 | 9.6 | 0.4 | +11.5% |
| Kaiser Aluminum | $151.16 | +0.15% | $2.47B | 11.2 | 14.4 | 0.6 | +52.7% |
| Magna | $63.35 | +0.53% | $17.15B | 23.3 | 8.6 | 0.4 | +2.0% |
| Howmet Aerospace | $226.57 | −0.35% | $90.97B | 49.0 | 38.6 | 10.0 | +24.1% |
| Median | 23.3 | 14.4 | 0.6 | +24.1% |