Constellium Posts Record Q2 EBITDA of $439M, Raises Full-Year Guidance
CSTM has more than doubled off its 52-week low of $13.04 on light trading volume (0.4× avg).
Summary
Record Q2 2026 Adjusted EBITDA of $439 million, up 166% year-over-year, led to a raised full-year guidance. Revenue grew 31% to $2.75 billion, and net income surged to $148 million. The company also repurchased $20 million in shares and redeemed $100 million in debt after the quarter.
Key Events · Earnings and Guidance · CSTM
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Record Q2 Adjusted EBITDA
Adjusted EBITDA reached $439 million, a 166% increase from $165 million in Q2 2025, driven by strong operational execution and favorable metal costs.
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Full-Year Guidance Raised
Reflecting confidence in continued strong performance, the company raised its 2026 Adjusted EBITDA guidance to $980 million–$1.02 billion, up from prior expectations.
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Revenue and Net Income Surge
Revenue grew 31% to $2.75 billion, and net income attributable to equity holders rose to $146 million from $36 million a year ago, with EPS of $1.07.
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Share Repurchases and Debt Reduction
During Q2, the company repurchased $20 million in shares and, subsequent to quarter-end, redeemed $100 million of its 5.625% Senior Notes due 2028.
Analysis · CSTM · Manufacturing
A standout quarter saw Adjusted EBITDA surge 166% to $439 million, fueled by strong operational execution and favorable metal costs. Revenue jumped 31% to $2.75 billion, while net income more than quadrupled to $148 million. Reflecting confidence in sustained momentum, the company raised its full-year 2026 Adjusted EBITDA guidance to $980 million–$1.02 billion. The results were further bolstered by $20 million in share repurchases and a subsequent $100 million debt redemption, underscoring a strengthening balance sheet. This quarter marks a significant inflection in profitability and cash generation, with all three segments posting robust gains.
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In the 30 days to Oct 5, 2026, 36.9% of the 966 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.66%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, CSTM was trading at $27.92 on NYSE in the Manufacturing sector, with a market capitalization of approximately $3.8B. The 52-week trading range was $13.04 to $36.99. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.