Constellium Expectations for 2026 | Price, Valuation & Forecast

Constellium

NYSE:CSTM

$ 23,37

$-0,58 (-2,42%)

23,37 $

$-0,58 (-2,42%)

End-of-day quote: 03/27/2026

Constellium Stock Value

The analyst rating for NYSE:CSTM is currently Buy.

Buy

Constellium Company Info

EPS Growth 5Y

102,68%

Market Cap

$3,16 B

Long-Term Debt

$1,91 B

Annual earnings

N/A

Dividend

$0,00

Dividend Yield

0,00%

Founded

2010

Industry

Materials

Country

France

Website

Constellium

ISIN Number

FR0013467479

Website

http://www.constellium.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$28,40

21.52%

Last Update: 03/29/2026

Analysts: 4

Highest Price Target $29,83

Average Price Target $28,40

Lowest Price Target $27,30

In the last five quarters, Constellium’s Price Target has risen from $15,47 to $17,43 - a 12,67% increase. Three analysts predict that Constellium’s share price will increase in the coming year, reaching $28,40. This would represent an increase of 21,52%.

Top growth stocks in the materials sector (5Y.)

What does Constellium do?

Constellium SE (Constellium) is a global leader in the design and manufacture of a broad range of rolled and extruded aluminum products, serving a wide range of blue-chip customers primarily in the aerospace, packaging, automotive, commercial transportation, general industrial and defense end-markets. The company’s business model is to add value by converting aluminum into semi-fabricated and in some instances fully-fabricated alloyed aluminum products which meet stringent and performance criti...

The company’s business model is to add value by converting aluminum into semi-fabricated and in some instances fully-fabricated alloyed aluminum products which meet stringent and performance critical requirements from its customers. The company’s product portfolio generally commands higher margins as compared to less differentiated, more commoditized aluminum products.

As of December 31, 2024, the company operated 25 manufacturing facilities, 3 R&D centers, and 3 administrative centers. The company’s portfolio of flexible, integrated, and strategically located facilities is well invested, among the most technologically advanced in the industry and highly valuable. The company is a critical supplier to many of its customers, given its technological and R&D capabilities, its intellectual property, and more than 50 years of manufacturing experience. Many of the company’s products are technically advanced, requiring long and complex qualification processes, as well as the need for close customer collaborations, including joint product development.

Strategy

The company is committed to building a safe and sustainable company and becoming the most exciting company in its industry. The company’s strategies are to focus on high value-added and responsible products; increase customer connectivity; optimize margins and asset utilization through rigorous product portfolio management; and continuously improve and manage resources responsibly.

Operating Segments

The company’s business is organized into three operating segments:

Aerospace & Transportation Operating Segment

The company’s Aerospace & Transportation (‘A&T’) operating segment offers a wide range of technically advanced aluminum products, including plate, sheet, and extrusions, to blue-chip customers in the global aerospace, space, commercial transportation, general industrial, and defense sectors. Many of the products are mission-critical, which benefit from the company’s R&D and manufacturing capabilities, and unique solutions.

The company is a global leader in the supply of advanced aluminum alloy plates, sheets, and extrusions to the aerospace and space industries. The aerospace and space industries require high levels of R&D investment and advanced technological capabilities, and therefore tend to command higher margins compared to more commoditized products. The company works in close collaboration with its customers to develop highly engineered solutions to fulfill their specific requirements. For example, the company has developed Airware, a lightweight specialty aluminum-lithium alloy, for its aerospace and space customers to address increasing demand for lighter and more fuel-efficient aircraft and spacecraft. Additionally, aerospace and space products are generally subject to long qualification periods. The company’s facilities have been qualified by external certification organizations, including the National Aerospace and Defense Contractors Accreditation Program (‘NADCAP’), and its products have been qualified by its customers. The company is also a supplier to the commercial transportation, general industrial, and defense end-markets in North America and Europe. The company’s product portfolio in these segments includes both specialty aluminum plates and sheets, as well as standard products. The company’s A&T customers are diverse and range from Airbus, Boeing, and Lockheed Martin in commercial and military aerospace, to Ryerson, ThyssenKrupp, General Dynamics, and KNDS in commercial transportation, general industrial, and defense, to multiple players in space. The majority of the company’s contracts with its largest aerospace customers are multi-year contracts, which provide visibility on volumes and profitability. The company’s contracts in commercial transportation and defense are typically between one to three years. The contract length in general industrial tends to be one year or less.

Packaging & Automotive Rolled Products Operating Segment

The company’s Packaging & Automotive Rolled Products (‘P&ARP’) segment includes the production and development of customized rolled aluminum sheet products. The company supplies the packaging market with canstock and closure stock for the beverage and food industry, as well as foilstock for the flexible packaging market. In addition, the company supplies the automotive market with technically advanced products, such as Auto Body Sheet (‘ABS’), heat exchanger materials, and battery foil products.

The company is a leading supplier of canstock in North America and Europe, and a leading supplier of closure stock globally. The company is also a major supplier of ABS in both North America and Europe, and heat exchangers and battery foil in Europe. These products are subject to the exacting requirements and qualification processes of its customers. The company has a diverse customer base, consisting of many of the world’s largest beverage companies, can makers, food and specialty packaging producers, automotive original equipment manufacturers (‘OEMs’), and general industrial companies. The company’s packaging customers include AB InBev, Amcor Ltd., Ardagh Metal Packaging S.A., Ball Corporation, Can-Pack S.A., Crown Holdings, Inc., and Molson Coors Beverage Company USA LLC, and its automotive customers include BMW AG, Ford Motor Company, Mercedes-Benz Group AG, Stellantis, Toyota Motor Corporation, and Volkswagen Group. The company’s contracts in packaging and automotive are typically multi-year.

Automotive Structures & Industry Operating Segment

The company’s Automotive Structures & Industry (‘AS&I’) operating segment produces technologically advanced structural solutions for the automotive industry, including crash management systems, body structures, side impact beams, and battery enclosure components, soft and hard alloy extrusions for automotive, transportation, general industrial applications, and large profiles for rail and general industrial applications. The company complements its products with a comprehensive offering of downstream technology and services, which include pre-machining, surface treatment, R&D, and technical support services.

The company is a leading supplier of aluminum extruded products to automotive customers in North America and Europe. Due to the unique combination of strength and weight, aluminum extruded structural solutions are increasingly favored by the company’s automotive customers, given priorities on safety, lightweighting, and sustainability. By leveraging its unique R&D partnership with Brunel University in the United Kingdom, the company has developed proprietary alloys and manufacturing technology which have enabled it to deliver high-quality and cost-effective products to its automotive customers. The company is one of the largest providers of aluminum automotive crash management systems globally, and its customers include some of the largest North American and European car manufacturers, such as BMW AG, Ford Motor Company, Mercedes-Benz Group AG, Stellantis, Toyota Motor Corporation, and Volkswagen Group. The company’s automotive structures contracts are typically multi-year, which usually represent the lifetime of a model. The company also serves a broad range of customers across a number of industries outside of automotive, including rail, other transportation, and general industrial markets in Europe. The non-automotive businesses typically have contracts which are shorter-term in nature.

Constellium’s Position in the Aluminum Sector Value Chain

The company’s business is primarily focused on adding value through rolling and extruding aluminum into semi-fabricated, and in some instances fully-fabricated alloyed aluminum products, for a variety of end-markets. The company recycles aluminum, both for its own use and as a service to its customers. The company does not participate in upstream activities, such as mining, refining bauxite, or smelting alumina into aluminum.

There are two main sources of metal input for the company’s rolled or extruded products:

Slabs or billets the company casts from a combination of primary and recycled aluminum. The primary aluminum is typically in the form of standard ingots. The recycled aluminum comes either from scrap from fabrication processes, or from recycled end products in their end-of-life phase, such as used beverage cans.

Slabs or billets purchased from smelters or metal trading companies.

The financial performance of producers of rolled and extruded aluminum products, such as Constellium, is driven by the dynamics in the end-markets that they serve, their relative positioning in those markets, and the efficiency of their industrial operations.

Aluminum Rolled Products, Extrusions, and Automotive Structures

The company’s aluminum rolling process consists of passing alloyed aluminum slabs through a hot-rolling mill and then transferring it to a cold-rolling mill, which gradually reduces the thickness of the metal down to approximately 6 mm for plates, and to approximately 0.2-6 mm for sheet. Aluminum rolled products, including sheet, plate, and foil, are semi-fabricated products which are used by its customers for their manufacturing of finished goods, ranging from packaging, such as beverage cans to transportation applications, such as automotive body panels, to fuselage sheet, to aircraft wing parts.

In the company’s automotive structures business, automotive extruded profiles are further machined and processed into a system of fully-fabricated automotive structural components. Due to the unique combination of strength and weight, aluminum extruded products are increasingly favored by the company’s automotive customers.

Key End-markets

The company’s key end-markets are aerospace, packaging, and automotive.

The company’s automotive rolled, extruded, and structural products are predominantly used in premium models, light trucks, and sport utility vehicles manufactured by North American and European OEMs.

Business Operations

The company’s business model is to add value by converting aluminum into semi-fabricated and in some instances fully-fabricated products.

Sales and Marketing

The company’s sales force is based in the U.S., Europe (France, Germany, the Czech Republic, the United Kingdom, and Switzerland), and Asia (South Korea and China). The company primarily serves its customers directly and in some cases through distributors.

Customers

The company’s customer base includes some of the leading manufacturers in the aerospace, packaging, and automotive end-markets. The company has a relatively diverse customer base with its 10 largest customers representing approximately 55% of its revenue for the year ended December 31, 2024. The company generally has long-term relationships with its large customers.

Competition

The key competitors in the company’s Aerospace & Transportation operating segment are Arconic Corporation, AMAG Austria Metall AG, Commonwealth Rolled Products, Inc., Kaiser Aluminum Corporation, Novelis Inc., and Universal Alloy Corporation.

The key competitors in the company’s Packaging & Automotive Rolled Products operating segment are Arconic Corporation, Commonwealth Rolled Products, Inc., Kaiser Aluminum Corporation, Novelis Inc., Speira GmbH, and Tri-Arrows Aluminum Inc.

The key competitors in the company’s Automotive Structures & Industry operating segment are Benteler International AG, Gestamp Automoción, S.A., Magna International Inc., Metra Aluminum Inc., Norsk Hydro ASA, Otto Fuchs KG, Sankyo Tateyama, Inc., and UACJ Automotive Whitehall Industries, Inc.

Seasonality

Customer demand in the aluminum industry is seasonal due to a variety of factors, including holiday seasons, weather conditions, economic, and other factors beyond the company’s control. The company’s volumes are impacted by the timing of the holiday seasons in particular, with the lowest volumes typically delivered in August and December and highest volumes delivered in January to June. The company’s business is also impacted by seasonal slowdowns and upturns in certain of its customers’ industries.

Research and Development (‘R&D’)

The company invested $49 million in R&D in the year ended December 31, 2024.

Intellectual Property

The company holds more than 250 active patent families and regularly applies for new ones.

Governmental Regulations and Environmental, Health, and Safety Matters

Environmental compliance at the company’s key facilities is supervised by the relevant local agencies in the jurisdictions where the company operates. Violations of environmental, health, and safety (‘EHS’) laws and regulations, and remediation obligations arising under such laws and regulations, may result in restrictions being imposed on the company’s operating activities, as well as fines, penalties, damages, or other costs. Accordingly, the company has implemented EHS policies and procedures to protect the environment and ensure compliance with these laws and regulations, and it incorporates EHS considerations into the company’s planning for new projects.

History

Constellium SE was incorporated as a Dutch private limited liability company in 2010.

Constellium Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Revenues:** - Automotive Industry: approx. 40% - Aerospace: approx. 30% - Packaging: approx. 20% - Other: approx. 10% **TOP 3 Markets:** - USA: approx. 35% - Germany: approx. 25% - France: approx. 15% Constellium SE generates the majority of its revenues from the automotive industry, fo...

At which locations are the company’s products manufactured?

**Production sites of Constellium SE:** 1. **Europe:** - France - Germany - Switzerland - Czech Republic - Slovakia 2. **North America:** - United States - Canada - Mexico 3. **Asia:** - China Constellium SE is a leading provider of aluminum products and solutions. The...

What strategy does Constellium pursue for future growth?

**Strategy for Future Growth:** 1. **Sustainability and Recycling:** Constellium SE is increasingly focusing on sustainable practices and expanding its recycling capacities. The company plans to significantly increase the proportion of recycled aluminum in its products to reduce the ecological foot...

Which raw materials are imported and from which countries?

**Main raw material:** Aluminum **Countries of origin:** Canada, Norway, Russia, United Arab Emirates, Australia Constellium SE is a leading provider of aluminum products and sources the majority of its aluminum from countries with significant bauxite and aluminum reserves. Canada and Norway are...

How strong is the company’s competitive advantage?

**Market Share:** Estimated 10-15% in the aluminum sector (2026) **EBITDA Margin:** 9.8% (2025) **Research & Development:** 3.5% of revenue (2025) Constellium SE has established itself as a leading provider in the aluminum sector, particularly in the automotive, aerospace, and packaging ind...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 92% (estimated, 2026) **Insider Buys/Sells:** No significant transactions reported (2026) The institutional investor share at Constellium SE is traditionally high, indicating the trust of large investment companies in the company. These investors typically apprec...

What percentage market share does Constellium have?

**Market share of Constellium SE:** Estimated around 10% (2026) **Top competitors and their market shares:** 1. **Arconic Corporation:** around 12% 2. **Novelis Inc.:** around 11% 3. **Kaiser Aluminum Corporation:** around 9% 4. **Hydro Aluminium:** around 8% 5. **Alcoa Corporation:** around 7% Co...

Is Constellium stock currently a good investment?

**Revenue Growth:** 9.5% (2025) **EBITDA Margin:** 12.1% (2025) **Debt Ratio:** 2.8 (2025) Constellium SE recorded solid revenue growth of 9.5% in 2025, driven by strong demand for aluminum solutions in the automotive and aerospace industries. The EBITDA margin of 12.1% demonstrates stable op...

Does Constellium pay a dividend – and how reliable is the payout?

**Dividend payment:** No dividend (as of 2026) Constellium SE has not paid any dividends to its shareholders in the past. The company typically reinvests its profits in the business to promote growth and expansion. This strategy is not uncommon among companies in the aluminum industry, as they are...

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Constellium Stock Value

Constellium Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Constellium do?

Constellium Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Constellium Stock Value

Constellium Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Constellium do?

Constellium Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.