Constellium

CSTM

Market cap $3.43B

Constellium SE is my top equity pick for 2026, driven by secular demand tailwinds and a compelling valuation. CSTM is transitioning to higher-margin, value-added aluminum products for aerospace and automotive, supported by proprietary alloys and strong customer integration. The company benefits from robust industry backlogs, expanding recycling operations, and a wide moat, especially in aerospace and automotive segments.

CSTM outshines AA with stronger shipment growth, rising revenues and buybacks, even as both benefit from high aluminum prices.

Does Constellium (CSTM) have what it takes to be a top stock pick for momentum investors? Let's find out.

CSTM, NVMI and NIC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 23, 2026.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Constellium (CSTM) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.

ECO, BHO, CSTM, NIC, and APPS have been added to the Zacks Rank #1 (Strong Buy) List on February 23, 2026.

Constellium SE (CSTM) Q4 2025 Earnings Call Transcript

Constellium (CSTM) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to a loss of $0.34 per share a year ago.

PARIS, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) ("Constellium" or the "Company") today reported results for the fourth quarter and the full year ended December 31, 2025. Fourth quarter 2025 highlights: Shipments of 365 thousand metric tons, up 11% compared to Q4 2024 Revenue of $2.2 billion, up 28% compared to Q4 2024 Net income of $113 million compared to a net loss of $47 million in Q4 2024 Adjusted EBITDA of $280 million > Includes positive non-cash metal price lag impact of $67 million Segment Adjusted EBITDA of $83 million at A&T, $136 million at P&ARP and $5 million at AS&I, and corporate costs of $(11) million, together representing a record fourth quarter for the Company Cash from Operations of $218 million and Free Cash Flow of $110 million Repurchased 2.4 million shares of the Company stock for $40 million Full year 2025 highlights:      Shipments of 1.5 million metric tons, up 4% compared to 2024 Revenue of $8.4 billion, up 15% compared to 2024 Net income of $275 million compared to net income of $60 million in 2024 Adjusted EBITDA of $846 million > Includes positive non-cash metal price lag impact of $126 million Segment Adjusted EBITDA of $339 million at A&T, $353 million at P&ARP and $72 million at AS&I, and corporate costs of $(44) million, together representing the Company's second best year ever Cash from Operations of $489 million and Free Cash Flow of $178 million Repurchased 8.9 million shares of the Company stock for $115 million Adjusted Return on Invested Capital (Adjusted ROIC) of 9.0% Leverage of 2.5x at December 31, 2025 “Constellium delivered near record results in 2025 despite the uncertain macroeconomic and end market environment, including record fourth quarter Adjusted EBITDA,” said Ingrid Joerg, Constellium's Chief Executive Officer.