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Constellium CSTM AS&I — Cost Of Metal

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Other financials

Income statement

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Revenue$2.7B+30.7%
Gross profit$480.0M+82.5%
Net income$146.0M+306%
EPS (diluted)$1.04+316%

Balance sheet

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Cash & equivalents$163.0M+22.6%
Total debt$2.0B-10.8%
Total equity$1.2B+59.7%
Total assets$6.1B+13.1%

Cash flow

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Operating cash flow$161.0M+41.2%
CapEx$77.0M0.0%
Free cash flow$84.0M+127%

Valuation

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Market cap$3.88B+107%
Enterprise value$5.71B+43.7%
P/E7.1×
P/S0.4×+0.2×

Profitability

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Gross margin16.3%+4.0pp
Net margin5.7%
FCF margin2.3%+1.7pp

Returns & leverage

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Return on equity53.8%
Debt / equity1.6×-1.3×
Current ratio1.4×+0.2×

Where this comes from

Reported directly by Constellium in its filing.

Tagged under the XBRL concept cstm:CostOfMetal.

The source filing: Constellium’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 12:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001563411-26-000192
(in millions of U.S. dollars)Three months ended June 30, 2026 / A&TThree months ended June 30, 2026 / P&ARPThree months ended June 30, 2026 / AS&IThree months ended June 30, 2026 / H&C (B)Three months ended June 30, 2025 / A&TThree months ended June 30, 2025 / P&ARPThree months ended June 30, 2025 / AS&IThree months ended June 30, 2025 / H&C (B)
Segment revenue6801,68045824921,2354211
Inter-segment elimination(44)(7)(21)(26)(3)(18)
External revenue6361,67343724661,2324041
Cost of metal(310)(1,221)(270)1(203)(895)(248)2
Production costs(162)(254)(114)(2)(151)(234)(114)(2)
Other segment expenses (A)(29)(33)(27)(17)(27)(29)(24)(12)
Segment Adjusted EBITDA13516526(16)847418(12)

Item 1. Financial Statements

FAQ

What is Constellium's AS&I — cost of metal?
Constellium (CSTM) reported AS&I — cost of metal of $270M in Q2 2026.
How has Constellium's AS&I — cost of metal changed year-over-year?
Constellium's AS&I — cost of metal increased by 8.9% year-over-year, from $248M to $270M.
What is the long-term trend for Constellium's AS&I — cost of metal?
Over 3 years (2022 to 2025), Constellium's AS&I — cost of metal has grown at a -8.1% compound annual growth rate (CAGR), from $1.15B to $894M.
What does AS&I — cost of metal mean?
Captures the direct expenditure on raw aluminum and alloy materials required for the production of automotive and industrial components. As a primary variable cost, it is highly sensitive to global commodity market fluctuations and procurement efficiency.

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