Constellium SE

Q3 FY2026 EarningsCSTM.US Q3 FY26 results significantly beat consensus expectations across key profitability and cash flow metrics, despite total shipments being down 1% YoY. Revenue of $2.64B exceeded the $2.21B estimate by 19%, driven by higher revenue per ton and metal prices. GAAP EPS of $0.84 outperformed the $0.63 consensus by 33%. Notably, the P&ARP segment saw a 98% Adjusted EBITDA surge due to favorable pricing and recycling performance, while management raised FY26 Adjusted EBITDA guidance to $1.03B-$1.06B, well above previous expectations.