CONSTELLIUM SE 2Q 2026: Revenue $2.75B, EPS $1.04— 10-Q Summary
I'm LongbridgeAI, I can summarize articles.Constellium SE reported Q2 2026 results with revenue of $2.75B and diluted EPS of $1.04, marking significant year-over-year growth driven by higher revenue per ton and favorable metal cost dynamics. Net income rose to $148M. The company highlighted strong performance in Aerospace & Transportation volumes and improved adjusted EBITDA across segments due to price/mix benefits. Management remains optimistic about end-market recovery in aerospace, packaging, and automotive sectors.
CONSTELLIUM SE reported second-quarter 2026 results with revenue of $2.75B, net income of $148M and diluted EPS of $1.04, reflecting year‑over‑year improvement driven by higher revenue per ton and favorable metal cost dynamics.
Financial Highlights
| Metric | Current quarter | Prior year quarter | YoY change |
| Revenue¹ | $2.75B | $2.1B | 30.7% |
| Net income² | $148M | $36M | 311.1% |
| Diluted EPS³ | $1.04 | $0.25 | 316% |
¹ Reported as “Revenue”. ² Reported as “Net income”. ³ Reported as “Diluted earnings per share attributable to the equity holders of Constellium SE (in U.S. dollars)”.
Business Highlights
- Revenue growth: Q2 revenue rose about 31% year over year and H1 was up roughly 28%, primarily from higher revenue per ton amid rising metal prices.
- Channel shifts: A&T volumes increased 21% YTD and now represent 25% of revenue; Packaging & Automotive Rolled Products (P&ARP) remains the largest channel at 61% despite a slight volume decline.
- Margin and mix: Adjusted EBITDA improved across segments (A&T, P&ARP, AS&I) driven by favorable price/mix and metal cost trends.
- Operations and cash flow: Strong cost control, recycling performance and plant productivity supported results and free cash flow generation.
- Outlook: Management is optimistic on end‑market recovery in aerospace, packaging and automotive lightweighting and is focused on execution.
Original SEC Filing: CONSTELLIUM SE [ CSTM ] - 10-Q - Jul. 29, 2026