Constellium SE Overview
Pro stress-test →Constellium SE is a global aluminum rolled products and structural solutions company operating through three segments: Packaging & Automotive Rolled Products (producing canstock, closure stock, and battery foil for beverage, food, and automotive industries), Aerospace & Transportation (providing aluminum plate, sheet, and extrusions to aerospace and defense), and Automotive Structures & Industry (offering crash management systems, body structures, and extrusions). The company serves major aerospace and automotive customers across Europe, Asia, and North America.
Strategic Profile
Pro stress-test →Constellium delivered record quarterly Adjusted EBITDA and net income in Q1 2026 with raised 2026 guidance for both Adjusted EBITDA and free cash flow. The company recently announced a multiyear contract with Airbus for extruded products including aluminum-lithium technology, strengthening relationships in high-margin aerospace. The company maintains strong segment performance, robust liquidity, and continued share buybacks while managing inflation and supply chain risks.
Competitive Landscape
Pro stress-test →Constellium competes in the specialized rolled aluminum and aluminum structures market with other global players like Aleris (now part of Novelis), Hydro, and various regional suppliers. The company's competitive advantages include vertical integration across rolled products and structures, long-standing relationships with aerospace leaders (Boeing, Airbus), automotive OEMs, and proprietary aluminum-lithium alloys for aerospace applications.
Industry Context
Constellium SE operates in Specialty Metals & Aluminum Products.
Key facts
Founded: 2010 · Headquarters: Paris, France · Employees: 12,000 · Revenue: $2.46B (Q1 2026) · Market cap: ~$3.0B