CSTM

Constellium SE is rated Hold due to valuation concerns, forecast volatility, and lack of dividend yield. CSTM's fundamentals are overshadowed by cyclical end-market exposure, unreliable forecasts, and a BB credit rating, making it less attractive than peers. Recent earnings strength is driven by non-recurring items and aerospace, with core automotive and packaging segments showing only low single-digit growth.

Constellium's Packaging & Automotive Rolled Products unit posts 24% higher Q1 2026 revenues as aluminum prices stayed strong despite weaker shipments.

Constellium SE's CSTM shares have surged 56.5% in the year-to-date period, outperforming the industry and the S&P 500, which have declined 0.1% and gained 9.3%, respectively. Among its peers, Alcoa Corporation AA and Ryerson Holding Corporation RYZ shares have declined 8.3% and 4.4%, respectively, over the same time frame.

CSTM's A&T segment posts strong shipment and revenue growth as aerospace demand and firm aluminum prices support momentum into upcoming quarters.

Here is how Constellium (CSTM) and Tennant (TNC) have performed compared to their sector so far this year.

PARIS, June 29, 2026 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) announced today that it sold its ownership stake in its automotive structures joint venture in Changchun, China, together with its partner, to a Chinese automotive holding company.

CSTM lifts gross and net margins in Q1 2026 despite higher costs, aided by revenue growth, favorable metal prices and strong end-market demand.

CSTM and AA are benefiting from strong aluminum demand and higher prices, but differences in growth, valuation and capital returns may matter.

Here is how Constellium (CSTM) and W.W. Grainger (GWW) have performed compared to their sector so far this year.

Constellium's Packaging & Automotive Rolled Products revenues jump 24% in Q1 2026 as higher aluminum prices and packaging demand boosted results.