$CSTM

Constellium may cancel EU recycling expansion plans due to scrap metal shortages caused by exports. CEO Ingrid Joerg cited multiple projects under review, potentially larger or smaller than a €130M expansion in France. The EU's waste shipment regulations may not effectively limit scrap outflows, according to Joerg. Constellium faces challenges from the EU's carbon border tax and rising energy costs, but US operations benefit from tariffs and high recycling rates.

Moody’s upgraded Constellium SE’s outlook to positive from stable while affirming its Ba3 ratings, citing strong H1 2026 performance. Moody’s-adjusted EBITDA rose 110% to nearly $720 million. For 12 months through June 2026, debt/EBITDA was 2.1x and RCF/net debt 45.4%. Net leverage was 1.8x, and the firm plans further debt reduction.

Moody’s Investors Service changed Constellium’s outlook to positive while maintaining its credit rating, according to Moody’s. Separately, Deutsche Bank adjusted its Constellium SE price target to $39 from $40 and kept a Buy rating, according to Deutsche Bank.

A Pentagon war-game analysis says the US high-purity aluminum supply chain is vulnerable in a conflict. The UAE supplies about 90% of US high-purity aluminum imports, and Iranian drone strikes damaged UAE and Bahrain plants in March, pushing prices to a four-year high. The article cites Kaiser Aluminum, Constellium and Arconic, and notes EGA’s restart may take months.

A Pentagon war game in July 2024, analyzed by the Institute for Defense Analyses, found the US high-purity aluminum supply chain could be vulnerable in a major conflict. The UAE supplies about 90% of US high-purity aluminum imports, and Iran-linked attacks damaged plants in the UAE and Bahrain in March, pushing prices to a four-year high. Suppliers cited include Kaiser Aluminum, Constellium, and Arconic, with Emirates Global Aluminium as a key source.

Deslarzes Jean-Christophe purchased 1,490 shares of CONSTELLIUM SE (CSTM) at $27.24 on 2026-08-03.

Constellium SE (NYSE:CSTM) reported stronger-than-expected second-quarter results on Wednesday and increased its financial guidance for the full year, sending its shares more than 3% higher in pre-market trading. The aluminum products manufacturer posted adjusted earnings of $1.04 per share, comfortably ahead of analysts' consensus estimate of $0.71. Quarterly revenue rose to $2.75 billion, exceeding expectations of $2.37 billion and increasing 31% from $2.1 billion in the same period last year.

Constellium SE reported record Q2 2026 Adjusted EBITDA of $310 million (excluding metal price lag) and raised full-year 2026 guidance to EUR 980 million to EUR 1.02 billion. It expects free cash flow above EUR 300 million and said recycling benefits may taper in H2 2026. The company also discussed aerospace demand, scrap spreads, and a potential European scrap export tax.

CONSTELLIUM SE (CSTM) filed an SEC Form 8-K — Results of Operations and Financial Condition. July 29, 2026 Constellium Reports Strong Second Quarter and First Half 2026 Results, including Record Segment Adjusted EBITDA; Raises Full Year 2026 Guidance Paris - Constellium SE (NYSE: CSTM) ("Constellium" or the "Company") today reported results for the second quarter and the

Constellium SE (NYSE: CSTM) said its German extrusion and automotive structures plants in Gottmadingen and Singen will buy local solar power via a 10-year PPA with the community of Gottmadingen. The deal covers the full output of the Katzental solar park, supplying over 25% of combined needs and avoiding about 3,500 metric tons of CO2 per year, with deliveries starting spring 2027.