Constellium SE reports results on Wednesday 28 October, before the market opens. Growth is speeding up. Revenue over the twelve months to Q2 2026 was $9.6 billion, which rose 25.9% on the year before.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $0.48 | $0.32 |
| Dec '25 | $0.68 | $0.32 |
| Mar '26 | $1.02 | $0.51 |
| Jun '26 | $1.35 | $0.83 |
What analysts expect
Analysts have been raising their forecasts going into the report. For the quarter, the analysts’ average EPS estimate is $0.75, in a range from $0.75 to $0.75. The average revenue estimate for the quarter is $2.2 billion. Meanwhile, the analysts’ average estimate for full-year EPS is $3.53, which would be up 141.7% on last year (based on 6 analysts). That estimate has risen 15.3% over the past 90 days. Of the analysts’ recommendations, 4 are positive, 2 neutral and 0 negative.
Earnings surprise model
The model estimates EPS could land above the analysts’ average estimate by 40.7%. Its estimated chance of an EPS beat is 75.0%, based on the last 4 quarters. The model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency; this small sample is a reference estimate, not company guidance.
Track record against estimates
The company reported EPS above the analysts’ average estimate in 4 of the last 4 quarters. Last quarter, EPS of $1.35 compared with an estimate of $0.83, above it by 61.4%.
The trends going in
That growth rate was up 5.8 percentage points on the rate a quarter earlier. The trailing net margin was 5.7%. Net income over the twelve months was $545.0 million, which rose 1603.1% on the year before.
Cash flow
Operating cash flow over the twelve months was $551.0 million, up 84.9% on the year before. Capital spending was $333.0 million, or 3.5% of revenue. Meanwhile, free cash flow, operating cash flow less capital spending, was $218.0 million. Free cash flow was 2.3% of revenue (the free-cash-flow margin), up 3.6 percentage points from a year earlier. The average diluted share count fell 3.0% over the year.
Questions this report will answer
Whether the pick-up in revenue growth continues. Whether results land above or below the analysts’ expectations set out above. Alongside that, whether margins hold at the trailing levels above. The next filing will show whether the trends above continue, slow or reverse.
What it means for value
For valuation, the figures matter through our model. In our model, growth 5 percentage points lower would lower the value by 28.0%, and 5 percentage points higher would raise it by 35.7%. A free-cash-flow margin 1 percentage point lower would lower it by 37.5%.
