CS
CSTM
CSTM What Constellium SE promised, and what happened
Guidance
What management said, and what became of it
9 of 10 judged targets kept · 25 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Third Airware casthouse at Issoire to start up | start-up by the end of 2026 | Dec 2025 | I'm pleased to announce the cast house is up and running, and we have begun customer qualifications | Achieved |
| Full-year 2026 adjusted EBITDA (excluding noncash metal price lag) | $780 million to $820 million | Dec 2025 | we are now targeting adjusted EBITDA, excluding the non-cash impact of metal price lag in the range of $980 million to $1.02 billion | Revised Up |
| Full-year 2026 capital expenditure | approximately $315 million (transcript garbled as $115 million) | Dec 2025 | We expect CapEx to be approximately $330 million | On Track |
The full ledger
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The rest of the ledger
Pro opens all 35 tracked commitments for Constellium SE
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.