Constellium SE, together with its subsidiaries, engages in the design, manufacture, and sale of specialty rolled and extruded aluminum products for the packagin…
$21.81+3.91%
报价 2026-11-06
市值
$2.93B
EV
$5.76B
PE (TTM)
7.4x
预期 PE (FY2026)
5.4x
52 周区间距高点 -39.7%
$14.75$36.15
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
excluded industry: Aluminum
电话会信号
辅助标签Q3 20262026-10-28
扩产需求加速上调指引供不应求
指引 上调
信心 4
分析师 4
“We expect aerospace next year to be significantly stronger than this year, with capacity tight and supportive pricing.”
原文引用（4）
- 扩产：we are investing in additional capacities and capabilities. Such as our third Airware cast house in Issoire.
- 需求加速：Aerospace demand has improved this year, and is running ahead of our expectations coming into the year.
- 上调指引：we are again raising our adjusted EBITDA guidance for 2020 We are now targeting adjusted EBITDA excluding the noncash impact of metal price lag in the range of $1.03 billion to $1.06 billion
- 供不应求：We know that capacity is going to be tight next year, which is also supportive from a pricing perspective
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财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.75B | $2.46B | $2.2B | $2.17B | $1.79B | $1.8B | $1.51B | $1.64B |
| Gross Margin | 12.7% | 17.1% | 11.9% | 10.6% | 12.5% | 13.3% | 26.4% | 11.4% |
| Operating Margin | 4% | 9.3% | 7.5% | 6.1% | 4% | 4.7% | 1.7% | 2.9% |
| Net Income | $146M | $199M | $112M | $88M | $30.6M | $33.7M | $-41.9M | $6.4M |
| Diluted EPS | 1.04 | 1.42 | 0.8 | 0.63 | 0.25 | 0.28 | -0.24 | 0.01 |
| Operating Cash Flow | – | – | – | – | – | – | – | – |