Constellium SE (NYSE: CSTM) reported solid performance in its Automotive Structures & Industry (AS&I) segment, supporting overall growth in 2025. The company’s aluminium product portfolio remained a key driver of segment performance.
Also Read: Constellium 2025 scorecard
The segment recorded shipments of 202,000 tonnes during the year. Revenues increased 10 per cent year on year to nearly USD 1.6 billion, driven by higher shipment volumes and metal prices. The company said healthy orders for other extruded products after the recovery from the Valais flood supported the segment, although lower shipments of automotive extruded products remained a concern.
Growing demand for automotive aluminium components, driven by popularity for energy-efficient vehicles, coupled with elevated aluminium prices due to the ongoing West Asia conflict, cushioned the financial results of Constellium.
Among peers, Alcoa Corporation (NYSE: AA) reported improved performance in its alumina segment. Production in the fourth quarter of 2025 rose 1 per cent sequentially to 2.48 million tonnes, while third-party shipments increased 5 per cent.
Substantial growth was also reported by Ryerson Holding Corporation (NYSE: RYI) in its aluminium segment with revenues of USD 282 million or 19.5 per cent over the previous year, due to prices, along with maintained shipping amounts.
Constellium’s shares have gained 22.3 per cent over the past three months, compared with the industry’s growth of 10.8 per cent. The stock is currently trading at a forward price-to-earnings ratio of 10.81x, above the industry average of 9.65x.
The Zacks Consensus Estimate for the company’s 2026 earnings has been revised upward by 20.6 per cent over the past 60 days, indicating positive earnings expectations.