Constellium (CSTM) Crushes Q2 2026 Estimates, Raises Full-Year Guidance

As seen on the 24/7 Wall St. homepage on July 29, 2026.

CSTM Constellium
Q2 2026
EPS
$1.04
est $0.83 +24.6%
Revenue
$2.75B
est $2.39B +15.1%

Constellium crushed Q2 expectations with $1.04 EPS and $2.75B revenue, then raised full-year guidance and declared it will hit 2028 targets two years early. The aluminum giant's Packaging & Automotive Rolled Products segment surged 123% in profit year over year, riding elevated metal prices and supply tightness in automotive rolled products across North America.

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Constellium reported Q2 2026 earnings per share of $1.04, beating the consensus estimate of $0.835 by roughly 25%. Revenue came in at $2.75 billion, about 15% above the $2.39 billion analysts had expected. The results extend a streak of strong beats: the company also topped estimates in Q4 2025 and Q1 2026, each time by wide margins after stumbling in Q2 and Q3 2025.

The standout driver was the Packaging and Automotive Rolled Products segment, where profit surged 123% year over year, fueled by elevated metal prices and tightness in the supply of automotive rolled products across North America. Off the back of those results, management raised full-year guidance and declared that the company is on track to meet its 2028 strategic targets two full years ahead of schedule.

The accelerated timeline is worth watching closely. Hitting long-range targets early typically signals either faster-than-expected demand growth, meaningful cost discipline, or both — and in Constellium's case the quarterly earnings history suggests momentum has been building steadily since late 2025.

Mentioned: CSTM