Q4 2025 Constellium SE Earnings Call Transcript
Key Points
- Constellium SE (CSTM) achieved a recordable case rate of 1.9 in 2025, showing improvement in safety compared to 2024.
- Fourth-quarter shipments increased by 11% year-over-year, contributing to a 28% rise in revenue to $2.2 billion.
- Net income for the fourth quarter was $113 million, a significant improvement from a net loss of $47 million in the same period last year.
- Adjusted EBITDA for the fourth quarter increased by 124% to $280 million, setting a new quarterly record.
- For the full year 2025, Constellium SE (CSTM) reduced leverage to 2.5 times, aligning with their target range.
- Constellium SE (CSTM) did not meet its ambitious safety target of a 1.5 recordable case rate.
- The aerospace segment faced stable shipments as commercial OEMs worked through excess aluminum inventory.
- Automotive shipments were down 10% in the fourth quarter, with weakness in both North America and Europe.
- The industrial markets in Europe remain at depressed levels, impacting the AS&I segment.
- Inflationary pressures continue across operating cost categories, including labor and energy.
Good day, and thank you for standing by. Welcome to the Constellium fourth-quarter and full year 2025 results conference call. (Operator Instructions) Please be advised that today's conference is being recorded. (Operator Instructions)
I would now like to hand the conference over to your speaker today, Jason Hershiser, Director of Investor Relations at Constellium.
Thank you, Josh. I would like to welcome everyone to our fourth-quarter and full year 2025 earnings call. On the call today, we have our Chief Executive Officer, Ingrid Joerg, and our Chief Financial Officer, Jack Guo. After the presentation, we will have a Q&A session. A copy of the slide presentation for today's call is available on our website at constellium.com, and today's call is being recorded.
Before we begin, I'd like to encourage everyone to visit the company's website and take a look at our recent filings. Today's call may include forward-looking statements within the meaning of the Private Securities Litigation
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