Constellium SE signs a multi-year agreement with Airbus for aluminum alloy extrusions, enhancing their aerospace partnership.
Quiver AI Summary
Constellium SE has announced a multi-year agreement with Airbus to supply aluminum alloy extrusions, enhancing their partnership and emphasizing Constellium's role as a key supplier for Airbus' aerospace programs. The agreement entails providing a variety of extrusions made from advanced aluminum alloys, including Constellium’s proprietary aluminum-lithium solution, Airware®. These products are designed to meet high quality standards and optimize strength-to-weight ratios for structural applications in aircraft. Philippe Hoffmann, President of Constellium's Aerospace and Transportation business unit, highlighted the trust Airbus places in Constellium's offerings and the company's commitment to furthering their relationship through innovation and quality. Constellium will fulfill this contract from its facilities in Issoire and Montreuil-Juigné, France.
Potential Positives
- Constellium has secured a multi-year agreement with Airbus, reinforcing its position as a trusted supplier in the aerospace market.
- The agreement involves the supply of advanced aluminum alloy extrusions, including the proprietary aluminum-lithium solution, Airware®, showcasing Constellium's technological capabilities.
- This partnership demonstrates Airbus' confidence in Constellium's quality performance and reliability, which could lead to further collaboration and growth opportunities in the aerospace sector.
- The deal could enhance Constellium's revenue stability through long-term supply commitments, contributing positively to its financial outlook.
Potential Negatives
- The announcement of a multi-year agreement may indicate a potential dependency on a single large customer (Airbus), which could pose risks if the relationship changes in the future.
- There is no mention of financial terms or performance metrics related to the agreement, which may raise concerns about the profitability or sustainability of the contract.
- Failure to disclose any details about competitive pressures or market challenges could suggest that the company is facing issues that it is not publicly addressing.
FAQ
What is the recent agreement between Constellium and Airbus?
Constellium has entered a multi-year agreement to supply Airbus with aluminum alloy extrusions for various aerospace programs.
What products will Constellium supply to Airbus?
Constellium will supply a range of extrusions, including bars and both small and large pieces engineered for aerospace applications.
Where will Constellium manufacture these supplies for Airbus?
The supplies for Airbus will be manufactured at Constellium's facilities in Issoire and Montreuil-Juigné, France.
What is Constellium's role in the aerospace industry?
Constellium is a leading supplier of advanced aluminum solutions, including its aluminum-lithium product Airware®, for aviation and aerospace applications.
What revenue did Constellium generate in 2025?
Constellium generated $8.4 billion in revenue in 2025, reflecting its position as a global leader in aluminum products.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CSTM Insider Trading Activity
$CSTM insiders have traded $CSTM stock on the open market 19 times in the past 6 months. Of those trades, 4 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $CSTM stock by insiders over the last 6 months:
- PHILIPPE HOFFMANN (President, A&T) has made 1 purchase buying 71,132 shares for an estimated $0 and 3 sales selling 84,728 shares for an estimated $2,238,013.
- JACK Q. GUO (EVP & CFO) sold 41,717 shares for an estimated $1,079,218
- PHILIP RYAN JURKOVIC (SVP & CHRO) sold 29,900 shares for an estimated $773,513
- MARCUS BECKER (SVP CPO) has made 1 purchase buying 14,592 shares for an estimated $0 and 3 sales selling 26,683 shares for an estimated $677,963.
- NICOLAS BRUN (SVP PA, Comm & Sust) sold 17,701 shares for an estimated $436,683
- ISABELLE BOCCON-GIBOD sold 10,000 shares for an estimated $257,700
- STEPHANE CORRE (President, AS&I) has made 1 purchase buying 8,026 shares for an estimated $0 and 3 sales selling 7,700 shares for an estimated $195,166.
- INGRID JOERG (CEO) sold 4,614 shares for an estimated $119,364
- JEAN-CHRISTOPHE DESLARZES purchased 1,665 shares for an estimated $41,242
- STEPHEN CHARLES WALTERS (SVP GC & Secretary) sold 1,500 shares for an estimated $38,085
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CSTM Hedge Fund Activity
We have seen 118 institutional investors add shares of $CSTM stock to their portfolio, and 118 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 3,463,435 shares (-67.7%) from their portfolio in Q4 2025, for an estimated $65,285,749
- FMR LLC removed 2,948,788 shares (-21.8%) from their portfolio in Q4 2025, for an estimated $55,584,653
- MACQUARIE GROUP LTD removed 2,034,856 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $38,357,035
- NUT TREE CAPITAL MANAGEMENT, LP removed 1,988,900 shares (-38.1%) from their portfolio in Q4 2025, for an estimated $37,490,765
- JANUS HENDERSON GROUP PLC removed 1,760,278 shares (-97.2%) from their portfolio in Q4 2025, for an estimated $33,181,240
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,647,532 shares (-65.5%) from their portfolio in Q4 2025, for an estimated $31,055,978
- MORGAN STANLEY added 1,216,516 shares (+48.4%) to their portfolio in Q4 2025, for an estimated $22,931,326
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CSTM Analyst Ratings
Wall Street analysts have issued reports on $CSTM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/30/2025
To track analyst ratings and price targets for $CSTM, check out Quiver Quantitative's $CSTM forecast page.
$CSTM Price Targets
Multiple analysts have issued price targets for $CSTM recently. We have seen 4 analysts offer price targets for $CSTM in the last 6 months, with a median target of $30.0.
Here are some recent targets:
- Timna Tanners from Wells Fargo set a target price of $35.0 on 04/16/2026
- Bill Peterson from JP Morgan set a target price of $30.0 on 04/16/2026
- Corinne Blanchard from Deutsche Bank set a target price of $28.0 on 02/19/2026
- Katja Jancic from BMO Capital set a target price of $30.0 on 02/19/2026
Full Release
PARIS, April 21, 2026 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) announced today that it has entered a multi-year agreement with Airbus for the supply of aluminum alloy extrusions, reinforcing our role as a trusted supplier of advanced aluminum solutions for Airbus’ programs and strengthening our long-term partnership.
Under this agreement, Constellium will supply Airbus with a wide range of extrusions manufactured using advanced aluminum alloys, and Constellium’s aluminum-lithium solution, Airware ® . The scope includes bars, and a range of small and large extrusions, engineered to meet stringent quality requirements and optimized strength-to-weight performance, supporting demanding aircraft structural applications.
“This agreement reflects Airbus’ trust in our advanced aluminum products and solutions, and in our quality performance, industrial reliability and consistent supply continuity to support long-term aerospace programs,” said Philippe Hoffmann, President of Constellium’s Aerospace and Transportation business unit. “We are committed to continue to grow our outstanding relationship with Airbus, leveraging our comprehensive product portfolio, proprietary solutions, unique manufacturing capabilities, and recycling expertise.”
Constellium will supply Airbus from its facilities in Issoire and Montreuil-Juigné , France.
Constellium is a leading supplier in the aircraft, defense, and space markets. With a broad portfolio of high-performance aluminum products, including its aluminum-lithium solution Airware ® , Constellium offers proven industrial and recycling capabilities, as well as cutting-edge technologies to meet the most demanding aerospace applications.
About Constellium
Constellium (NYSE: CSTM) is a global sector leader that develops innovative, value-added aluminum products for a broad scope of markets and applications, including aerospace, packaging and automotive. Constellium generated $8.4 billion of revenue in 2025.
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