10-Q quarterly report · filed Oct 29, 2025

CONSTELLIUM SE (CSTM) Q3 2025 10-Q Quarterly Report

Short answer

CONSTELLIUM SE (CSTM) filed its Q3 2025 10-Q quarterly report on Oct 29, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $2.2B with net income of $88M.

Q3 2025 key financials · XBRL

Revenue
$2.2B
+3.0% QoQ
Net income
$88M
+144.4% QoQ
EPS (diluted)
$0.62
+148.0% QoQ

Source: XBRL data from the CONSTELLIUM SE (CSTM) Q3 2025 10-Q on SEC EDGAR. USD.

CONSTELLIUM SE Q3 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Adjusted EBITDA $235M in Q3 2025 vs $127M in Q3 2024, nearly 85% increase YoY
  • Net income $88M in Q3 2025 vs $8M in Q3 2024, substantial profitability improvement
  • Metal price lag benefit $39M in Q3 2025 vs a $5M negative impact in Q3 2024
  • No direct revenue figures disclosed in provided text for Q3 2025 or Q3 2024 comparison
  • No segment or product line performance data or updated guidance mentioned in MDA excerpt

Risk Factors

  • New regulatory risk: Enactment of the U.S. One Big Beautiful Bill Act ("OBBB Act") on July 4, 2025, with phased effective dates through 2027, currently no significant 2025 financial impact expected
  • Materially updated tax risk: Effective tax rate rose from 29.9% in 2024 to 33.8% YTD 2025 due to France's temporary surtax increasing statutory rate from 25.82% to 29.52%
  • Legal/compliance risk: Ongoing geopolitical instability including tariffs, trade wars, armed conflicts, and sanctions causing supply chain and operational uncertainty
  • Operational risk: Supply chain challenges persist in commercial aerospace OEMs, partially offset by improved operational performance at Muscle Shoals and recovery in Valais, Switzerland post-flood
  • Financial risk: Sharp rise in U.S. aluminum prices with Midwest premium up 276% Q3 2025 vs Q3 2024 driving cost of sales increase by 16% to $1,852 million Q3 2025

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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