reports
- Felix Fischer
Iran Conflict – Impact On Supply Chains And Our European Key Sector Co...
Following the attack on Iran by the US and Israel late last month which targeted key military sites and strategic infrastructure, as well as a retaliation by Iran, there have been structural shifts in the oil & gas and energy markets. In this report, we discuss the effects of these structural shifts, as well as the impact of the conflict on global supply chains and our coverage universe.
SCHP SECHE ENVIRONNEMENT
PFD PREMIER FOODS PLC
AMS AMS AG
ETL EUTELSAT COMMUNICATIONS SA
VK VALLOUREC SA
TLW TULLOW OIL PLC
EO FAURECIA SA
105I SAPPI LIMITED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
LBTYA LIBERTY GLOBAL PLC CLASS A
CSTM CONSTELLIUM SE CLASS A
CCK CROWN HOLDINGS INC.
RXL REXEL SA
DBG DERICHEBOURG SA
725180 STADA ARZNEIMITTEL AG
TNET TELENET GROUP HOLDING NV
TUI1 TUI AG
NEX NEXANS SA
VED VEDANTA RESOURCES PLC
VCP VICTORIA PLC
AF AIR FRANCE-KLM SA
BBD.B BOMBARDIER INC. CLASS B
SYNT SYNTHOMER PLC
INLOT INTRALOT S.A. - INTEGRATED LOTTERY SYSTEMS & SERVICES
INTRUM INTRUM AB
888 888 HOLDINGS PLC
IPF INTERNATIONAL PERSONAL FINANCE PLC
ENQ ENQUEST PLC
EDR EDREAMS ODIGEO SA
TC1 TELE COLUMBUS AG
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
103M SASOL LIMITED
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
TGS TGS-NOPEC GEOPHYSICAL COMPANY ASA
TALK TALKTALK TELECOM GROUP PLC
TATAMOTORS TATA MOTORS LIMITED
PL8 PLAYTECH PLC
ARW ARROW GLOBAL GROUP PLC
NEMAKA NEMAK S.A.B. DE C.V.
CEXA CEMEX SAB DE CV (ADR)
PRAA PRA GROUP INC.
ARD ARDAGH GROUP S.A. CLASS A
PFL PFLEIDERER GROUP SA
DIGI DIGI COMMUNICATIONS NV
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC
BORR SECURITAS DIRECT AB CL B
BORR DRILLING LTD
- Felix Fischer
- Jayanth Kandalam
- Peter Low
- Tanvi Arora
Constellium Board Authorizes a New $300 million Share Repurchase Progr...
Constellium Board Authorizes a New $300 million Share Repurchase Program Expiring in December 2028 PARIS , March 12, 2026 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) announced today that the Board of Directors has authorized a new share repurchase program of up to $300 million of the Company's outstanding ordinary shares, which will become effective following the Company’s 2026 Annual General Meeting of Shareholders to be held on May 21, 2026, and will expire on December 31, 2028. The new share repurchase program will replace the current share repurchase program authorized by the Boa...
Constellium SE: 1 director
A director at Constellium SE sold 80,000 shares at 26.446USD and the significance rating of the trade was 86/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...
Constellium Releases 2025 Sustainability Report, Shaping the Future of...
Constellium Releases 2025 Sustainability Report, Shaping the Future of Sustainable Aluminum PARIS, March 03, 2026 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) announced today the publication of its 2025 Sustainability Report, detailing the company's initiatives and highlighting the company’s commitment to advancing a sustainable and circular economy. Ingrid Joerg, CEO of Constellium, said, "Achieving truly sustainable aluminum production requires continued innovation, collaboration, and focus. In 2025, we strengthened our safety performance, accelerated recycling, and made meaningful...
- Felix Fischer
Constellium - Earnings Flash - Q4 FY 2025 Results - Lucror Analytics
Constellium has reported superb Q4/25 numbers, with net leverage dropping 0.6x y-o-y to 2.5x, at the upper end of the target range of 1.5-2.5x. The company projects that FY 2026 will be another excellent year, with net leverage expected to drop further. The positive developments are well-reflected in the current bond prices.
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
Constellium Reports Strong Fourth Quarter and Full Year 2025 Results; ...
Constellium Reports Strong Fourth Quarter and Full Year 2025 Results; Provides Full Year 2026 Guidance PARIS, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) ("Constellium" or the "Company") today reported results for the fourth quarter and the full year ended December 31, 2025. Fourth quarter 2025 highlights: Shipments of 365 thousand metric tons, up 11% compared to Q4 2024Revenue of $2.2 billion, up 28% compared to Q4 2024Net income of $113 million compared to a net loss of $47 million in Q4 2024Adjusted EBITDA of $280 million > Includes positive non-cash metal price l...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
Constellium to Report Fourth Quarter and Full Year 2025 Results on Feb...
Constellium to Report Fourth Quarter and Full Year 2025 Results on February 18, 2026 PARIS, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) will host a conference call and webcast on Wednesday, February 18, 2026, at 10:00 AM (Eastern Time) to announce its fourth quarter and full year 2025 results. The press release will be sent before market opening. The conference call will be hosted by Ingrid Joerg, Chief Executive Officer, and Jack Guo, Executive Vice President and Chief Financial Officer. Details of the conference call, webcast and accompanying presentation will be ava...
Constellium Inaugurates New Finishing Lines at Singen, Marking Complet...
Constellium Inaugurates New Finishing Lines at Singen, Marking Completion of Major Investment PARIS, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) today announced the successful start-up and inauguration of its new finishing lines at its . This milestone marks the completion of the €30 million investment announced in 2024 in partnership with Lotte Infracell, a subsidiary of Lotte Aluminium, to supply high-quality aluminum foilstock for battery applications in Europe. The project was executed safely, on schedule and on budget. Construction of the new building was completed...
- Felix Fischer
- Felix Fischer
Constellium - Earnings Flash - Q3 FY 2025 Results - Lucror Analytics
Constellium has released strong Q3/25 numbers, with net leverage declining 0.4x q-o-q to 3.1x. The company upgraded the FY 2025 segment-adjusted EBITDA guidance to USD 670-690 mn from USD 620-650 mn. It also announced that CEO Jean-Marc Germain will be retiring at the end of the year, with COO Ingrid Joerg to replace him from 1 January 2026. In our view, Ms Joerg is a suitable successor to replace Mr Germain. We maintain our "Hold" recommendation on the bonds.
- Felix Fischer
- Haidje Rustau
- Peter Low
Constellium Reports Strong Third Quarter 2025 Results; Raises Full Yea...
Constellium Reports Strong Third Quarter 2025 Results; Raises Full Year 2025 Guidance PARIS, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) ("Constellium", the "Company" or the “Group”) today reported results for the third quarter and the nine months ended September 30, 2025. Third quarter 2025 highlights: Shipments of 373 thousand metric tons, up 6% compared to Q3 2024Revenue of $2.2 billion, up 20% compared to Q3 2024Net income of $88 million compared to net income of $8 million in Q3 2024Adjusted EBITDA of $235 million > Includes positive non-cash metal price lag ...
Constellium Appoints Ingrid Joerg as its New Chief Executive Officer, ...
Constellium Appoints Ingrid Joerg as its New Chief Executive Officer, Effective January 1, 2026 PARIS, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) today announced that effective January 1, 2026, Ingrid Joerg, currently Constellium’s Chief Operating Officer, will succeed Jean-Marc Germain as Chief Executive Officer and join the Board as a Director, following Mr. Germain’s decision to retire from those roles at the end of 2025. This transition comes as a multi-year leadership succession planning, and Mr. Germain is expected to serve as Special Advisor to the Company’s Boar...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
Constellium to Report Third Quarter 2025 Results on October 29, 2025
Constellium to Report Third Quarter 2025 Results on October 29, 2025 PARIS, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) will host a conference call and webcast on Wednesday, October 29, 2025, at 10:00 AM (Eastern Time) to announce its third quarter 2025 results. The press release will be sent before market opening. The conference call will be hosted by Jean-Marc Germain, Chief Executive Officer, and Jack Guo, Executive Vice President and Chief Financial Officer. Details of the conference call, webcast and accompanying presentation will be available on the Constellium I...
Constellium Extends Partnership with Embraer for Advanced Aluminum Aer...
Constellium Extends Partnership with Embraer for Advanced Aluminum Aerospace Solutions PARIS, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) is pleased to announce the extension of its long-term partnership with Embraer for the supply of high-performance aluminum solutions, including its advanced aluminum-lithium alloy, Airware®. Under this agreement, Constellium will continue to support Embraer’s Commercial Aviation, Executive Jets, and Defense & Security divisions. “We are proud and honored to extend our long-term partnership with Embraer in the aerospace and defense se...
Constellium to Showcase Advanced Aluminum Solutions from Collaborative...
Constellium to Showcase Advanced Aluminum Solutions from Collaborative Research Project “CirConAl” at Cenex 2025 PARIS, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Constellium SE (NYSE: CSTM) is proud to announce its participation at (Booth C3-402), the UK’s leading event for low carbon and connected vehicle technologies, taking place in Millbrook on September 3-4. At this year’s event, Constellium is presenting a range of innovative aluminum solutions developed through the collaborative research project (Circular and Constant Aluminum), a £10 million initiative supported by the Advanced Propul...
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