CSTMCONSTELLIUM SE
Secondary Smelting & Refining Of Nonferrous Metals
- Revenue
- $8.4B
- 15% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $1.6B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear179% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear24% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|
| Revenue | $8.5B | $7.8B | $7.3B | $8.4B | 15% |
| Net income | $308M | $152M | $56M | $273M | 388% |
| Operating cash flow | $365M | $432M | $301M | $489M | 62% |
| Capex | $289M | $366M | $413M | $330M | 20% |
| Stock-based comp | $18M | $22M | $25M | $19M | 24% |
| Buybacks | $0 | $0 | $79M | $115M | 46% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 1
- Open-market sells, 12 mo
- $1M · 2
- Net
- −$1M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $30M | $23M | 105 | 124 |
| FY2024 | $9M | −$5M | 57 | 110 |
| FY2023 | $10M | $23M | 111 | 110 |
| FY2022 | $9M | −$3M | 66 | 93 |