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Shipments by Segment
Measures shipment volumes at the segment level to show how end-market demand is developing, whether capacity is being fully used, and where volume declines or gains may foreshadow revenue and margin shifts.Constellium’s shipment mix shows the recent rebound in Aerospace & Transportation driving the sequential improvement that underpinned upgraded 2026 guidance and record EBITDA, while Packaging & Automotive Rolled Products—which powered much of the 2024‑mid‑2025 strength—has eased recently, suggesting North American rolled‑product tightness may be moderating. Automotive Structures & Industry remains volatile and exposed to European auto weakness. That mix matters for margins and cash: management’s upside depends on continued favorable metal/scrap spreads and supply dislocations—if those reverse, EBITDA and free‑cash‑flow gains could be short‑lived.
Date | Aerospace & Transportation | Packaging & Automotive Rolled Products | Automotive Structures & Industry |
|---|---|---|---|
Jun 30, 2026 | 65.00 | 266.00 | 55.00 |
Mar 31, 2026 | 60.00 | 261.00 | 51.00 |
Dec 31, 2025 | 53.00 | 265.00 | 46.00 |
Sep 30, 2025 | 50.00 | 275.00 | 48.00 |
Jun 30, 2025 | 53.00 | 276.00 | 55.00 |
Mar 31, 2025 | 51.00 | 269.00 | 52.00 |
Dec 31, 2024 | 44.00 | 239.00 | 44.00 |
Sep 30, 2024 | 48.00 | 261.00 | 42.00 |
Jun 30, 2024 | 60.00 | 262.00 | 56.00 |
Mar 31, 2024 | 57.00 | 264.00 | 59.00 |