Constellium Yönetim
Yönetim kriter kontrolleri 3/4
Constellium CEO'su Ingrid Joerg, Jan2026 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 4.32M olup, şirket hissesi ve opsiyonları dahil olmak üzere 24.3% maaş ve 75.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.2% ine doğrudan sahiptir ve bu hisseler $ 8.37M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.1 yıl ve 5 yıldır.
Anahtar bilgiler
Ingrid Joerg
İcra Kurulu Başkanı
US$4.3m
Toplam tazminat
| CEO maaş yüzdesi | 24.30% |
| CEO görev süresi | less than a year |
| CEO sahipliği | 0.2% |
| Yönetim ortalama görev süresi | 3.1yrs |
| Yönetim Kurulu ortalama görev süresi | 5yrs |
Son yönetim güncellemeleri
Recent updates
Constellium SE: Q1 Earnings Beat, Buy On Operational Growth
Apr 30
CSTM: Free Cash Flow And Buybacks Will Support Future Balance Sheet Progress
Constellium's updated analyst price target has edged higher by about $1 to $29.22, as analysts factor in a slightly higher assumed future P/E multiple and modest adjustments to growth, margin and discount rate assumptions following recent Q4 "beat and raise" commentary and expectations for improved free cash flow support for deleveraging and buybacks. Analyst Commentary Recent research updates cluster around Constellium's Q4 report, with several large firms adjusting their price targets following what has been described as a "beat and raise" quarter and expectations for improved free cash flow and balance sheet progress.
Constellium jet another cyclical aluminum processor, or a mispriced aluminum platform?
Rating: Buy / Value-Oriented Cyclical Compounder Style: Materials / industrial value with structural aerospace and recycling upside Core debate: Is Constellium just another cyclical aluminum processor, or is it a mispriced value-added aluminum platform with improving margins, strong cash generation, and underappreciated exposure to aerospace, packaging, recycling, and lightweighting? Executive view Constellium looks like one of the more compelling value-oriented names in the materials space.
CSTM: Free Cash Flow And Buybacks Will Shape Balanced Future Returns
Constellium's analyst price target has been nudged slightly lower to about $28.78 from roughly $28.92, as analysts factor in updated assumptions on the discount rate, growth, and margins following recent Q4 beats and the company's continued focus on free cash flow, deleveraging, and share repurchases. Analyst Commentary Recent Street research on Constellium centers on the Q4 earnings beat, updated price targets, and the company’s focus on free cash flow, balance sheet repair, and buybacks.CSTM: Future Free Cash Flow And Buybacks Will Support Higher Equity Value
Constellium's updated fair value estimate has shifted from about $22.0 to roughly $27.9. This reflects higher Street price targets in the $28 to $30 range after analysts cited a Q4 "beat and raise," stronger free cash flow, deleveraging, and ongoing share repurchases. Analyst Commentary Street research around the latest Q4 report has centered on a Q4 beat, guidance raise, and what that could mean for free cash flow, leverage, and buybacks.
CSTM: Stronger Free Cash Flow And Buybacks Will Support Future Upside
Analysts have raised their price target on Constellium to $30 from $25, citing stronger free cash flow supporting deleveraging and ongoing share repurchases following a Q4 "beat and raise" that several firms described as strong. Analyst Commentary Bullish analysts are leaning into a more constructive view on Constellium following its Q4 report, with a cluster of higher price targets and positive commentary around execution and capital allocation.CSTM: Free Cash Flow And Buybacks Will Drive Future Returns
Analysts have raised their blended price target on Constellium from about $20.12 to roughly $28.92, citing Q4 earnings beats, stronger free cash flow trends that may support deleveraging and buybacks, and revised forward P/E assumptions in the low teens. Analyst Commentary Recent research updates cluster around the same core message: Q4 results came in ahead of expectations, free cash flow trends look supportive for the balance sheet and buybacks, and analysts have adjusted their valuation frameworks, including P/E assumptions, to reflect this backdrop.CSTM: Higher Price View Will Face Ongoing Execution And Repricing Risks
Analysts have lifted their price target on Constellium to US$25 from US$22, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they see as better aligned with current expectations. Analyst Commentary The latest target move to US$25 is framed as more of a housekeeping adjustment than a shift in conviction, with the rating held at Hold.CSTM: Higher Price View And Leadership Changes Will Shape Balanced Return Profile
Narrative Update Analysts have lifted their implied fair value estimate for Constellium from about $12.02 to $21.97, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that are broadly consistent with the recent increase in the Street's price target to $25 from $22. Analyst Commentary The recent move in the Street price target to $25, alongside a maintained Hold rating, suggests that some analysts see Constellium as more fairly priced than before, but not compelling enough to merit a more constructive stance.CSTM: Singen Battery Foil Expansion And Share Buybacks Will Support Future Upside
Analysts have lifted their price target on Constellium to $25 from $22, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change. Analyst Commentary Recent research highlights a more constructive stance on Constellium, with the updated US$25 price target reflecting refreshed assumptions around fair value, discount rate, revenue growth, profit margins and future P/E.Constellium SE's (NYSE:CSTM) P/E Is On The Mark
Jan 07
CSTM: Singen Battery Foil Expansion Will Support Stronger Future Profitability
Analysts have nudged their price target on Constellium slightly higher to approximately $22.17 from about $21.96, citing modestly stronger expectations for revenue growth, profit margins, and future earnings multiples, supported by a marginally lower assumed discount rate. What's in the News The company completed a EUR 30 million investment at the Singen plant in Germany, starting up new finishing lines to supply high quality aluminum foilstock for battery applications in Europe, with the first qualification coil produced for partner Lotte Infracell in November 2025 (company announcement).CSTM: Singen Expansion And Buybacks Will Support Stronger Future Profitability
Narrative Update on Constellium Analysts have raised their price target on Constellium from approximately $18.90 to about $21.96. This reflects higher expected profitability and valuation multiples, despite slightly moderating revenue growth assumptions and a marginally higher discount rate.CSTM: Share Buyback And CEO Transition Will Drive Future Returns
Analysts have reaffirmed their price target for Constellium at $20.12, citing unchanged expectations for revenue growth and profit margins. They also note a slight reduction in the discount rate along with a modest rise in projected future price-to-earnings ratios.CSTM: Share Repurchase and Leadership Transition Will Drive Future Upside
Analysts have slightly increased their price target for Constellium, raising the estimate from $19.82 to $20.12. This adjustment reflects modestly higher revenue growth expectations, even though a lower projected profit margin is being considered.CSTM: Share Buyback And Leadership Transition Will Drive Sustainable Momentum
Analysts have increased their price target for Constellium from $18.31 to $19.82. They cite adjustments in key financial metrics as the basis for this upward revision.Constellium (NYSE:CSTM) Has No Shortage Of Debt
Jul 04Are Investors Undervaluing Constellium SE (NYSE:CSTM) By 49%?
Jun 11Constellium SE's (NYSE:CSTM) Share Price Is Still Matching Investor Opinion Despite 33% Slump
Apr 11Constellium (NYSE:CSTM) Has No Shortage Of Debt
Apr 04Investors Met With Slowing Returns on Capital At Constellium (NYSE:CSTM)
Mar 14Constellium May Benefit From Both U.S. Tariffs And European Defense Spending
Feb 27Constellium SE's (NYSE:CSTM) Shares Not Telling The Full Story
Feb 09There's Been No Shortage Of Growth Recently For Constellium's (NYSE:CSTM) Returns On Capital
Dec 06
Innovative Recycling Center And Aerospace Optimism Propel Earnings And Margins
New recycling center and Vision '25 program are set to enhance earnings and margins through cost savings and improved EBITDA.Constellium (NYSE:CSTM) Has A Somewhat Strained Balance Sheet
Nov 18We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings
Oct 31An Intrinsic Calculation For Constellium SE (NYSE:CSTM) Suggests It's 40% Undervalued
Oct 22Fewer Investors Than Expected Jumping On Constellium SE (NYSE:CSTM)
Oct 04Why We're Not Concerned About Constellium SE's (NYSE:CSTM) Share Price
May 21We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings
May 01Earnings Miss: Constellium SE Missed EPS By 46% And Analysts Are Revising Their Forecasts
Apr 28Constellium SE (NYSE:CSTM) Shares Could Be 41% Below Their Intrinsic Value Estimate
Apr 16Is Constellium (NYSE:CSTM) Using Too Much Debt?
Mar 29Constellium (NYSE:CSTM) Is Doing The Right Things To Multiply Its Share Price
Mar 11Constellium: Solid Fundamentals And Attractive Valuation, Despite Macro Headwinds
Jan 29Constellium SE (NYSE:CSTM) Shares Could Be 30% Below Their Intrinsic Value Estimate
Jan 08Potential Upside For Constellium SE (NYSE:CSTM) Not Without Risk
Dec 18Constellium (NYSE:CSTM) Use Of Debt Could Be Considered Risky
Nov 23Constellium: Sensitivity To Exogenous Factors Capping Upside Potential, Rate Hold
Oct 26CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$435m |
| Dec 31 2025 | US$4m | US$1m | US$273m |
| Sep 30 2025 | n/a | n/a | US$113m |
| Jun 30 2025 | n/a | n/a | US$32m |
| Mar 31 2025 | n/a | n/a | US$72m |
| Dec 31 2024 | US$3m | US$983k | US$56m |
| Sep 30 2024 | n/a | n/a | US$128m |
| Jun 30 2024 | n/a | n/a | US$194m |
| Mar 31 2024 | n/a | n/a | US$151m |
| Dec 31 2023 | US$4m | US$877k | US$152m |
| Sep 30 2023 | n/a | n/a | US$151m |
| Jun 30 2023 | n/a | n/a | US$228m |
| Mar 31 2023 | n/a | n/a | US$156m |
| Dec 31 2022 | US$3m | US$776k | US$308m |
Tazminat ve Piyasa: Ingrid 'nin toplam tazminatı ($USD 4.32M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 7.23M ).
Tazminat ve Kazançlar: Ingrid 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Ingrid Joerg (56 yo)
less than a year
Görev süresi
US$4,318,592
Tazminat
Ms. Ingrid Joerg is Chief Executive Officer & Director of Constellium SE from January 1, 2026. Ms. Joerg served as Chief Executive Officer of Aleris Rolled Products Europe. Ms. Joerg was Executive Vice Pre...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | less than a year | US$4.32m | 0.20% $ 8.4m | |
| EVP & Chief Financial Officer | 3.1yrs | US$3.51m | 0.093% $ 3.9m | |
| Senior VP & Chief Human Resources Officer | 9.5yrs | US$2.32m | 0.13% $ 5.4m | |
| President of Aerospace & Transportation Business Unit | 5.6yrs | US$3.09m | 0.10% $ 4.3m | |
| Senior VP of Manufacturing Excellence & CTO | 4.8yrs | Veri yok | 0.17% $ 7.3m | |
| Senior VP | 2.8yrs | Veri yok | 0.026% $ 1.1m | |
| Director of Investor Relations | no data | Veri yok | Veri yok | |
| Senior VP | 1.9yrs | Veri yok | Veri yok | |
| Senior Vice President of Public Affairs | 8.3yrs | Veri yok | 0.093% $ 3.9m | |
| Senior VP & Chief Procurement Officer | 3.1yrs | Veri yok | 0.020% $ 838.1k | |
| President of AS&I Business Unit | less than a year | Veri yok | 0.053% $ 2.2m | |
| President of P&ARP Business Unit | 1yr | Veri yok | Veri yok |
3.1yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş
Deneyimli Yönetim: CSTM 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.1 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Director | less than a year | US$4.32m | 0.20% $ 8.4m | |
| Independent Non Executive Director | 9.9yrs | US$238.82k | 0.16% $ 6.5m | |
| Independent Non-Executive Director | 11.9yrs | US$247.86k | 0.027% $ 1.1m | |
| Independent Non-Executive Director | 11.9yrs | US$233.17k | 0.038% $ 1.6m | |
| Independent Non-Executive Director | 11.9yrs | US$237.69k | 0.024% $ 1.0m | |
| Independent Non-Executive Director | 5yrs | US$221.87k | 0.017% $ 727.7k | |
| Independent Chairman of the Board | 5yrs | US$358.37k | 0.031% $ 1.3m | |
| Independent Non-Executive Director | 5yrs | US$225.26k | 0.017% $ 709.2k | |
| Independent Non-Executive Director | 3.9yrs | Veri yok | Veri yok | |
| Independent Non-Executive Director | 1yr | US$129.33k | 0.0092% $ 385.5k | |
| Employee Director | 4.4yrs | Veri yok | 0.000030% $ 1.3k | |
| Employee Director | 4.4yrs | Veri yok | Veri yok |
5.0yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: CSTM 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/05 12:46 |
| Gün Sonu Hisse Fiyatı | 2026/05/05 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Constellium SE 20 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Gagliano | Barclays |
| Bik Yun Lau | Bernstein |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |