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Side-by-side financial comparison of CONSTELLIUM SE (CSTM) and MARKEL GROUP INC. (MKL). Click either name above to swap in a different company.
MARKEL GROUP INC. is the larger business by last-quarter revenue ($3.6B vs $2.2B, roughly 1.6× CONSTELLIUM SE). MARKEL GROUP INC. runs the higher net margin — 16.1% vs 5.1%, a 11.0% gap on every dollar of revenue. MARKEL GROUP INC. produced more free cash flow last quarter ($599.1M vs $109.0M).
Constellium SE is an American-Swiss, French-based global manufacturer of aluminium rolled products, extruded products, and structural parts based on a large variety of advanced alloys. Constellium's C-TEC research center has been credited for advancing technology in the field of advanced aluminium alloy. Constellium primarily serves the aerospace, automotive, and packaging sectors. Large clients include Mercedes-Benz, Audi, BMW, Fiat Chrysler Automotive, Ford, Airbus, Boeing, and Bombardier.
MARKEL GROUP INC.MKLEarnings & Financial Report
Markel Group Inc. is a group of companies headquartered in Richmond, Virginia, and originally founded in 1930 as an insurance company.
CSTM vs MKL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $3.6B |
| Net Profit | $112.0M | $576.8M |
| Gross Margin | — | — |
| Operating Margin | 7.5% | 22.2% |
| Net Margin | 5.1% | 16.1% |
| Revenue YoY | — | -6.9% |
| Net Profit YoY | — | 5.0% |
| EPS (diluted) | $0.79 | $48.22 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.2B | $3.6B | ||
| Q3 25 | $2.2B | $3.9B | ||
| Q2 25 | $2.1B | $4.6B | ||
| Q1 25 | $2.0B | $3.4B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $1.9B | $3.7B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $112.0M | $576.8M | ||
| Q3 25 | $88.0M | $751.3M | ||
| Q2 25 | $36.0M | $657.1M | ||
| Q1 25 | $37.0M | $121.7M | ||
| Q4 24 | — | $549.2M | ||
| Q3 24 | — | $905.0M | ||
| Q2 24 | $76.0M | $267.7M | ||
| Q1 24 | — | $1.0B |
| Q4 25 | 7.5% | 22.2% | ||
| Q3 25 | 5.8% | 25.7% | ||
| Q2 25 | 2.7% | 24.1% | ||
| Q1 25 | 3.1% | 8.3% | ||
| Q4 24 | — | 15.5% | ||
| Q3 24 | — | 29.7% | ||
| Q2 24 | 5.4% | 11.1% | ||
| Q1 24 | — | 29.9% |
| Q4 25 | 5.1% | 16.1% | ||
| Q3 25 | 4.1% | 19.1% | ||
| Q2 25 | 1.7% | 14.3% | ||
| Q1 25 | 1.9% | 3.6% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 19.6% | ||
| Q2 24 | 3.9% | 7.2% | ||
| Q1 24 | — | 23.0% |
| Q4 25 | $0.79 | $48.22 | ||
| Q3 25 | $0.62 | $59.25 | ||
| Q2 25 | $0.25 | $49.67 | ||
| Q1 25 | $0.26 | $12.08 | ||
| Q4 24 | — | $39.02 | ||
| Q3 24 | — | $66.25 | ||
| Q2 24 | $0.51 | $18.62 | ||
| Q1 24 | — | $75.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $120.0M | $4.0B |
| Total DebtLower is stronger | $1.9B | $4.3B |
| Stockholders' EquityBook value | $952.0M | $18.6B |
| Total Assets | $5.4B | $68.9B |
| Debt / EquityLower = less leverage | 2.00× | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $4.0B | ||
| Q3 25 | $122.0M | $4.0B | ||
| Q2 25 | $133.0M | $3.7B | ||
| Q1 25 | $118.0M | $4.2B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.9B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.6B |
| Q4 25 | $1.9B | $4.3B | ||
| Q3 25 | $2.0B | $4.3B | ||
| Q2 25 | $2.0B | $4.4B | ||
| Q1 25 | $1.9B | $4.4B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.4B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $3.9B |
| Q4 25 | $952.0M | $18.6B | ||
| Q3 25 | $845.0M | $18.0B | ||
| Q2 25 | $780.0M | $17.3B | ||
| Q1 25 | $745.0M | $17.1B | ||
| Q4 24 | — | $16.9B | ||
| Q3 24 | — | $17.0B | ||
| Q2 24 | $796.0M | $15.9B | ||
| Q1 24 | — | $15.7B |
| Q4 25 | $5.4B | $68.9B | ||
| Q3 25 | $5.4B | $67.4B | ||
| Q2 25 | $5.4B | $66.8B | ||
| Q1 25 | $5.2B | $64.6B | ||
| Q4 24 | — | $61.9B | ||
| Q3 24 | — | $62.3B | ||
| Q2 24 | — | $59.7B | ||
| Q1 24 | — | $57.3B |
| Q4 25 | 2.00× | 0.23× | ||
| Q3 25 | 2.34× | 0.24× | ||
| Q2 25 | 2.53× | 0.25× | ||
| Q1 25 | 2.56× | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.25× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $218.0M | $662.2M |
| Free Cash FlowOCF − Capex | $109.0M | $599.1M |
| FCF MarginFCF / Revenue | 5.0% | 16.7% |
| Capex IntensityCapex / Revenue | 5.0% | 1.8% |
| Cash ConversionOCF / Net Profit | 1.95× | 1.15× |
| TTM Free Cash FlowTrailing 4 quarters | $159.0M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.0M | $662.2M | ||
| Q3 25 | $99.0M | $1.2B | ||
| Q2 25 | $114.0M | $504.4M | ||
| Q1 25 | $58.0M | $376.2M | ||
| Q4 24 | — | $493.9M | ||
| Q3 24 | — | $890.8M | ||
| Q2 24 | $138.0M | $578.6M | ||
| Q1 24 | — | $630.7M |
| Q4 25 | $109.0M | $599.1M | ||
| Q3 25 | $24.0M | $1.2B | ||
| Q2 25 | $37.0M | $453.8M | ||
| Q1 25 | $-11.0M | $335.5M | ||
| Q4 24 | — | $420.0M | ||
| Q3 24 | — | $838.9M | ||
| Q2 24 | $54.0M | $521.4M | ||
| Q1 24 | — | $558.7M |
| Q4 25 | 5.0% | 16.7% | ||
| Q3 25 | 1.1% | 29.6% | ||
| Q2 25 | 1.8% | 9.9% | ||
| Q1 25 | -0.6% | 9.9% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | 2.8% | 14.1% | ||
| Q1 24 | — | 12.5% |
| Q4 25 | 5.0% | 1.8% | ||
| Q3 25 | 3.5% | 1.3% | ||
| Q2 25 | 3.7% | 1.1% | ||
| Q1 25 | 3.5% | 1.2% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | 4.3% | 1.5% | ||
| Q1 24 | — | 1.6% |
| Q4 25 | 1.95× | 1.15× | ||
| Q3 25 | 1.13× | 1.62× | ||
| Q2 25 | 3.17× | 0.77× | ||
| Q1 25 | 1.57× | 3.09× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.98× | ||
| Q2 24 | 1.82× | 2.16× | ||
| Q1 24 | — | 0.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSTM
| Packaging Rolled Products | $1.0B | 46% |
| Automotive Rolled Products | $318.0M | 14% |
| Aerospace Rolled Products | $270.0M | 12% |
| Transportation Industry Defense And Other Rolled Products | $232.0M | 11% |
| Automotive Extruded Products | $220.0M | 10% |
| Other Extruded Products | $132.0M | 6% |
| Specialty And Other Thin Rolled Products | $22.0M | 1% |
MKL
| Industrial | $1.6B | 45% |
| Consumer And Other | $958.3M | 27% |
| Financial | $737.0M | 21% |
| Other | $198.8M | 6% |
| Corporate Operations | $52.0M | 1% |
| Revenue From Contract With Customer | $10.5M | 0% |
