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Side-by-side financial comparison of CONSTELLIUM SE (CSTM) and ON Semiconductor (ON). Click either name above to swap in a different company.
CONSTELLIUM SE is the larger business by last-quarter revenue ($2.2B vs $1.6B, roughly 1.4× ON Semiconductor). ON Semiconductor runs the higher net margin — 16.4% vs 5.1%, a 11.4% gap on every dollar of revenue. ON Semiconductor produced more free cash flow last quarter ($372.4M 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.
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
CSTM vs ON — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.6B |
| Net Profit | $112.0M | $255.0M |
| Gross Margin | — | 37.9% |
| Operating Margin | 7.5% | 17.0% |
| Net Margin | 5.1% | 16.4% |
| Revenue YoY | — | -10.0% |
| Net Profit YoY | — | -32.9% |
| EPS (diluted) | $0.79 | $0.63 |
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 | $1.6B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $1.9B | $1.7B | ||
| Q1 24 | — | $1.9B |
| Q4 25 | $112.0M | $255.0M | ||
| Q3 25 | $88.0M | $170.3M | ||
| Q2 25 | $36.0M | $-486.1M | ||
| Q1 25 | $37.0M | — | ||
| Q4 24 | — | $379.9M | ||
| Q3 24 | — | $401.7M | ||
| Q2 24 | $76.0M | $338.2M | ||
| Q1 24 | — | $453.0M |
| Q4 25 | — | 37.9% | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | — | 20.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 45.2% | ||
| Q3 24 | — | 45.4% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 45.8% |
| Q4 25 | 7.5% | 17.0% | ||
| Q3 25 | 5.8% | 13.2% | ||
| Q2 25 | 2.7% | -39.7% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 25.3% | ||
| Q2 24 | 5.4% | 22.4% | ||
| Q1 24 | — | 28.2% |
| Q4 25 | 5.1% | 16.4% | ||
| Q3 25 | 4.1% | 11.6% | ||
| Q2 25 | 1.7% | -33.6% | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 22.8% | ||
| Q2 24 | 3.9% | 19.5% | ||
| Q1 24 | — | 24.3% |
| Q4 25 | $0.79 | $0.63 | ||
| Q3 25 | $0.62 | $0.41 | ||
| Q2 25 | $0.25 | $-1.15 | ||
| Q1 25 | $0.26 | — | ||
| Q4 24 | — | $0.88 | ||
| Q3 24 | — | $0.93 | ||
| Q2 24 | $0.51 | $0.78 | ||
| Q1 24 | — | $1.04 |
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 | $2.9B |
| Total DebtLower is stronger | $1.9B | $3.4B |
| Stockholders' EquityBook value | $952.0M | $7.9B |
| Total Assets | $5.4B | $13.0B |
| Debt / EquityLower = less leverage | 2.00× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $2.9B | ||
| Q3 25 | $122.0M | $2.8B | ||
| Q2 25 | $133.0M | $3.0B | ||
| Q1 25 | $118.0M | — | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $2.6B |
| Q4 25 | $1.9B | $3.4B | ||
| Q3 25 | $2.0B | $3.4B | ||
| Q2 25 | $2.0B | $3.4B | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
| Q4 25 | $952.0M | $7.9B | ||
| Q3 25 | $845.0M | $7.9B | ||
| Q2 25 | $780.0M | $8.0B | ||
| Q1 25 | $745.0M | — | ||
| Q4 24 | — | $8.8B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | $796.0M | $8.3B | ||
| Q1 24 | — | $8.1B |
| Q4 25 | $5.4B | $13.0B | ||
| Q3 25 | $5.4B | $13.1B | ||
| Q2 25 | $5.4B | $13.3B | ||
| Q1 25 | $5.2B | — | ||
| Q4 24 | — | $14.1B | ||
| Q3 24 | — | $13.9B | ||
| Q2 24 | — | $13.7B | ||
| Q1 24 | — | $13.5B |
| Q4 25 | 2.00× | 0.43× | ||
| Q3 25 | 2.34× | 0.43× | ||
| Q2 25 | 2.53× | 0.42× | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | 0.42× |
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 | $418.7M |
| Free Cash FlowOCF − Capex | $109.0M | $372.4M |
| FCF MarginFCF / Revenue | 5.0% | 24.0% |
| Capex IntensityCapex / Revenue | 5.0% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.95× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $159.0M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.0M | $418.7M | ||
| Q3 25 | $99.0M | $184.3M | ||
| Q2 25 | $114.0M | $602.3M | ||
| Q1 25 | $58.0M | — | ||
| Q4 24 | — | $579.7M | ||
| Q3 24 | — | $465.8M | ||
| Q2 24 | $138.0M | $362.2M | ||
| Q1 24 | — | $498.7M |
| Q4 25 | $109.0M | $372.4M | ||
| Q3 25 | $24.0M | $106.1M | ||
| Q2 25 | $37.0M | $454.7M | ||
| Q1 25 | $-11.0M | — | ||
| Q4 24 | — | $434.8M | ||
| Q3 24 | — | $293.6M | ||
| Q2 24 | $54.0M | $207.7M | ||
| Q1 24 | — | $276.3M |
| Q4 25 | 5.0% | 24.0% | ||
| Q3 25 | 1.1% | 7.2% | ||
| Q2 25 | 1.8% | 31.5% | ||
| Q1 25 | -0.6% | — | ||
| Q4 24 | — | 25.2% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | 2.8% | 12.0% | ||
| Q1 24 | — | 14.8% |
| Q4 25 | 5.0% | 3.0% | ||
| Q3 25 | 3.5% | 5.3% | ||
| Q2 25 | 3.7% | 10.2% | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | 4.3% | 8.9% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | 1.95× | 1.64× | ||
| Q3 25 | 1.13× | 1.08× | ||
| Q2 25 | 3.17× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | 1.82× | 1.07× | ||
| Q1 24 | — | 1.10× |
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% |
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
