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Side-by-side financial comparison of CONSTELLIUM SE (CSTM) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
CONSTELLIUM SE is the larger business by last-quarter revenue ($2.2B vs $1.4B, roughly 1.6× Schneider National, Inc.). CONSTELLIUM SE runs the higher net margin — 5.1% vs 1.6%, a 3.5% gap on every dollar of revenue. Schneider National, Inc. produced more free cash flow last quarter ($145.5M 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.
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
CSTM vs SNDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.4B |
| Net Profit | $112.0M | $22.1M |
| Gross Margin | — | — |
| Operating Margin | 7.5% | 2.6% |
| Net Margin | 5.1% | 1.6% |
| Revenue YoY | — | 4.5% |
| Net Profit YoY | — | -32.2% |
| EPS (diluted) | $0.79 | $0.13 |
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 | $1.4B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.0B | $1.4B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $112.0M | $22.1M | ||
| Q3 25 | $88.0M | $19.4M | ||
| Q2 25 | $36.0M | $36.0M | ||
| Q1 25 | $37.0M | $26.1M | ||
| Q4 24 | — | $32.6M | ||
| Q3 24 | — | $30.6M | ||
| Q2 24 | $76.0M | $35.3M | ||
| Q1 24 | — | $18.5M |
| Q4 25 | 7.5% | 2.6% | ||
| Q3 25 | 5.8% | 2.4% | ||
| Q2 25 | 2.7% | 3.9% | ||
| Q1 25 | 3.1% | 3.0% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | 5.4% | 3.9% | ||
| Q1 24 | — | 2.2% |
| Q4 25 | 5.1% | 1.6% | ||
| Q3 25 | 4.1% | 1.3% | ||
| Q2 25 | 1.7% | 2.5% | ||
| Q1 25 | 1.9% | 1.9% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | 3.9% | 2.7% | ||
| Q1 24 | — | 1.4% |
| Q4 25 | $0.79 | $0.13 | ||
| Q3 25 | $0.62 | $0.11 | ||
| Q2 25 | $0.25 | $0.20 | ||
| Q1 25 | $0.26 | $0.15 | ||
| Q4 24 | — | $0.19 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | $0.51 | $0.20 | ||
| Q1 24 | — | $0.10 |
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 | $41.8M |
| Total DebtLower is stronger | $1.9B | $390.9M |
| Stockholders' EquityBook value | $952.0M | $3.0B |
| Total Assets | $5.4B | $4.8B |
| Debt / EquityLower = less leverage | 2.00× | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $41.8M | ||
| Q3 25 | $122.0M | $235.7M | ||
| Q2 25 | $133.0M | $205.1M | ||
| Q1 25 | $118.0M | $154.3M | ||
| Q4 24 | — | $165.5M | ||
| Q3 24 | — | $231.6M | ||
| Q2 24 | — | $157.2M | ||
| Q1 24 | — | $124.2M |
| Q4 25 | $1.9B | $390.9M | ||
| Q3 25 | $2.0B | $509.8M | ||
| Q2 25 | $2.0B | $512.7M | ||
| Q1 25 | $1.9B | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M | ||
| Q1 24 | — | $96.6M |
| Q4 25 | $952.0M | $3.0B | ||
| Q3 25 | $845.0M | $3.0B | ||
| Q2 25 | $780.0M | $3.0B | ||
| Q1 25 | $745.0M | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $796.0M | $3.0B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $5.4B | $4.8B | ||
| Q3 25 | $5.4B | $5.0B | ||
| Q2 25 | $5.4B | $5.0B | ||
| Q1 25 | $5.2B | $5.0B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.5B | ||
| Q1 24 | — | $4.6B |
| Q4 25 | 2.00× | 0.13× | ||
| Q3 25 | 2.34× | 0.17× | ||
| Q2 25 | 2.53× | 0.17× | ||
| Q1 25 | 2.56× | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | 0.03× |
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 | $186.0M |
| Free Cash FlowOCF − Capex | $109.0M | $145.5M |
| FCF MarginFCF / Revenue | 5.0% | 10.4% |
| Capex IntensityCapex / Revenue | 5.0% | 2.9% |
| Cash ConversionOCF / Net Profit | 1.95× | 8.42× |
| TTM Free Cash FlowTrailing 4 quarters | $159.0M | $285.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.0M | $186.0M | ||
| Q3 25 | $99.0M | $184.2M | ||
| Q2 25 | $114.0M | $175.5M | ||
| Q1 25 | $58.0M | $91.7M | ||
| Q4 24 | — | $199.5M | ||
| Q3 24 | — | $206.4M | ||
| Q2 24 | $138.0M | $182.6M | ||
| Q1 24 | — | $97.6M |
| Q4 25 | $109.0M | $145.5M | ||
| Q3 25 | $24.0M | $56.2M | ||
| Q2 25 | $37.0M | $106.4M | ||
| Q1 25 | $-11.0M | $-22.7M | ||
| Q4 24 | — | $113.6M | ||
| Q3 24 | — | $98.7M | ||
| Q2 24 | $54.0M | $85.5M | ||
| Q1 24 | — | $-25.7M |
| Q4 25 | 5.0% | 10.4% | ||
| Q3 25 | 1.1% | 3.9% | ||
| Q2 25 | 1.8% | 7.5% | ||
| Q1 25 | -0.6% | -1.6% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | 2.8% | 6.5% | ||
| Q1 24 | — | -1.9% |
| Q4 25 | 5.0% | 2.9% | ||
| Q3 25 | 3.5% | 8.8% | ||
| Q2 25 | 3.7% | 4.9% | ||
| Q1 25 | 3.5% | 8.2% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | 4.3% | 7.4% | ||
| Q1 24 | — | 9.3% |
| Q4 25 | 1.95× | 8.42× | ||
| Q3 25 | 1.13× | 9.49× | ||
| Q2 25 | 3.17× | 4.88× | ||
| Q1 25 | 1.57× | 3.51× | ||
| Q4 24 | — | 6.12× | ||
| Q3 24 | — | 6.75× | ||
| Q2 24 | 1.82× | 5.17× | ||
| Q1 24 | — | 5.28× |
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% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
