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Side-by-side financial comparison of CONSTELLIUM SE (CSTM) and Ulta Beauty (ULTA). Click either name above to swap in a different company.
Ulta Beauty is the larger business by last-quarter revenue ($2.9B vs $2.2B, roughly 1.3× CONSTELLIUM SE). Ulta Beauty runs the higher net margin — 8.1% vs 5.1%, a 3.0% gap on every dollar of revenue. CONSTELLIUM SE produced more free cash flow last quarter ($109.0M vs $-81.6M).
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.
Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc. and before 2000 as Ulta3, is an American chain of cosmetic stores headquartered in Bolingbrook, Illinois. Ulta Beauty carries both high- and low-end cosmetics, fragrances, nail products, bath and body products, beauty tools and haircare products. Each location has a beauty salon available to the public.
CSTM vs ULTA — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $2.9B |
| Net Profit | $112.0M | $230.9M |
| Gross Margin | — | 40.4% |
| Operating Margin | 7.5% | 10.8% |
| Net Margin | 5.1% | 8.1% |
| Revenue YoY | — | 12.9% |
| Net Profit YoY | — | -4.7% |
| EPS (diluted) | $0.79 | $5.14 |
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 | $2.9B | ||
| Q3 25 | $2.2B | $2.8B | ||
| Q2 25 | $2.1B | $2.8B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $1.9B | $2.7B | ||
| Q1 24 | — | $3.6B |
| Q4 25 | $112.0M | $230.9M | ||
| Q3 25 | $88.0M | $260.9M | ||
| Q2 25 | $36.0M | $305.1M | ||
| Q1 25 | $37.0M | — | ||
| Q4 24 | — | $242.2M | ||
| Q3 24 | — | $252.6M | ||
| Q2 24 | $76.0M | $313.1M | ||
| Q1 24 | — | $394.4M |
| Q4 25 | — | 40.4% | ||
| Q3 25 | — | 39.2% | ||
| Q2 25 | — | 39.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 39.7% | ||
| Q3 24 | — | 38.3% | ||
| Q2 24 | — | 39.2% | ||
| Q1 24 | — | 37.7% |
| Q4 25 | 7.5% | 10.8% | ||
| Q3 25 | 5.8% | 12.4% | ||
| Q2 25 | 2.7% | 14.1% | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | — | 12.6% | ||
| Q3 24 | — | 12.9% | ||
| Q2 24 | 5.4% | 14.7% | ||
| Q1 24 | — | 14.5% |
| Q4 25 | 5.1% | 8.1% | ||
| Q3 25 | 4.1% | 9.4% | ||
| Q2 25 | 1.7% | 10.7% | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | — | 9.6% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | 3.9% | 11.5% | ||
| Q1 24 | — | 11.1% |
| Q4 25 | $0.79 | $5.14 | ||
| Q3 25 | $0.62 | $5.78 | ||
| Q2 25 | $0.25 | $6.70 | ||
| Q1 25 | $0.26 | — | ||
| Q4 24 | — | $5.14 | ||
| Q3 24 | — | $5.30 | ||
| Q2 24 | $0.51 | $6.47 | ||
| Q1 24 | — | $8.06 |
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 | $204.9M |
| Total DebtLower is stronger | $1.9B | — |
| Stockholders' EquityBook value | $952.0M | $2.6B |
| Total Assets | $5.4B | $7.0B |
| Debt / EquityLower = less leverage | 2.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $204.9M | ||
| Q3 25 | $122.0M | $242.7M | ||
| Q2 25 | $133.0M | $454.6M | ||
| Q1 25 | $118.0M | — | ||
| Q4 24 | — | $177.8M | ||
| Q3 24 | — | $414.0M | ||
| Q2 24 | — | $524.6M | ||
| Q1 24 | — | $766.6M |
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $952.0M | $2.6B | ||
| Q3 25 | $845.0M | $2.6B | ||
| Q2 25 | $780.0M | $2.4B | ||
| Q1 25 | $745.0M | — | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | $796.0M | $2.3B | ||
| Q1 24 | — | $2.3B |
| Q4 25 | $5.4B | $7.0B | ||
| Q3 25 | $5.4B | $6.6B | ||
| Q2 25 | $5.4B | $6.0B | ||
| Q1 25 | $5.2B | — | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | — | $5.7B | ||
| Q2 24 | — | $5.6B | ||
| Q1 24 | — | $5.7B |
| Q4 25 | 2.00× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $5.6M |
| Free Cash FlowOCF − Capex | $109.0M | $-81.6M |
| FCF MarginFCF / Revenue | 5.0% | -2.9% |
| Capex IntensityCapex / Revenue | 5.0% | 3.1% |
| Cash ConversionOCF / Net Profit | 1.95× | 0.02× |
| TTM Free Cash FlowTrailing 4 quarters | $159.0M | $-92.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $218.0M | $5.6M | ||
| Q3 25 | $99.0M | $96.5M | ||
| Q2 25 | $114.0M | $220.0M | ||
| Q1 25 | $58.0M | — | ||
| Q4 24 | — | $-56.8M | ||
| Q3 24 | — | $199.5M | ||
| Q2 24 | $138.0M | $159.3M | ||
| Q1 24 | — | $1.1B |
| Q4 25 | $109.0M | $-81.6M | ||
| Q3 25 | $24.0M | $19.6M | ||
| Q2 25 | $37.0M | $141.0M | ||
| Q1 25 | $-11.0M | — | ||
| Q4 24 | — | $-171.1M | ||
| Q3 24 | — | $104.3M | ||
| Q2 24 | $54.0M | $68.3M | ||
| Q1 24 | — | $994.0M |
| Q4 25 | 5.0% | -2.9% | ||
| Q3 25 | 1.1% | 0.7% | ||
| Q2 25 | 1.8% | 4.9% | ||
| Q1 25 | -0.6% | — | ||
| Q4 24 | — | -6.8% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | 2.8% | 2.5% | ||
| Q1 24 | — | 28.0% |
| Q4 25 | 5.0% | 3.1% | ||
| Q3 25 | 3.5% | 2.8% | ||
| Q2 25 | 3.7% | 2.8% | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | 4.3% | 3.3% | ||
| Q1 24 | — | 3.5% |
| Q4 25 | 1.95× | 0.02× | ||
| Q3 25 | 1.13× | 0.37× | ||
| Q2 25 | 3.17× | 0.72× | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | — | -0.23× | ||
| Q3 24 | — | 0.79× | ||
| Q2 24 | 1.82× | 0.51× | ||
| Q1 24 | — | 2.84× |
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% |
ULTA
Segment breakdown not available.
