Constellium SE-A 2026年季度报告

FORM 10-Q (Mark One)xQUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March 31, 2026OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from _________ to __________Commission file number: 001-35931Constellium SE (Exact name of registrant as specified in its charter) (I.R.S.EmployerIdentificationNo.) 300 East Lombard Street,Suite 1710Baltimore,MD21202(Zip Code)(Addressofprincipalexecutiveoffice (US))(443)420-7861(Registrant'stelephonenumber,includingareacode)Securities registered pursuant to section 12(b) of the Act Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities ExchangeAct of 1934 during the preceding 12 months, (or for such shorter period that the registrant was required to file such reports), and (2) has beensubject to such filing requirements for the past 90 days.☑Yes☐NoIndicate by check mark whether the registrant submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was requiredto submit such files).☑Yes☐NoIndicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or emerging growth company. See the definitions of "large accelerated filer," "accelerated filer," "smaller reporting company", and"emerging growth company" in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicated by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).☐Yes☑NoThe number of outstanding ordinary shares of the registrant on March 31, 2026, was 136,150,450 shares. Explanatory Note Constellium SE (“Constellium SE” or “the Company”, and when referred to together with its subsidiaries, “the Group”or “Constellium”), is a corporation organized under the laws of France. On June 30, 2025, the Company determined it no longerqualified as a “foreign private issuer,” as determined by Rule 3b-4 under the Securities Exchange Act of 1934, as amended (the“Exchange Act”). As from January 1, 2026, when its earlier submission to the US securities law requirements applicable to adomestic issuer ceased to be voluntary, the Company will continue to file annual reports on Form 10-K, quarterly reports onForm 10-Q, current reports on Form 8-K, and comply with all other obligations applicable to companies not qualifying as “foreign private issuers” as set forth by the New York Stock Exchange and the Securities and Exchange Commission (“SEC”). Constellium SE’s I.R.S. Employer Identification Number is: 98-0667516. The Group’s U.S. assets are held byConstellium US Holdings I, LLC, a wholly owned subsidiary of Constellium SE. The I.R.S. Employer Identification Number ofConstellium US Holdings I, LLC is: 27-4126819. Forward-Looking Statements This report contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Actof 1995. You can identify certain forward-looking statements because they contain words such as, but not limited to,“anticipates,” “believes,” “could,” ”estimates,” “expects,” “forecasts,” “intends,” “likely,” “may,” “plans,” “should,” “targets,”“will,” or “would,” and similar expressions (or the negative of these terminologies or expressions). Forward-looking statementsdo not relate strictly to historical or current facts and reflect management’s current assumptions, beliefs, expectations,objectives, plans and projections about the future, including with respect to our business, results of operations and financialcondition. Accordingly, forward-looking statements are subject to uncertainties, risks and changes that are difficult to predictand many of which are outside of our control. Such factors include, but are not limited to: market competition; global orregional economic downturns or adverse changes in industry-specific conditions, including the impacts of tax and tariffprograms, inflation, foreign currency exchange, and industry consolidation; disruption to business operations; natural disasters,including severe flooding and other weather-related events; geopolitical tensions and conflicts, including the ongoing conflictbetween Russia and Ukraine and the ongoing conflict involving the United States, Israel and Iran; the inability to meet customerdemand and quality requirements; the loss of key customers, suppliers or other business relationships; supply disruptions;excessive inflation; potential capacity constraints or lack of effecti