Constellium SE

Good day and thank you for standing by. Welcome to the Constellium third quarter 2026 results conference call and webcast. At this time all participants are in a listen-only mode. After the speaker's presentation there will be a question and answer session. To ask a question during the session you need to press star 1 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question please press star 1 1 again. Please note that today's conference will be recorded. I would now like to have the conference over to your first speaker, Jason Hershiser, Director of Investor Relations at Constellium. Please go ahead.

Thank you, Razia. I would like to welcome everyone to our third quarter 2026 earnings call. On the call today, we have our Chief Executive Officer, Ingrid Joerg, and our Financial Officer, Jack Guo. After the presentation, we will have a Q&A session. A copy of the slide presentation for today's call is available on our website at Constellium.com. Today's call is being recorded. Before we begin, I'd like to encourage everyone to visit the company's website and take a look at our recent filings. Today's call may include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include statements regarding the company's anticipated financial and operating performance, future events, and expectations, and may involve known and unknown risk and uncertainties. For a summary of specific risk factors that could cause results to differ materially from these expressed in the forward-looking statements, please refer to the factors presented under the heading Risk Factors in our annual report on Form 10-K. All information in this presentation is as of the date of the presentation. We undertake no obligation to update or revise any forward-looking statements as a result of new information, future events, or otherwise, except as required by law. In addition, today's presentation includes information regarding certain non-GAAP financial measures. Please see the reconciliations of non-GAAP financial measures attached in today's slide presentation, which supplement our GAAP disclosures. And with that, I would now like to hand the call over to Ingrid.

Thank you, Jason. Good morning, good afternoon, everyone, and thank you for your interest in Constellium. I wanted to start by saying we are very pleased with our performance. We delivered record third quarter adjusted EBITDA following record performance in the first half of the year. Our strong execution and results this year have demonstrated our disciplined operational focus and cost control and our agility to take full advantage of favorable market conditions as they arise. Looking at safety, our number one priority. Our recordable case rate in the third quarter was 2.1 per million hours worked. While this was up from last quarter, our year-to-date recordable case rate is 1.65 per million hours worked versus 1.91 in 2025. Despite this strong achievement, our safety journey is never complete and we remain focused on this critical priority every day. During the third quarter, we benefited from favorable market dynamics including Aerospace and TID, Automotive in North America, and CanSheet in North America and Europe. We also achieved improved price and mix in the quarter, and strong recycling performance in both North America and Europe. Our recycling center in Neuve-Bressac continues to ramp up. I'm also pleased to say that our third airware cast house in Issois started up on budget, and customer qualifications are well underway. Given our record performance in the first nine months this year and our current outlook for the remainder of the year, we are raising our outlook for the fall year once again. As we said previously, 2026 is a record year for the company, both in terms of adjusted EBITDA and free cash flow. Before turning the call over to Jack, I wanted to make a few comments regarding the expected impact from the conflict in the Middle East In terms of metal supply, we do source some metal from the Middle East today, both slabs and billets, but they represent a small percentage of our overall needs. As such, we believe the impact on metal supply for us is limited at this stage. On energy, a majority of our anticipated energy needs for 2027 are already locked in at reasonable prices. In other cost categories, we are seeing some inflationary pressures in freight, lubricants and coatings, but we expect the net impact from this to be manageable. We currently do not expect any impacts on our supply chain from the lack of freight capacity. In terms of other indirect impacts from the Middle East conflict, we have not seen much end market disruption at this stage. We continue to monitor it closely. To wrap up on this topic, the overall impact from the conflict in the Middle East appears digestible at this point. The longer-term impacts remain uncertain and difficult to predict, but we are confident in our ability to manage our business in any environment. With that, I will now hand the call over to Jack for further details on our financial performance. Jack?