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CONSTELLIUM SE（CSTM）とPost Holdings, Inc.（POST）の財務データ比較。上の社名をクリックして会社を切り替えられます
CONSTELLIUM SEの直近四半期売上が大きい（$2.2B vs $2.2B、Post Holdings, Inc.の約1.0倍）。CONSTELLIUM SEの純利益率が高く（5.1% vs 4.5%、差は0.6%）。Post Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$119.3M vs $109.0M）
Constellium SEは米国とスイスを起源とし、フランスに本拠を置く世界的なアルミニウム製品メーカーです。多種多様な先進合金を用いたアルミ圧延製品、押出成形品、構造部品を製造し、傘下のC-TEC研究センターは先進アルミニウム合金分野の技術進展に貢献しています。主に航空宇宙、自動車、包装分野に向けて製品を提供し、顧客にはメルセデス・ベンツ、アウディ、BMW、エアバス、ボーイングなどの大手企業が名を連ねています。
Post Holdings, Inc.はアメリカの代表的な包装消費財食品メーカーで、主力事業にPost Consumer Brandsを有し、本社はミネソタ州レイクビルに所在します。同社が製造する各種食品は北米を中心に世界各国で販売され、多くの消費者に支持されています。
CSTM vs POST — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $2.2B |
| 純利益 | $112.0M | $96.8M |
| 粗利率 | — | 29.4% |
| 営業利益率 | 7.5% | 11.0% |
| 純利益率 | 5.1% | 4.5% |
| 売上前年比 | — | 10.1% |
| 純利益前年比 | — | -14.6% |
| EPS（希薄化後） | $0.79 | $1.71 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $2.2B | $2.2B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | $112.0M | $96.8M | ||
| Q3 25 | $88.0M | $51.0M | ||
| Q2 25 | $36.0M | $108.8M | ||
| Q1 25 | $37.0M | $62.6M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | — | $81.6M | ||
| Q2 24 | $76.0M | $99.8M | ||
| Q1 24 | — | $97.2M |
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% | ||
| Q1 24 | — | 29.0% |
| Q4 25 | 7.5% | 11.0% | ||
| Q3 25 | 5.8% | 7.5% | ||
| Q2 25 | 2.7% | 11.8% | ||
| Q1 25 | 3.1% | 9.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 9.5% | ||
| Q2 24 | 5.4% | 10.4% | ||
| Q1 24 | — | 9.5% |
| Q4 25 | 5.1% | 4.5% | ||
| Q3 25 | 4.1% | 2.3% | ||
| Q2 25 | 1.7% | 5.5% | ||
| Q1 25 | 1.9% | 3.2% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | 3.9% | 5.1% | ||
| Q1 24 | — | 4.9% |
| Q4 25 | $0.79 | $1.71 | ||
| Q3 25 | $0.62 | $0.91 | ||
| Q2 25 | $0.25 | $1.79 | ||
| Q1 25 | $0.26 | $1.03 | ||
| Q4 24 | — | $1.78 | ||
| Q3 24 | — | $1.28 | ||
| Q2 24 | $0.51 | $1.53 | ||
| Q1 24 | — | $1.48 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $120.0M | $279.3M |
| 総負債低いほど良い | $1.9B | $7.5B |
| 株主資本純資産 | $952.0M | $3.5B |
| 総資産 | $5.4B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 2.00× | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $120.0M | $279.3M | ||
| Q3 25 | $122.0M | $176.7M | ||
| Q2 25 | $133.0M | $1.1B | ||
| Q1 25 | $118.0M | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | — | $787.4M | ||
| Q2 24 | — | $333.8M | ||
| Q1 24 | — | $333.4M |
| Q4 25 | $1.9B | $7.5B | ||
| Q3 25 | $2.0B | $7.4B | ||
| Q2 25 | $2.0B | $7.3B | ||
| Q1 25 | $1.9B | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
| Q4 25 | $952.0M | $3.5B | ||
| Q3 25 | $845.0M | $3.8B | ||
| Q2 25 | $780.0M | $4.0B | ||
| Q1 25 | $745.0M | $3.8B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | $796.0M | $3.9B | ||
| Q1 24 | — | $4.0B |
| Q4 25 | $5.4B | $13.0B | ||
| Q3 25 | $5.4B | $13.5B | ||
| Q2 25 | $5.4B | $13.4B | ||
| Q1 25 | $5.2B | $12.8B | ||
| Q4 24 | — | $12.8B | ||
| Q3 24 | — | $12.9B | ||
| Q2 24 | — | $12.1B | ||
| Q1 24 | — | $12.2B |
| Q4 25 | 2.00× | 2.16× | ||
| Q3 25 | 2.34× | 1.98× | ||
| Q2 25 | 2.53× | 1.84× | ||
| Q1 25 | 2.56× | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 1.61× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $218.0M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $109.0M | $119.3M |
| FCFマージンFCF / 売上 | 5.0% | 5.5% |
| 設備投資強度設備投資 / 売上 | 5.0% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 1.95× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $159.0M | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $218.0M | $235.7M | ||
| Q3 25 | $99.0M | $301.3M | ||
| Q2 25 | $114.0M | $225.9M | ||
| Q1 25 | $58.0M | $160.7M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | — | $235.4M | ||
| Q2 24 | $138.0M | $272.3M | ||
| Q1 24 | — | $249.6M |
| Q4 25 | $109.0M | $119.3M | ||
| Q3 25 | $24.0M | $151.6M | ||
| Q2 25 | $37.0M | $94.9M | ||
| Q1 25 | $-11.0M | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | $54.0M | $161.5M | ||
| Q1 24 | — | $150.9M |
| Q4 25 | 5.0% | 5.5% | ||
| Q3 25 | 1.1% | 6.7% | ||
| Q2 25 | 1.8% | 4.8% | ||
| Q1 25 | -0.6% | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | 2.8% | 8.3% | ||
| Q1 24 | — | 7.5% |
| Q4 25 | 5.0% | 5.4% | ||
| Q3 25 | 3.5% | 6.7% | ||
| Q2 25 | 3.7% | 6.6% | ||
| Q1 25 | 3.5% | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 4.3% | 5.7% | ||
| Q1 24 | — | 4.9% |
| Q4 25 | 1.95× | 2.43× | ||
| Q3 25 | 1.13× | 5.91× | ||
| Q2 25 | 3.17× | 2.08× | ||
| Q1 25 | 1.57× | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | 1.82× | 2.73× | ||
| Q1 24 | — | 2.57× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
