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CONSTELLIUM SE（CSTM）与CSX Corporation（CSX）财务数据对比。点击上方公司名可切换其他公司
CSX Corporation的季度营收约是CONSTELLIUM SE的1.6倍（$3.5B vs $2.2B），CSX Corporation净利率更高（23.2% vs 5.1%，领先18.1%），CSX Corporation自由现金流更多（$793.0M vs $109.0M）
康士励（Constellium SE）是一家源自美瑞、总部位于法国的全球铝制品制造商，主营各类先进合金制成的铝轧制产品、挤压材及结构件，旗下C-TEC研发中心在先进铝合金技术研发领域成果斐然，核心服务航空航天、汽车、包装三大领域，客户涵盖梅赛德斯-奔驰、奥迪、宝马、福特、空客、波音等知名企业。
CSX运输是美国一级货运铁路企业，业务覆盖美国东部区域及加拿大安大略省、魁北克省，运营铁路总里程约3.4万公里，隶属于总部位于佛罗里达州杰克逊维尔市的财富500强企业CSX Corporation，是其旗下核心子公司。
CSTM vs CSX — 直观对比
营收规模更大
CSX
是对方的1.6倍
$2.2B
净利率更高
CSX
高出18.1%
5.1%
自由现金流更多
CSX
多$684.0M
$109.0M
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.5B |
| 净利润 | $112.0M | $807.0M |
| 毛利率 | — | — |
| 营业利润率 | 7.5% | 36.0% |
| 净利率 | 5.1% | 23.2% |
| 营收同比 | — | 1.7% |
| 净利润同比 | — | 24.9% |
| 每股收益（稀释后） | $0.79 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CSTMCSX
| Q1 26 | — | $3.5B | ||
| Q4 25 | $2.2B | $3.5B | ||
| Q3 25 | $2.2B | $3.6B | ||
| Q2 25 | $2.1B | $3.6B | ||
| Q1 25 | $2.0B | $3.4B | ||
| Q4 24 | — | $3.5B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | $1.9B | $3.7B |
净利润CSTMCSX
| Q1 26 | — | $807.0M | ||
| Q4 25 | $112.0M | $720.0M | ||
| Q3 25 | $88.0M | $694.0M | ||
| Q2 25 | $36.0M | $829.0M | ||
| Q1 25 | $37.0M | $646.0M | ||
| Q4 24 | — | $720.0M | ||
| Q3 24 | — | $894.0M | ||
| Q2 24 | $76.0M | $963.0M |
营业利润率CSTMCSX
| Q1 26 | — | 36.0% | ||
| Q4 25 | 7.5% | 31.6% | ||
| Q3 25 | 5.8% | 30.3% | ||
| Q2 25 | 2.7% | 35.9% | ||
| Q1 25 | 3.1% | 30.4% | ||
| Q4 24 | — | 30.8% | ||
| Q3 24 | — | 37.4% | ||
| Q2 24 | 5.4% | 39.1% |
净利率CSTMCSX
| Q1 26 | — | 23.2% | ||
| Q4 25 | 5.1% | 20.5% | ||
| Q3 25 | 4.1% | 19.3% | ||
| Q2 25 | 1.7% | 23.2% | ||
| Q1 25 | 1.9% | 18.9% | ||
| Q4 24 | — | 20.3% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | 3.9% | 26.0% |
每股收益（稀释后）CSTMCSX
| Q1 26 | — | — | ||
| Q4 25 | $0.79 | $0.39 | ||
| Q3 25 | $0.62 | $0.37 | ||
| Q2 25 | $0.25 | $0.44 | ||
| Q1 25 | $0.26 | $0.34 | ||
| Q4 24 | — | $0.38 | ||
| Q3 24 | — | $0.46 | ||
| Q2 24 | $0.51 | $0.49 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $120.0M | $1.1B |
| 总债务越低越好 | $1.9B | $18.9B |
| 股东权益账面价值 | $952.0M | $13.6B |
| 总资产 | $5.4B | $44.2B |
| 负债/权益比越低杠杆越低 | 2.00× | 1.39× |
8季度趋势，按日历期对齐
现金及短期投资CSTMCSX
| Q1 26 | — | $1.1B | ||
| Q4 25 | $120.0M | $5.0M | ||
| Q3 25 | $122.0M | $6.0M | ||
| Q2 25 | $133.0M | $6.0M | ||
| Q1 25 | $118.0M | $8.0M | ||
| Q4 24 | — | $72.0M | ||
| Q3 24 | — | $12.0M | ||
| Q2 24 | — | $4.0M |
总债务CSTMCSX
| Q1 26 | — | $18.9B | ||
| Q4 25 | $1.9B | $18.2B | ||
| Q3 25 | $2.0B | $18.6B | ||
| Q2 25 | $2.0B | $18.6B | ||
| Q1 25 | $1.9B | $18.5B | ||
| Q4 24 | — | $17.9B | ||
| Q3 24 | — | $18.5B | ||
| Q2 24 | — | $18.0B |
股东权益CSTMCSX
| Q1 26 | — | $13.6B | ||
| Q4 25 | $952.0M | $13.2B | ||
| Q3 25 | $845.0M | $12.8B | ||
| Q2 25 | $780.0M | $12.4B | ||
| Q1 25 | $745.0M | $12.2B | ||
| Q4 24 | — | $12.5B | ||
| Q3 24 | — | $12.9B | ||
| Q2 24 | $796.0M | $12.6B |
总资产CSTMCSX
| Q1 26 | — | $44.2B | ||
| Q4 25 | $5.4B | $43.7B | ||
| Q3 25 | $5.4B | $43.3B | ||
| Q2 25 | $5.4B | $42.9B | ||
| Q1 25 | $5.2B | $43.2B | ||
| Q4 24 | — | $42.8B | ||
| Q3 24 | — | $43.1B | ||
| Q2 24 | — | $42.4B |
负债/权益比CSTMCSX
| Q1 26 | — | 1.39× | ||
| Q4 25 | 2.00× | 1.38× | ||
| Q3 25 | 2.34× | 1.45× | ||
| Q2 25 | 2.53× | 1.50× | ||
| Q1 25 | 2.56× | 1.52× | ||
| Q4 24 | — | 1.43× | ||
| Q3 24 | — | 1.43× | ||
| Q2 24 | — | 1.42× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $218.0M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $793.0M |
| 自由现金流率自由现金流/营收 | 5.0% | 22.8% |
| 资本支出强度资本支出/营收 | 5.0% | — |
| 现金转化率经营现金流/净利润 | 1.95× | 1.58× |
| 过去12个月自由现金流最近4个季度 | $159.0M | $2.0B |
8季度趋势，按日历期对齐
经营现金流CSTMCSX
| Q1 26 | — | $1.3B | ||
| Q4 25 | $218.0M | $1.4B | ||
| Q3 25 | $99.0M | $1.3B | ||
| Q2 25 | $114.0M | $635.0M | ||
| Q1 25 | $58.0M | $1.3B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | $138.0M | $1.1B |
自由现金流CSTMCSX
| Q1 26 | — | $793.0M | ||
| Q4 25 | $109.0M | $709.0M | ||
| Q3 25 | $24.0M | $607.0M | ||
| Q2 25 | $37.0M | $-141.0M | ||
| Q1 25 | $-11.0M | $536.0M | ||
| Q4 24 | — | $550.0M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $54.0M | $547.0M |
自由现金流率CSTMCSX
| Q1 26 | — | 22.8% | ||
| Q4 25 | 5.0% | 20.2% | ||
| Q3 25 | 1.1% | 16.9% | ||
| Q2 25 | 1.8% | -3.9% | ||
| Q1 25 | -0.6% | 15.7% | ||
| Q4 24 | — | 15.5% | ||
| Q3 24 | — | 29.3% | ||
| Q2 24 | 2.8% | 14.8% |
资本支出强度CSTMCSX
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 19.3% | ||
| Q3 25 | 3.5% | 20.4% | ||
| Q2 25 | 3.7% | 21.7% | ||
| Q1 25 | 3.5% | 21.0% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 17.3% | ||
| Q2 24 | 4.3% | 14.6% |
现金转化率CSTMCSX
| Q1 26 | — | 1.58× | ||
| Q4 25 | 1.95× | 1.93× | ||
| Q3 25 | 1.13× | 1.93× | ||
| Q2 25 | 3.17× | 0.77× | ||
| Q1 25 | 1.57× | 1.94× | ||
| Q4 24 | — | 1.93× | ||
| Q3 24 | — | 1.89× | ||
| Q2 24 | 1.82× | 1.13× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
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% |
CSX
暂无分部数据
