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CONSTELLIUM SE（CSTM）与科迪华（CTVA）财务数据对比。点击上方公司名可切换其他公司
科迪华的季度营收约是CONSTELLIUM SE的1.8倍（$3.9B vs $2.2B）。CONSTELLIUM SE净利率更高（5.1% vs -14.1%，领先19.2%）。科迪华自由现金流更多（$4.2B 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。
科迪华是一家美国农业科技企业，主营种子与作物保护产品，涵盖除草剂、杀虫剂、杀菌剂及生物制剂，业务覆盖全球110个国家，总部位于印第安纳州印第安纳波利斯，旗下大部分种子产品以先锋良种国际品牌销售。
CSTM vs CTVA — 直观对比
营收规模更大
CTVA
是对方的1.8倍
$2.2B
净利率更高
CSTM
高出19.2%
-14.1%
自由现金流更多
CTVA
多$4.0B
$109.0M
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.9B |
| 净利润 | $112.0M | $-552.0M |
| 毛利率 | — | 42.4% |
| 营业利润率 | 7.5% | -13.6% |
| 净利率 | 5.1% | -14.1% |
| 营收同比 | — | -1.7% |
| 净利润同比 | — | -1246.3% |
| 每股收益（稀释后） | $0.79 | $-0.80 |
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CSTMCTVA
| Q4 25 | $2.2B | $3.9B | ||
| Q3 25 | $2.2B | $2.6B | ||
| Q2 25 | $2.1B | $6.5B | ||
| Q1 25 | $2.0B | $4.4B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | $1.9B | $6.1B | ||
| Q1 24 | — | $4.5B |
净利润CSTMCTVA
| Q4 25 | $112.0M | $-552.0M | ||
| Q3 25 | $88.0M | $-320.0M | ||
| Q2 25 | $36.0M | $1.3B | ||
| Q1 25 | $37.0M | $652.0M | ||
| Q4 24 | — | $-41.0M | ||
| Q3 24 | — | $-524.0M | ||
| Q2 24 | $76.0M | $1.1B | ||
| Q1 24 | — | $419.0M |
毛利率CSTMCTVA
| Q4 25 | — | 42.4% | ||
| Q3 25 | — | 37.2% | ||
| Q2 25 | — | 54.6% | ||
| Q1 25 | — | 47.0% | ||
| Q4 24 | — | 37.3% | ||
| Q3 24 | — | 32.7% | ||
| Q2 24 | — | 52.3% | ||
| Q1 24 | — | 43.2% |
营业利润率CSTMCTVA
| Q4 25 | 7.5% | -13.6% | ||
| Q3 25 | 5.8% | -14.1% | ||
| Q2 25 | 2.7% | 27.9% | ||
| Q1 25 | 3.1% | 17.7% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | -27.2% | ||
| Q2 24 | 5.4% | 21.9% | ||
| Q1 24 | — | 10.7% |
净利率CSTMCTVA
| Q4 25 | 5.1% | -14.1% | ||
| Q3 25 | 4.1% | -12.2% | ||
| Q2 25 | 1.7% | 20.4% | ||
| Q1 25 | 1.9% | 14.8% | ||
| Q4 24 | — | -1.0% | ||
| Q3 24 | — | -22.5% | ||
| Q2 24 | 3.9% | 17.2% | ||
| Q1 24 | — | 9.3% |
每股收益（稀释后）CSTMCTVA
| Q4 25 | $0.79 | $-0.80 | ||
| Q3 25 | $0.62 | $-0.47 | ||
| Q2 25 | $0.25 | $1.92 | ||
| Q1 25 | $0.26 | $0.95 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $-0.76 | ||
| Q2 24 | $0.51 | $1.51 | ||
| Q1 24 | — | $0.60 |
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 | $4.5B |
| 总债务越低越好 | $1.9B | $1.7B |
| 股东权益账面价值 | $952.0M | $24.1B |
| 总资产 | $5.4B | $42.8B |
| 负债/权益比越低杠杆越低 | 2.00× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资CSTMCTVA
| Q4 25 | $120.0M | $4.5B | ||
| Q3 25 | $122.0M | $2.6B | ||
| Q2 25 | $133.0M | $2.1B | ||
| Q1 25 | $118.0M | $2.0B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $2.5B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.7B |
总债务CSTMCTVA
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $1.9B | $1.8B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $2.5B |
股东权益CSTMCTVA
| Q4 25 | $952.0M | $24.1B | ||
| Q3 25 | $845.0M | $25.2B | ||
| Q2 25 | $780.0M | $25.9B | ||
| Q1 25 | $745.0M | $24.3B | ||
| Q4 24 | — | $23.8B | ||
| Q3 24 | — | $24.7B | ||
| Q2 24 | $796.0M | $25.2B | ||
| Q1 24 | — | $24.8B |
总资产CSTMCTVA
| Q4 25 | $5.4B | $42.8B | ||
| Q3 25 | $5.4B | $42.2B | ||
| Q2 25 | $5.4B | $41.8B | ||
| Q1 25 | $5.2B | $42.1B | ||
| Q4 24 | — | $40.8B | ||
| Q3 24 | — | $41.9B | ||
| Q2 24 | — | $41.5B | ||
| Q1 24 | — | $43.6B |
负债/权益比CSTMCTVA
| Q4 25 | 2.00× | 0.07× | ||
| Q3 25 | 2.34× | 0.07× | ||
| Q2 25 | 2.53× | 0.07× | ||
| Q1 25 | 2.56× | 0.07× | ||
| Q4 24 | — | 0.08× | ||
| Q3 24 | — | 0.08× | ||
| Q2 24 | — | 0.10× | ||
| Q1 24 | — | 0.10× |
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 | $4.4B |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $4.2B |
| 自由现金流率自由现金流/营收 | 5.0% | 106.2% |
| 资本支出强度资本支出/营收 | 5.0% | 5.7% |
| 现金转化率经营现金流/净利润 | 1.95× | — |
| 过去12个月自由现金流最近4个季度 | $159.0M | $2.8B |
8季度趋势，按日历期对齐
经营现金流CSTMCTVA
| Q4 25 | $218.0M | $4.4B | ||
| Q3 25 | $99.0M | $193.0M | ||
| Q2 25 | $114.0M | $947.0M | ||
| Q1 25 | $58.0M | $-2.1B | ||
| Q4 24 | — | $4.2B | ||
| Q3 24 | — | $130.0M | ||
| Q2 24 | $138.0M | $451.0M | ||
| Q1 24 | — | $-2.6B |
自由现金流CSTMCTVA
| Q4 25 | $109.0M | $4.2B | ||
| Q3 25 | $24.0M | $36.0M | ||
| Q2 25 | $37.0M | $829.0M | ||
| Q1 25 | $-11.0M | $-2.2B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $-24.0M | ||
| Q2 24 | $54.0M | $337.0M | ||
| Q1 24 | — | $-2.8B |
自由现金流率CSTMCTVA
| Q4 25 | 5.0% | 106.2% | ||
| Q3 25 | 1.1% | 1.4% | ||
| Q2 25 | 1.8% | 12.8% | ||
| Q1 25 | -0.6% | -49.9% | ||
| Q4 24 | — | 100.4% | ||
| Q3 24 | — | -1.0% | ||
| Q2 24 | 2.8% | 5.5% | ||
| Q1 24 | — | -61.4% |
资本支出强度CSTMCTVA
| Q4 25 | 5.0% | 5.7% | ||
| Q3 25 | 3.5% | 6.0% | ||
| Q2 25 | 3.7% | 1.8% | ||
| Q1 25 | 3.5% | 2.1% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 6.6% | ||
| Q2 24 | 4.3% | 1.9% | ||
| Q1 24 | — | 3.3% |
现金转化率CSTMCTVA
| Q4 25 | 1.95× | — | ||
| Q3 25 | 1.13× | — | ||
| Q2 25 | 3.17× | 0.72× | ||
| Q1 25 | 1.57× | -3.23× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.82× | 0.43× | ||
| Q1 24 | — | -6.23× |
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% |
CTVA
| Corn | $1.4B | 35% |
| Herbicides | $1.1B | 27% |
| Insecticides | $488.0M | 12% |
| Fungicides | $272.0M | 7% |
| Biologicals | $191.0M | 5% |
| Soybean | $164.0M | 4% |
| Other | $160.0M | 4% |
| Otheroilseeds | $94.0M | 2% |
