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CONSTELLIUM SE（CSTM）与DoorDash（DASH）财务数据对比。点击上方公司名可切换其他公司
DoorDash的季度营收约是CONSTELLIUM SE的1.8倍（$4.0B vs $2.2B），DoorDash净利率更高（7.1% vs 5.1%，领先2.0%），DoorDash自由现金流更多（$355.0M 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。
DoorDash是美国头部在线订餐及配送平台，也是美国规模最大的外卖配送服务商，占据当地外卖配送市场56%的份额，便民配送品类市场占比更是高达60%。截至2020年12月31日，平台合作商户超45万家，服务消费者超2000万，注册配送员数量突破100万。
CSTM vs DASH — 直观对比
营收规模更大
DASH
是对方的1.8倍
$2.2B
净利率更高
DASH
高出2.0%
5.1%
自由现金流更多
DASH
多$246.0M
$109.0M
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $4.0B |
| 净利润 | $112.0M | $285.0M |
| 毛利率 | — | 39.8% |
| 营业利润率 | 7.5% | 3.7% |
| 净利率 | 5.1% | 7.1% |
| 营收同比 | — | 8.3% |
| 净利润同比 | — | 47.7% |
| 每股收益（稀释后） | $0.79 | $0.42 |
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CSTMDASH
| Q1 26 | — | $4.0B | ||
| Q4 25 | $2.2B | $4.0B | ||
| Q3 25 | $2.2B | $3.4B | ||
| Q2 25 | $2.1B | $3.3B | ||
| Q1 25 | $2.0B | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | $1.9B | $2.6B |
净利润CSTMDASH
| Q1 26 | — | $285.0M | ||
| Q4 25 | $112.0M | $213.0M | ||
| Q3 25 | $88.0M | $244.0M | ||
| Q2 25 | $36.0M | $285.0M | ||
| Q1 25 | $37.0M | $193.0M | ||
| Q4 24 | — | $141.0M | ||
| Q3 24 | — | $162.0M | ||
| Q2 24 | $76.0M | $-157.0M |
毛利率CSTMDASH
| Q1 26 | — | 39.8% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率CSTMDASH
| Q1 26 | — | 3.7% | ||
| Q4 25 | 7.5% | 3.7% | ||
| Q3 25 | 5.8% | 7.5% | ||
| Q2 25 | 2.7% | 5.0% | ||
| Q1 25 | 3.1% | 5.1% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | 5.4% | -7.6% |
净利率CSTMDASH
| Q1 26 | — | 7.1% | ||
| Q4 25 | 5.1% | 5.4% | ||
| Q3 25 | 4.1% | 7.1% | ||
| Q2 25 | 1.7% | 8.7% | ||
| Q1 25 | 1.9% | 6.4% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | 3.9% | -6.0% |
每股收益（稀释后）CSTMDASH
| Q1 26 | — | $0.42 | ||
| Q4 25 | $0.79 | $0.49 | ||
| Q3 25 | $0.62 | $0.55 | ||
| Q2 25 | $0.25 | $0.65 | ||
| Q1 25 | $0.26 | $0.44 | ||
| Q4 24 | — | $0.35 | ||
| Q3 24 | — | $0.38 | ||
| Q2 24 | $0.51 | $-0.38 |
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 | $5.5B |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $952.0M | $10.2B |
| 总资产 | $5.4B | $19.7B |
| 负债/权益比越低杠杆越低 | 2.00× | — |
8季度趋势，按日历期对齐
现金及短期投资CSTMDASH
| Q1 26 | — | $5.5B | ||
| Q4 25 | $120.0M | $4.4B | ||
| Q3 25 | $122.0M | $3.3B | ||
| Q2 25 | $133.0M | $3.9B | ||
| Q1 25 | $118.0M | $4.5B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $3.7B | ||
| Q2 24 | — | $3.4B |
总债务CSTMDASH
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CSTMDASH
| Q1 26 | — | $10.2B | ||
| Q4 25 | $952.0M | $10.0B | ||
| Q3 25 | $845.0M | $9.5B | ||
| Q2 25 | $780.0M | $8.9B | ||
| Q1 25 | $745.0M | $8.4B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | $796.0M | $7.2B |
总资产CSTMDASH
| Q1 26 | — | $19.7B | ||
| Q4 25 | $5.4B | $19.7B | ||
| Q3 25 | $5.4B | $18.0B | ||
| Q2 25 | $5.4B | $16.9B | ||
| Q1 25 | $5.2B | $13.6B | ||
| Q4 24 | — | $12.8B | ||
| Q3 24 | — | $12.3B | ||
| Q2 24 | — | $11.8B |
负债/权益比CSTMDASH
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $504.0M |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $355.0M |
| 自由现金流率自由现金流/营收 | 5.0% | 8.8% |
| 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× | 1.77× |
| 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CSTMDASH
| Q1 26 | — | $504.0M | ||
| Q4 25 | $218.0M | $421.0M | ||
| Q3 25 | $99.0M | $871.0M | ||
| Q2 25 | $114.0M | $504.0M | ||
| Q1 25 | $58.0M | $635.0M | ||
| Q4 24 | — | $518.0M | ||
| Q3 24 | — | $531.0M | ||
| Q2 24 | $138.0M | $530.0M |
自由现金流CSTMDASH
| Q1 26 | — | $355.0M | ||
| Q4 25 | $109.0M | $367.0M | ||
| Q3 25 | $24.0M | $808.0M | ||
| Q2 25 | $37.0M | $438.0M | ||
| Q1 25 | $-11.0M | $561.0M | ||
| Q4 24 | — | $486.0M | ||
| Q3 24 | — | $499.0M | ||
| Q2 24 | $54.0M | $507.0M |
自由现金流率CSTMDASH
| Q1 26 | — | 8.8% | ||
| Q4 25 | 5.0% | 9.3% | ||
| Q3 25 | 1.1% | 23.4% | ||
| Q2 25 | 1.8% | 13.3% | ||
| Q1 25 | -0.6% | 18.5% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 18.4% | ||
| Q2 24 | 2.8% | 19.3% |
资本支出强度CSTMDASH
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 1.4% | ||
| Q3 25 | 3.5% | 1.8% | ||
| Q2 25 | 3.7% | 2.0% | ||
| Q1 25 | 3.5% | 2.4% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | 4.3% | 0.9% |
现金转化率CSTMDASH
| Q1 26 | — | 1.77× | ||
| Q4 25 | 1.95× | 1.98× | ||
| Q3 25 | 1.13× | 3.57× | ||
| Q2 25 | 3.17× | 1.77× | ||
| Q1 25 | 1.57× | 3.29× | ||
| Q4 24 | — | 3.67× | ||
| Q3 24 | — | 3.28× | ||
| Q2 24 | 1.82× | — |
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% |
DASH
暂无分部数据
