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CONSTELLIUM SE（CSTM）与Deckers Brands（DECK）财务数据对比。点击上方公司名可切换其他公司
CONSTELLIUM SE的季度营收约是Deckers Brands的1.1倍（$2.2B vs $2.0B），Deckers Brands净利率更高（24.6% vs 5.1%，领先19.5%），Deckers Brands自由现金流更多（$1.0B 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。
Deckers Brands是1973年成立的美国鞋履设计与分销企业，总部位于加利福尼亚州戈利塔，由道格·奥托与卡尔·F·洛普克共同创立。公司旗下拥有UGG、Teva、Hoka等全球知名鞋履品牌，产品覆盖休闲、户外等多个领域，销往世界多地。
CSTM vs DECK — 直观对比
营收规模更大
CSTM
是对方的1.1倍
$2.0B
净利率更高
DECK
高出19.5%
5.1%
自由现金流更多
DECK
多$911.3M
$109.0M
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.0B |
| 净利润 | $112.0M | $481.1M |
| 毛利率 | — | 59.8% |
| 营业利润率 | 7.5% | 31.4% |
| 净利率 | 5.1% | 24.6% |
| 营收同比 | — | 7.1% |
| 净利润同比 | — | 5.3% |
| 每股收益（稀释后） | $0.79 | $3.33 |
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CSTMDECK
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.1B | $964.5M | ||
| Q1 25 | $2.0B | $1.0B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $1.9B | $825.3M | ||
| Q1 24 | — | $959.8M |
净利润CSTMDECK
| Q4 25 | $112.0M | $481.1M | ||
| Q3 25 | $88.0M | $268.2M | ||
| Q2 25 | $36.0M | $139.2M | ||
| Q1 25 | $37.0M | $151.4M | ||
| Q4 24 | — | $456.7M | ||
| Q3 24 | — | $242.3M | ||
| Q2 24 | $76.0M | $115.6M | ||
| Q1 24 | — | $127.5M |
毛利率CSTMDECK
| Q4 25 | — | 59.8% | ||
| Q3 25 | — | 56.2% | ||
| Q2 25 | — | 55.8% | ||
| Q1 25 | — | 56.7% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 55.9% | ||
| Q2 24 | — | 56.9% | ||
| Q1 24 | — | 56.2% |
营业利润率CSTMDECK
| Q4 25 | 7.5% | 31.4% | ||
| Q3 25 | 5.8% | 22.8% | ||
| Q2 25 | 2.7% | 17.1% | ||
| Q1 25 | 3.1% | 17.0% | ||
| Q4 24 | — | 31.0% | ||
| Q3 24 | — | 23.3% | ||
| Q2 24 | 5.4% | 16.1% | ||
| Q1 24 | — | 15.0% |
净利率CSTMDECK
| Q4 25 | 5.1% | 24.6% | ||
| Q3 25 | 4.1% | 18.7% | ||
| Q2 25 | 1.7% | 14.4% | ||
| Q1 25 | 1.9% | 14.8% | ||
| Q4 24 | — | 25.0% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | 3.9% | 14.0% | ||
| Q1 24 | — | 13.3% |
每股收益（稀释后）CSTMDECK
| Q4 25 | $0.79 | $3.33 | ||
| Q3 25 | $0.62 | $1.82 | ||
| Q2 25 | $0.25 | $0.93 | ||
| Q1 25 | $0.26 | $-2.78 | ||
| Q4 24 | — | $3.00 | ||
| Q3 24 | — | $1.59 | ||
| Q2 24 | $0.51 | $4.52 | ||
| Q1 24 | — | $4.82 |
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 | $2.1B |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $952.0M | $2.6B |
| 总资产 | $5.4B | $4.1B |
| 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CSTMDECK
| Q4 25 | $120.0M | $2.1B | ||
| Q3 25 | $122.0M | $1.4B | ||
| Q2 25 | $133.0M | $1.7B | ||
| Q1 25 | $118.0M | $1.9B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.5B |
总债务CSTMDECK
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CSTMDECK
| Q4 25 | $952.0M | $2.6B | ||
| Q3 25 | $845.0M | $2.5B | ||
| Q2 25 | $780.0M | $2.5B | ||
| Q1 25 | $745.0M | $2.5B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $796.0M | $2.1B | ||
| Q1 24 | — | $2.1B |
总资产CSTMDECK
| Q4 25 | $5.4B | $4.1B | ||
| Q3 25 | $5.4B | $3.8B | ||
| Q2 25 | $5.4B | $3.8B | ||
| Q1 25 | $5.2B | $3.6B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.3B | ||
| Q1 24 | — | $3.1B |
负债/权益比CSTMDECK
| Q4 25 | 2.00× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $1.0B |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $1.0B |
| 自由现金流率自由现金流/营收 | 5.0% | 52.1% |
| 资本支出强度资本支出/营收 | 5.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.95× | 2.17× |
| 过去12个月自由现金流最近4个季度 | $159.0M | $929.1M |
8季度趋势，按日历期对齐
经营现金流CSTMDECK
| Q4 25 | $218.0M | $1.0B | ||
| Q3 25 | $99.0M | $8.1M | ||
| Q2 25 | $114.0M | $36.1M | ||
| Q1 25 | $58.0M | $-73.0M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $-90.5M | ||
| Q2 24 | $138.0M | $112.7M | ||
| Q1 24 | — | $-28.7M |
自由现金流CSTMDECK
| Q4 25 | $109.0M | $1.0B | ||
| Q3 25 | $24.0M | $-13.9M | ||
| Q2 25 | $37.0M | $12.2M | ||
| Q1 25 | $-11.0M | $-89.4M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $-113.4M | ||
| Q2 24 | $54.0M | $90.1M | ||
| Q1 24 | — | $-44.0M |
自由现金流率CSTMDECK
| Q4 25 | 5.0% | 52.1% | ||
| Q3 25 | 1.1% | -1.0% | ||
| Q2 25 | 1.8% | 1.3% | ||
| Q1 25 | -0.6% | -8.8% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | -8.6% | ||
| Q2 24 | 2.8% | 10.9% | ||
| Q1 24 | — | -4.6% |
资本支出强度CSTMDECK
| Q4 25 | 5.0% | 1.1% | ||
| Q3 25 | 3.5% | 1.5% | ||
| Q2 25 | 3.7% | 2.5% | ||
| Q1 25 | 3.5% | 1.6% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | 4.3% | 2.7% | ||
| Q1 24 | — | 1.6% |
现金转化率CSTMDECK
| Q4 25 | 1.95× | 2.17× | ||
| Q3 25 | 1.13× | 0.03× | ||
| Q2 25 | 3.17× | 0.26× | ||
| Q1 25 | 1.57× | -0.48× | ||
| Q4 24 | — | 2.40× | ||
| Q3 24 | — | -0.37× | ||
| Q2 24 | 1.82× | 0.97× | ||
| Q1 24 | — | -0.22× |
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% |
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |
