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CONSTELLIUM SE（CSTM）与Dream Finders Homes, Inc.（DFH）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Dream Finders Homes, Inc.的1.8倍（$2.2B vs $1.2B），CONSTELLIUM SE净利率更高（5.1% vs 4.8%，领先0.2%），Dream Finders Homes, Inc.自由现金流更多（$136.0M 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。
美国住宅建筑商Dream Finders Homes主要建造并销售独栋住宅、联排别墅等覆盖入门级到高端档次的居住物业，业务布局美国多个高速增长区域，同时为购房者提供按揭融资、产权保险、房屋保修等配套服务，覆盖各类客户群体。
CSTM vs DFH — 直观对比
营收规模更大
CSTM
是对方的1.8倍
$1.2B
净利率更高
CSTM
高出0.2%
4.8%
自由现金流更多
DFH
多$27.0M
$109.0M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.2B |
| 净利润 | $112.0M | $58.8M |
| 毛利率 | — | — |
| 营业利润率 | 7.5% | 6.4% |
| 净利率 | 5.1% | 4.8% |
| 营收同比 | — | -22.3% |
| 净利润同比 | — | -54.9% |
| 每股收益（稀释后） | $0.79 | $0.57 |
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CSTMDFH
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $969.8M | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.0B | $989.9M | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | — | $827.8M |
净利润CSTMDFH
| Q4 25 | $112.0M | $58.8M | ||
| Q3 25 | $88.0M | $47.0M | ||
| Q2 25 | $36.0M | $56.6M | ||
| Q1 25 | $37.0M | $54.9M | ||
| Q4 24 | — | $130.5M | ||
| Q3 24 | — | $70.7M | ||
| Q2 24 | $76.0M | $80.9M | ||
| Q1 24 | — | $54.5M |
毛利率CSTMDFH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 18.0% |
营业利润率CSTMDFH
| Q4 25 | 7.5% | 6.4% | ||
| Q3 25 | 5.8% | 6.3% | ||
| Q2 25 | 2.7% | 6.4% | ||
| Q1 25 | 3.1% | 7.2% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | 5.4% | 10.0% | ||
| Q1 24 | — | 8.6% |
净利率CSTMDFH
| Q4 25 | 5.1% | 4.8% | ||
| Q3 25 | 4.1% | 4.8% | ||
| Q2 25 | 1.7% | 4.9% | ||
| Q1 25 | 1.9% | 5.5% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | 3.9% | 7.7% | ||
| Q1 24 | — | 6.6% |
每股收益（稀释后）CSTMDFH
| Q4 25 | $0.79 | $0.57 | ||
| Q3 25 | $0.62 | $0.47 | ||
| Q2 25 | $0.25 | $0.56 | ||
| Q1 25 | $0.26 | $0.54 | ||
| Q4 24 | — | $1.28 | ||
| Q3 24 | — | $0.70 | ||
| Q2 24 | $0.51 | $0.81 | ||
| Q1 24 | — | $0.55 |
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 | $234.8M |
| 总债务越低越好 | $1.9B | $1.6B |
| 股东权益账面价值 | $952.0M | $1.4B |
| 总资产 | $5.4B | $3.7B |
| 负债/权益比越低杠杆越低 | 2.00× | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资CSTMDFH
| Q4 25 | $120.0M | $234.8M | ||
| Q3 25 | $122.0M | $251.0M | ||
| Q2 25 | $133.0M | $210.3M | ||
| Q1 25 | $118.0M | $297.5M | ||
| Q4 24 | — | $274.4M | ||
| Q3 24 | — | $204.9M | ||
| Q2 24 | — | $274.8M | ||
| Q1 24 | — | $239.4M |
总债务CSTMDFH
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CSTMDFH
| Q4 25 | $952.0M | $1.4B | ||
| Q3 25 | $845.0M | $1.4B | ||
| Q2 25 | $780.0M | $1.3B | ||
| Q1 25 | $745.0M | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $796.0M | $1.0B | ||
| Q1 24 | — | $968.7M |
总资产CSTMDFH
| Q4 25 | $5.4B | $3.7B | ||
| Q3 25 | $5.4B | $3.8B | ||
| Q2 25 | $5.4B | $3.7B | ||
| Q1 25 | $5.2B | $3.5B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.3B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $2.7B |
负债/权益比CSTMDFH
| Q4 25 | 2.00× | 1.13× | ||
| Q3 25 | 2.34× | 1.29× | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | 1.03× | ||
| 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 | $143.6M |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $136.0M |
| 自由现金流率自由现金流/营收 | 5.0% | 11.2% |
| 资本支出强度资本支出/营收 | 5.0% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.95× | 2.44× |
| 过去12个月自由现金流最近4个季度 | $159.0M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流CSTMDFH
| Q4 25 | $218.0M | $143.6M | ||
| Q3 25 | $99.0M | $-131.0M | ||
| Q2 25 | $114.0M | $-68.5M | ||
| Q1 25 | $58.0M | $-44.7M | ||
| Q4 24 | — | $306.5M | ||
| Q3 24 | — | $-205.0M | ||
| Q2 24 | $138.0M | $-110.6M | ||
| Q1 24 | — | $-247.5M |
自由现金流CSTMDFH
| Q4 25 | $109.0M | $136.0M | ||
| Q3 25 | $24.0M | $-135.7M | ||
| Q2 25 | $37.0M | $-78.8M | ||
| Q1 25 | $-11.0M | $-47.9M | ||
| Q4 24 | — | $302.6M | ||
| Q3 24 | — | $-222.5M | ||
| Q2 24 | $54.0M | $-112.4M | ||
| Q1 24 | — | $-249.6M |
自由现金流率CSTMDFH
| Q4 25 | 5.0% | 11.2% | ||
| Q3 25 | 1.1% | -14.0% | ||
| Q2 25 | 1.8% | -6.8% | ||
| Q1 25 | -0.6% | -4.8% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | -22.1% | ||
| Q2 24 | 2.8% | -10.6% | ||
| Q1 24 | — | -30.2% |
资本支出强度CSTMDFH
| Q4 25 | 5.0% | 0.6% | ||
| Q3 25 | 3.5% | 0.5% | ||
| Q2 25 | 3.7% | 0.9% | ||
| Q1 25 | 3.5% | 0.3% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | 4.3% | 0.2% | ||
| Q1 24 | — | 0.3% |
现金转化率CSTMDFH
| Q4 25 | 1.95× | 2.44× | ||
| Q3 25 | 1.13× | -2.79× | ||
| Q2 25 | 3.17× | -1.21× | ||
| Q1 25 | 1.57× | -0.81× | ||
| Q4 24 | — | 2.35× | ||
| Q3 24 | — | -2.90× | ||
| Q2 24 | 1.82× | -1.37× | ||
| Q1 24 | — | -4.54× |
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% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
