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CONSTELLIUM SE（CSTM）与First American Financial Corp（FAF）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First American Financial Corp的1.1倍（$2.2B vs $2.0B），First American Financial Corp净利率更高（10.3% vs 5.1%，领先5.2%），First American Financial Corp自由现金流更多（$324.5M 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。
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
CSTM vs FAF — 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
FAF
高出5.2%
5.1%
自由现金流更多
FAF
多$215.5M
$109.0M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.0B |
| 净利润 | $112.0M | $211.9M |
| 毛利率 | — | — |
| 营业利润率 | 7.5% | 14.0% |
| 净利率 | 5.1% | 10.3% |
| 营收同比 | — | 21.6% |
| 净利润同比 | — | 192.7% |
| 每股收益（稀释后） | $0.79 | $2.04 |
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CSTMFAF
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.2B | $2.0B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $1.9B | $1.6B | ||
| Q1 24 | — | $1.4B |
净利润CSTMFAF
| Q4 25 | $112.0M | $211.9M | ||
| Q3 25 | $88.0M | $189.6M | ||
| Q2 25 | $36.0M | $146.1M | ||
| Q1 25 | $37.0M | $74.2M | ||
| Q4 24 | — | $72.4M | ||
| Q3 24 | — | $-104.0M | ||
| Q2 24 | $76.0M | $116.0M | ||
| Q1 24 | — | $46.7M |
营业利润率CSTMFAF
| Q4 25 | 7.5% | 14.0% | ||
| Q3 25 | 5.8% | 12.5% | ||
| Q2 25 | 2.7% | 10.6% | ||
| Q1 25 | 3.1% | 6.1% | ||
| Q4 24 | — | 5.9% | ||
| Q3 24 | — | -10.3% | ||
| Q2 24 | 5.4% | 9.4% | ||
| Q1 24 | — | 4.1% |
净利率CSTMFAF
| Q4 25 | 5.1% | 10.3% | ||
| Q3 25 | 4.1% | 9.6% | ||
| Q2 25 | 1.7% | 7.9% | ||
| Q1 25 | 1.9% | 4.7% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | -7.4% | ||
| Q2 24 | 3.9% | 7.2% | ||
| Q1 24 | — | 3.3% |
每股收益（稀释后）CSTMFAF
| Q4 25 | $0.79 | $2.04 | ||
| Q3 25 | $0.62 | $1.84 | ||
| Q2 25 | $0.25 | $1.41 | ||
| Q1 25 | $0.26 | $0.71 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $-1.00 | ||
| Q2 24 | $0.51 | $1.11 | ||
| Q1 24 | — | $0.45 |
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 | $1.4B |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $952.0M | $5.5B |
| 总资产 | $5.4B | $16.2B |
| 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CSTMFAF
| Q4 25 | $120.0M | $1.4B | ||
| Q3 25 | $122.0M | $2.9B | ||
| Q2 25 | $133.0M | $2.0B | ||
| Q1 25 | $118.0M | $2.0B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.5B |
总债务CSTMFAF
| 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CSTMFAF
| Q4 25 | $952.0M | $5.5B | ||
| Q3 25 | $845.0M | $5.3B | ||
| Q2 25 | $780.0M | $5.1B | ||
| Q1 25 | $745.0M | $5.0B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | $796.0M | $4.8B | ||
| Q1 24 | — | $4.8B |
总资产CSTMFAF
| Q4 25 | $5.4B | $16.2B | ||
| Q3 25 | $5.4B | $17.6B | ||
| Q2 25 | $5.4B | $16.3B | ||
| Q1 25 | $5.2B | $15.5B | ||
| Q4 24 | — | $14.9B | ||
| Q3 24 | — | $16.6B | ||
| Q2 24 | — | $15.2B | ||
| Q1 24 | — | $14.7B |
负债/权益比CSTMFAF
| 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 | $369.3M |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $324.5M |
| 自由现金流率自由现金流/营收 | 5.0% | 15.8% |
| 资本支出强度资本支出/营收 | 5.0% | 2.2% |
| 现金转化率经营现金流/净利润 | 1.95× | 1.74× |
| 过去12个月自由现金流最近4个季度 | $159.0M | $762.5M |
8季度趋势，按日历期对齐
经营现金流CSTMFAF
| Q4 25 | $218.0M | $369.3M | ||
| Q3 25 | $99.0M | $272.5M | ||
| Q2 25 | $114.0M | $361.8M | ||
| Q1 25 | $58.0M | $-52.8M | ||
| Q4 24 | — | $324.6M | ||
| Q3 24 | — | $236.9M | ||
| Q2 24 | $138.0M | $266.7M | ||
| Q1 24 | — | $69.3M |
自由现金流CSTMFAF
| Q4 25 | $109.0M | $324.5M | ||
| Q3 25 | $24.0M | $223.1M | ||
| Q2 25 | $37.0M | $309.4M | ||
| Q1 25 | $-11.0M | $-94.5M | ||
| Q4 24 | — | $266.2M | ||
| Q3 24 | — | $185.4M | ||
| Q2 24 | $54.0M | $210.0M | ||
| Q1 24 | — | $17.6M |
自由现金流率CSTMFAF
| Q4 25 | 5.0% | 15.8% | ||
| Q3 25 | 1.1% | 11.3% | ||
| Q2 25 | 1.8% | 16.8% | ||
| Q1 25 | -0.6% | -6.0% | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | 2.8% | 13.0% | ||
| Q1 24 | — | 1.2% |
资本支出强度CSTMFAF
| Q4 25 | 5.0% | 2.2% | ||
| Q3 25 | 3.5% | 2.5% | ||
| Q2 25 | 3.7% | 2.8% | ||
| Q1 25 | 3.5% | 2.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | 4.3% | 3.5% | ||
| Q1 24 | — | 3.6% |
现金转化率CSTMFAF
| Q4 25 | 1.95× | 1.74× | ||
| Q3 25 | 1.13× | 1.44× | ||
| Q2 25 | 3.17× | 2.48× | ||
| Q1 25 | 1.57× | -0.71× | ||
| Q4 24 | — | 4.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.82× | 2.30× | ||
| Q1 24 | — | 1.48× |
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% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
