vs
CONSTELLIUM SE（CSTM）与Fabrinet（FN）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Fabrinet的1.9倍（$2.2B vs $1.1B），Fabrinet净利率更高（9.9% vs 5.1%，领先4.9%），CONSTELLIUM SE自由现金流更多（$109.0M vs $-5.3M）
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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
CSTM vs FN — 直观对比
营收规模更大
CSTM
是对方的1.9倍
$1.1B
净利率更高
FN
高出4.9%
5.1%
自由现金流更多
CSTM
多$114.3M
$-5.3M
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.1B |
| 净利润 | $112.0M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 7.5% | 10.1% |
| 净利率 | 5.1% | 9.9% |
| 营收同比 | — | 35.9% |
| 净利润同比 | — | 30.0% |
| 每股收益（稀释后） | $0.79 | $3.11 |
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CSTMFN
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.2B | $978.1M | ||
| Q2 25 | $2.1B | $909.7M | ||
| Q1 25 | $2.0B | $871.8M | ||
| Q4 24 | — | $833.6M | ||
| Q3 24 | — | $804.2M | ||
| Q2 24 | $1.9B | $753.3M | ||
| Q1 24 | — | $731.5M |
净利润CSTMFN
| Q4 25 | $112.0M | $112.6M | ||
| Q3 25 | $88.0M | $95.9M | ||
| Q2 25 | $36.0M | $87.2M | ||
| Q1 25 | $37.0M | $81.3M | ||
| Q4 24 | — | $86.6M | ||
| Q3 24 | — | $77.4M | ||
| Q2 24 | $76.0M | $81.1M | ||
| Q1 24 | — | $80.9M |
毛利率CSTMFN
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 12.4% |
营业利润率CSTMFN
| Q4 25 | 7.5% | 10.1% | ||
| Q3 25 | 5.8% | 9.6% | ||
| Q2 25 | 2.7% | 9.8% | ||
| Q1 25 | 3.1% | 9.0% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | 5.4% | 9.7% | ||
| Q1 24 | — | 9.7% |
净利率CSTMFN
| Q4 25 | 5.1% | 9.9% | ||
| Q3 25 | 4.1% | 9.8% | ||
| Q2 25 | 1.7% | 9.6% | ||
| Q1 25 | 1.9% | 9.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | 3.9% | 10.8% | ||
| Q1 24 | — | 11.1% |
每股收益（稀释后）CSTMFN
| Q4 25 | $0.79 | $3.11 | ||
| Q3 25 | $0.62 | $2.66 | ||
| Q2 25 | $0.25 | $2.41 | ||
| Q1 25 | $0.26 | $2.25 | ||
| Q4 24 | — | $2.38 | ||
| Q3 24 | — | $2.13 | ||
| Q2 24 | $0.51 | $2.22 | ||
| Q1 24 | — | $2.21 |
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 | $960.8M |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $952.0M | $2.2B |
| 总资产 | $5.4B | $3.3B |
| 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CSTMFN
| Q4 25 | $120.0M | $960.8M | ||
| Q3 25 | $122.0M | $968.8M | ||
| Q2 25 | $133.0M | $934.2M | ||
| Q1 25 | $118.0M | $950.7M | ||
| Q4 24 | — | $934.6M | ||
| Q3 24 | — | $908.9M | ||
| Q2 24 | — | $858.6M | ||
| Q1 24 | — | $794.0M |
总债务CSTMFN
| 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CSTMFN
| Q4 25 | $952.0M | $2.2B | ||
| Q3 25 | $845.0M | $2.1B | ||
| Q2 25 | $780.0M | $2.0B | ||
| Q1 25 | $745.0M | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $796.0M | $1.7B | ||
| Q1 24 | — | $1.7B |
总资产CSTMFN
| Q4 25 | $5.4B | $3.3B | ||
| Q3 25 | $5.4B | $3.0B | ||
| Q2 25 | $5.4B | $2.8B | ||
| Q1 25 | $5.2B | $2.6B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | — | $2.2B |
负债/权益比CSTMFN
| 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 | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $-5.3M |
| 自由现金流率自由现金流/营收 | 5.0% | -0.5% |
| 资本支出强度资本支出/营收 | 5.0% | 4.6% |
| 现金转化率经营现金流/净利润 | 1.95× | 0.41× |
| 过去12个月自由现金流最近4个季度 | $159.0M | $102.3M |
8季度趋势，按日历期对齐
经营现金流CSTMFN
| Q4 25 | $218.0M | $46.3M | ||
| Q3 25 | $99.0M | $102.6M | ||
| Q2 25 | $114.0M | $55.1M | ||
| Q1 25 | $58.0M | $74.2M | ||
| Q4 24 | — | $115.9M | ||
| Q3 24 | — | $83.2M | ||
| Q2 24 | $138.0M | $83.1M | ||
| Q1 24 | — | $100.9M |
自由现金流CSTMFN
| Q4 25 | $109.0M | $-5.3M | ||
| Q3 25 | $24.0M | $57.3M | ||
| Q2 25 | $37.0M | $4.7M | ||
| Q1 25 | $-11.0M | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | $54.0M | $70.4M | ||
| Q1 24 | — | $87.3M |
自由现金流率CSTMFN
| Q4 25 | 5.0% | -0.5% | ||
| Q3 25 | 1.1% | 5.9% | ||
| Q2 25 | 1.8% | 0.5% | ||
| Q1 25 | -0.6% | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | 2.8% | 9.3% | ||
| Q1 24 | — | 11.9% |
资本支出强度CSTMFN
| Q4 25 | 5.0% | 4.6% | ||
| Q3 25 | 3.5% | 4.6% | ||
| Q2 25 | 3.7% | 5.5% | ||
| Q1 25 | 3.5% | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | 4.3% | 1.7% | ||
| Q1 24 | — | 1.9% |
现金转化率CSTMFN
| Q4 25 | 1.95× | 0.41× | ||
| Q3 25 | 1.13× | 1.07× | ||
| Q2 25 | 3.17× | 0.63× | ||
| Q1 25 | 1.57× | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | 1.82× | 1.02× | ||
| Q1 24 | — | 1.25× |
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
