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CONSTELLIUM SE（CSTM）与Globe Life（GL）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Globe Life的1.4倍（$2.2B vs $1.5B），Globe Life净利率更高（17.5% vs 5.1%，领先12.4%），Globe Life自由现金流更多（$330.1M 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。
Globe Life Inc.（股票代码：GL）是总部位于美国得克萨斯州麦金尼的金融服务控股公司，在纽约证券交易所上市，通过旗下全资子公司开展业务，主营人寿保险、年金产品及补充健康保险产品。
CSTM vs GL — 直观对比
营收规模更大
CSTM
是对方的1.4倍
$1.5B
净利率更高
GL
高出12.4%
5.1%
自由现金流更多
GL
多$221.1M
$109.0M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.5B |
| 净利润 | $112.0M | $266.1M |
| 毛利率 | — | — |
| 营业利润率 | 7.5% | 21.7% |
| 净利率 | 5.1% | 17.5% |
| 营收同比 | — | 3.6% |
| 净利润同比 | — | 4.3% |
| 每股收益（稀释后） | $0.79 | $3.28 |
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CSTMGL
| Q4 25 | $2.2B | $1.5B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $1.9B | $1.4B | ||
| Q1 24 | — | $1.4B |
净利润CSTMGL
| Q4 25 | $112.0M | $266.1M | ||
| Q3 25 | $88.0M | $387.8M | ||
| Q2 25 | $36.0M | $252.7M | ||
| Q1 25 | $37.0M | $254.6M | ||
| Q4 24 | — | $255.2M | ||
| Q3 24 | — | $303.0M | ||
| Q2 24 | $76.0M | $258.4M | ||
| Q1 24 | — | $254.2M |
毛利率CSTMGL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 26.1% | ||
| Q2 24 | — | 23.3% | ||
| Q1 24 | — | 23.1% |
营业利润率CSTMGL
| Q4 25 | 7.5% | 21.7% | ||
| Q3 25 | 5.8% | 31.5% | ||
| Q2 25 | 2.7% | 21.2% | ||
| Q1 25 | 3.1% | 21.4% | ||
| Q4 24 | — | 21.3% | ||
| Q3 24 | — | 26.3% | ||
| Q2 24 | 5.4% | 23.5% | ||
| Q1 24 | — | 23.1% |
净利率CSTMGL
| Q4 25 | 5.1% | 17.5% | ||
| Q3 25 | 4.1% | 25.6% | ||
| Q2 25 | 1.7% | 17.1% | ||
| Q1 25 | 1.9% | 17.2% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 20.8% | ||
| Q2 24 | 3.9% | 17.9% | ||
| Q1 24 | — | 18.0% |
每股收益（稀释后）CSTMGL
| Q4 25 | $0.79 | $3.28 | ||
| Q3 25 | $0.62 | $4.73 | ||
| Q2 25 | $0.25 | $3.05 | ||
| Q1 25 | $0.26 | $3.01 | ||
| Q4 24 | — | $3.00 | ||
| Q3 24 | — | $3.44 | ||
| Q2 24 | $0.51 | $2.83 | ||
| Q1 24 | — | $2.67 |
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 | $314.7M |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $952.0M | $6.0B |
| 总资产 | $5.4B | $30.8B |
| 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CSTMGL
| Q4 25 | $120.0M | $314.7M | ||
| Q3 25 | $122.0M | $62.8M | ||
| Q2 25 | $133.0M | $116.7M | ||
| Q1 25 | $118.0M | $134.1M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $100.5M | ||
| Q2 24 | — | $100.6M | ||
| Q1 24 | — | $58.4M |
总债务CSTMGL
| 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CSTMGL
| Q4 25 | $952.0M | $6.0B | ||
| Q3 25 | $845.0M | $5.7B | ||
| Q2 25 | $780.0M | $5.4B | ||
| Q1 25 | $745.0M | $5.4B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $796.0M | $5.2B | ||
| Q1 24 | — | $5.0B |
总资产CSTMGL
| Q4 25 | $5.4B | $30.8B | ||
| Q3 25 | $5.4B | $30.5B | ||
| Q2 25 | $5.4B | $29.8B | ||
| Q1 25 | $5.2B | $29.7B | ||
| Q4 24 | — | $29.1B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $28.3B | ||
| Q1 24 | — | $28.6B |
负债/权益比CSTMGL
| 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 | $350.6M |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $330.1M |
| 自由现金流率自由现金流/营收 | 5.0% | 21.7% |
| 资本支出强度资本支出/营收 | 5.0% | 1.3% |
| 现金转化率经营现金流/净利润 | 1.95× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $159.0M | $1.3B |
8季度趋势，按日历期对齐
经营现金流CSTMGL
| Q4 25 | $218.0M | $350.6M | ||
| Q3 25 | $99.0M | $306.0M | ||
| Q2 25 | $114.0M | $307.9M | ||
| Q1 25 | $58.0M | $431.9M | ||
| Q4 24 | — | $336.9M | ||
| Q3 24 | — | $340.6M | ||
| Q2 24 | $138.0M | $374.1M | ||
| Q1 24 | — | $350.8M |
自由现金流CSTMGL
| Q4 25 | $109.0M | $330.1M | ||
| Q3 25 | $24.0M | $208.7M | ||
| Q2 25 | $37.0M | $295.0M | ||
| Q1 25 | $-11.0M | $420.1M | ||
| Q4 24 | — | $321.9M | ||
| Q3 24 | — | $311.3M | ||
| Q2 24 | $54.0M | $356.5M | ||
| Q1 24 | — | $341.7M |
自由现金流率CSTMGL
| Q4 25 | 5.0% | 21.7% | ||
| Q3 25 | 1.1% | 13.8% | ||
| Q2 25 | 1.8% | 19.9% | ||
| Q1 25 | -0.6% | 28.4% | ||
| Q4 24 | — | 22.0% | ||
| Q3 24 | — | 21.4% | ||
| Q2 24 | 2.8% | 24.8% | ||
| Q1 24 | — | 24.1% |
资本支出强度CSTMGL
| Q4 25 | 5.0% | 1.3% | ||
| Q3 25 | 3.5% | 6.4% | ||
| Q2 25 | 3.7% | 0.9% | ||
| Q1 25 | 3.5% | 0.8% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | 4.3% | 1.2% | ||
| Q1 24 | — | 0.6% |
现金转化率CSTMGL
| Q4 25 | 1.95× | 1.32× | ||
| Q3 25 | 1.13× | 0.79× | ||
| Q2 25 | 3.17× | 1.22× | ||
| Q1 25 | 1.57× | 1.70× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | 1.82× | 1.45× | ||
| Q1 24 | — | 1.38× |
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% |
GL
| Life Segment | $849.6M | 56% |
| Health Segment | $392.3M | 26% |
| Investment Segment | $281.4M | 19% |
