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CONSTELLIUM SE（CSTM）与J.B. Hunt（JBHT）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是CONSTELLIUM SE的1.4倍（$3.1B vs $2.2B），J.B. Hunt净利率更高（5.8% vs 5.1%，领先0.8%），J.B. Hunt自由现金流更多（$251.3M 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。
J.B.亨特运输服务公司是总部位于美国阿肯色州洛厄尔的运输物流企业，1961年8月10日由约翰尼·布莱恩·亨特与乔内尔·亨特在阿肯色州创立。截至1983年，公司已成为美国第80大卡车运输企业，营收达6.2347亿美元，当时运营550台牵引车、1049辆挂车，拥有约1050名员工。
CSTM vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.4倍
$2.2B
净利率更高
JBHT
高出0.8%
5.1%
自由现金流更多
JBHT
多$142.3M
$109.0M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.1B |
| 净利润 | $112.0M | $181.1M |
| 毛利率 | — | — |
| 营业利润率 | 7.5% | 8.0% |
| 净利率 | 5.1% | 5.8% |
| 营收同比 | — | -1.6% |
| 净利润同比 | — | 16.5% |
| 每股收益（稀释后） | $0.79 | $1.88 |
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CSTMJBHT
| Q4 25 | $2.2B | $3.1B | ||
| Q3 25 | $2.2B | $3.1B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.0B | $2.9B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | $1.9B | $2.9B | ||
| Q1 24 | — | $2.9B |
净利润CSTMJBHT
| Q4 25 | $112.0M | $181.1M | ||
| Q3 25 | $88.0M | $170.8M | ||
| Q2 25 | $36.0M | $128.6M | ||
| Q1 25 | $37.0M | $117.7M | ||
| Q4 24 | — | $155.5M | ||
| Q3 24 | — | $152.1M | ||
| Q2 24 | $76.0M | $135.9M | ||
| Q1 24 | — | $127.5M |
营业利润率CSTMJBHT
| Q4 25 | 7.5% | 8.0% | ||
| Q3 25 | 5.8% | 7.9% | ||
| Q2 25 | 2.7% | 6.7% | ||
| Q1 25 | 3.1% | 6.1% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | 5.4% | 7.0% | ||
| Q1 24 | — | 6.6% |
净利率CSTMJBHT
| Q4 25 | 5.1% | 5.8% | ||
| Q3 25 | 4.1% | 5.6% | ||
| Q2 25 | 1.7% | 4.4% | ||
| Q1 25 | 1.9% | 4.0% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | 3.9% | 4.6% | ||
| Q1 24 | — | 4.3% |
每股收益（稀释后）CSTMJBHT
| Q4 25 | $0.79 | $1.88 | ||
| Q3 25 | $0.62 | $1.76 | ||
| Q2 25 | $0.25 | $1.31 | ||
| Q1 25 | $0.26 | $1.17 | ||
| Q4 24 | — | $1.53 | ||
| Q3 24 | — | $1.49 | ||
| Q2 24 | $0.51 | $1.32 | ||
| Q1 24 | — | $1.22 |
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 | $17.3M |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $952.0M | $3.6B |
| 总资产 | $5.4B | $7.9B |
| 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CSTMJBHT
| Q4 25 | $120.0M | $17.3M | ||
| Q3 25 | $122.0M | $52.3M | ||
| Q2 25 | $133.0M | $50.9M | ||
| Q1 25 | $118.0M | $43.4M | ||
| Q4 24 | — | $47.0M | ||
| Q3 24 | — | $120.0M | ||
| Q2 24 | — | $53.5M | ||
| Q1 24 | — | $64.2M |
总债务CSTMJBHT
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.4B |
股东权益CSTMJBHT
| Q4 25 | $952.0M | $3.6B | ||
| Q3 25 | $845.0M | $3.6B | ||
| Q2 25 | $780.0M | $3.7B | ||
| Q1 25 | $745.0M | $3.9B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $796.0M | $4.1B | ||
| Q1 24 | — | $4.2B |
总资产CSTMJBHT
| Q4 25 | $5.4B | $7.9B | ||
| Q3 25 | $5.4B | $8.1B | ||
| Q2 25 | $5.4B | $8.2B | ||
| Q1 25 | $5.2B | $8.3B | ||
| Q4 24 | — | $8.3B | ||
| Q3 24 | — | $8.3B | ||
| Q2 24 | — | $8.4B | ||
| Q1 24 | — | $8.4B |
负债/权益比CSTMJBHT
| Q4 25 | 2.00× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.36× | ||
| Q1 24 | — | 0.33× |
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 | $385.6M |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $251.3M |
| 自由现金流率自由现金流/营收 | 5.0% | 8.1% |
| 资本支出强度资本支出/营收 | 5.0% | 4.3% |
| 现金转化率经营现金流/净利润 | 1.95× | 2.13× |
| 过去12个月自由现金流最近4个季度 | $159.0M | $947.6M |
8季度趋势，按日历期对齐
经营现金流CSTMJBHT
| Q4 25 | $218.0M | $385.6M | ||
| Q3 25 | $99.0M | $486.4M | ||
| Q2 25 | $114.0M | $402.1M | ||
| Q1 25 | $58.0M | $404.2M | ||
| Q4 24 | — | $317.6M | ||
| Q3 24 | — | $338.5M | ||
| Q2 24 | $138.0M | $360.6M | ||
| Q1 24 | — | $466.5M |
自由现金流CSTMJBHT
| Q4 25 | $109.0M | $251.3M | ||
| Q3 25 | $24.0M | $352.4M | ||
| Q2 25 | $37.0M | $185.6M | ||
| Q1 25 | $-11.0M | $158.4M | ||
| Q4 24 | — | $93.3M | ||
| Q3 24 | — | $163.1M | ||
| Q2 24 | $54.0M | $98.2M | ||
| Q1 24 | — | $263.1M |
自由现金流率CSTMJBHT
| Q4 25 | 5.0% | 8.1% | ||
| Q3 25 | 1.1% | 11.5% | ||
| Q2 25 | 1.8% | 6.3% | ||
| Q1 25 | -0.6% | 5.4% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | 2.8% | 3.4% | ||
| Q1 24 | — | 8.9% |
资本支出强度CSTMJBHT
| Q4 25 | 5.0% | 4.3% | ||
| Q3 25 | 3.5% | 4.4% | ||
| Q2 25 | 3.7% | 7.4% | ||
| Q1 25 | 3.5% | 8.4% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | 4.3% | 9.0% | ||
| Q1 24 | — | 6.9% |
现金转化率CSTMJBHT
| Q4 25 | 1.95× | 2.13× | ||
| Q3 25 | 1.13× | 2.85× | ||
| Q2 25 | 3.17× | 3.13× | ||
| Q1 25 | 1.57× | 3.43× | ||
| Q4 24 | — | 2.04× | ||
| Q3 24 | — | 2.23× | ||
| Q2 24 | 1.82× | 2.65× | ||
| Q1 24 | — | 3.66× |
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% |
JBHT
| JBI | $1.5B | 50% |
| DCS | $842.8M | 27% |
| ICS | $304.5M | 10% |
| FMS | $206.3M | 7% |
| JBT | $200.7M | 6% |
