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CONSTELLIUM SE（CSTM）与Masco（MAS）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Masco的1.1倍（$2.2B vs $1.9B），Masco净利率更高（11.9% vs 5.1%，领先6.8%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
CSTM vs MAS — 直观对比
营收规模更大
CSTM
是对方的1.1倍
$1.9B
净利率更高
MAS
高出6.8%
5.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.9B |
| 净利润 | $112.0M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 7.5% | 16.5% |
| 净利率 | 5.1% | 11.9% |
| 营收同比 | — | 6.5% |
| 净利润同比 | — | 14.5% |
| 每股收益（稀释后） | $0.79 | — |
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CSTMMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.2B | $1.8B | ||
| Q3 25 | $2.2B | $1.9B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $1.9B | $2.1B |
净利润CSTMMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $112.0M | $165.0M | ||
| Q3 25 | $88.0M | $189.0M | ||
| Q2 25 | $36.0M | $270.0M | ||
| Q1 25 | $37.0M | $186.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | — | $167.0M | ||
| Q2 24 | $76.0M | $258.0M |
毛利率CSTMMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率CSTMMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 7.5% | 13.8% | ||
| Q3 25 | 5.8% | 15.8% | ||
| Q2 25 | 2.7% | 20.1% | ||
| Q1 25 | 3.1% | 15.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 18.0% | ||
| Q2 24 | 5.4% | 19.0% |
净利率CSTMMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 5.1% | 9.2% | ||
| Q3 25 | 4.1% | 9.9% | ||
| Q2 25 | 1.7% | 13.2% | ||
| Q1 25 | 1.9% | 10.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | 3.9% | 12.3% |
每股收益（稀释后）CSTMMAS
| Q1 26 | — | — | ||
| Q4 25 | $0.79 | $0.81 | ||
| Q3 25 | $0.62 | $0.90 | ||
| Q2 25 | $0.25 | $1.28 | ||
| Q1 25 | $0.26 | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | $0.51 | $1.17 |
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 | — |
| 总债务越低越好 | $1.9B | $2.9B |
| 股东权益账面价值 | $952.0M | $27.0M |
| 总资产 | $5.4B | $5.2B |
| 负债/权益比越低杠杆越低 | 2.00× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资CSTMMAS
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $647.0M | ||
| Q3 25 | $122.0M | $559.0M | ||
| Q2 25 | $133.0M | $390.0M | ||
| Q1 25 | $118.0M | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | — | $646.0M | ||
| Q2 24 | — | $398.0M |
总债务CSTMMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.9B | $2.9B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CSTMMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $952.0M | $-185.0M | ||
| Q3 25 | $845.0M | $-78.0M | ||
| Q2 25 | $780.0M | $-84.0M | ||
| Q1 25 | $745.0M | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | — | $-88.0M | ||
| Q2 24 | $796.0M | $-26.0M |
总资产CSTMMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $5.4B | $5.2B | ||
| Q3 25 | $5.4B | $5.3B | ||
| Q2 25 | $5.4B | $5.3B | ||
| Q1 25 | $5.2B | $5.1B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | — | $5.4B |
负债/权益比CSTMMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | 2.00× | — | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $109.0M | — |
| 自由现金流率自由现金流/营收 | 5.0% | — |
| 资本支出强度资本支出/营收 | 5.0% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.95× | — |
| 过去12个月自由现金流最近4个季度 | $159.0M | — |
8季度趋势，按日历期对齐
经营现金流CSTMMAS
| Q1 26 | — | — | ||
| Q4 25 | $218.0M | $418.0M | ||
| Q3 25 | $99.0M | $456.0M | ||
| Q2 25 | $114.0M | $306.0M | ||
| Q1 25 | $58.0M | $-158.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | — | $416.0M | ||
| Q2 24 | $138.0M | $346.0M |
自由现金流CSTMMAS
| Q1 26 | — | — | ||
| Q4 25 | $109.0M | $371.0M | ||
| Q3 25 | $24.0M | $415.0M | ||
| Q2 25 | $37.0M | $270.0M | ||
| Q1 25 | $-11.0M | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | $54.0M | $303.0M |
自由现金流率CSTMMAS
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 20.7% | ||
| Q3 25 | 1.1% | 21.6% | ||
| Q2 25 | 1.8% | 13.2% | ||
| Q1 25 | -0.6% | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | 2.8% | 14.5% |
资本支出强度CSTMMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 5.0% | 2.6% | ||
| Q3 25 | 3.5% | 2.1% | ||
| Q2 25 | 3.7% | 1.8% | ||
| Q1 25 | 3.5% | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | 4.3% | 2.1% |
现金转化率CSTMMAS
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 2.53× | ||
| Q3 25 | 1.13× | 2.41× | ||
| Q2 25 | 3.17× | 1.13× | ||
| Q1 25 | 1.57× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | 1.82× | 1.34× |
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% |
MAS
暂无分部数据
