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CONSTELLIUM SE（CSTM）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
CONSTELLIUM SE的季度营收约是罗布乐思的1.6倍（$2.2B vs $1.4B），CONSTELLIUM SE净利率更高（5.1% vs -22.3%，领先27.4%），罗布乐思自由现金流更多（$308.6M 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
CSTM vs RBLX — 直观对比
营收规模更大
CSTM
是对方的1.6倍
$1.4B
净利率更高
CSTM
高出27.4%
-22.3%
自由现金流更多
RBLX
多$199.6M
$109.0M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.4B |
| 净利润 | $112.0M | $-316.0M |
| 毛利率 | — | 77.7% |
| 营业利润率 | 7.5% | -25.3% |
| 净利率 | 5.1% | -22.3% |
| 营收同比 | — | 43.2% |
| 净利润同比 | — | -43.9% |
| 每股收益（稀释后） | $0.79 | $-0.44 |
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CSTMRBLX
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.0B | $1.0B | ||
| Q4 24 | — | $988.2M | ||
| Q3 24 | — | $919.0M | ||
| Q2 24 | $1.9B | $893.5M | ||
| Q1 24 | — | $801.3M |
净利润CSTMRBLX
| Q4 25 | $112.0M | $-316.0M | ||
| Q3 25 | $88.0M | $-255.6M | ||
| Q2 25 | $36.0M | $-278.4M | ||
| Q1 25 | $37.0M | $-215.1M | ||
| Q4 24 | — | $-219.6M | ||
| Q3 24 | — | $-239.3M | ||
| Q2 24 | $76.0M | $-205.9M | ||
| Q1 24 | — | $-270.6M |
毛利率CSTMRBLX
| Q4 25 | — | 77.7% | ||
| Q3 25 | — | 78.2% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 78.3% | ||
| Q4 24 | — | 77.9% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.7% |
营业利润率CSTMRBLX
| Q4 25 | 7.5% | -25.3% | ||
| Q3 25 | 5.8% | -21.8% | ||
| Q2 25 | 2.7% | -29.8% | ||
| Q1 25 | 3.1% | -24.6% | ||
| Q4 24 | — | -24.7% | ||
| Q3 24 | — | -30.4% | ||
| Q2 24 | 5.4% | -26.6% | ||
| Q1 24 | — | -37.7% |
净利率CSTMRBLX
| Q4 25 | 5.1% | -22.3% | ||
| Q3 25 | 4.1% | -18.8% | ||
| Q2 25 | 1.7% | -25.8% | ||
| Q1 25 | 1.9% | -20.8% | ||
| Q4 24 | — | -22.2% | ||
| Q3 24 | — | -26.0% | ||
| Q2 24 | 3.9% | -23.0% | ||
| Q1 24 | — | -33.8% |
每股收益（稀释后）CSTMRBLX
| Q4 25 | $0.79 | $-0.44 | ||
| Q3 25 | $0.62 | $-0.37 | ||
| Q2 25 | $0.25 | $-0.41 | ||
| Q1 25 | $0.26 | $-0.32 | ||
| Q4 24 | — | $-0.32 | ||
| Q3 24 | — | $-0.37 | ||
| Q2 24 | $0.51 | $-0.32 | ||
| Q1 24 | — | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $1.9B | $1.2B |
| 股东权益账面价值 | $952.0M | $394.5M |
| 总资产 | $5.4B | $9.6B |
| 负债/权益比越低杠杆越低 | 2.00× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资CSTMRBLX
| Q4 25 | $120.0M | $3.1B | ||
| Q3 25 | $122.0M | $2.9B | ||
| Q2 25 | $133.0M | $2.6B | ||
| Q1 25 | $118.0M | $2.7B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
总债务CSTMRBLX
| Q4 25 | $1.9B | $1.2B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益CSTMRBLX
| Q4 25 | $952.0M | $394.5M | ||
| Q3 25 | $845.0M | $407.6M | ||
| Q2 25 | $780.0M | $353.2M | ||
| Q1 25 | $745.0M | $310.7M | ||
| Q4 24 | — | $221.4M | ||
| Q3 24 | — | $189.9M | ||
| Q2 24 | $796.0M | $121.5M | ||
| Q1 24 | — | $71.6M |
总资产CSTMRBLX
| Q4 25 | $5.4B | $9.6B | ||
| Q3 25 | $5.4B | $8.6B | ||
| Q2 25 | $5.4B | $7.8B | ||
| Q1 25 | $5.2B | $7.5B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | — | $6.5B | ||
| Q1 24 | — | $6.3B |
负债/权益比CSTMRBLX
| Q4 25 | 2.00× | 2.98× | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 2.56× | — | ||
| Q4 24 | — | 5.48× | ||
| 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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $308.6M |
| 自由现金流率自由现金流/营收 | 5.0% | 21.8% |
| 资本支出强度资本支出/营收 | 5.0% | 21.1% |
| 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 | $1.4B |
8季度趋势，按日历期对齐
经营现金流CSTMRBLX
| Q4 25 | $218.0M | $607.0M | ||
| Q3 25 | $99.0M | $546.2M | ||
| Q2 25 | $114.0M | $199.3M | ||
| Q1 25 | $58.0M | $443.9M | ||
| Q4 24 | — | $184.5M | ||
| Q3 24 | — | $247.4M | ||
| Q2 24 | $138.0M | $151.4M | ||
| Q1 24 | — | $238.9M |
自由现金流CSTMRBLX
| Q4 25 | $109.0M | $308.6M | ||
| Q3 25 | $24.0M | $443.6M | ||
| Q2 25 | $37.0M | $176.7M | ||
| Q1 25 | $-11.0M | $426.5M | ||
| Q4 24 | — | $120.6M | ||
| Q3 24 | — | $218.0M | ||
| Q2 24 | $54.0M | $111.7M | ||
| Q1 24 | — | $192.3M |
自由现金流率CSTMRBLX
| Q4 25 | 5.0% | 21.8% | ||
| Q3 25 | 1.1% | 32.6% | ||
| Q2 25 | 1.8% | 16.3% | ||
| Q1 25 | -0.6% | 41.2% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | 2.8% | 12.5% | ||
| Q1 24 | — | 24.0% |
资本支出强度CSTMRBLX
| Q4 25 | 5.0% | 21.1% | ||
| Q3 25 | 3.5% | 7.5% | ||
| Q2 25 | 3.7% | 2.1% | ||
| Q1 25 | 3.5% | 1.7% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | 4.3% | 4.4% | ||
| Q1 24 | — | 5.8% |
现金转化率CSTMRBLX
| Q4 25 | 1.95× | — | ||
| Q3 25 | 1.13× | — | ||
| Q2 25 | 3.17× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.82× | — | ||
| Q1 24 | — | — |
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% |
RBLX
暂无分部数据
