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CONSTELLIUM SE（CSTM）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是CONSTELLIUM SE的1.9倍（$4.2B vs $2.2B），Raymond James Financial净利率更高（13.5% vs 5.1%，领先8.4%），CONSTELLIUM SE自由现金流更多（$109.0M vs $-56.0M）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
CSTM vs RJF — 直观对比
营收规模更大
RJF
是对方的1.9倍
$2.2B
净利率更高
RJF
高出8.4%
5.1%
自由现金流更多
CSTM
多$165.0M
$-56.0M
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $4.2B |
| 净利润 | $112.0M | $563.0M |
| 毛利率 | — | — |
| 营业利润率 | 7.5% | — |
| 净利率 | 5.1% | 13.5% |
| 营收同比 | — | 3.5% |
| 净利润同比 | — | -6.2% |
| 每股收益（稀释后） | $0.79 | $2.79 |
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CSTMRJF
| Q4 25 | $2.2B | $4.2B | ||
| Q3 25 | $2.2B | $4.2B | ||
| Q2 25 | $2.1B | $3.8B | ||
| Q1 25 | $2.0B | $3.8B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $1.9B | $3.8B | ||
| Q1 24 | — | $3.6B |
净利润CSTMRJF
| Q4 25 | $112.0M | $563.0M | ||
| Q3 25 | $88.0M | $604.0M | ||
| Q2 25 | $36.0M | $436.0M | ||
| Q1 25 | $37.0M | $495.0M | ||
| Q4 24 | — | $600.0M | ||
| Q3 24 | — | $602.0M | ||
| Q2 24 | $76.0M | $492.0M | ||
| Q1 24 | — | $476.0M |
营业利润率CSTMRJF
| Q4 25 | 7.5% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 2.7% | 14.7% | ||
| Q1 25 | 3.1% | 17.5% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | 5.4% | 17.1% | ||
| Q1 24 | — | 16.7% |
净利率CSTMRJF
| Q4 25 | 5.1% | 13.5% | ||
| Q3 25 | 4.1% | 14.4% | ||
| Q2 25 | 1.7% | 11.3% | ||
| Q1 25 | 1.9% | 12.9% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | — | 15.0% | ||
| Q2 24 | 3.9% | 13.1% | ||
| Q1 24 | — | 13.1% |
每股收益（稀释后）CSTMRJF
| Q4 25 | $0.79 | $2.79 | ||
| Q3 25 | $0.62 | $2.96 | ||
| Q2 25 | $0.25 | $2.12 | ||
| Q1 25 | $0.26 | $2.36 | ||
| Q4 24 | — | $2.86 | ||
| Q3 24 | — | $2.85 | ||
| Q2 24 | $0.51 | $2.31 | ||
| Q1 24 | — | $2.22 |
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 | $9.9B |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $952.0M | $12.6B |
| 总资产 | $5.4B | $88.8B |
| 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CSTMRJF
| Q4 25 | $120.0M | $9.9B | ||
| Q3 25 | $122.0M | $11.4B | ||
| Q2 25 | $133.0M | $9.2B | ||
| Q1 25 | $118.0M | $9.7B | ||
| Q4 24 | — | $10.0B | ||
| Q3 24 | — | $11.0B | ||
| Q2 24 | — | $9.1B | ||
| Q1 24 | — | $10.0B |
总债务CSTMRJF
| 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CSTMRJF
| Q4 25 | $952.0M | $12.6B | ||
| Q3 25 | $845.0M | $12.5B | ||
| Q2 25 | $780.0M | $12.3B | ||
| Q1 25 | $745.0M | $12.2B | ||
| Q4 24 | — | $11.9B | ||
| Q3 24 | — | $11.7B | ||
| Q2 24 | $796.0M | $11.2B | ||
| Q1 24 | — | $11.0B |
总资产CSTMRJF
| Q4 25 | $5.4B | $88.8B | ||
| Q3 25 | $5.4B | $88.2B | ||
| Q2 25 | $5.4B | $84.8B | ||
| Q1 25 | $5.2B | $83.1B | ||
| Q4 24 | — | $82.3B | ||
| Q3 24 | — | $83.0B | ||
| Q2 24 | — | $80.6B | ||
| Q1 24 | — | $81.2B |
负债/权益比CSTMRJF
| 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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $109.0M | $-56.0M |
| 自由现金流率自由现金流/营收 | 5.0% | -1.3% |
| 资本支出强度资本支出/营收 | 5.0% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.95× | -0.02× |
| 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CSTMRJF
| Q4 25 | $218.0M | $-10.0M | ||
| Q3 25 | $99.0M | $796.0M | ||
| Q2 25 | $114.0M | $691.0M | ||
| Q1 25 | $58.0M | $117.0M | ||
| Q4 24 | — | $830.0M | ||
| Q3 24 | — | $510.0M | ||
| Q2 24 | $138.0M | $711.0M | ||
| Q1 24 | — | $391.0M |
自由现金流CSTMRJF
| Q4 25 | $109.0M | $-56.0M | ||
| Q3 25 | $24.0M | $752.0M | ||
| Q2 25 | $37.0M | $634.0M | ||
| Q1 25 | $-11.0M | $71.0M | ||
| Q4 24 | — | $789.0M | ||
| Q3 24 | — | $460.0M | ||
| Q2 24 | $54.0M | $655.0M | ||
| Q1 24 | — | $342.0M |
自由现金流率CSTMRJF
| Q4 25 | 5.0% | -1.3% | ||
| Q3 25 | 1.1% | 17.9% | ||
| Q2 25 | 1.8% | 16.5% | ||
| Q1 25 | -0.6% | 1.8% | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | 2.8% | 17.4% | ||
| Q1 24 | — | 9.4% |
资本支出强度CSTMRJF
| Q4 25 | 5.0% | 1.1% | ||
| Q3 25 | 3.5% | 1.1% | ||
| Q2 25 | 3.7% | 1.5% | ||
| Q1 25 | 3.5% | 1.2% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | 4.3% | 1.5% | ||
| Q1 24 | — | 1.3% |
现金转化率CSTMRJF
| Q4 25 | 1.95× | -0.02× | ||
| Q3 25 | 1.13× | 1.32× | ||
| Q2 25 | 3.17× | 1.58× | ||
| Q1 25 | 1.57× | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | 1.82× | 1.45× | ||
| Q1 24 | — | 0.82× |
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% |
RJF
暂无分部数据
