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CONSTELLIUM SE（CSTM）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
CONSTELLIUM SE的季度营收约是瑞思迈的1.5倍（$2.2B vs $1.4B），瑞思迈净利率更高（27.6% vs 5.1%，领先22.5%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
CSTM vs RMD — 直观对比
营收规模更大
CSTM
是对方的1.5倍
$1.4B
净利率更高
RMD
高出22.5%
5.1%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.4B |
| 净利润 | $112.0M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 7.5% | 34.6% |
| 净利率 | 5.1% | 27.6% |
| 营收同比 | — | 11.0% |
| 净利润同比 | — | 13.9% |
| 每股收益（稀释后） | $0.79 | $2.68 |
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CSTMRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B |
净利润CSTMRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $112.0M | $392.6M | ||
| Q3 25 | $88.0M | $348.5M | ||
| Q2 25 | $36.0M | $379.7M | ||
| Q1 25 | $37.0M | $365.0M | ||
| Q4 24 | — | $344.6M | ||
| Q3 24 | — | $311.4M |
毛利率CSTMRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率CSTMRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 7.5% | 34.6% | ||
| Q3 25 | 5.8% | 33.4% | ||
| Q2 25 | 2.7% | 33.7% | ||
| Q1 25 | 3.1% | 33.0% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.6% |
净利率CSTMRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 5.1% | 27.6% | ||
| Q3 25 | 4.1% | 26.1% | ||
| Q2 25 | 1.7% | 28.2% | ||
| Q1 25 | 1.9% | 28.3% | ||
| Q4 24 | — | 26.9% | ||
| Q3 24 | — | 25.4% |
每股收益（稀释后）CSTMRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.79 | $2.68 | ||
| Q3 25 | $0.62 | $2.37 | ||
| Q2 25 | $0.25 | $2.58 | ||
| Q1 25 | $0.26 | $2.48 | ||
| Q4 24 | — | $2.34 | ||
| Q3 24 | — | $2.11 |
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 | $1.4B |
| 总债务越低越好 | $1.9B | $663.8M |
| 股东权益账面价值 | $952.0M | $6.3B |
| 总资产 | $5.4B | $8.5B |
| 负债/权益比越低杠杆越低 | 2.00× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资CSTMRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $120.0M | $1.4B | ||
| Q3 25 | $122.0M | $1.4B | ||
| Q2 25 | $133.0M | $1.2B | ||
| Q1 25 | $118.0M | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | — | $426.4M |
总债务CSTMRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $1.9B | $403.9M | ||
| Q3 25 | $2.0B | $408.7M | ||
| Q2 25 | $2.0B | $658.4M | ||
| Q1 25 | $1.9B | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益CSTMRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $952.0M | $6.3B | ||
| Q3 25 | $845.0M | $6.1B | ||
| Q2 25 | $780.0M | $6.0B | ||
| Q1 25 | $745.0M | $5.5B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $5.2B |
总资产CSTMRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $5.4B | $8.5B | ||
| Q3 25 | $5.4B | $8.3B | ||
| Q2 25 | $5.4B | $8.2B | ||
| Q1 25 | $5.2B | $7.6B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.2B |
负债/权益比CSTMRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 2.00× | 0.06× | ||
| Q3 25 | 2.34× | 0.07× | ||
| Q2 25 | 2.53× | 0.11× | ||
| Q1 25 | 2.56× | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
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% | — |
| 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CSTMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $218.0M | $339.7M | ||
| Q3 25 | $99.0M | $457.3M | ||
| Q2 25 | $114.0M | $538.8M | ||
| Q1 25 | $58.0M | $578.7M | ||
| Q4 24 | — | $308.6M | ||
| Q3 24 | — | $325.5M |
自由现金流CSTMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $109.0M | $311.2M | ||
| Q3 25 | $24.0M | $414.4M | ||
| Q2 25 | $37.0M | $508.2M | ||
| Q1 25 | $-11.0M | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M |
自由现金流率CSTMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 21.9% | ||
| Q3 25 | 1.1% | 31.0% | ||
| Q2 25 | 1.8% | 37.7% | ||
| Q1 25 | -0.6% | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% |
资本支出强度CSTMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 2.0% | ||
| Q3 25 | 3.5% | 3.2% | ||
| Q2 25 | 3.7% | 2.3% | ||
| Q1 25 | 3.5% | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% |
现金转化率CSTMRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 0.87× | ||
| Q3 25 | 1.13× | 1.31× | ||
| Q2 25 | 3.17× | 1.42× | ||
| Q1 25 | 1.57× | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 1.05× |
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% |
RMD
暂无分部数据
