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CONSTELLIUM SE（CSTM）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.0倍（$2.2B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.1%，领先18.4%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
CSTM vs RNR — 直观对比
营收规模更大
CSTM
是对方的1.0倍
$2.2B
净利率更高
RNR
高出18.4%
5.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.2B |
| 净利润 | $112.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 7.5% | — |
| 净利率 | 5.1% | 23.5% |
| 营收同比 | — | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益（稀释后） | $0.79 | $6.57 |
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CSTMRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.2B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.1B | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $1.9B | $2.8B |
净利润CSTMRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $112.0M | $760.5M | ||
| Q3 25 | $88.0M | $916.5M | ||
| Q2 25 | $36.0M | $835.4M | ||
| Q1 25 | $37.0M | $170.0M | ||
| Q4 24 | — | $-189.7M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $76.0M | $503.9M |
营业利润率CSTMRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 42.5% | ||
| Q3 25 | 5.8% | 46.3% | ||
| Q2 25 | 2.7% | 41.8% | ||
| Q1 25 | 3.1% | -2.0% | ||
| Q4 24 | — | -3.6% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | 5.4% | 25.0% |
净利率CSTMRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.1% | 25.6% | ||
| Q3 25 | 4.1% | 28.7% | ||
| Q2 25 | 1.7% | 26.1% | ||
| Q1 25 | 1.9% | 4.9% | ||
| Q4 24 | — | -8.3% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | 3.9% | 17.8% |
每股收益（稀释后）CSTMRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.79 | $16.16 | ||
| Q3 25 | $0.62 | $19.40 | ||
| Q2 25 | $0.25 | $17.20 | ||
| Q1 25 | $0.26 | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | $0.51 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | $1.9B | — |
| 股东权益账面价值 | $952.0M | $4.3B |
| 总资产 | $5.4B | $53.7B |
| 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CSTMRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $120.0M | $1.7B | ||
| Q3 25 | $122.0M | $1.7B | ||
| Q2 25 | $133.0M | $1.4B | ||
| Q1 25 | $118.0M | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务CSTMRNR
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $2.3B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $1.9B | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益CSTMRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $952.0M | $11.6B | ||
| Q3 25 | $845.0M | $11.5B | ||
| Q2 25 | $780.0M | $10.8B | ||
| Q1 25 | $745.0M | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | $796.0M | $10.2B |
总资产CSTMRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $5.4B | $53.8B | ||
| Q3 25 | $5.4B | $54.5B | ||
| Q2 25 | $5.4B | $54.7B | ||
| Q1 25 | $5.2B | $53.6B | ||
| Q4 24 | — | $50.7B | ||
| Q3 24 | — | $52.8B | ||
| Q2 24 | — | $51.6B |
负债/权益比CSTMRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.00× | 0.20× | ||
| Q3 25 | 2.34× | 0.19× | ||
| Q2 25 | 2.53× | 0.21× | ||
| Q1 25 | 2.56× | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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CSTMRNR
| Q1 26 | — | — | ||
| Q4 25 | $218.0M | $483.0M | ||
| Q3 25 | $99.0M | $1.6B | ||
| Q2 25 | $114.0M | $1.5B | ||
| Q1 25 | $58.0M | $157.8M | ||
| Q4 24 | — | $778.9M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | $138.0M | $1.2B |
自由现金流CSTMRNR
| Q1 26 | — | — | ||
| Q4 25 | $109.0M | — | ||
| Q3 25 | $24.0M | — | ||
| Q2 25 | $37.0M | — | ||
| Q1 25 | $-11.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $54.0M | — |
自由现金流率CSTMRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | -0.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.8% | — |
资本支出强度CSTMRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 4.3% | — |
现金转化率CSTMRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 0.64× | ||
| Q3 25 | 1.13× | 1.73× | ||
| Q2 25 | 3.17× | 1.76× | ||
| Q1 25 | 1.57× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 1.82× | 2.41× |
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% |
RNR
暂无分部数据
