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Side-by-side financial comparison of BNY Mellon (BK) and CARLISLE COMPANIES INC (CSL). Click either name above to swap in a different company.

BNY Mellon is the larger business by last-quarter revenue ($1.3B vs $1.1B, roughly 1.3× CARLISLE COMPANIES INC). BNY Mellon runs the higher net margin — 108.5% vs 12.1%, a 96.4% gap on every dollar of revenue. On growth, BNY Mellon posted the faster year-over-year revenue change (12.7% vs -4.0%). BNY Mellon produced more free cash flow last quarter ($4.7B vs $-73.0M). Over the past eight quarters, BNY Mellon's revenue compounded faster (13.8% CAGR vs -14.8%).

The Bank of New York Mellon Corporation, commonly known as BNY or by its prior brand name BNY Mellon, is an American international financial services company headquartered in New York City. It was established in its current form in July 2007 by the merger of the Bank of New York and Mellon Financial Corporation.

Carlisle Companies Incorporated is a supplier of construction products that make buildings more energy efficient and resilient. The company manufactures and sells single-ply roofing products as well as warranted systems and accessories for the commercial building industry. The company is organized into two segments, including Carlisle Construction Materials and Carlisle Weatherproofing Technologies. The company's product portfolio includes moisture protection products, protective roofing unde...

BK vs CSL — Head-to-Head

Bigger by revenue
BK
BK
1.3× larger
BK
$1.3B
$1.1B
CSL
Growing faster (revenue YoY)
BK
BK
+16.7% gap
BK
12.7%
-4.0%
CSL
Higher net margin
BK
BK
96.4% more per $
BK
108.5%
12.1%
CSL
More free cash flow
BK
BK
$4.8B more FCF
BK
$4.7B
$-73.0M
CSL
Faster 2-yr revenue CAGR
BK
BK
Annualised
BK
13.8%
-14.8%
CSL

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
BK
BK
CSL
CSL
Revenue
$1.3B
$1.1B
Net Profit
$1.5B
$127.7M
Gross Margin
34.5%
Operating Margin
17.1%
Net Margin
108.5%
12.1%
Revenue YoY
12.7%
-4.0%
Net Profit YoY
26.5%
-10.9%
EPS (diluted)
$2.01
$3.10

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
BK
BK
CSL
CSL
Q1 26
$1.1B
Q4 25
$1.3B
$1.1B
Q3 25
$1.2B
$1.3B
Q2 25
$1.2B
$1.4B
Q1 25
$1.2B
$1.1B
Q4 24
$1.2B
$1.1B
Q3 24
$1.0B
$1.3B
Q2 24
$1.0B
$1.5B
Net Profit
BK
BK
CSL
CSL
Q1 26
$127.7M
Q4 25
$1.5B
$127.4M
Q3 25
$1.4B
$214.2M
Q2 25
$1.4B
$255.8M
Q1 25
$1.2B
$143.3M
Q4 24
$1.2B
$162.8M
Q3 24
$1.2B
$244.3M
Q2 24
$1.2B
$712.4M
Gross Margin
BK
BK
CSL
CSL
Q1 26
34.5%
Q4 25
33.8%
Q3 25
36.0%
Q2 25
37.3%
Q1 25
35.2%
Q4 24
36.1%
Q3 24
38.6%
Q2 24
39.2%
Operating Margin
BK
BK
CSL
CSL
Q1 26
17.1%
Q4 25
16.8%
Q3 25
21.8%
Q2 25
23.1%
Q1 25
16.8%
Q4 24
19.9%
Q3 24
23.7%
Q2 24
26.0%
Net Margin
BK
BK
CSL
CSL
Q1 26
12.1%
Q4 25
108.5%
11.3%
Q3 25
116.9%
15.9%
Q2 25
118.3%
17.6%
Q1 25
105.3%
13.1%
Q4 24
96.7%
14.5%
Q3 24
112.8%
18.3%
Q2 24
113.4%
49.1%
EPS (diluted)
BK
BK
CSL
CSL
Q1 26
$3.10
Q4 25
$2.01
$3.06
Q3 25
$1.88
$4.98
Q2 25
$1.93
$5.88
Q1 25
$1.58
$3.20
Q4 24
$1.53
$3.76
Q3 24
$1.50
$5.25
Q2 24
$1.52
$14.84

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BK
BK
CSL
CSL
Cash + ST InvestmentsLiquidity on hand
$5.1B
$771.3M
Total DebtLower is stronger
$31.9B
Stockholders' EquityBook value
$44.3B
$1.7B
Total Assets
$472.3B
Debt / EquityLower = less leverage
0.72×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BK
BK
CSL
CSL
Q1 26
$771.3M
Q4 25
$5.1B
$1.1B
Q3 25
$5.1B
$1.1B
Q2 25
$5.7B
$68.4M
Q1 25
$5.4B
$220.2M
Q4 24
$4.2B
$753.5M
Q3 24
$6.2B
$1.5B
Q2 24
$5.3B
$1.7B
Total Debt
BK
BK
CSL
CSL
Q1 26
Q4 25
$31.9B
$2.9B
Q3 25
$32.3B
$2.9B
Q2 25
$33.4B
$1.9B
Q1 25
$30.9B
$1.9B
Q4 24
$30.9B
$1.9B
Q3 24
$33.2B
$2.3B
Q2 24
$30.9B
$2.3B
Stockholders' Equity
BK
BK
CSL
CSL
Q1 26
$1.7B
Q4 25
$44.3B
$1.8B
Q3 25
$43.9B
$2.0B
Q2 25
$44.0B
$2.1B
Q1 25
$43.1B
$2.2B
Q4 24
$41.3B
$2.5B
Q3 24
$42.0B
$2.8B
Q2 24
$40.8B
$3.0B
Total Assets
BK
BK
CSL
CSL
Q1 26
Q4 25
$472.3B
$6.3B
Q3 25
$455.3B
$6.5B
Q2 25
$485.8B
$5.5B
Q1 25
$440.7B
$5.5B
Q4 24
$416.1B
$5.8B
Q3 24
$427.5B
$6.5B
Q2 24
$428.5B
$6.7B
Debt / Equity
BK
BK
CSL
CSL
Q1 26
Q4 25
0.72×
1.61×
Q3 25
0.74×
1.45×
Q2 25
0.76×
0.89×
Q1 25
0.72×
0.87×
Q4 24
0.75×
0.77×
Q3 24
0.79×
0.83×
Q2 24
0.76×
0.76×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BK
BK
CSL
CSL
Operating Cash FlowLast quarter
$5.2B
Free Cash FlowOCF − Capex
$4.7B
$-73.0M
FCF MarginFCF / Revenue
352.8%
-6.9%
Capex IntensityCapex / Revenue
32.4%
2.7%
Cash ConversionOCF / Net Profit
3.55×
TTM Free Cash FlowTrailing 4 quarters
$5.2B
$924.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BK
BK
CSL
CSL
Q1 26
Q4 25
$5.2B
$386.0M
Q3 25
$-1.1B
$426.9M
Q2 25
$2.2B
$287.1M
Q1 25
$412.0M
$1.8M
Q4 24
$1.6B
$370.6M
Q3 24
$-312.0M
$312.8M
Q2 24
$2.1B
$183.4M
Free Cash Flow
BK
BK
CSL
CSL
Q1 26
$-73.0M
Q4 25
$4.7B
$346.1M
Q3 25
$-1.5B
$393.4M
Q2 25
$1.8B
$258.3M
Q1 25
$92.0M
$-27.2M
Q4 24
$1.1B
$334.0M
Q3 24
$-687.0M
$293.5M
Q2 24
$1.7B
$158.5M
FCF Margin
BK
BK
CSL
CSL
Q1 26
-6.9%
Q4 25
352.8%
30.7%
Q3 25
-121.5%
29.2%
Q2 25
152.8%
17.8%
Q1 25
7.9%
-2.5%
Q4 24
95.2%
29.7%
Q3 24
-65.6%
22.0%
Q2 24
169.6%
10.9%
Capex Intensity
BK
BK
CSL
CSL
Q1 26
2.7%
Q4 25
32.4%
3.5%
Q3 25
35.4%
2.5%
Q2 25
29.8%
2.0%
Q1 25
27.6%
2.6%
Q4 24
34.6%
3.3%
Q3 24
35.8%
1.4%
Q2 24
37.1%
1.7%
Cash Conversion
BK
BK
CSL
CSL
Q1 26
Q4 25
3.55×
3.03×
Q3 25
-0.74×
1.99×
Q2 25
1.54×
1.12×
Q1 25
0.34×
0.01×
Q4 24
1.34×
2.28×
Q3 24
-0.26×
1.28×
Q2 24
1.82×
0.26×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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