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CARLISLE COMPANIES INC(CSL)とDARLING INGREDIENTS INC.(DAR)の財務データ比較。上の社名をクリックして会社を切り替えられます
DARLING INGREDIENTS INC.の直近四半期売上が大きい($1.6B vs $1.1B、CARLISLE COMPANIES INCの約1.5倍)。CARLISLE COMPANIES INCの純利益率が高く(12.1% vs 1.2%、差は10.9%)。DARLING INGREDIENTS INC.の前年同期比売上増加率が高い(10.0% vs -4.0%)。過去8四半期でDARLING INGREDIENTS INC.の売上複合成長率が高い(-1.6% vs -14.8%)
カーライル・カンパニーズ・インクは建設製品のサプライヤーで、建物の省エネ性と耐久性向上に寄与する製品を提供している。商業建築向け単層屋根材、保証付きシステム、付属品の製造・販売を手がけ、建設資材、防水技術の2事業セグメントの下、防潮材、屋根用保護材などをラインナップしている。
ダーリングイングレディエンツ社は持続可能な天然原料を開発・製造するグローバル企業で、可食性・非可食性の有機副産物を食品用栄養成分、動物飼料添加物、医薬品原料、バイオ燃料部品などの高付加価値製品に加工し、世界中の複数産業の顧客に提供している。
CSL vs DAR — 直接比較
損益計算書 — Q1 FY2026 vs Q3 FY2025
| 指標 | ||
|---|---|---|
| 売上 | $1.1B | $1.6B |
| 純利益 | $127.7M | $19.4M |
| 粗利率 | 34.5% | 24.7% |
| 営業利益率 | 17.1% | 4.6% |
| 純利益率 | 12.1% | 1.2% |
| 売上前年比 | -4.0% | 10.0% |
| 純利益前年比 | -10.9% | 14.2% |
| EPS(希薄化後) | $3.10 | $0.12 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.5B | $1.5B |
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | — | ||
| Q3 25 | $214.2M | $19.4M | ||
| Q2 25 | $255.8M | $12.7M | ||
| Q1 25 | $143.3M | $-26.2M | ||
| Q4 24 | $162.8M | $101.9M | ||
| Q3 24 | $244.3M | $16.9M | ||
| Q2 24 | $712.4M | $78.9M |
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 36.0% | 24.7% | ||
| Q2 25 | 37.3% | 23.3% | ||
| Q1 25 | 35.2% | 22.6% | ||
| Q4 24 | 36.1% | 23.5% | ||
| Q3 24 | 38.6% | 22.1% | ||
| Q2 24 | 39.2% | 22.5% |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | — | ||
| Q3 25 | 21.8% | 4.6% | ||
| Q2 25 | 23.1% | 5.1% | ||
| Q1 25 | 16.8% | 2.1% | ||
| Q4 24 | 19.9% | 8.6% | ||
| Q3 24 | 23.7% | 4.2% | ||
| Q2 24 | 26.0% | 10.2% |
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 15.9% | 1.2% | ||
| Q2 25 | 17.6% | 0.9% | ||
| Q1 25 | 13.1% | -1.9% | ||
| Q4 24 | 14.5% | 7.2% | ||
| Q3 24 | 18.3% | 1.2% | ||
| Q2 24 | 49.1% | 5.4% |
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | — | ||
| Q3 25 | $4.98 | $0.12 | ||
| Q2 25 | $5.88 | $0.08 | ||
| Q1 25 | $3.20 | $-0.16 | ||
| Q4 24 | $3.76 | $0.63 | ||
| Q3 24 | $5.25 | $0.11 | ||
| Q2 24 | $14.84 | $0.49 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | $771.3M | $91.5M |
| 総負債低いほど良い | — | $4.0B |
| 株主資本純資産 | $1.7B | $4.7B |
| 総資産 | — | $10.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.86× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $91.5M | ||
| Q2 25 | $68.4M | $94.6M | ||
| Q1 25 | $220.2M | $81.5M | ||
| Q4 24 | $753.5M | $76.0M | ||
| Q3 24 | $1.5B | $114.8M | ||
| Q2 24 | $1.7B | $121.6M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | $4.0B | ||
| Q2 25 | $1.9B | $3.9B | ||
| Q1 25 | $1.9B | $3.8B | ||
| Q4 24 | $1.9B | $3.9B | ||
| Q3 24 | $2.3B | $4.1B | ||
| Q2 24 | $2.3B | $4.3B |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | $4.7B | ||
| Q2 25 | $2.1B | $4.6B | ||
| Q1 25 | $2.2B | $4.4B | ||
| Q4 24 | $2.5B | $4.4B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $3.0B | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | — | ||
| Q3 25 | $6.5B | $10.5B | ||
| Q2 25 | $5.5B | $10.3B | ||
| Q1 25 | $5.5B | $10.0B | ||
| Q4 24 | $5.8B | $10.1B | ||
| Q3 24 | $6.5B | $10.6B | ||
| Q2 24 | $6.7B | $10.6B |
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | — | ||
| Q3 25 | 1.45× | 0.86× | ||
| Q2 25 | 0.89× | 0.85× | ||
| Q1 25 | 0.87× | 0.86× | ||
| Q4 24 | 0.77× | 0.89× | ||
| Q3 24 | 0.83× | 0.91× | ||
| Q2 24 | 0.76× | 0.97× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | — | $224.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $-73.0M | — |
| FCFマージンFCF / 売上 | -6.9% | — |
| 設備投資強度設備投資 / 売上 | 2.7% | — |
| キャッシュ転換率営業CF / 純利益 | — | 11.59× |
| 直近12ヶ月FCF直近4四半期 | $924.8M | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | — | ||
| Q3 25 | $426.9M | $224.3M | ||
| Q2 25 | $287.1M | $145.8M | ||
| Q1 25 | $1.8M | $249.0M | ||
| Q4 24 | $370.6M | $154.4M | ||
| Q3 24 | $312.8M | $274.5M | ||
| Q2 24 | $183.4M | $146.5M |
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | — | ||
| Q3 25 | $393.4M | — | ||
| Q2 25 | $258.3M | — | ||
| Q1 25 | $-27.2M | — | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $158.5M | — |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | -2.5% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 10.9% | — |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | 11.59× | ||
| Q2 25 | 1.12× | 11.52× | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 2.28× | 1.52× | ||
| Q3 24 | 1.28× | 16.19× | ||
| Q2 24 | 0.26× | 1.86× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |