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CARLISLE COMPANIES INC（CSL）とEncompass Health Corp（EHC）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
Encompass Health Corpの直近四半期売上が大きい（$1.5B 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 9.5%、差は2.7%）。Encompass Health Corpの前年同期比売上増加率が高い（9.9% vs -4.0%）。Encompass Health Corpの直近四半期フリーキャッシュフローが多い（$116.7M vs $-73.0M）。過去8四半期でEncompass Health Corpの売上複合成長率が高い（8.3% 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。
エンコンパスヘルスコーポレーション（旧Amcare、HealthSouth）は米国アラバマ州バーミンガムに本社を置く米国最大の入院リハビリサービス事業者で、39州とプエルトリコに173の入院リハビリ病院を展開し、脳卒中や神経疾患、心肺疾患、脳損傷から回復中の患者に専門的な治療とケアを提供している。
CSL vs EHC — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $1.5B |
| 純利益 | $127.7M | $146.1M |
| 粗利率 | 34.5% | — |
| 営業利益率 | 17.1% | 16.7% |
| 純利益率 | 12.1% | 9.5% |
| 売上前年比 | -4.0% | 9.9% |
| 純利益前年比 | -10.9% | 20.8% |
| EPS（希薄化後） | $3.10 | $1.43 |
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 | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.5B | $1.3B |
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $146.1M | ||
| Q3 25 | $214.2M | $126.5M | ||
| Q2 25 | $255.8M | $142.1M | ||
| Q1 25 | $143.3M | $151.5M | ||
| Q4 24 | $162.8M | $120.9M | ||
| Q3 24 | $244.3M | $108.2M | ||
| Q2 24 | $712.4M | $114.1M |
| 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% | — |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 16.7% | ||
| Q3 25 | 21.8% | 14.9% | ||
| Q2 25 | 23.1% | 16.2% | ||
| Q1 25 | 16.8% | 16.4% | ||
| Q4 24 | 19.9% | 14.3% | ||
| Q3 24 | 23.7% | 13.6% | ||
| Q2 24 | 26.0% | 14.3% |
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 9.5% | ||
| Q3 25 | 15.9% | 8.6% | ||
| Q2 25 | 17.6% | 9.7% | ||
| Q1 25 | 13.1% | 10.4% | ||
| Q4 24 | 14.5% | 8.6% | ||
| Q3 24 | 18.3% | 8.0% | ||
| Q2 24 | 49.1% | 8.8% |
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.43 | ||
| Q3 25 | $4.98 | $1.24 | ||
| Q2 25 | $5.88 | $1.39 | ||
| Q1 25 | $3.20 | $1.48 | ||
| Q4 24 | $3.76 | $1.18 | ||
| Q3 24 | $5.25 | $1.06 | ||
| Q2 24 | $14.84 | $1.12 |
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 | $72.2M |
| 総負債低いほど良い | — | $2.4B |
| 株主資本純資産 | $1.7B | $2.4B |
| 総資産 | — | $7.1B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.00× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $72.2M | ||
| Q3 25 | $1.1B | $48.7M | ||
| Q2 25 | $68.4M | $99.1M | ||
| Q1 25 | $220.2M | $95.8M | ||
| Q4 24 | $753.5M | $85.4M | ||
| Q3 24 | $1.5B | $147.8M | ||
| Q2 24 | $1.7B | $154.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $2.4B | ||
| Q3 25 | $2.9B | $2.4B | ||
| Q2 25 | $1.9B | $2.3B | ||
| Q1 25 | $1.9B | $2.3B | ||
| Q4 24 | $1.9B | $2.4B | ||
| Q3 24 | $2.3B | $2.3B | ||
| Q2 24 | $2.3B | $2.7B |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $2.4B | ||
| Q3 25 | $2.0B | $2.4B | ||
| Q2 25 | $2.1B | $2.3B | ||
| Q1 25 | $2.2B | $2.2B | ||
| Q4 24 | $2.5B | $2.1B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $3.0B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $7.1B | ||
| Q3 25 | $6.5B | $6.9B | ||
| Q2 25 | $5.5B | $6.8B | ||
| Q1 25 | $5.5B | $6.6B | ||
| Q4 24 | $5.8B | $6.5B | ||
| Q3 24 | $6.5B | $6.5B | ||
| Q2 24 | $6.7B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 1.00× | ||
| Q3 25 | 1.45× | 1.01× | ||
| Q2 25 | 0.89× | 1.02× | ||
| Q1 25 | 0.87× | 1.08× | ||
| Q4 24 | 0.77× | 1.14× | ||
| Q3 24 | 0.83× | 1.20× | ||
| Q2 24 | 0.76× | 1.46× |
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 | — | $346.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $-73.0M | $116.7M |
| FCFマージンFCF / 売上 | -6.9% | 7.6% |
| 設備投資強度設備投資 / 売上 | 2.7% | 14.8% |
| キャッシュ転換率営業CF / 純利益 | — | 2.37× |
| 直近12ヶ月FCF直近4四半期 | $924.8M | $439.2M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $346.0M | ||
| Q3 25 | $426.9M | $270.8M | ||
| Q2 25 | $287.1M | $270.2M | ||
| Q1 25 | $1.8M | $288.6M | ||
| Q4 24 | $370.6M | $278.8M | ||
| Q3 24 | $312.8M | $267.8M | ||
| Q2 24 | $183.4M | $217.4M |
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $116.7M | ||
| Q3 25 | $393.4M | $83.7M | ||
| Q2 25 | $258.3M | $113.3M | ||
| Q1 25 | $-27.2M | $125.5M | ||
| Q4 24 | $334.0M | $80.1M | ||
| Q3 24 | $293.5M | $120.3M | ||
| Q2 24 | $158.5M | $60.5M |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 7.6% | ||
| Q3 25 | 29.2% | 5.7% | ||
| Q2 25 | 17.8% | 7.8% | ||
| Q1 25 | -2.5% | 8.6% | ||
| Q4 24 | 29.7% | 5.7% | ||
| Q3 24 | 22.0% | 8.9% | ||
| Q2 24 | 10.9% | 4.6% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 14.8% | ||
| Q3 25 | 2.5% | 12.7% | ||
| Q2 25 | 2.0% | 10.8% | ||
| Q1 25 | 2.6% | 11.2% | ||
| Q4 24 | 3.3% | 14.1% | ||
| Q3 24 | 1.4% | 10.9% | ||
| Q2 24 | 1.7% | 12.1% |
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.37× | ||
| Q3 25 | 1.99× | 2.14× | ||
| Q2 25 | 1.12× | 1.90× | ||
| Q1 25 | 0.01× | 1.90× | ||
| Q4 24 | 2.28× | 2.31× | ||
| Q3 24 | 1.28× | 2.48× | ||
| Q2 24 | 0.26× | 1.91× |
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
セグメントデータなし
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 0% |
