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CARLISLE COMPANIES INC（CSL）とIES Holdings, Inc.（IESC）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
CARLISLE COMPANIES INCの直近四半期売上が大きい（$1.1B vs $871.0M、IES Holdings, Inc.の約1.2倍）。CARLISLE COMPANIES INCの純利益率が高く（12.1% vs 10.5%、差は1.6%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs -4.0%）。IES Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$-18.9M vs $-73.0M）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% 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。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
CSL vs IESC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $871.0M |
| 純利益 | $127.7M | $91.8M |
| 粗利率 | 34.5% | 25.3% |
| 営業利益率 | 17.1% | 11.2% |
| 純利益率 | 12.1% | 10.5% |
| 売上前年比 | -4.0% | 16.2% |
| 純利益前年比 | -10.9% | 59.1% |
| EPS（希薄化後） | $3.10 | $4.51 |
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 | $871.0M | ||
| Q3 25 | $1.3B | $897.8M | ||
| Q2 25 | $1.4B | $890.2M | ||
| Q1 25 | $1.1B | $834.0M | ||
| Q4 24 | $1.1B | $749.5M | ||
| Q3 24 | $1.3B | $775.8M | ||
| Q2 24 | $1.5B | $768.4M |
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $91.8M | ||
| Q3 25 | $214.2M | $102.3M | ||
| Q2 25 | $255.8M | $79.3M | ||
| Q1 25 | $143.3M | $72.6M | ||
| Q4 24 | $162.8M | $57.7M | ||
| Q3 24 | $244.3M | $65.5M | ||
| Q2 24 | $712.4M | $66.6M |
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 25.3% | ||
| Q3 25 | 36.0% | 26.0% | ||
| Q2 25 | 37.3% | 26.9% | ||
| Q1 25 | 35.2% | 25.0% | ||
| Q4 24 | 36.1% | 23.8% | ||
| Q3 24 | 38.6% | 24.0% | ||
| Q2 24 | 39.2% | 25.3% |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 11.2% | ||
| Q3 25 | 21.8% | 11.6% | ||
| Q2 25 | 23.1% | 12.6% | ||
| Q1 25 | 16.8% | 11.1% | ||
| Q4 24 | 19.9% | 10.0% | ||
| Q3 24 | 23.7% | 9.7% | ||
| Q2 24 | 26.0% | 11.7% |
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 10.5% | ||
| Q3 25 | 15.9% | 11.4% | ||
| Q2 25 | 17.6% | 8.9% | ||
| Q1 25 | 13.1% | 8.7% | ||
| Q4 24 | 14.5% | 7.7% | ||
| Q3 24 | 18.3% | 8.4% | ||
| Q2 24 | 49.1% | 8.7% |
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $4.51 | ||
| Q3 25 | $4.98 | $4.99 | ||
| Q2 25 | $5.88 | $3.81 | ||
| Q1 25 | $3.20 | $3.50 | ||
| Q4 24 | $3.76 | $2.72 | ||
| Q3 24 | $5.25 | $3.06 | ||
| Q2 24 | $14.84 | $2.67 |
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 | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.7B | $961.1M |
| 総資産 | — | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $258.7M | ||
| Q3 25 | $1.1B | $231.8M | ||
| Q2 25 | $68.4M | $168.3M | ||
| Q1 25 | $220.2M | $88.3M | ||
| Q4 24 | $753.5M | $112.0M | ||
| Q3 24 | $1.5B | $135.8M | ||
| Q2 24 | $1.7B | $44.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $961.1M | ||
| Q3 25 | $2.0B | $884.0M | ||
| Q2 25 | $2.1B | $781.4M | ||
| Q1 25 | $2.2B | $705.8M | ||
| Q4 24 | $2.5B | $652.4M | ||
| Q3 24 | $2.8B | $611.1M | ||
| Q2 24 | $3.0B | $567.5M |
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $1.7B | ||
| Q3 25 | $6.5B | $1.6B | ||
| Q2 25 | $5.5B | $1.5B | ||
| Q1 25 | $5.5B | $1.4B | ||
| Q4 24 | $5.8B | $1.3B | ||
| Q3 24 | $6.5B | $1.2B | ||
| Q2 24 | $6.7B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | — | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | 0.76× | — |
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 | — | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-73.0M | $-18.9M |
| FCFマージンFCF / 売上 | -6.9% | -2.2% |
| 設備投資強度設備投資 / 売上 | 2.7% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | — | 0.30× |
| 直近12ヶ月FCF直近4四半期 | $924.8M | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $27.7M | ||
| Q3 25 | $426.9M | $132.0M | ||
| Q2 25 | $287.1M | $92.0M | ||
| Q1 25 | $1.8M | $24.8M | ||
| Q4 24 | $370.6M | $37.3M | ||
| Q3 24 | $312.8M | $92.8M | ||
| Q2 24 | $183.4M | $82.9M |
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $-18.9M | ||
| Q3 25 | $393.4M | $112.0M | ||
| Q2 25 | $258.3M | $74.8M | ||
| Q1 25 | $-27.2M | $7.9M | ||
| Q4 24 | $334.0M | $24.1M | ||
| Q3 24 | $293.5M | $78.5M | ||
| Q2 24 | $158.5M | $65.4M |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | -2.2% | ||
| Q3 25 | 29.2% | 12.5% | ||
| Q2 25 | 17.8% | 8.4% | ||
| Q1 25 | -2.5% | 0.9% | ||
| Q4 24 | 29.7% | 3.2% | ||
| Q3 24 | 22.0% | 10.1% | ||
| Q2 24 | 10.9% | 8.5% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 5.3% | ||
| Q3 25 | 2.5% | 2.2% | ||
| Q2 25 | 2.0% | 1.9% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 3.3% | 1.8% | ||
| Q3 24 | 1.4% | 1.8% | ||
| Q2 24 | 1.7% | 2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.30× | ||
| Q3 25 | 1.99× | 1.29× | ||
| Q2 25 | 1.12× | 1.16× | ||
| Q1 25 | 0.01× | 0.34× | ||
| Q4 24 | 2.28× | 0.65× | ||
| Q3 24 | 1.28× | 1.42× | ||
| Q2 24 | 0.26× | 1.24× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
