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CARLISLE COMPANIES INC（CSL）とLCI INDUSTRIES（LCII）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 $932.7M、LCI INDUSTRIESの約1.1倍）。CARLISLE COMPANIES INCの純利益率が高く（12.1% vs 2.0%、差は10.1%）。LCI INDUSTRIESの前年同期比売上増加率が高い（16.1% vs -4.0%）。LCI INDUSTRIESの直近四半期フリーキャッシュフローが多い（$64.3M vs $-73.0M）。過去8四半期でLCI INDUSTRIESの売上複合成長率が高い（-1.8% 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。
ラッキーコア・インダストリーズ・リミテッドは旧ICIパキスタンとして知られるパキスタンの複合企業グループで、本社をカラチに置き、ポリエステル、医薬品、農業化学品、ソーダ灰、獣医薬品などの製造・供給を行っています。
CSL vs LCII — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $932.7M |
| 純利益 | $127.7M | $18.7M |
| 粗利率 | 34.5% | 22.1% |
| 営業利益率 | 17.1% | 3.8% |
| 純利益率 | 12.1% | 2.0% |
| 売上前年比 | -4.0% | 16.1% |
| 純利益前年比 | -10.9% | 95.7% |
| EPS（希薄化後） | $3.10 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.1B | $803.1M | ||
| Q3 24 | $1.3B | $915.5M | ||
| Q2 24 | $1.5B | $1.1B |
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $18.7M | ||
| Q3 25 | $214.2M | $62.5M | ||
| Q2 25 | $255.8M | $57.6M | ||
| Q1 25 | $143.3M | $49.4M | ||
| Q4 24 | $162.8M | $9.5M | ||
| Q3 24 | $244.3M | $35.6M | ||
| Q2 24 | $712.4M | $61.2M |
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 22.1% | ||
| Q3 25 | 36.0% | 24.4% | ||
| Q2 25 | 37.3% | 24.4% | ||
| Q1 25 | 35.2% | 24.1% | ||
| Q4 24 | 36.1% | 21.1% | ||
| Q3 24 | 38.6% | 24.0% | ||
| Q2 24 | 39.2% | 25.3% |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 3.8% | ||
| Q3 25 | 21.8% | 7.3% | ||
| Q2 25 | 23.1% | 7.9% | ||
| Q1 25 | 16.8% | 7.8% | ||
| Q4 24 | 19.9% | 2.0% | ||
| Q3 24 | 23.7% | 5.9% | ||
| Q2 24 | 26.0% | 8.6% |
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 2.0% | ||
| Q3 25 | 15.9% | 6.0% | ||
| Q2 25 | 17.6% | 5.2% | ||
| Q1 25 | 13.1% | 4.7% | ||
| Q4 24 | 14.5% | 1.2% | ||
| Q3 24 | 18.3% | 3.9% | ||
| Q2 24 | 49.1% | 5.8% |
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.79 | ||
| Q3 25 | $4.98 | $2.55 | ||
| Q2 25 | $5.88 | $2.29 | ||
| Q1 25 | $3.20 | $1.94 | ||
| Q4 24 | $3.76 | $0.37 | ||
| Q3 24 | $5.25 | $1.39 | ||
| Q2 24 | $14.84 | $2.40 |
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 | $222.6M |
| 総負債低いほど良い | — | $945.2M |
| 株主資本純資産 | $1.7B | $1.4B |
| 総資産 | — | $3.2B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.69× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $222.6M | ||
| Q3 25 | $1.1B | $199.7M | ||
| Q2 25 | $68.4M | $191.9M | ||
| Q1 25 | $220.2M | $231.2M | ||
| Q4 24 | $753.5M | $165.8M | ||
| Q3 24 | $1.5B | $161.2M | ||
| Q2 24 | $1.7B | $130.4M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $945.2M | ||
| Q3 25 | $2.9B | $947.8M | ||
| Q2 25 | $1.9B | $948.0M | ||
| Q1 25 | $1.9B | $938.3M | ||
| Q4 24 | $1.9B | $757.3M | ||
| Q3 24 | $2.3B | $822.5M | ||
| Q2 24 | $2.3B | $829.7M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.8B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $3.2B | ||
| Q3 25 | $6.5B | $3.2B | ||
| Q2 25 | $5.5B | $3.2B | ||
| Q1 25 | $5.5B | $3.1B | ||
| Q4 24 | $5.8B | $2.9B | ||
| Q3 24 | $6.5B | $3.0B | ||
| Q2 24 | $6.7B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.69× | ||
| Q3 25 | 1.45× | 0.70× | ||
| Q2 25 | 0.89× | 0.68× | ||
| Q1 25 | 0.87× | 0.69× | ||
| Q4 24 | 0.77× | 0.55× | ||
| Q3 24 | 0.83× | 0.58× | ||
| Q2 24 | 0.76× | 0.60× |
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 | — | $78.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $-73.0M | $64.3M |
| FCFマージンFCF / 売上 | -6.9% | 6.9% |
| 設備投資強度設備投資 / 売上 | 2.7% | 1.6% |
| キャッシュ転換率営業CF / 純利益 | — | 4.22× |
| 直近12ヶ月FCF直近4四半期 | $924.8M | $278.3M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $78.9M | ||
| Q3 25 | $426.9M | $97.2M | ||
| Q2 25 | $287.1M | $112.2M | ||
| Q1 25 | $1.8M | $42.7M | ||
| Q4 24 | $370.6M | $106.6M | ||
| Q3 24 | $312.8M | $78.4M | ||
| Q2 24 | $183.4M | $192.9M |
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $64.3M | ||
| Q3 25 | $393.4M | $80.9M | ||
| Q2 25 | $258.3M | $99.5M | ||
| Q1 25 | $-27.2M | $33.7M | ||
| Q4 24 | $334.0M | $95.7M | ||
| Q3 24 | $293.5M | $68.3M | ||
| Q2 24 | $158.5M | $180.2M |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 6.9% | ||
| Q3 25 | 29.2% | 7.8% | ||
| Q2 25 | 17.8% | 9.0% | ||
| Q1 25 | -2.5% | 3.2% | ||
| Q4 24 | 29.7% | 11.9% | ||
| Q3 24 | 22.0% | 7.5% | ||
| Q2 24 | 10.9% | 17.1% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.6% | ||
| Q3 25 | 2.5% | 1.6% | ||
| Q2 25 | 2.0% | 1.2% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 3.3% | 1.4% | ||
| Q3 24 | 1.4% | 1.1% | ||
| Q2 24 | 1.7% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 4.22× | ||
| Q3 25 | 1.99× | 1.55× | ||
| Q2 25 | 1.12× | 1.95× | ||
| Q1 25 | 0.01× | 0.86× | ||
| Q4 24 | 2.28× | 11.17× | ||
| Q3 24 | 1.28× | 2.20× | ||
| Q2 24 | 0.26× | 3.15× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
