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安姆科（AMCR）与CARLISLE COMPANIES INC（CSL）财务数据对比。点击上方公司名可切换其他公司
安姆科的季度营收约是CARLISLE COMPANIES INC的5.2倍（$5.4B vs $1.1B）。CARLISLE COMPANIES INC净利率更高（12.1% vs 3.2%，领先8.9%）。安姆科同比增速更快（68.1% vs -4.0%）。安姆科自由现金流更多（$282.0M vs $-73.0M）。过去两年安姆科的营收复合增速更高（26.4% vs -14.8%）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
卡莱尔公司是专业建筑产品供应商，聚焦于提升建筑能效与稳固性，面向商业建筑领域生产销售单层屋面产品、质保系统及配套配件，旗下设有卡莱尔建筑材料、卡莱尔防水技术两大业务板块，产品涵盖防潮材料、屋面防护层等多个品类。
AMCR vs CSL — 直观对比
营收规模更大
AMCR
是对方的5.2倍
$1.1B
营收增速更快
AMCR
高出72.1%
-4.0%
净利率更高
CSL
高出8.9%
3.2%
自由现金流更多
AMCR
多$355.0M
$-73.0M
两年增速更快
AMCR
近两年复合增速
-14.8%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $1.1B |
| 净利润 | $177.0M | $127.7M |
| 毛利率 | 19.1% | 34.5% |
| 营业利润率 | 6.1% | 17.1% |
| 净利率 | 3.2% | 12.1% |
| 营收同比 | 68.1% | -4.0% |
| 净利润同比 | 8.6% | -10.9% |
| 每股收益（稀释后） | $0.38 | $3.10 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMCRCSL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $5.4B | $1.1B | ||
| Q3 25 | $5.7B | $1.3B | ||
| Q2 25 | $5.1B | $1.4B | ||
| Q1 25 | $3.3B | $1.1B | ||
| Q4 24 | $3.2B | $1.1B | ||
| Q3 24 | $3.4B | $1.3B | ||
| Q2 24 | $3.5B | $1.5B |
净利润AMCRCSL
| Q1 26 | — | $127.7M | ||
| Q4 25 | $177.0M | $127.4M | ||
| Q3 25 | $262.0M | $214.2M | ||
| Q2 25 | $-39.0M | $255.8M | ||
| Q1 25 | $196.0M | $143.3M | ||
| Q4 24 | $163.0M | $162.8M | ||
| Q3 24 | $191.0M | $244.3M | ||
| Q2 24 | $257.0M | $712.4M |
毛利率AMCRCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | 19.1% | 33.8% | ||
| Q3 25 | 19.6% | 36.0% | ||
| Q2 25 | 17.6% | 37.3% | ||
| Q1 25 | 19.6% | 35.2% | ||
| Q4 24 | 19.3% | 36.1% | ||
| Q3 24 | 19.7% | 38.6% | ||
| Q2 24 | 21.3% | 39.2% |
营业利润率AMCRCSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | 6.1% | 16.8% | ||
| Q3 25 | 8.0% | 21.8% | ||
| Q2 25 | 1.7% | 23.1% | ||
| Q1 25 | 9.4% | 16.8% | ||
| Q4 24 | 9.2% | 19.9% | ||
| Q3 24 | 9.3% | 23.7% | ||
| Q2 24 | 11.2% | 26.0% |
净利率AMCRCSL
| Q1 26 | — | 12.1% | ||
| Q4 25 | 3.2% | 11.3% | ||
| Q3 25 | 4.6% | 15.9% | ||
| Q2 25 | -0.8% | 17.6% | ||
| Q1 25 | 5.9% | 13.1% | ||
| Q4 24 | 5.0% | 14.5% | ||
| Q3 24 | 5.7% | 18.3% | ||
| Q2 24 | 7.3% | 49.1% |
每股收益（稀释后）AMCRCSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $0.38 | $3.06 | ||
| Q3 25 | $0.11 | $4.98 | ||
| Q2 25 | $-0.06 | $5.88 | ||
| Q1 25 | $0.14 | $3.20 | ||
| Q4 24 | $0.11 | $3.76 | ||
| Q3 24 | $0.13 | $5.25 | ||
| Q2 24 | $0.18 | $14.84 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.1B | $771.3M |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $1.7B |
| 总资产 | $37.0B | — |
| 负债/权益比越低杠杆越低 | 1.26× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCRCSL
| Q1 26 | — | $771.3M | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $825.0M | $1.1B | ||
| Q2 25 | $827.0M | $68.4M | ||
| Q1 25 | $2.0B | $220.2M | ||
| Q4 24 | $445.0M | $753.5M | ||
| Q3 24 | $432.0M | $1.5B | ||
| Q2 24 | $588.0M | $1.7B |
总债务AMCRCSL
| Q1 26 | — | — | ||
| Q4 25 | $14.6B | $2.9B | ||
| Q3 25 | $12.8B | $2.9B | ||
| Q2 25 | $13.8B | $1.9B | ||
| Q1 25 | $8.6B | $1.9B | ||
| Q4 24 | $6.8B | $1.9B | ||
| Q3 24 | $7.2B | $2.3B | ||
| Q2 24 | $6.6B | $2.3B |
股东权益AMCRCSL
| Q1 26 | — | $1.7B | ||
| Q4 25 | $11.6B | $1.8B | ||
| Q3 25 | $11.7B | $2.0B | ||
| Q2 25 | $11.7B | $2.1B | ||
| Q1 25 | $3.9B | $2.2B | ||
| Q4 24 | $3.8B | $2.5B | ||
| Q3 24 | $3.9B | $2.8B | ||
| Q2 24 | $3.9B | $3.0B |
总资产AMCRCSL
| Q1 26 | — | — | ||
| Q4 25 | $37.0B | $6.3B | ||
| Q3 25 | $37.1B | $6.5B | ||
| Q2 25 | $37.1B | $5.5B | ||
| Q1 25 | $18.0B | $5.5B | ||
| Q4 24 | $16.2B | $5.8B | ||
| Q3 24 | $16.9B | $6.5B | ||
| Q2 24 | $16.5B | $6.7B |
负债/权益比AMCRCSL
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | 1.61× | ||
| Q3 25 | 1.09× | 1.45× | ||
| Q2 25 | 1.18× | 0.89× | ||
| Q1 25 | 2.24× | 0.87× | ||
| Q4 24 | 1.81× | 0.77× | ||
| Q3 24 | 1.83× | 0.83× | ||
| Q2 24 | 1.70× | 0.76× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $503.0M | — |
| 自由现金流经营现金流 - 资本支出 | $282.0M | $-73.0M |
| 自由现金流率自由现金流/营收 | 5.2% | -6.9% |
| 资本支出强度资本支出/营收 | 4.1% | 2.7% |
| 现金转化率经营现金流/净利润 | 2.84× | — |
| 过去12个月自由现金流最近4个季度 | $805.0M | $924.8M |
8季度趋势，按日历期对齐
经营现金流AMCRCSL
| Q1 26 | — | — | ||
| Q4 25 | $503.0M | $386.0M | ||
| Q3 25 | $-133.0M | $426.9M | ||
| Q2 25 | $1.1B | $287.1M | ||
| Q1 25 | $117.0M | $1.8M | ||
| Q4 24 | $428.0M | $370.6M | ||
| Q3 24 | $-269.0M | $312.8M | ||
| Q2 24 | $943.0M | $183.4M |
自由现金流AMCRCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $282.0M | $346.1M | ||
| Q3 25 | $-371.0M | $393.4M | ||
| Q2 25 | $894.0M | $258.3M | ||
| Q1 25 | $0 | $-27.2M | ||
| Q4 24 | $330.0M | $334.0M | ||
| Q3 24 | $-414.0M | $293.5M | ||
| Q2 24 | $809.0M | $158.5M |
自由现金流率AMCRCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | 5.2% | 30.7% | ||
| Q3 25 | -6.5% | 29.2% | ||
| Q2 25 | 17.6% | 17.8% | ||
| Q1 25 | 0.0% | -2.5% | ||
| Q4 24 | 10.2% | 29.7% | ||
| Q3 24 | -12.3% | 22.0% | ||
| Q2 24 | 22.9% | 10.9% |
资本支出强度AMCRCSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | 4.1% | 3.5% | ||
| Q3 25 | 4.1% | 2.5% | ||
| Q2 25 | 4.3% | 2.0% | ||
| Q1 25 | 3.5% | 2.6% | ||
| Q4 24 | 3.0% | 3.3% | ||
| Q3 24 | 4.3% | 1.4% | ||
| Q2 24 | 3.8% | 1.7% |
现金转化率AMCRCSL
| Q1 26 | — | — | ||
| Q4 25 | 2.84× | 3.03× | ||
| Q3 25 | -0.51× | 1.99× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | 0.60× | 0.01× | ||
| Q4 24 | 2.63× | 2.28× | ||
| Q3 24 | -1.41× | 1.28× | ||
| Q2 24 | 3.67× | 0.26× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
CSL
暂无分部数据
