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AMC Networks Inc.（AMCX）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
CARLISLE COMPANIES INC的季度营收约是AMC Networks Inc.的1.8倍（$1.1B vs $594.8M），CARLISLE COMPANIES INC净利率更高（12.1% vs -9.3%，领先21.5%），AMC Networks Inc.同比增速更快（-0.8% vs -4.0%），AMC Networks Inc.自由现金流更多（$40.4M vs $-73.0M），过去两年AMC Networks Inc.的营收复合增速更高（-0.1% vs -14.8%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs CSL — 直观对比
营收规模更大
CSL
是对方的1.8倍
$594.8M
营收增速更快
AMCX
高出3.2%
-4.0%
净利率更高
CSL
高出21.5%
-9.3%
自由现金流更多
AMCX
多$113.4M
$-73.0M
两年增速更快
AMCX
近两年复合增速
-14.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $1.1B |
| 净利润 | $-55.5M | $127.7M |
| 毛利率 | 49.7% | 34.5% |
| 营业利润率 | -8.6% | 17.1% |
| 净利率 | -9.3% | 12.1% |
| 营收同比 | -0.8% | -4.0% |
| 净利润同比 | 80.5% | -10.9% |
| 每股收益（稀释后） | $-0.97 | $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AMCXCSL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $594.8M | $1.1B | ||
| Q3 25 | $561.7M | $1.3B | ||
| Q2 25 | $600.0M | $1.4B | ||
| Q1 25 | $555.2M | $1.1B | ||
| Q4 24 | $599.3M | $1.1B | ||
| Q3 24 | $599.6M | $1.3B | ||
| Q2 24 | $625.9M | $1.5B |
净利润AMCXCSL
| Q1 26 | — | $127.7M | ||
| Q4 25 | $-55.5M | $127.4M | ||
| Q3 25 | $76.5M | $214.2M | ||
| Q2 25 | $50.3M | $255.8M | ||
| Q1 25 | $18.0M | $143.3M | ||
| Q4 24 | $-284.5M | $162.8M | ||
| Q3 24 | $41.4M | $244.3M | ||
| Q2 24 | $-29.2M | $712.4M |
毛利率AMCXCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | 49.7% | 33.8% | ||
| Q3 25 | 48.2% | 36.0% | ||
| Q2 25 | 52.7% | 37.3% | ||
| Q1 25 | 51.8% | 35.2% | ||
| Q4 24 | 51.2% | 36.1% | ||
| Q3 24 | 52.0% | 38.6% | ||
| Q2 24 | 55.2% | 39.2% |
营业利润率AMCXCSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | -8.6% | 16.8% | ||
| Q3 25 | 9.9% | 21.8% | ||
| Q2 25 | 10.7% | 23.1% | ||
| Q1 25 | 11.6% | 16.8% | ||
| Q4 24 | -42.4% | 19.9% | ||
| Q3 24 | 15.6% | 23.7% | ||
| Q2 24 | 1.7% | 26.0% |
净利率AMCXCSL
| Q1 26 | — | 12.1% | ||
| Q4 25 | -9.3% | 11.3% | ||
| Q3 25 | 13.6% | 15.9% | ||
| Q2 25 | 8.4% | 17.6% | ||
| Q1 25 | 3.3% | 13.1% | ||
| Q4 24 | -47.5% | 14.5% | ||
| Q3 24 | 6.9% | 18.3% | ||
| Q2 24 | -4.7% | 49.1% |
每股收益（稀释后）AMCXCSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $-0.97 | $3.06 | ||
| Q3 25 | $1.38 | $4.98 | ||
| Q2 25 | $0.91 | $5.88 | ||
| Q1 25 | $0.34 | $3.20 | ||
| Q4 24 | $-6.23 | $3.76 | ||
| Q3 24 | $0.76 | $5.25 | ||
| Q2 24 | $-0.66 | $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 | $502.4M | $771.3M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $1.7B |
| 总资产 | $3.9B | — |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCXCSL
| Q1 26 | — | $771.3M | ||
| Q4 25 | $502.4M | $1.1B | ||
| Q3 25 | $716.8M | $1.1B | ||
| Q2 25 | $866.4M | $68.4M | ||
| Q1 25 | $870.2M | $220.2M | ||
| Q4 24 | $784.6M | $753.5M | ||
| Q3 24 | $816.4M | $1.5B | ||
| Q2 24 | $802.6M | $1.7B |
总债务AMCXCSL
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $2.9B | ||
| Q3 25 | $1.9B | $2.9B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | $2.3B | $1.9B | ||
| Q4 24 | $2.3B | $1.9B | ||
| Q3 24 | $2.3B | $2.3B | ||
| Q2 24 | $2.4B | $2.3B |
股东权益AMCXCSL
| Q1 26 | — | $1.7B | ||
| Q4 25 | $981.9M | $1.8B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $971.7M | $2.1B | ||
| Q1 25 | $888.8M | $2.2B | ||
| Q4 24 | $855.6M | $2.5B | ||
| Q3 24 | $1.1B | $2.8B | ||
| Q2 24 | $1.1B | $3.0B |
总资产AMCXCSL
| Q1 26 | — | — | ||
| Q4 25 | $3.9B | $6.3B | ||
| Q3 25 | $4.2B | $6.5B | ||
| Q2 25 | $4.4B | $5.5B | ||
| Q1 25 | $4.3B | $5.5B | ||
| Q4 24 | $4.4B | $5.8B | ||
| Q3 24 | $4.8B | $6.5B | ||
| Q2 24 | $4.9B | $6.7B |
负债/权益比AMCXCSL
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | 1.61× | ||
| Q3 25 | 1.82× | 1.45× | ||
| Q2 25 | 2.27× | 0.89× | ||
| Q1 25 | 2.62× | 0.87× | ||
| Q4 24 | 2.73× | 0.77× | ||
| Q3 24 | 2.10× | 0.83× | ||
| Q2 24 | 2.26× | 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 | $49.2M | — |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $-73.0M |
| 自由现金流率自由现金流/营收 | 6.8% | -6.9% |
| 资本支出强度资本支出/营收 | 1.5% | 2.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $272.4M | $924.8M |
8季度趋势，按日历期对齐
经营现金流AMCXCSL
| Q1 26 | — | — | ||
| Q4 25 | $49.2M | $386.0M | ||
| Q3 25 | $44.8M | $426.9M | ||
| Q2 25 | $102.8M | $287.1M | ||
| Q1 25 | $108.8M | $1.8M | ||
| Q4 24 | $58.1M | $370.6M | ||
| Q3 24 | $62.2M | $312.8M | ||
| Q2 24 | $104.4M | $183.4M |
自由现金流AMCXCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $40.4M | $346.1M | ||
| Q3 25 | $42.0M | $393.4M | ||
| Q2 25 | $95.7M | $258.3M | ||
| Q1 25 | $94.2M | $-27.2M | ||
| Q4 24 | $37.6M | $334.0M | ||
| Q3 24 | $53.9M | $293.5M | ||
| Q2 24 | $95.2M | $158.5M |
自由现金流率AMCXCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | 6.8% | 30.7% | ||
| Q3 25 | 7.5% | 29.2% | ||
| Q2 25 | 16.0% | 17.8% | ||
| Q1 25 | 17.0% | -2.5% | ||
| Q4 24 | 6.3% | 29.7% | ||
| Q3 24 | 9.0% | 22.0% | ||
| Q2 24 | 15.2% | 10.9% |
资本支出强度AMCXCSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | 1.5% | 3.5% | ||
| Q3 25 | 0.5% | 2.5% | ||
| Q2 25 | 1.2% | 2.0% | ||
| Q1 25 | 2.6% | 2.6% | ||
| Q4 24 | 3.4% | 3.3% | ||
| Q3 24 | 1.4% | 1.4% | ||
| Q2 24 | 1.5% | 1.7% |
现金转化率AMCXCSL
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | 0.59× | 1.99× | ||
| Q2 25 | 2.04× | 1.12× | ||
| Q1 25 | 6.03× | 0.01× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | 1.50× | 1.28× | ||
| Q2 24 | — | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
