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空气化工产品公司（APD）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
空气化工产品公司的季度营收约是CARLISLE COMPANIES INC的2.9倍（$3.1B vs $1.1B）。空气化工产品公司净利率更高（21.9% vs 12.1%，领先9.7%）。空气化工产品公司同比增速更快（5.8% vs -4.0%）。CARLISLE COMPANIES INC自由现金流更多（$-73.0M vs $-350.5M）。过去两年空气化工产品公司的营收复合增速更高（2.9% vs -14.8%）
空气化工产品公司是全球知名的工业气体供应商，业务覆盖全球各地，主营大气气体、工艺气体、特种气体、相关设备及服务，产品涵盖氧气、氮气、氩气、氢气、氦气、二氧化碳、一氧化碳、合成气等，同时供应空分装置、非低温发生器等气体生产处理设备，服务炼油、化工、气化等多个行业领域。
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。
APD vs CSL — 直观对比
营收规模更大
APD
是对方的2.9倍
$1.1B
营收增速更快
APD
高出9.8%
-4.0%
净利率更高
APD
高出9.7%
12.1%
自由现金流更多
CSL
多$277.5M
$-350.5M
两年增速更快
APD
近两年复合增速
-14.8%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.1B |
| 净利润 | $678.2M | $127.7M |
| 毛利率 | 32.1% | 34.5% |
| 营业利润率 | 23.7% | 17.1% |
| 净利率 | 21.9% | 12.1% |
| 营收同比 | 5.8% | -4.0% |
| 净利润同比 | 9.8% | -10.9% |
| 每股收益（稀释后） | $3.04 | $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APDCSL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $3.1B | $1.1B | ||
| Q3 25 | $3.2B | $1.3B | ||
| Q2 25 | $3.0B | $1.4B | ||
| Q1 25 | $2.9B | $1.1B | ||
| Q4 24 | $2.9B | $1.1B | ||
| Q3 24 | $3.2B | $1.3B | ||
| Q2 24 | $3.0B | $1.5B |
净利润APDCSL
| Q1 26 | — | $127.7M | ||
| Q4 25 | $678.2M | $127.4M | ||
| Q3 25 | $4.9M | $214.2M | ||
| Q2 25 | $713.8M | $255.8M | ||
| Q1 25 | $-1.7B | $143.3M | ||
| Q4 24 | $617.4M | $162.8M | ||
| Q3 24 | $1.9B | $244.3M | ||
| Q2 24 | $696.6M | $712.4M |
毛利率APDCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | 32.1% | 33.8% | ||
| Q3 25 | 32.3% | 36.0% | ||
| Q2 25 | 32.5% | 37.3% | ||
| Q1 25 | 29.6% | 35.2% | ||
| Q4 24 | 31.2% | 36.1% | ||
| Q3 24 | 34.0% | 38.6% | ||
| Q2 24 | 32.8% | 39.2% |
营业利润率APDCSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | 23.7% | 16.8% | ||
| Q3 25 | 0.5% | 21.8% | ||
| Q2 25 | 26.2% | 23.1% | ||
| Q1 25 | -79.8% | 16.8% | ||
| Q4 24 | 22.0% | 19.9% | ||
| Q3 24 | 76.1% | 23.7% | ||
| Q2 24 | 24.7% | 26.0% |
净利率APDCSL
| Q1 26 | — | 12.1% | ||
| Q4 25 | 21.9% | 11.3% | ||
| Q3 25 | 0.2% | 15.9% | ||
| Q2 25 | 23.6% | 17.6% | ||
| Q1 25 | -59.3% | 13.1% | ||
| Q4 24 | 21.1% | 14.5% | ||
| Q3 24 | 61.2% | 18.3% | ||
| Q2 24 | 23.3% | 49.1% |
每股收益（稀释后）APDCSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $3.04 | $3.06 | ||
| Q3 25 | $0.03 | $4.98 | ||
| Q2 25 | $3.20 | $5.88 | ||
| Q1 25 | $-7.77 | $3.20 | ||
| Q4 24 | $2.77 | $3.76 | ||
| Q3 24 | $8.75 | $5.25 | ||
| Q2 24 | $3.13 | $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 | $1.0B | $771.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $15.4B | $1.7B |
| 总资产 | $41.2B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资APDCSL
| Q1 26 | — | $771.3M | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $2.3B | $68.4M | ||
| Q1 25 | $1.6B | $220.2M | ||
| Q4 24 | $2.0B | $753.5M | ||
| Q3 24 | $3.0B | $1.5B | ||
| Q2 24 | $2.4B | $1.7B |
总债务APDCSL
| 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 |
股东权益APDCSL
| Q1 26 | — | $1.7B | ||
| Q4 25 | $15.4B | $1.8B | ||
| Q3 25 | $15.0B | $2.0B | ||
| Q2 25 | $15.5B | $2.1B | ||
| Q1 25 | $14.7B | $2.2B | ||
| Q4 24 | $16.7B | $2.5B | ||
| Q3 24 | $17.0B | $2.8B | ||
| Q2 24 | $15.1B | $3.0B |
总资产APDCSL
| Q1 26 | — | — | ||
| Q4 25 | $41.2B | $6.3B | ||
| Q3 25 | $41.1B | $6.5B | ||
| Q2 25 | $41.7B | $5.5B | ||
| Q1 25 | $38.9B | $5.5B | ||
| Q4 24 | $40.0B | $5.8B | ||
| Q3 24 | $39.6B | $6.5B | ||
| Q2 24 | $37.0B | $6.7B |
负债/权益比APDCSL
| 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× |
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 | $900.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-350.5M | $-73.0M |
| 自由现金流率自由现金流/营收 | -11.3% | -6.9% |
| 资本支出强度资本支出/营收 | 40.3% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.33× | — |
| 过去12个月自由现金流最近4个季度 | — | $924.8M |
8季度趋势，按日历期对齐
经营现金流APDCSL
| Q1 26 | — | — | ||
| Q4 25 | $900.7M | $386.0M | ||
| Q3 25 | — | $426.9M | ||
| Q2 25 | $855.8M | $287.1M | ||
| Q1 25 | $328.1M | $1.8M | ||
| Q4 24 | $811.7M | $370.6M | ||
| Q3 24 | — | $312.8M | ||
| Q2 24 | $1.3B | $183.4M |
自由现金流APDCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $-350.5M | $346.1M | ||
| Q3 25 | — | $393.4M | ||
| Q2 25 | $-640.0M | $258.3M | ||
| Q1 25 | $-1.6B | $-27.2M | ||
| Q4 24 | $-1.3B | $334.0M | ||
| Q3 24 | — | $293.5M | ||
| Q2 24 | $-345.2M | $158.5M |
自由现金流率APDCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | -11.3% | 30.7% | ||
| Q3 25 | — | 29.2% | ||
| Q2 25 | -21.2% | 17.8% | ||
| Q1 25 | -53.6% | -2.5% | ||
| Q4 24 | -44.5% | 29.7% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | -11.6% | 10.9% |
资本支出强度APDCSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | 40.3% | 3.5% | ||
| Q3 25 | 47.9% | 2.5% | ||
| Q2 25 | 49.5% | 2.0% | ||
| Q1 25 | 64.9% | 2.6% | ||
| Q4 24 | 72.2% | 3.3% | ||
| Q3 24 | 65.1% | 1.4% | ||
| Q2 24 | 53.8% | 1.7% |
现金转化率APDCSL
| Q1 26 | — | — | ||
| Q4 25 | 1.33× | 3.03× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | 1.20× | 1.12× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | 1.31× | 2.28× | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | 1.81× | 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
APD
| Other | $1.6B | 53% |
| Onsite | $783.9M | 25% |
| Merchant | $557.8M | 18% |
| Saleof Equipment | $117.0M | 4% |
CSL
暂无分部数据
