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波尔公司(BALL)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
波尔公司的季度营收约是CARLISLE COMPANIES INC的3.2倍($3.3B vs $1.1B)。CARLISLE COMPANIES INC净利率更高(12.1% vs 6.0%,领先6.2%)。波尔公司同比增速更快(16.2% vs -4.0%)。波尔公司自由现金流更多($1.0B vs $-73.0M)。过去两年波尔公司的营收复合增速更高(7.9% vs -14.8%)
波尔公司是全球领先的可持续铝制包装解决方案供应商,为饮料、个护、家居产品领域的品牌提供创新包装产品,同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务,全业务线高度重视环保责任与产品可靠性。
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。
BALL vs CSL — 直观对比
营收规模更大
BALL
是对方的3.2倍
$1.1B
营收增速更快
BALL
高出20.2%
-4.0%
净利率更高
CSL
高出6.2%
6.0%
自由现金流更多
BALL
多$1.1B
$-73.0M
两年增速更快
BALL
近两年复合增速
-14.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $3.3B | $1.1B |
| 净利润 | $200.0M | $127.7M |
| 毛利率 | — | 34.5% |
| 营业利润率 | 7.2% | 17.1% |
| 净利率 | 6.0% | 12.1% |
| 营收同比 | 16.2% | -4.0% |
| 净利润同比 | 766.7% | -10.9% |
| 每股收益(稀释后) | $0.73 | $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
BALL
CSL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $3.3B | $1.1B | ||
| Q3 25 | $3.4B | $1.3B | ||
| Q2 25 | $3.3B | $1.4B | ||
| Q1 25 | $3.1B | $1.1B | ||
| Q4 24 | $2.9B | $1.1B | ||
| Q3 24 | $3.1B | $1.3B | ||
| Q2 24 | $3.0B | $1.5B |
净利润
BALL
CSL
| Q1 26 | — | $127.7M | ||
| Q4 25 | $200.0M | $127.4M | ||
| Q3 25 | $321.0M | $214.2M | ||
| Q2 25 | $215.0M | $255.8M | ||
| Q1 25 | $179.0M | $143.3M | ||
| Q4 24 | $-30.0M | $162.8M | ||
| Q3 24 | $199.0M | $244.3M | ||
| Q2 24 | $159.0M | $712.4M |
毛利率
BALL
CSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | — | 33.8% | ||
| Q3 25 | — | 36.0% | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 36.1% | ||
| Q3 24 | 17.7% | 38.6% | ||
| Q2 24 | 16.5% | 39.2% |
营业利润率
BALL
CSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | 7.2% | 16.8% | ||
| Q3 25 | 11.6% | 21.8% | ||
| Q2 25 | 8.0% | 23.1% | ||
| Q1 25 | 7.4% | 16.8% | ||
| Q4 24 | 0.2% | 19.9% | ||
| Q3 24 | 7.4% | 23.7% | ||
| Q2 24 | 6.8% | 26.0% |
净利率
BALL
CSL
| Q1 26 | — | 12.1% | ||
| Q4 25 | 6.0% | 11.3% | ||
| Q3 25 | 9.5% | 15.9% | ||
| Q2 25 | 6.4% | 17.6% | ||
| Q1 25 | 5.8% | 13.1% | ||
| Q4 24 | -1.0% | 14.5% | ||
| Q3 24 | 6.5% | 18.3% | ||
| Q2 24 | 5.4% | 49.1% |
每股收益(稀释后)
BALL
CSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $0.73 | $3.06 | ||
| Q3 25 | $1.18 | $4.98 | ||
| Q2 25 | $0.76 | $5.88 | ||
| Q1 25 | $0.63 | $3.20 | ||
| Q4 24 | $0.23 | $3.76 | ||
| Q3 24 | $0.65 | $5.25 | ||
| Q2 24 | $0.51 | $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 | $1.2B | $771.3M |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.4B | $1.7B |
| 总资产 | $19.5B | — |
| 负债/权益比越低杠杆越低 | 1.29× | — |
8季度趋势,按日历期对齐
现金及短期投资
BALL
CSL
| Q1 26 | — | $771.3M | ||
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $568.0M | $1.1B | ||
| Q2 25 | $296.0M | $68.4M | ||
| Q1 25 | $449.0M | $220.2M | ||
| Q4 24 | $885.0M | $753.5M | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.3B | $1.7B |
总债务
BALL
CSL
| Q1 26 | — | — | ||
| Q4 25 | $7.0B | $2.9B | ||
| Q3 25 | $6.9B | $2.9B | ||
| Q2 25 | $6.5B | $1.9B | ||
| Q1 25 | $6.1B | $1.9B | ||
| Q4 24 | $5.3B | $1.9B | ||
| Q3 24 | $5.4B | $2.3B | ||
| Q2 24 | $5.5B | $2.3B |
股东权益
BALL
CSL
| Q1 26 | — | $1.7B | ||
| Q4 25 | $5.4B | $1.8B | ||
| Q3 25 | $5.4B | $2.0B | ||
| Q2 25 | $5.2B | $2.1B | ||
| Q1 25 | $5.5B | $2.2B | ||
| Q4 24 | $5.9B | $2.5B | ||
| Q3 24 | $6.7B | $2.8B | ||
| Q2 24 | $6.9B | $3.0B |
总资产
BALL
CSL
| Q1 26 | — | — | ||
| Q4 25 | $19.5B | $6.3B | ||
| Q3 25 | $18.7B | $6.5B | ||
| Q2 25 | $18.6B | $5.5B | ||
| Q1 25 | $18.0B | $5.5B | ||
| Q4 24 | $17.6B | $5.8B | ||
| Q3 24 | $18.8B | $6.5B | ||
| Q2 24 | $19.0B | $6.7B |
负债/权益比
BALL
CSL
| Q1 26 | — | — | ||
| Q4 25 | 1.29× | 1.61× | ||
| Q3 25 | 1.26× | 1.45× | ||
| Q2 25 | 1.24× | 0.89× | ||
| Q1 25 | 1.12× | 0.87× | ||
| Q4 24 | 0.91× | 0.77× | ||
| Q3 24 | 0.80× | 0.83× | ||
| Q2 24 | 0.80× | 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 | $1.2B | — |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $-73.0M |
| 自由现金流率自由现金流/营收 | 31.1% | -6.9% |
| 资本支出强度资本支出/营收 | 5.1% | 2.7% |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $788.0M | $924.8M |
8季度趋势,按日历期对齐
经营现金流
BALL
CSL
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $386.0M | ||
| Q3 25 | $384.0M | $426.9M | ||
| Q2 25 | $332.0M | $287.1M | ||
| Q1 25 | $-665.0M | $1.8M | ||
| Q4 24 | $500.0M | $370.6M | ||
| Q3 24 | $610.0M | $312.8M | ||
| Q2 24 | $252.0M | $183.4M |
自由现金流
BALL
CSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $1.0B | $346.1M | ||
| Q3 25 | $257.0M | $393.4M | ||
| Q2 25 | $236.0M | $258.3M | ||
| Q1 25 | $-746.0M | $-27.2M | ||
| Q4 24 | $393.0M | $334.0M | ||
| Q3 24 | $493.0M | $293.5M | ||
| Q2 24 | $146.0M | $158.5M |
自由现金流率
BALL
CSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | 31.1% | 30.7% | ||
| Q3 25 | 7.6% | 29.2% | ||
| Q2 25 | 7.1% | 17.8% | ||
| Q1 25 | -24.1% | -2.5% | ||
| Q4 24 | 13.6% | 29.7% | ||
| Q3 24 | 16.0% | 22.0% | ||
| Q2 24 | 4.9% | 10.9% |
资本支出强度
BALL
CSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | 5.1% | 3.5% | ||
| Q3 25 | 3.8% | 2.5% | ||
| Q2 25 | 2.9% | 2.0% | ||
| Q1 25 | 2.6% | 2.6% | ||
| Q4 24 | 3.7% | 3.3% | ||
| Q3 24 | 3.8% | 1.4% | ||
| Q2 24 | 3.6% | 1.7% |
现金转化率
BALL
CSL
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | 3.03× | ||
| Q3 25 | 1.20× | 1.99× | ||
| Q2 25 | 1.54× | 1.12× | ||
| Q1 25 | -3.72× | 0.01× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | 3.07× | 1.28× | ||
| Q2 24 | 1.58× | 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
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 18% |
CSL
暂无分部数据