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BRUNSWICK CORP（BC）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
BRUNSWICK CORP的季度营收约是CARLISLE COMPANIES INC的1.3倍（$1.4B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 1.5%，领先10.6%），BRUNSWICK CORP同比增速更快（17.3% vs -4.0%），CARLISLE COMPANIES INC自由现金流更多（$-73.0M vs $-116.8M），过去两年BRUNSWICK CORP的营收复合增速更高（-2.3% vs -14.8%）
美国Brunswick公司创立于1845年，专注于多品类产品的研发、生产与营销，旗下拥有知名海事品牌水星海事（Mercury Marine）等多个品牌。目前集团在24个国家拥有超1.3万名员工，2024年销售额达52亿美元，全球总部位于伊利诺伊州芝加哥北郊的梅塔瓦。
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。
BC vs CSL — 直观对比
营收规模更大
BC
是对方的1.3倍
$1.1B
营收增速更快
BC
高出21.3%
-4.0%
净利率更高
CSL
高出10.6%
1.5%
自由现金流更多
CSL
多$43.8M
$-116.8M
两年增速更快
BC
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $21.0M | $127.7M |
| 毛利率 | 24.9% | 34.5% |
| 营业利润率 | 3.6% | 17.1% |
| 净利率 | 1.5% | 12.1% |
| 营收同比 | 17.3% | -4.0% |
| 净利润同比 | — | -10.9% |
| 每股收益（稀释后） | $0.32 | $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BCCSL
| Q1 26 | $1.4B | $1.1B | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.4B | $1.5B |
净利润BCCSL
| Q1 26 | $21.0M | $127.7M | ||
| Q4 25 | $18.7M | $127.4M | ||
| Q3 25 | $-235.5M | $214.2M | ||
| Q2 25 | $59.3M | $255.8M | ||
| Q1 25 | $20.2M | $143.3M | ||
| Q4 24 | $-82.5M | $162.8M | ||
| Q3 24 | $44.6M | $244.3M | ||
| Q2 24 | $100.0M | $712.4M |
毛利率BCCSL
| Q1 26 | 24.9% | 34.5% | ||
| Q4 25 | 23.1% | 33.8% | ||
| Q3 25 | 25.8% | 36.0% | ||
| Q2 25 | 25.5% | 37.3% | ||
| Q1 25 | 24.9% | 35.2% | ||
| Q4 24 | 21.9% | 36.1% | ||
| Q3 24 | 26.2% | 38.6% | ||
| Q2 24 | 27.1% | 39.2% |
营业利润率BCCSL
| Q1 26 | 3.6% | 17.1% | ||
| Q4 25 | 3.1% | 16.8% | ||
| Q3 25 | -17.8% | 21.8% | ||
| Q2 25 | 7.1% | 23.1% | ||
| Q1 25 | 4.6% | 16.8% | ||
| Q4 24 | -4.8% | 19.9% | ||
| Q3 24 | 7.7% | 23.7% | ||
| Q2 24 | 11.0% | 26.0% |
净利率BCCSL
| Q1 26 | 1.5% | 12.1% | ||
| Q4 25 | 1.4% | 11.3% | ||
| Q3 25 | -17.3% | 15.9% | ||
| Q2 25 | 4.1% | 17.6% | ||
| Q1 25 | 1.7% | 13.1% | ||
| Q4 24 | -7.1% | 14.5% | ||
| Q3 24 | 3.5% | 18.3% | ||
| Q2 24 | 6.9% | 49.1% |
每股收益（稀释后）BCCSL
| Q1 26 | $0.32 | $3.10 | ||
| Q4 25 | $0.32 | $3.06 | ||
| Q3 25 | $-3.59 | $4.98 | ||
| Q2 25 | $0.89 | $5.88 | ||
| Q1 25 | $0.30 | $3.20 | ||
| Q4 24 | $-1.21 | $3.76 | ||
| Q3 24 | $0.67 | $5.25 | ||
| Q2 24 | $1.48 | $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 | $277.8M | $771.3M |
| 总债务越低越好 | $490.2M | — |
| 股东权益账面价值 | $1.6B | $1.7B |
| 总资产 | $5.5B | — |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势，按日历期对齐
现金及短期投资BCCSL
| Q1 26 | $277.8M | $771.3M | ||
| Q4 25 | $256.8M | $1.1B | ||
| Q3 25 | $297.7M | $1.1B | ||
| Q2 25 | $315.7M | $68.4M | ||
| Q1 25 | $286.7M | $220.2M | ||
| Q4 24 | $269.0M | $753.5M | ||
| Q3 24 | $284.1M | $1.5B | ||
| Q2 24 | $494.5M | $1.7B |
总债务BCCSL
| Q1 26 | $490.2M | — | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
股东权益BCCSL
| Q1 26 | $1.6B | $1.7B | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.9B | $2.5B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $2.0B | $3.0B |
总资产BCCSL
| Q1 26 | $5.5B | — | ||
| Q4 25 | $5.3B | $6.3B | ||
| Q3 25 | $5.4B | $6.5B | ||
| Q2 25 | $5.8B | $5.5B | ||
| Q1 25 | $5.9B | $5.5B | ||
| Q4 24 | $5.7B | $5.8B | ||
| Q3 24 | $6.0B | $6.5B | ||
| Q2 24 | $6.4B | $6.7B |
负债/权益比BCCSL
| Q1 26 | 0.31× | — | ||
| Q4 25 | 1.30× | 1.61× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | 1.25× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-116.8M | $-73.0M |
| 自由现金流率自由现金流/营收 | -8.5% | -6.9% |
| 资本支出强度资本支出/营收 | 4.2% | 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 | $344.6M | $924.8M |
8季度趋势，按日历期对齐
经营现金流BCCSL
| Q1 26 | — | — | ||
| Q4 25 | $132.9M | $386.0M | ||
| Q3 25 | $140.4M | $426.9M | ||
| Q2 25 | $316.2M | $287.1M | ||
| Q1 25 | $-27.4M | $1.8M | ||
| Q4 24 | $306.4M | $370.6M | ||
| Q3 24 | $67.4M | $312.8M | ||
| Q2 24 | $211.0M | $183.4M |
自由现金流BCCSL
| Q1 26 | $-116.8M | $-73.0M | ||
| Q4 25 | $83.6M | $346.1M | ||
| Q3 25 | $106.5M | $393.4M | ||
| Q2 25 | $271.3M | $258.3M | ||
| Q1 25 | $-65.1M | $-27.2M | ||
| Q4 24 | $276.1M | $334.0M | ||
| Q3 24 | $31.4M | $293.5M | ||
| Q2 24 | $163.9M | $158.5M |
自由现金流率BCCSL
| Q1 26 | -8.5% | -6.9% | ||
| Q4 25 | 6.3% | 30.7% | ||
| Q3 25 | 7.8% | 29.2% | ||
| Q2 25 | 18.7% | 17.8% | ||
| Q1 25 | -5.3% | -2.5% | ||
| Q4 24 | 23.9% | 29.7% | ||
| Q3 24 | 2.5% | 22.0% | ||
| Q2 24 | 11.4% | 10.9% |
资本支出强度BCCSL
| Q1 26 | 4.2% | 2.7% | ||
| Q4 25 | 3.7% | 3.5% | ||
| Q3 25 | 2.5% | 2.5% | ||
| Q2 25 | 3.1% | 2.0% | ||
| Q1 25 | 3.1% | 2.6% | ||
| Q4 24 | 2.6% | 3.3% | ||
| Q3 24 | 2.8% | 1.4% | ||
| Q2 24 | 3.3% | 1.7% |
现金转化率BCCSL
| Q1 26 | — | — | ||
| Q4 25 | 7.11× | 3.03× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | 5.33× | 1.12× | ||
| Q1 25 | -1.36× | 0.01× | ||
| Q4 24 | — | 2.28× | ||
| Q3 24 | 1.51× | 1.28× | ||
| Q2 24 | 2.11× | 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
BC
暂无分部数据
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
