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布林克公司（BCO）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
布林克公司的季度营收约是CARLISLE COMPANIES INC的1.3倍（$1.4B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 4.9%，领先7.2%），布林克公司同比增速更快（9.1% vs -4.0%），过去两年布林克公司的营收复合增速更高（5.6% vs -14.8%）
布林克公司是总部位于美国弗吉尼亚州里士满的现金处理服务企业，业务范围涵盖武装押运、ATM机加钞与维护，还提供金库外包、货币处理、智能保险柜服务、贵重物品国际运输等现金管理与支付相关解决方案。
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。
BCO vs CSL — 直观对比
营收规模更大
BCO
是对方的1.3倍
$1.1B
营收增速更快
BCO
高出13.1%
-4.0%
净利率更高
CSL
高出7.2%
4.9%
两年增速更快
BCO
近两年复合增速
-14.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | $68.1M | $127.7M |
| 毛利率 | 27.7% | 34.5% |
| 营业利润率 | 13.1% | 17.1% |
| 净利率 | 4.9% | 12.1% |
| 营收同比 | 9.1% | -4.0% |
| 净利润同比 | 76.9% | -10.9% |
| 每股收益（稀释后） | $1.62 | $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BCOCSL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.3B | $1.5B |
净利润BCOCSL
| Q1 26 | — | $127.7M | ||
| Q4 25 | $68.1M | $127.4M | ||
| Q3 25 | $36.3M | $214.2M | ||
| Q2 25 | $43.7M | $255.8M | ||
| Q1 25 | $51.6M | $143.3M | ||
| Q4 24 | $38.5M | $162.8M | ||
| Q3 24 | $28.9M | $244.3M | ||
| Q2 24 | $46.2M | $712.4M |
毛利率BCOCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | 27.7% | 33.8% | ||
| Q3 25 | 25.8% | 36.0% | ||
| Q2 25 | 24.9% | 37.3% | ||
| Q1 25 | 24.6% | 35.2% | ||
| Q4 24 | 26.1% | 36.1% | ||
| Q3 24 | 25.0% | 38.6% | ||
| Q2 24 | 25.2% | 39.2% |
营业利润率BCOCSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | 13.1% | 16.8% | ||
| Q3 25 | 11.4% | 21.8% | ||
| Q2 25 | 10.3% | 23.1% | ||
| Q1 25 | 9.6% | 16.8% | ||
| Q4 24 | 8.3% | 19.9% | ||
| Q3 24 | 8.9% | 23.7% | ||
| Q2 24 | 9.3% | 26.0% |
净利率BCOCSL
| Q1 26 | — | 12.1% | ||
| Q4 25 | 4.9% | 11.3% | ||
| Q3 25 | 2.7% | 15.9% | ||
| Q2 25 | 3.4% | 17.6% | ||
| Q1 25 | 4.1% | 13.1% | ||
| Q4 24 | 3.0% | 14.5% | ||
| Q3 24 | 2.3% | 18.3% | ||
| Q2 24 | 3.7% | 49.1% |
每股收益（稀释后）BCOCSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $1.62 | $3.06 | ||
| Q3 25 | $0.86 | $4.98 | ||
| Q2 25 | $1.03 | $5.88 | ||
| Q1 25 | $1.18 | $3.20 | ||
| Q4 24 | $0.87 | $3.76 | ||
| Q3 24 | $0.65 | $5.25 | ||
| Q2 24 | $1.02 | $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 | $1.7B | $771.3M |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $277.7M | $1.7B |
| 总资产 | $7.3B | — |
| 负债/权益比越低杠杆越低 | 14.31× | — |
8季度趋势，按日历期对齐
现金及短期投资BCOCSL
| Q1 26 | — | $771.3M | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.4B | $68.4M | ||
| Q1 25 | $1.2B | $220.2M | ||
| Q4 24 | $1.4B | $753.5M | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $1.2B | $1.7B |
总债务BCOCSL
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $2.9B | ||
| Q3 25 | $3.8B | $2.9B | ||
| Q2 25 | $3.9B | $1.9B | ||
| Q1 25 | $3.7B | $1.9B | ||
| Q4 24 | $3.7B | $1.9B | ||
| Q3 24 | $3.7B | $2.3B | ||
| Q2 24 | $3.6B | $2.3B |
股东权益BCOCSL
| Q1 26 | — | $1.7B | ||
| Q4 25 | $277.7M | $1.8B | ||
| Q3 25 | $268.5M | $2.0B | ||
| Q2 25 | $254.6M | $2.1B | ||
| Q1 25 | $205.8M | $2.2B | ||
| Q4 24 | $184.9M | $2.5B | ||
| Q3 24 | $277.1M | $2.8B | ||
| Q2 24 | $320.5M | $3.0B |
总资产BCOCSL
| Q1 26 | — | — | ||
| Q4 25 | $7.3B | $6.3B | ||
| Q3 25 | $7.0B | $6.5B | ||
| Q2 25 | $7.1B | $5.5B | ||
| Q1 25 | $6.6B | $5.5B | ||
| Q4 24 | $6.6B | $5.8B | ||
| Q3 24 | $6.7B | $6.5B | ||
| Q2 24 | $6.6B | $6.7B |
负债/权益比BCOCSL
| Q1 26 | — | — | ||
| Q4 25 | 14.31× | 1.61× | ||
| Q3 25 | 14.05× | 1.45× | ||
| Q2 25 | 15.48× | 0.89× | ||
| Q1 25 | 18.19× | 0.87× | ||
| Q4 24 | 20.26× | 0.77× | ||
| Q3 24 | 13.39× | 0.83× | ||
| Q2 24 | 11.26× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-73.0M |
| 自由现金流率自由现金流/营收 | — | -6.9% |
| 资本支出强度资本支出/营收 | 3.5% | 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 | — | $924.8M |
8季度趋势，按日历期对齐
经营现金流BCOCSL
| Q1 26 | — | — | ||
| Q4 25 | — | $386.0M | ||
| Q3 25 | $122.1M | $426.9M | ||
| Q2 25 | — | $287.1M | ||
| Q1 25 | $-60.2M | $1.8M | ||
| Q4 24 | $369.8M | $370.6M | ||
| Q3 24 | $58.4M | $312.8M | ||
| Q2 24 | $-66.1M | $183.4M |
自由现金流BCOCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | — | $346.1M | ||
| Q3 25 | $77.4M | $393.4M | ||
| Q2 25 | — | $258.3M | ||
| Q1 25 | $-119.1M | $-27.2M | ||
| Q4 24 | $307.2M | $334.0M | ||
| Q3 24 | $7.4M | $293.5M | ||
| Q2 24 | $-122.8M | $158.5M |
自由现金流率BCOCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | — | 30.7% | ||
| Q3 25 | 5.8% | 29.2% | ||
| Q2 25 | — | 17.8% | ||
| Q1 25 | -9.6% | -2.5% | ||
| Q4 24 | 24.3% | 29.7% | ||
| Q3 24 | 0.6% | 22.0% | ||
| Q2 24 | -9.8% | 10.9% |
资本支出强度BCOCSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | 3.5% | 3.5% | ||
| Q3 25 | 3.3% | 2.5% | ||
| Q2 25 | 4.0% | 2.0% | ||
| Q1 25 | 4.7% | 2.6% | ||
| Q4 24 | 5.0% | 3.3% | ||
| Q3 24 | 4.1% | 1.4% | ||
| Q2 24 | 4.5% | 1.7% |
现金转化率BCOCSL
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | 3.36× | 1.99× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | -1.17× | 0.01× | ||
| Q4 24 | 9.61× | 2.28× | ||
| Q3 24 | 2.02× | 1.28× | ||
| Q2 24 | -1.43× | 0.26× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
