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COMERICA INC（CMA）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COMERICA INC的1.3倍（$1.1B vs $838.0M），COMERICA INC净利率更高（21.0% vs 12.1%，领先8.9%），COMERICA INC同比增速更快（3.3% vs -4.0%），过去两年COMERICA INC的营收复合增速更高（108.9% vs -14.8%）
Comerica公司是总部位于美国得克萨斯州达拉斯的金融服务企业，为美国大型金融控股公司之一。旗下Comerica银行为区域性商业银行，在得克萨斯、密歇根、加利福尼亚、佛罗里达、亚利桑那五州共设413家网点，在美国多座城市设有办公场所。
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。
CMA vs CSL — 直观对比
营收规模更大
CSL
是对方的1.3倍
$838.0M
营收增速更快
CMA
高出7.3%
-4.0%
净利率更高
CMA
高出8.9%
12.1%
两年增速更快
CMA
近两年复合增速
-14.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $838.0M | $1.1B |
| 净利润 | $176.0M | $127.7M |
| 毛利率 | — | 34.5% |
| 营业利润率 | — | 17.1% |
| 净利率 | 21.0% | 12.1% |
| 营收同比 | 3.3% | -4.0% |
| 净利润同比 | -4.3% | -10.9% |
| 每股收益（稀释后） | $1.35 | $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CMACSL
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $838.0M | $1.3B | ||
| Q2 25 | $849.0M | $1.4B | ||
| Q1 25 | $829.0M | $1.1B | ||
| Q4 24 | $825.0M | $1.1B | ||
| Q3 24 | $811.0M | $1.3B | ||
| Q2 24 | $824.0M | $1.5B |
净利润CMACSL
| Q1 26 | — | $127.7M | ||
| Q4 25 | — | $127.4M | ||
| Q3 25 | $176.0M | $214.2M | ||
| Q2 25 | $199.0M | $255.8M | ||
| Q1 25 | $172.0M | $143.3M | ||
| Q4 24 | $170.0M | $162.8M | ||
| Q3 24 | $184.0M | $244.3M | ||
| Q2 24 | $206.0M | $712.4M |
毛利率CMACSL
| 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 | — | 38.6% | ||
| Q2 24 | — | 39.2% |
营业利润率CMACSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 21.8% | ||
| Q2 25 | — | 23.1% | ||
| Q1 25 | — | 16.8% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 23.7% | ||
| Q2 24 | — | 26.0% |
净利率CMACSL
| Q1 26 | — | 12.1% | ||
| Q4 25 | — | 11.3% | ||
| Q3 25 | 21.0% | 15.9% | ||
| Q2 25 | 23.4% | 17.6% | ||
| Q1 25 | 20.7% | 13.1% | ||
| Q4 24 | 20.6% | 14.5% | ||
| Q3 24 | 22.7% | 18.3% | ||
| Q2 24 | 25.0% | 49.1% |
每股收益（稀释后）CMACSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | — | $3.06 | ||
| Q3 25 | $1.35 | $4.98 | ||
| Q2 25 | $1.42 | $5.88 | ||
| Q1 25 | $1.25 | $3.20 | ||
| Q4 24 | $1.22 | $3.76 | ||
| Q3 24 | $1.33 | $5.25 | ||
| Q2 24 | $1.49 | $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 | — | $771.3M |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $7.4B | $1.7B |
| 总资产 | $77.4B | — |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势，按日历期对齐
现金及短期投资CMACSL
| Q1 26 | — | $771.3M | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $68.4M | ||
| Q1 25 | — | $220.2M | ||
| Q4 24 | — | $753.5M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.7B |
总债务CMACSL
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | $5.4B | $2.9B | ||
| Q2 25 | $5.8B | $1.9B | ||
| Q1 25 | $5.7B | $1.9B | ||
| Q4 24 | $6.7B | $1.9B | ||
| Q3 24 | $6.8B | $2.3B | ||
| Q2 24 | $7.1B | $2.3B |
股东权益CMACSL
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $7.4B | $2.0B | ||
| Q2 25 | $6.9B | $2.1B | ||
| Q1 25 | $7.1B | $2.2B | ||
| Q4 24 | $6.5B | $2.5B | ||
| Q3 24 | $7.4B | $2.8B | ||
| Q2 24 | $6.2B | $3.0B |
总资产CMACSL
| Q1 26 | — | — | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | $77.4B | $6.5B | ||
| Q2 25 | $78.0B | $5.5B | ||
| Q1 25 | $77.6B | $5.5B | ||
| Q4 24 | $79.3B | $5.8B | ||
| Q3 24 | $79.7B | $6.5B | ||
| Q2 24 | $79.6B | $6.7B |
负债/权益比CMACSL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.61× | ||
| Q3 25 | 0.73× | 1.45× | ||
| Q2 25 | 0.84× | 0.89× | ||
| Q1 25 | 0.81× | 0.87× | ||
| Q4 24 | 1.02× | 0.77× | ||
| Q3 24 | 0.92× | 0.83× | ||
| Q2 24 | 1.15× | 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 | $-270.0M | — |
| 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 | — | 2.7% |
| 现金转化率经营现金流/净利润 | -1.53× | — |
| 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CMACSL
| Q1 26 | — | — | ||
| Q4 25 | — | $386.0M | ||
| Q3 25 | $-270.0M | $426.9M | ||
| Q2 25 | $476.0M | $287.1M | ||
| Q1 25 | $273.0M | $1.8M | ||
| Q4 24 | $601.0M | $370.6M | ||
| Q3 24 | $1.0B | $312.8M | ||
| Q2 24 | $111.0M | $183.4M |
自由现金流CMACSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | — | $346.1M | ||
| Q3 25 | — | $393.4M | ||
| Q2 25 | — | $258.3M | ||
| Q1 25 | — | $-27.2M | ||
| Q4 24 | — | $334.0M | ||
| Q3 24 | — | $293.5M | ||
| Q2 24 | — | $158.5M |
自由现金流率CMACSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | — | 30.7% | ||
| Q3 25 | — | 29.2% | ||
| Q2 25 | — | 17.8% | ||
| Q1 25 | — | -2.5% | ||
| Q4 24 | — | 29.7% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | — | 10.9% |
资本支出强度CMACSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 1.7% |
现金转化率CMACSL
| Q1 26 | — | — | ||
| Q4 25 | — | 3.03× | ||
| Q3 25 | -1.53× | 1.99× | ||
| Q2 25 | 2.39× | 1.12× | ||
| Q1 25 | 1.59× | 0.01× | ||
| Q4 24 | 3.54× | 2.28× | ||
| Q3 24 | 5.70× | 1.28× | ||
| Q2 24 | 0.54× | 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
CMA
暂无分部数据
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
