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Core & Main, Inc.（CNM）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
Core & Main, Inc.的季度营收约是CARLISLE COMPANIES INC的2.0倍（$2.1B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 6.6%，领先5.5%），Core & Main, Inc.同比增速更快（0.0% vs -4.0%），Core & Main, Inc.自由现金流更多（$263.0M vs $-73.0M），过去两年Core & Main, Inc.的营收复合增速更高（19.7% vs -14.8%）
Core & Main, Inc.总部位于美国密苏里州圣路易斯，是美国专业的水务及相关防护产品分销商，主营供水、污水处理、雨水排放、消防防护类产品，客户覆盖市政部门、私营水务企业及专业承包商，在全美49个州设有370个分支机构，服务6万客户，在售产品达22.5万种。
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。
CNM vs CSL — 直观对比
营收规模更大
CNM
是对方的2.0倍
$1.1B
营收增速更快
CNM
高出4.0%
-4.0%
净利率更高
CSL
高出5.5%
6.6%
自由现金流更多
CNM
多$336.0M
$-73.0M
两年增速更快
CNM
近两年复合增速
-14.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.1B |
| 净利润 | $137.0M | $127.7M |
| 毛利率 | 27.2% | 34.5% |
| 营业利润率 | 10.7% | 17.1% |
| 净利率 | 6.6% | 12.1% |
| 营收同比 | 0.0% | -4.0% |
| 净利润同比 | 0.0% | -10.9% |
| 每股收益（稀释后） | $0.72 | $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CNMCSL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.7B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.7B | $1.5B |
净利润CNMCSL
| Q1 26 | — | $127.7M | ||
| Q4 25 | $137.0M | $127.4M | ||
| Q3 25 | $134.0M | $214.2M | ||
| Q2 25 | $100.0M | $255.8M | ||
| Q1 25 | $64.0M | $143.3M | ||
| Q4 24 | $133.0M | $162.8M | ||
| Q3 24 | $119.0M | $244.3M | ||
| Q2 24 | $95.0M | $712.4M |
毛利率CNMCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | 27.2% | 33.8% | ||
| Q3 25 | 26.8% | 36.0% | ||
| Q2 25 | 26.7% | 37.3% | ||
| Q1 25 | 26.6% | 35.2% | ||
| Q4 24 | 26.6% | 36.1% | ||
| Q3 24 | 26.4% | 38.6% | ||
| Q2 24 | 26.9% | 39.2% |
营业利润率CNMCSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | 10.7% | 16.8% | ||
| Q3 25 | 10.2% | 21.8% | ||
| Q2 25 | 8.9% | 23.1% | ||
| Q1 25 | 7.3% | 16.8% | ||
| Q4 24 | 10.9% | 19.9% | ||
| Q3 24 | 10.4% | 23.7% | ||
| Q2 24 | 9.6% | 26.0% |
净利率CNMCSL
| Q1 26 | — | 12.1% | ||
| Q4 25 | 6.6% | 11.3% | ||
| Q3 25 | 6.4% | 15.9% | ||
| Q2 25 | 5.2% | 17.6% | ||
| Q1 25 | 3.8% | 13.1% | ||
| Q4 24 | 6.5% | 14.5% | ||
| Q3 24 | 6.1% | 18.3% | ||
| Q2 24 | 5.5% | 49.1% |
每股收益（稀释后）CNMCSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $0.72 | $3.06 | ||
| Q3 25 | $0.70 | $4.98 | ||
| Q2 25 | $0.52 | $5.88 | ||
| Q1 25 | $0.34 | $3.20 | ||
| Q4 24 | $0.69 | $3.76 | ||
| Q3 24 | $0.61 | $5.25 | ||
| Q2 24 | $0.49 | $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 | $89.0M | $771.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $1.7B |
| 总资产 | $6.3B | — |
| 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CNMCSL
| Q1 26 | — | $771.3M | ||
| Q4 25 | $89.0M | $1.1B | ||
| Q3 25 | $25.0M | $1.1B | ||
| Q2 25 | $8.0M | $68.4M | ||
| Q1 25 | $8.0M | $220.2M | ||
| Q4 24 | $10.0M | $753.5M | ||
| Q3 24 | $13.0M | $1.5B | ||
| Q2 24 | $30.0M | $1.7B |
总债务CNMCSL
| 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CNMCSL
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.0B | $1.8B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.7B | $2.2B | ||
| Q4 24 | $1.7B | $2.5B | ||
| Q3 24 | $1.6B | $2.8B | ||
| Q2 24 | $1.6B | $3.0B |
总资产CNMCSL
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $6.3B | ||
| Q3 25 | $6.3B | $6.5B | ||
| Q2 25 | $6.3B | $5.5B | ||
| Q1 25 | $5.9B | $5.5B | ||
| Q4 24 | $6.2B | $5.8B | ||
| Q3 24 | $6.1B | $6.5B | ||
| Q2 24 | $6.0B | $6.7B |
负债/权益比CNMCSL
| 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 | $271.0M | — |
| 自由现金流经营现金流 - 资本支出 | $263.0M | $-73.0M |
| 自由现金流率自由现金流/营收 | 12.8% | -6.9% |
| 资本支出强度资本支出/营收 | 0.4% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | $575.0M | $924.8M |
8季度趋势，按日历期对齐
经营现金流CNMCSL
| Q1 26 | — | — | ||
| Q4 25 | $271.0M | $386.0M | ||
| Q3 25 | $34.0M | $426.9M | ||
| Q2 25 | $77.0M | $287.1M | ||
| Q1 25 | $235.0M | $1.8M | ||
| Q4 24 | $260.0M | $370.6M | ||
| Q3 24 | $48.0M | $312.8M | ||
| Q2 24 | $78.0M | $183.4M |
自由现金流CNMCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $263.0M | $346.1M | ||
| Q3 25 | $24.0M | $393.4M | ||
| Q2 25 | $64.0M | $258.3M | ||
| Q1 25 | $224.0M | $-27.2M | ||
| Q4 24 | $252.0M | $334.0M | ||
| Q3 24 | $39.0M | $293.5M | ||
| Q2 24 | $71.0M | $158.5M |
自由现金流率CNMCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | 12.8% | 30.7% | ||
| Q3 25 | 1.1% | 29.2% | ||
| Q2 25 | 3.3% | 17.8% | ||
| Q1 25 | 13.2% | -2.5% | ||
| Q4 24 | 12.4% | 29.7% | ||
| Q3 24 | 2.0% | 22.0% | ||
| Q2 24 | 4.1% | 10.9% |
资本支出强度CNMCSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | 0.4% | 3.5% | ||
| Q3 25 | 0.5% | 2.5% | ||
| Q2 25 | 0.7% | 2.0% | ||
| Q1 25 | 0.6% | 2.6% | ||
| Q4 24 | 0.4% | 3.3% | ||
| Q3 24 | 0.5% | 1.4% | ||
| Q2 24 | 0.4% | 1.7% |
现金转化率CNMCSL
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 3.03× | ||
| Q3 25 | 0.25× | 1.99× | ||
| Q2 25 | 0.77× | 1.12× | ||
| Q1 25 | 3.67× | 0.01× | ||
| Q4 24 | 1.95× | 2.28× | ||
| Q3 24 | 0.40× | 1.28× | ||
| Q2 24 | 0.82× | 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
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
CSL
暂无分部数据
