vs
CARLISLE COMPANIES INC（CSL）与科迪华（CTVA）财务数据对比。点击上方公司名可切换其他公司
科迪华的季度营收约是CARLISLE COMPANIES INC的3.7倍（$3.9B vs $1.1B）。CARLISLE COMPANIES INC净利率更高（12.1% vs -14.1%，领先26.3%）。科迪华同比增速更快（-1.7% vs -4.0%）。科迪华自由现金流更多（$4.2B vs $-73.0M）。过去两年科迪华的营收复合增速更高（-6.7% vs -14.8%）
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。
科迪华是一家美国农业科技企业，主营种子与作物保护产品，涵盖除草剂、杀虫剂、杀菌剂及生物制剂，业务覆盖全球110个国家，总部位于印第安纳州印第安纳波利斯，旗下大部分种子产品以先锋良种国际品牌销售。
CSL vs CTVA — 直观对比
营收规模更大
CTVA
是对方的3.7倍
$1.1B
营收增速更快
CTVA
高出2.3%
-4.0%
净利率更高
CSL
高出26.3%
-14.1%
自由现金流更多
CTVA
多$4.2B
$-73.0M
两年增速更快
CTVA
近两年复合增速
-14.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $3.9B |
| 净利润 | $127.7M | $-552.0M |
| 毛利率 | 34.5% | 42.4% |
| 营业利润率 | 17.1% | -13.6% |
| 净利率 | 12.1% | -14.1% |
| 营收同比 | -4.0% | -1.7% |
| 净利润同比 | -10.9% | -1246.3% |
| 每股收益（稀释后） | $3.10 | $-0.80 |
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CSLCTVA
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $3.9B | ||
| Q3 25 | $1.3B | $2.6B | ||
| Q2 25 | $1.4B | $6.5B | ||
| Q1 25 | $1.1B | $4.4B | ||
| Q4 24 | $1.1B | $4.0B | ||
| Q3 24 | $1.3B | $2.3B | ||
| Q2 24 | $1.5B | $6.1B |
净利润CSLCTVA
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $-552.0M | ||
| Q3 25 | $214.2M | $-320.0M | ||
| Q2 25 | $255.8M | $1.3B | ||
| Q1 25 | $143.3M | $652.0M | ||
| Q4 24 | $162.8M | $-41.0M | ||
| Q3 24 | $244.3M | $-524.0M | ||
| Q2 24 | $712.4M | $1.1B |
毛利率CSLCTVA
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 42.4% | ||
| Q3 25 | 36.0% | 37.2% | ||
| Q2 25 | 37.3% | 54.6% | ||
| Q1 25 | 35.2% | 47.0% | ||
| Q4 24 | 36.1% | 37.3% | ||
| Q3 24 | 38.6% | 32.7% | ||
| Q2 24 | 39.2% | 52.3% |
营业利润率CSLCTVA
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | -13.6% | ||
| Q3 25 | 21.8% | -14.1% | ||
| Q2 25 | 23.1% | 27.9% | ||
| Q1 25 | 16.8% | 17.7% | ||
| Q4 24 | 19.9% | 2.2% | ||
| Q3 24 | 23.7% | -27.2% | ||
| Q2 24 | 26.0% | 21.9% |
净利率CSLCTVA
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | -14.1% | ||
| Q3 25 | 15.9% | -12.2% | ||
| Q2 25 | 17.6% | 20.4% | ||
| Q1 25 | 13.1% | 14.8% | ||
| Q4 24 | 14.5% | -1.0% | ||
| Q3 24 | 18.3% | -22.5% | ||
| Q2 24 | 49.1% | 17.2% |
每股收益（稀释后）CSLCTVA
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $-0.80 | ||
| Q3 25 | $4.98 | $-0.47 | ||
| Q2 25 | $5.88 | $1.92 | ||
| Q1 25 | $3.20 | $0.95 | ||
| Q4 24 | $3.76 | $-0.05 | ||
| Q3 24 | $5.25 | $-0.76 | ||
| Q2 24 | $14.84 | $1.51 |
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 | $4.5B |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $1.7B | $24.1B |
| 总资产 | — | $42.8B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资CSLCTVA
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $4.5B | ||
| Q3 25 | $1.1B | $2.6B | ||
| Q2 25 | $68.4M | $2.1B | ||
| Q1 25 | $220.2M | $2.0B | ||
| Q4 24 | $753.5M | $3.2B | ||
| Q3 24 | $1.5B | $2.5B | ||
| Q2 24 | $1.7B | $2.0B |
总债务CSLCTVA
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $2.9B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.9B | $1.8B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $2.3B | $2.0B | ||
| Q2 24 | $2.3B | $2.5B |
股东权益CSLCTVA
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $24.1B | ||
| Q3 25 | $2.0B | $25.2B | ||
| Q2 25 | $2.1B | $25.9B | ||
| Q1 25 | $2.2B | $24.3B | ||
| Q4 24 | $2.5B | $23.8B | ||
| Q3 24 | $2.8B | $24.7B | ||
| Q2 24 | $3.0B | $25.2B |
总资产CSLCTVA
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $42.8B | ||
| Q3 25 | $6.5B | $42.2B | ||
| Q2 25 | $5.5B | $41.8B | ||
| Q1 25 | $5.5B | $42.1B | ||
| Q4 24 | $5.8B | $40.8B | ||
| Q3 24 | $6.5B | $41.9B | ||
| Q2 24 | $6.7B | $41.5B |
负债/权益比CSLCTVA
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.07× | ||
| Q3 25 | 1.45× | 0.07× | ||
| Q2 25 | 0.89× | 0.07× | ||
| Q1 25 | 0.87× | 0.07× | ||
| Q4 24 | 0.77× | 0.08× | ||
| Q3 24 | 0.83× | 0.08× | ||
| Q2 24 | 0.76× | 0.10× |
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 | — | $4.4B |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $4.2B |
| 自由现金流率自由现金流/营收 | -6.9% | 106.2% |
| 资本支出强度资本支出/营收 | 2.7% | 5.7% |
| 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 | $2.8B |
8季度趋势，按日历期对齐
经营现金流CSLCTVA
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $4.4B | ||
| Q3 25 | $426.9M | $193.0M | ||
| Q2 25 | $287.1M | $947.0M | ||
| Q1 25 | $1.8M | $-2.1B | ||
| Q4 24 | $370.6M | $4.2B | ||
| Q3 24 | $312.8M | $130.0M | ||
| Q2 24 | $183.4M | $451.0M |
自由现金流CSLCTVA
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $4.2B | ||
| Q3 25 | $393.4M | $36.0M | ||
| Q2 25 | $258.3M | $829.0M | ||
| Q1 25 | $-27.2M | $-2.2B | ||
| Q4 24 | $334.0M | $4.0B | ||
| Q3 24 | $293.5M | $-24.0M | ||
| Q2 24 | $158.5M | $337.0M |
自由现金流率CSLCTVA
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 106.2% | ||
| Q3 25 | 29.2% | 1.4% | ||
| Q2 25 | 17.8% | 12.8% | ||
| Q1 25 | -2.5% | -49.9% | ||
| Q4 24 | 29.7% | 100.4% | ||
| Q3 24 | 22.0% | -1.0% | ||
| Q2 24 | 10.9% | 5.5% |
资本支出强度CSLCTVA
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 5.7% | ||
| Q3 25 | 2.5% | 6.0% | ||
| Q2 25 | 2.0% | 1.8% | ||
| Q1 25 | 2.6% | 2.1% | ||
| Q4 24 | 3.3% | 4.6% | ||
| Q3 24 | 1.4% | 6.6% | ||
| Q2 24 | 1.7% | 1.9% |
现金转化率CSLCTVA
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.12× | 0.72× | ||
| Q1 25 | 0.01× | -3.23× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | — | ||
| Q2 24 | 0.26× | 0.43× |
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
CSL
暂无分部数据
CTVA
| Corn | $1.4B | 35% |
| Herbicides | $1.1B | 27% |
| Insecticides | $488.0M | 12% |
| Fungicides | $272.0M | 7% |
| Biologicals | $191.0M | 5% |
| Soybean | $164.0M | 4% |
| Other | $160.0M | 4% |
| Otheroilseeds | $94.0M | 2% |
