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CARLISLE COMPANIES INC（CSL）与Camping World Holdings, Inc.（CWH）财务数据对比。点击上方公司名可切换其他公司
Camping World Holdings, Inc.的季度营收约是CARLISLE COMPANIES INC的1.1倍（$1.2B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs -9.3%，领先21.4%），Camping World Holdings, Inc.同比增速更快（-2.6% vs -4.0%），过去两年Camping World Holdings, Inc.的营收复合增速更高（-7.2% 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。
露营世界控股公司是美国知名露营房车行业企业，总部位于伊利诺伊州林肯郡，主营休闲房车销售、房车配件供应及售后维保服务，同时也售卖各类露营装备。目前公司在全美共设有202家线下门店，除线下门店经营外，还通过电话等渠道开展零售业务，2016年10月完成首次公开募股上市，募资2.51亿美元。
CSL vs CWH — 直观对比
营收规模更大
CWH
是对方的1.1倍
$1.1B
营收增速更快
CWH
高出1.4%
-4.0%
净利率更高
CSL
高出21.4%
-9.3%
两年增速更快
CWH
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $127.7M | $-109.1M |
| 毛利率 | 34.5% | 28.8% |
| 营业利润率 | 17.1% | -4.3% |
| 净利率 | 12.1% | -9.3% |
| 营收同比 | -4.0% | -2.6% |
| 净利润同比 | -10.9% | -83.3% |
| 每股收益（稀释后） | $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CSLCWH
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.3B | $1.8B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.5B | $1.8B |
净利润CSLCWH
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $-109.1M | ||
| Q3 25 | $214.2M | $-40.4M | ||
| Q2 25 | $255.8M | $30.2M | ||
| Q1 25 | $143.3M | $-12.3M | ||
| Q4 24 | $162.8M | $-59.5M | ||
| Q3 24 | $244.3M | $5.5M | ||
| Q2 24 | $712.4M | $9.8M |
毛利率CSLCWH
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 28.8% | ||
| Q3 25 | 36.0% | 28.6% | ||
| Q2 25 | 37.3% | 30.0% | ||
| Q1 25 | 35.2% | 30.4% | ||
| Q4 24 | 36.1% | 31.3% | ||
| Q3 24 | 38.6% | 28.9% | ||
| Q2 24 | 39.2% | 30.3% |
营业利润率CSLCWH
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | -4.3% | ||
| Q3 25 | 21.8% | 4.4% | ||
| Q2 25 | 23.1% | 6.6% | ||
| Q1 25 | 16.8% | 1.5% | ||
| Q4 24 | 19.9% | -1.3% | ||
| Q3 24 | 23.7% | 3.7% | ||
| Q2 24 | 26.0% | 5.3% |
净利率CSLCWH
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | -9.3% | ||
| Q3 25 | 15.9% | -2.2% | ||
| Q2 25 | 17.6% | 1.5% | ||
| Q1 25 | 13.1% | -0.9% | ||
| Q4 24 | 14.5% | -4.9% | ||
| Q3 24 | 18.3% | 0.3% | ||
| Q2 24 | 49.1% | 0.5% |
每股收益（稀释后）CSLCWH
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | — | ||
| Q3 25 | $4.98 | — | ||
| Q2 25 | $5.88 | — | ||
| Q1 25 | $3.20 | — | ||
| Q4 24 | $3.76 | — | ||
| Q3 24 | $5.25 | — | ||
| Q2 24 | $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 | $215.0M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $1.7B | $228.6M |
| 总资产 | — | $5.0B |
| 负债/权益比越低杠杆越低 | — | 6.44× |
8季度趋势，按日历期对齐
现金及短期投资CSLCWH
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $215.0M | ||
| Q3 25 | $1.1B | $230.5M | ||
| Q2 25 | $68.4M | $118.1M | ||
| Q1 25 | $220.2M | $20.9M | ||
| Q4 24 | $753.5M | $208.4M | ||
| Q3 24 | $1.5B | $28.4M | ||
| Q2 24 | $1.7B | $23.7M |
总债务CSLCWH
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $1.9B | $1.5B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.3B | $1.5B |
股东权益CSLCWH
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $228.6M | ||
| Q3 25 | $2.0B | $296.2M | ||
| Q2 25 | $2.1B | $340.5M | ||
| Q1 25 | $2.2B | $310.5M | ||
| Q4 24 | $2.5B | $326.6M | ||
| Q3 24 | $2.8B | $151.6M | ||
| Q2 24 | $3.0B | $149.7M |
总资产CSLCWH
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $5.0B | ||
| Q3 25 | $6.5B | $5.0B | ||
| Q2 25 | $5.5B | $5.2B | ||
| Q1 25 | $5.5B | $5.1B | ||
| Q4 24 | $5.8B | $4.9B | ||
| Q3 24 | $6.5B | $4.7B | ||
| Q2 24 | $6.7B | $5.0B |
负债/权益比CSLCWH
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 6.44× | ||
| Q3 25 | 1.45× | 5.00× | ||
| Q2 25 | 0.89× | 4.42× | ||
| Q1 25 | 0.87× | 4.87× | ||
| Q4 24 | 0.77× | 4.64× | ||
| Q3 24 | 0.83× | 10.09× | ||
| Q2 24 | 0.76× | 10.28× |
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 | — | $-227.2M |
| 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 | — | — |
| 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CSLCWH
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $-227.2M | ||
| Q3 25 | $426.9M | $139.8M | ||
| Q2 25 | $287.1M | $187.9M | ||
| Q1 25 | $1.8M | $-232.5M | ||
| Q4 24 | $370.6M | $-163.4M | ||
| Q3 24 | $312.8M | $324.2M | ||
| Q2 24 | $183.4M | $152.3M |
自由现金流CSLCWH
| 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CSLCWH
| 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CSLCWH
| 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CSLCWH
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.12× | 6.22× | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | 58.93× | ||
| Q2 24 | 0.26× | 15.59× |
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
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 1% |
