vs
CARLISLE COMPANIES INC（CSL）与Deckers Brands（DECK）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是CARLISLE COMPANIES INC的1.9倍（$2.0B vs $1.1B），Deckers Brands净利率更高（24.6% vs 12.1%，领先12.4%），Deckers Brands同比增速更快（7.1% vs -4.0%），Deckers Brands自由现金流更多（$1.0B vs $-73.0M），过去两年Deckers Brands的营收复合增速更高（42.8% 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。
Deckers Brands是1973年成立的美国鞋履设计与分销企业，总部位于加利福尼亚州戈利塔，由道格·奥托与卡尔·F·洛普克共同创立。公司旗下拥有UGG、Teva、Hoka等全球知名鞋履品牌，产品覆盖休闲、户外等多个领域，销往世界多地。
CSL vs DECK — 直观对比
营收规模更大
DECK
是对方的1.9倍
$1.1B
营收增速更快
DECK
高出11.1%
-4.0%
净利率更高
DECK
高出12.4%
12.1%
自由现金流更多
DECK
多$1.1B
$-73.0M
两年增速更快
DECK
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.0B |
| 净利润 | $127.7M | $481.1M |
| 毛利率 | 34.5% | 59.8% |
| 营业利润率 | 17.1% | 31.4% |
| 净利率 | 12.1% | 24.6% |
| 营收同比 | -4.0% | 7.1% |
| 净利润同比 | -10.9% | 5.3% |
| 每股收益（稀释后） | $3.10 | $3.33 |
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CSLDECK
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.4B | $964.5M | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.5B | $825.3M |
净利润CSLDECK
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $481.1M | ||
| Q3 25 | $214.2M | $268.2M | ||
| Q2 25 | $255.8M | $139.2M | ||
| Q1 25 | $143.3M | $151.4M | ||
| Q4 24 | $162.8M | $456.7M | ||
| Q3 24 | $244.3M | $242.3M | ||
| Q2 24 | $712.4M | $115.6M |
毛利率CSLDECK
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 59.8% | ||
| Q3 25 | 36.0% | 56.2% | ||
| Q2 25 | 37.3% | 55.8% | ||
| Q1 25 | 35.2% | 56.7% | ||
| Q4 24 | 36.1% | 60.3% | ||
| Q3 24 | 38.6% | 55.9% | ||
| Q2 24 | 39.2% | 56.9% |
营业利润率CSLDECK
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 31.4% | ||
| Q3 25 | 21.8% | 22.8% | ||
| Q2 25 | 23.1% | 17.1% | ||
| Q1 25 | 16.8% | 17.0% | ||
| Q4 24 | 19.9% | 31.0% | ||
| Q3 24 | 23.7% | 23.3% | ||
| Q2 24 | 26.0% | 16.1% |
净利率CSLDECK
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 24.6% | ||
| Q3 25 | 15.9% | 18.7% | ||
| Q2 25 | 17.6% | 14.4% | ||
| Q1 25 | 13.1% | 14.8% | ||
| Q4 24 | 14.5% | 25.0% | ||
| Q3 24 | 18.3% | 18.5% | ||
| Q2 24 | 49.1% | 14.0% |
每股收益（稀释后）CSLDECK
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $3.33 | ||
| Q3 25 | $4.98 | $1.82 | ||
| Q2 25 | $5.88 | $0.93 | ||
| Q1 25 | $3.20 | $-2.78 | ||
| Q4 24 | $3.76 | $3.00 | ||
| Q3 24 | $5.25 | $1.59 | ||
| Q2 24 | $14.84 | $4.52 |
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 | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $2.6B |
| 总资产 | — | $4.1B |
| 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CSLDECK
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $68.4M | $1.7B | ||
| Q1 25 | $220.2M | $1.9B | ||
| Q4 24 | $753.5M | $2.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.7B | $1.4B |
总债务CSLDECK
| 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CSLDECK
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $2.6B | ||
| Q3 25 | $2.0B | $2.5B | ||
| Q2 25 | $2.1B | $2.5B | ||
| Q1 25 | $2.2B | $2.5B | ||
| Q4 24 | $2.5B | $2.6B | ||
| Q3 24 | $2.8B | $2.2B | ||
| Q2 24 | $3.0B | $2.1B |
总资产CSLDECK
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $4.1B | ||
| Q3 25 | $6.5B | $3.8B | ||
| Q2 25 | $5.5B | $3.8B | ||
| Q1 25 | $5.5B | $3.6B | ||
| Q4 24 | $5.8B | $4.0B | ||
| Q3 24 | $6.5B | $3.4B | ||
| Q2 24 | $6.7B | $3.3B |
负债/权益比CSLDECK
| 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 | — | $1.0B |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $1.0B |
| 自由现金流率自由现金流/营收 | -6.9% | 52.1% |
| 资本支出强度资本支出/营收 | 2.7% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 2.17× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $929.1M |
8季度趋势，按日历期对齐
经营现金流CSLDECK
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $1.0B | ||
| Q3 25 | $426.9M | $8.1M | ||
| Q2 25 | $287.1M | $36.1M | ||
| Q1 25 | $1.8M | $-73.0M | ||
| Q4 24 | $370.6M | $1.1B | ||
| Q3 24 | $312.8M | $-90.5M | ||
| Q2 24 | $183.4M | $112.7M |
自由现金流CSLDECK
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $1.0B | ||
| Q3 25 | $393.4M | $-13.9M | ||
| Q2 25 | $258.3M | $12.2M | ||
| Q1 25 | $-27.2M | $-89.4M | ||
| Q4 24 | $334.0M | $1.1B | ||
| Q3 24 | $293.5M | $-113.4M | ||
| Q2 24 | $158.5M | $90.1M |
自由现金流率CSLDECK
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 52.1% | ||
| Q3 25 | 29.2% | -1.0% | ||
| Q2 25 | 17.8% | 1.3% | ||
| Q1 25 | -2.5% | -8.8% | ||
| Q4 24 | 29.7% | 58.6% | ||
| Q3 24 | 22.0% | -8.6% | ||
| Q2 24 | 10.9% | 10.9% |
资本支出强度CSLDECK
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.1% | ||
| Q3 25 | 2.5% | 1.5% | ||
| Q2 25 | 2.0% | 2.5% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 3.3% | 1.3% | ||
| Q3 24 | 1.4% | 1.7% | ||
| Q2 24 | 1.7% | 2.7% |
现金转化率CSLDECK
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.17× | ||
| Q3 25 | 1.99× | 0.03× | ||
| Q2 25 | 1.12× | 0.26× | ||
| Q1 25 | 0.01× | -0.48× | ||
| Q4 24 | 2.28× | 2.40× | ||
| Q3 24 | 1.28× | -0.37× | ||
| Q2 24 | 0.26× | 0.97× |
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% |
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |
