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CARLISLE COMPANIES INC（CSL）与Dream Finders Homes, Inc.（DFH）财务数据对比。点击上方公司名可切换其他公司
Dream Finders Homes, Inc.的季度营收约是CARLISLE COMPANIES INC的1.2倍（$1.2B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 4.8%，领先7.3%），CARLISLE COMPANIES INC同比增速更快（-4.0% vs -22.3%），Dream Finders Homes, Inc.自由现金流更多（$136.0M vs $-73.0M），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% 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。
美国住宅建筑商Dream Finders Homes主要建造并销售独栋住宅、联排别墅等覆盖入门级到高端档次的居住物业，业务布局美国多个高速增长区域，同时为购房者提供按揭融资、产权保险、房屋保修等配套服务，覆盖各类客户群体。
CSL vs DFH — 直观对比
营收规模更大
DFH
是对方的1.2倍
$1.1B
营收增速更快
CSL
高出18.3%
-22.3%
净利率更高
CSL
高出7.3%
4.8%
自由现金流更多
DFH
多$209.0M
$-73.0M
两年增速更快
DFH
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 | $58.8M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 6.4% |
| 净利率 | 12.1% | 4.8% |
| 营收同比 | -4.0% | -22.3% |
| 净利润同比 | -10.9% | -54.9% |
| 每股收益（稀释后） | $3.10 | $0.57 |
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CSLDFH
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.3B | $969.8M | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.1B | $989.9M | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.5B | $1.1B |
净利润CSLDFH
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $58.8M | ||
| Q3 25 | $214.2M | $47.0M | ||
| Q2 25 | $255.8M | $56.6M | ||
| Q1 25 | $143.3M | $54.9M | ||
| Q4 24 | $162.8M | $130.5M | ||
| Q3 24 | $244.3M | $70.7M | ||
| Q2 24 | $712.4M | $80.9M |
毛利率CSLDFH
| 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% | 19.2% |
营业利润率CSLDFH
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 6.4% | ||
| Q3 25 | 21.8% | 6.3% | ||
| Q2 25 | 23.1% | 6.4% | ||
| Q1 25 | 16.8% | 7.2% | ||
| Q4 24 | 19.9% | 10.8% | ||
| Q3 24 | 23.7% | 9.2% | ||
| Q2 24 | 26.0% | 10.0% |
净利率CSLDFH
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 4.8% | ||
| Q3 25 | 15.9% | 4.8% | ||
| Q2 25 | 17.6% | 4.9% | ||
| Q1 25 | 13.1% | 5.5% | ||
| Q4 24 | 14.5% | 8.4% | ||
| Q3 24 | 18.3% | 7.0% | ||
| Q2 24 | 49.1% | 7.7% |
每股收益（稀释后）CSLDFH
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.57 | ||
| Q3 25 | $4.98 | $0.47 | ||
| Q2 25 | $5.88 | $0.56 | ||
| Q1 25 | $3.20 | $0.54 | ||
| Q4 24 | $3.76 | $1.28 | ||
| Q3 24 | $5.25 | $0.70 | ||
| Q2 24 | $14.84 | $0.81 |
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 | $234.8M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $1.7B | $1.4B |
| 总资产 | — | $3.7B |
| 负债/权益比越低杠杆越低 | — | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资CSLDFH
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $234.8M | ||
| Q3 25 | $1.1B | $251.0M | ||
| Q2 25 | $68.4M | $210.3M | ||
| Q1 25 | $220.2M | $297.5M | ||
| Q4 24 | $753.5M | $274.4M | ||
| Q3 24 | $1.5B | $204.9M | ||
| Q2 24 | $1.7B | $274.8M |
总债务CSLDFH
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $1.6B | ||
| Q3 25 | $2.9B | $1.8B | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
股东权益CSLDFH
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.8B | $1.1B | ||
| Q2 24 | $3.0B | $1.0B |
总资产CSLDFH
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $3.7B | ||
| Q3 25 | $6.5B | $3.8B | ||
| Q2 25 | $5.5B | $3.7B | ||
| Q1 25 | $5.5B | $3.5B | ||
| Q4 24 | $5.8B | $3.3B | ||
| Q3 24 | $6.5B | $3.3B | ||
| Q2 24 | $6.7B | $3.0B |
负债/权益比CSLDFH
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 1.13× | ||
| Q3 25 | 1.45× | 1.29× | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | 1.03× | ||
| 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 | — | $143.6M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $136.0M |
| 自由现金流率自由现金流/营收 | -6.9% | 11.2% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.44× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $-126.4M |
8季度趋势，按日历期对齐
经营现金流CSLDFH
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $143.6M | ||
| Q3 25 | $426.9M | $-131.0M | ||
| Q2 25 | $287.1M | $-68.5M | ||
| Q1 25 | $1.8M | $-44.7M | ||
| Q4 24 | $370.6M | $306.5M | ||
| Q3 24 | $312.8M | $-205.0M | ||
| Q2 24 | $183.4M | $-110.6M |
自由现金流CSLDFH
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $136.0M | ||
| Q3 25 | $393.4M | $-135.7M | ||
| Q2 25 | $258.3M | $-78.8M | ||
| Q1 25 | $-27.2M | $-47.9M | ||
| Q4 24 | $334.0M | $302.6M | ||
| Q3 24 | $293.5M | $-222.5M | ||
| Q2 24 | $158.5M | $-112.4M |
自由现金流率CSLDFH
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 11.2% | ||
| Q3 25 | 29.2% | -14.0% | ||
| Q2 25 | 17.8% | -6.8% | ||
| Q1 25 | -2.5% | -4.8% | ||
| Q4 24 | 29.7% | 19.4% | ||
| Q3 24 | 22.0% | -22.1% | ||
| Q2 24 | 10.9% | -10.6% |
资本支出强度CSLDFH
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.6% | ||
| Q3 25 | 2.5% | 0.5% | ||
| Q2 25 | 2.0% | 0.9% | ||
| Q1 25 | 2.6% | 0.3% | ||
| Q4 24 | 3.3% | 0.3% | ||
| Q3 24 | 1.4% | 1.7% | ||
| Q2 24 | 1.7% | 0.2% |
现金转化率CSLDFH
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.44× | ||
| Q3 25 | 1.99× | -2.79× | ||
| Q2 25 | 1.12× | -1.21× | ||
| Q1 25 | 0.01× | -0.81× | ||
| Q4 24 | 2.28× | 2.35× | ||
| Q3 24 | 1.28× | -2.90× | ||
| Q2 24 | 0.26× | -1.37× |
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
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
