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CARLISLE COMPANIES INC（CSL）与DOCUSIGN, INC.（DOCU）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是DOCUSIGN, INC.的1.3倍（$1.1B vs $818.4M），CARLISLE COMPANIES INC净利率更高（12.1% vs 10.2%，领先1.9%），DOCUSIGN, INC.同比增速更快（8.4% vs -4.0%），DOCUSIGN, INC.自由现金流更多（$262.9M vs $-73.0M）
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。
DocuSign是总部位于美国加利福尼亚州旧金山的软件企业，为各类机构提供多设备支持的电子协议管理及电子签名相关产品。截至2025年，公司在180个国家拥有约170万客户，其处理的签名符合美国ESIGN法案、欧盟eIDAS法规要求，满足欧盟高级及合格签名标准。
CSL vs DOCU — 直观对比
营收规模更大
CSL
是对方的1.3倍
$818.4M
营收增速更快
DOCU
高出12.4%
-4.0%
净利率更高
CSL
高出1.9%
10.2%
自由现金流更多
DOCU
多$335.9M
$-73.0M
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $818.4M |
| 净利润 | $127.7M | $83.7M |
| 毛利率 | 34.5% | 79.2% |
| 营业利润率 | 17.1% | 10.4% |
| 净利率 | 12.1% | 10.2% |
| 营收同比 | -4.0% | 8.4% |
| 净利润同比 | -10.9% | 34.1% |
| 每股收益（稀释后） | $3.10 | $0.40 |
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CSLDOCU
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $818.4M | ||
| Q3 25 | $1.3B | $800.6M | ||
| Q2 25 | $1.4B | $763.7M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.5B | — |
净利润CSLDOCU
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $83.7M | ||
| Q3 25 | $214.2M | $63.0M | ||
| Q2 25 | $255.8M | $72.1M | ||
| Q1 25 | $143.3M | — | ||
| Q4 24 | $162.8M | — | ||
| Q3 24 | $244.3M | — | ||
| Q2 24 | $712.4M | — |
毛利率CSLDOCU
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 79.2% | ||
| Q3 25 | 36.0% | 79.3% | ||
| Q2 25 | 37.3% | 79.4% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 39.2% | — |
营业利润率CSLDOCU
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 10.4% | ||
| Q3 25 | 21.8% | 8.1% | ||
| Q2 25 | 23.1% | 7.9% | ||
| Q1 25 | 16.8% | — | ||
| Q4 24 | 19.9% | — | ||
| Q3 24 | 23.7% | — | ||
| Q2 24 | 26.0% | — |
净利率CSLDOCU
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 10.2% | ||
| Q3 25 | 15.9% | 7.9% | ||
| Q2 25 | 17.6% | 9.4% | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 18.3% | — | ||
| Q2 24 | 49.1% | — |
每股收益（稀释后）CSLDOCU
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.40 | ||
| Q3 25 | $4.98 | $0.30 | ||
| Q2 25 | $5.88 | $0.34 | ||
| 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 | $583.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $2.0B |
| 总资产 | — | $4.0B |
| 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CSLDOCU
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $583.3M | ||
| Q3 25 | $1.1B | $600.0M | ||
| Q2 25 | $68.4M | $657.4M | ||
| Q1 25 | $220.2M | — | ||
| Q4 24 | $753.5M | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.7B | — |
总债务CSLDOCU
| 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CSLDOCU
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $3.0B | — |
总资产CSLDOCU
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $4.0B | ||
| Q3 25 | $6.5B | $3.9B | ||
| Q2 25 | $5.5B | $3.9B | ||
| Q1 25 | $5.5B | — | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $6.5B | — | ||
| Q2 24 | $6.7B | — |
负债/权益比CSLDOCU
| 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 | — | $290.3M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $262.9M |
| 自由现金流率自由现金流/营收 | -6.9% | 32.1% |
| 资本支出强度资本支出/营收 | 2.7% | 3.3% |
| 现金转化率经营现金流/净利润 | — | 3.47× |
| 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CSLDOCU
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $290.3M | ||
| Q3 25 | $426.9M | $246.1M | ||
| Q2 25 | $287.1M | $251.4M | ||
| Q1 25 | $1.8M | — | ||
| Q4 24 | $370.6M | — | ||
| Q3 24 | $312.8M | — | ||
| Q2 24 | $183.4M | — |
自由现金流CSLDOCU
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $262.9M | ||
| Q3 25 | $393.4M | $217.6M | ||
| Q2 25 | $258.3M | $227.8M | ||
| Q1 25 | $-27.2M | — | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $158.5M | — |
自由现金流率CSLDOCU
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 32.1% | ||
| Q3 25 | 29.2% | 27.2% | ||
| Q2 25 | 17.8% | 29.8% | ||
| Q1 25 | -2.5% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 10.9% | — |
资本支出强度CSLDOCU
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 3.3% | ||
| Q3 25 | 2.5% | 3.6% | ||
| Q2 25 | 2.0% | 3.1% | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.7% | — |
现金转化率CSLDOCU
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 3.47× | ||
| Q3 25 | 1.99× | 3.91× | ||
| Q2 25 | 1.12× | 3.49× | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | — | ||
| Q2 24 | 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
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
DOCU
| Subscription And Circulation | $801.0M | 98% |
| Professional Services And Other | $17.4M | 2% |
