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CARLISLE COMPANIES INC（CSL）与Everus Construction Group, Inc.（ECG）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Everus Construction Group, Inc.的1.0倍（$1.1B vs $1.0B），CARLISLE COMPANIES INC净利率更高（12.1% vs 5.5%，领先6.7%），Everus Construction Group, Inc.同比增速更快（33.2% vs -4.0%），Everus Construction Group, Inc.自由现金流更多（$23.5M vs $-73.0M），过去两年Everus Construction Group, Inc.的营收复合增速更高（27.1% 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。
CSL vs ECG — 直观对比
营收规模更大
CSL
是对方的1.0倍
$1.0B
营收增速更快
ECG
高出37.1%
-4.0%
净利率更高
CSL
高出6.7%
5.5%
自由现金流更多
ECG
多$96.5M
$-73.0M
两年增速更快
ECG
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $127.7M | $55.3M |
| 毛利率 | 34.5% | 11.6% |
| 营业利润率 | 17.1% | 6.8% |
| 净利率 | 12.1% | 5.5% |
| 营收同比 | -4.0% | 33.2% |
| 净利润同比 | -10.9% | 60.4% |
| 每股收益（稀释后） | $3.10 | $1.09 |
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CSLECG
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.3B | $986.8M | ||
| Q2 25 | $1.4B | $921.5M | ||
| Q1 25 | $1.1B | $826.6M | ||
| Q4 24 | $1.1B | $759.6M | ||
| Q3 24 | $1.3B | $761.0M | ||
| Q2 24 | $1.5B | $703.4M |
净利润CSLECG
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $55.3M | ||
| Q3 25 | $214.2M | $57.0M | ||
| Q2 25 | $255.8M | $52.8M | ||
| Q1 25 | $143.3M | $36.7M | ||
| Q4 24 | $162.8M | $34.5M | ||
| Q3 24 | $244.3M | $41.8M | ||
| Q2 24 | $712.4M | $39.0M |
毛利率CSLECG
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 11.6% | ||
| Q3 25 | 36.0% | 12.6% | ||
| Q2 25 | 37.3% | 13.0% | ||
| Q1 25 | 35.2% | 11.2% | ||
| Q4 24 | 36.1% | 11.4% | ||
| Q3 24 | 38.6% | 11.8% | ||
| Q2 24 | 39.2% | 12.6% |
营业利润率CSLECG
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 6.8% | ||
| Q3 25 | 21.8% | 7.3% | ||
| Q2 25 | 23.1% | 7.9% | ||
| Q1 25 | 16.8% | 6.2% | ||
| Q4 24 | 19.9% | 6.1% | ||
| Q3 24 | 23.7% | 7.1% | ||
| Q2 24 | 26.0% | 7.3% |
净利率CSLECG
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 5.5% | ||
| Q3 25 | 15.9% | 5.8% | ||
| Q2 25 | 17.6% | 5.7% | ||
| Q1 25 | 13.1% | 4.4% | ||
| Q4 24 | 14.5% | 4.5% | ||
| Q3 24 | 18.3% | 5.5% | ||
| Q2 24 | 49.1% | 5.5% |
每股收益（稀释后）CSLECG
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.09 | ||
| Q3 25 | $4.98 | $1.11 | ||
| Q2 25 | $5.88 | $1.03 | ||
| Q1 25 | $3.20 | $0.72 | ||
| Q4 24 | $3.76 | $0.68 | ||
| Q3 24 | $5.25 | $0.82 | ||
| Q2 24 | $14.84 | $0.76 |
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 | — |
| 总债务越低越好 | — | $281.5M |
| 股东权益账面价值 | $1.7B | $629.8M |
| 总资产 | — | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.45× |
8季度趋势，按日历期对齐
现金及短期投资CSLECG
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $68.4M | — | ||
| Q1 25 | $220.2M | — | ||
| Q4 24 | $753.5M | — | ||
| Q3 24 | $1.5B | $553.0K | ||
| Q2 24 | $1.7B | — |
总债务CSLECG
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $281.5M | ||
| Q3 25 | $2.9B | $285.1M | ||
| Q2 25 | $1.9B | $288.6M | ||
| Q1 25 | $1.9B | $292.1M | ||
| Q4 24 | $1.9B | $295.6M | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
股东权益CSLECG
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $629.8M | ||
| Q3 25 | $2.0B | $573.0M | ||
| Q2 25 | $2.1B | $514.4M | ||
| Q1 25 | $2.2B | $460.2M | ||
| Q4 24 | $2.5B | $422.6M | ||
| Q3 24 | $2.8B | $453.3M | ||
| Q2 24 | $3.0B | $490.0M |
总资产CSLECG
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $1.7B | ||
| Q3 25 | $6.5B | $1.6B | ||
| Q2 25 | $5.5B | $1.5B | ||
| Q1 25 | $5.5B | $1.4B | ||
| Q4 24 | $5.8B | $1.3B | ||
| Q3 24 | $6.5B | $1.3B | ||
| Q2 24 | $6.7B | — |
负债/权益比CSLECG
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.45× | ||
| Q3 25 | 1.45× | 0.50× | ||
| Q2 25 | 0.89× | 0.56× | ||
| Q1 25 | 0.87× | 0.63× | ||
| Q4 24 | 0.77× | 0.70× | ||
| 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 | — | $48.2M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $23.5M |
| 自由现金流率自由现金流/营收 | -6.9% | 2.3% |
| 资本支出强度资本支出/营收 | 2.7% | 2.4% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $90.0M |
8季度趋势，按日历期对齐
经营现金流CSLECG
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $48.2M | ||
| Q3 25 | $426.9M | $76.2M | ||
| Q2 25 | $287.1M | $25.3M | ||
| Q1 25 | $1.8M | $7.1M | ||
| Q4 24 | $370.6M | — | ||
| Q3 24 | $312.8M | $78.9M | ||
| Q2 24 | $183.4M | — |
自由现金流CSLECG
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $23.5M | ||
| Q3 25 | $393.4M | $65.7M | ||
| Q2 25 | $258.3M | $12.3M | ||
| Q1 25 | $-27.2M | $-11.4M | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | $60.9M | ||
| Q2 24 | $158.5M | — |
自由现金流率CSLECG
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 2.3% | ||
| Q3 25 | 29.2% | 6.7% | ||
| Q2 25 | 17.8% | 1.3% | ||
| Q1 25 | -2.5% | -1.4% | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | 8.0% | ||
| Q2 24 | 10.9% | — |
资本支出强度CSLECG
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 2.4% | ||
| Q3 25 | 2.5% | 1.1% | ||
| Q2 25 | 2.0% | 1.4% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | 2.4% | ||
| Q2 24 | 1.7% | — |
现金转化率CSLECG
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.87× | ||
| Q3 25 | 1.99× | 1.34× | ||
| Q2 25 | 1.12× | 0.48× | ||
| Q1 25 | 0.01× | 0.19× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | 1.89× | ||
| 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% |
ECG
| Commercial | $594.5M | 59% |
| Utility | $203.5M | 20% |
| Industrial | $82.8M | 8% |
| Institutional | $66.1M | 7% |
| Service And Other | $28.4M | 3% |
| Transportation | $24.2M | 2% |
| Renewables | $19.8M | 2% |
