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CARLISLE COMPANIES INC（CSL）与First American Financial Corp（FAF）财务数据对比。点击上方公司名可切换其他公司
First American Financial Corp的季度营收约是CARLISLE COMPANIES INC的1.9倍（$2.0B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 10.3%，领先1.8%），First American Financial Corp同比增速更快（21.6% vs -4.0%），First American Financial Corp自由现金流更多（$324.5M vs $-73.0M），过去两年First American Financial Corp的营收复合增速更高（19.9% vs -14.8%）
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CSL vs FAF — 直观对比
营收规模更大
FAF
是对方的1.9倍
$1.1B
营收增速更快
FAF
高出25.6%
-4.0%
净利率更高
CSL
高出1.8%
10.3%
自由现金流更多
FAF
多$397.5M
$-73.0M
两年增速更快
FAF
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.0B |
| 净利润 | $127.7M | $211.9M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 14.0% |
| 净利率 | 12.1% | 10.3% |
| 营收同比 | -4.0% | 21.6% |
| 净利润同比 | -10.9% | 192.7% |
| 每股收益（稀释后） | $3.10 | $2.04 |
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CSLFAF
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.5B | $1.6B |
净利润CSLFAF
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $211.9M | ||
| Q3 25 | $214.2M | $189.6M | ||
| Q2 25 | $255.8M | $146.1M | ||
| Q1 25 | $143.3M | $74.2M | ||
| Q4 24 | $162.8M | $72.4M | ||
| Q3 24 | $244.3M | $-104.0M | ||
| Q2 24 | $712.4M | $116.0M |
毛利率CSLFAF
| 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% | — |
营业利润率CSLFAF
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 14.0% | ||
| Q3 25 | 21.8% | 12.5% | ||
| Q2 25 | 23.1% | 10.6% | ||
| Q1 25 | 16.8% | 6.1% | ||
| Q4 24 | 19.9% | 5.9% | ||
| Q3 24 | 23.7% | -10.3% | ||
| Q2 24 | 26.0% | 9.4% |
净利率CSLFAF
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 10.3% | ||
| Q3 25 | 15.9% | 9.6% | ||
| Q2 25 | 17.6% | 7.9% | ||
| Q1 25 | 13.1% | 4.7% | ||
| Q4 24 | 14.5% | 4.3% | ||
| Q3 24 | 18.3% | -7.4% | ||
| Q2 24 | 49.1% | 7.2% |
每股收益（稀释后）CSLFAF
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $2.04 | ||
| Q3 25 | $4.98 | $1.84 | ||
| Q2 25 | $5.88 | $1.41 | ||
| Q1 25 | $3.20 | $0.71 | ||
| Q4 24 | $3.76 | $0.70 | ||
| Q3 24 | $5.25 | $-1.00 | ||
| Q2 24 | $14.84 | $1.11 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $5.5B |
| 总资产 | — | $16.2B |
| 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CSLFAF
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $2.9B | ||
| Q2 25 | $68.4M | $2.0B | ||
| Q1 25 | $220.2M | $2.0B | ||
| Q4 24 | $753.5M | $1.7B | ||
| Q3 24 | $1.5B | $3.0B | ||
| Q2 24 | $1.7B | $2.0B |
总债务CSLFAF
| 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CSLFAF
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $5.5B | ||
| Q3 25 | $2.0B | $5.3B | ||
| Q2 25 | $2.1B | $5.1B | ||
| Q1 25 | $2.2B | $5.0B | ||
| Q4 24 | $2.5B | $4.9B | ||
| Q3 24 | $2.8B | $5.1B | ||
| Q2 24 | $3.0B | $4.8B |
总资产CSLFAF
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $16.2B | ||
| Q3 25 | $6.5B | $17.6B | ||
| Q2 25 | $5.5B | $16.3B | ||
| Q1 25 | $5.5B | $15.5B | ||
| Q4 24 | $5.8B | $14.9B | ||
| Q3 24 | $6.5B | $16.6B | ||
| Q2 24 | $6.7B | $15.2B |
负债/权益比CSLFAF
| 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 | — | $369.3M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $324.5M |
| 自由现金流率自由现金流/营收 | -6.9% | 15.8% |
| 资本支出强度资本支出/营收 | 2.7% | 2.2% |
| 现金转化率经营现金流/净利润 | — | 1.74× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $762.5M |
8季度趋势，按日历期对齐
经营现金流CSLFAF
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $369.3M | ||
| Q3 25 | $426.9M | $272.5M | ||
| Q2 25 | $287.1M | $361.8M | ||
| Q1 25 | $1.8M | $-52.8M | ||
| Q4 24 | $370.6M | $324.6M | ||
| Q3 24 | $312.8M | $236.9M | ||
| Q2 24 | $183.4M | $266.7M |
自由现金流CSLFAF
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $324.5M | ||
| Q3 25 | $393.4M | $223.1M | ||
| Q2 25 | $258.3M | $309.4M | ||
| Q1 25 | $-27.2M | $-94.5M | ||
| Q4 24 | $334.0M | $266.2M | ||
| Q3 24 | $293.5M | $185.4M | ||
| Q2 24 | $158.5M | $210.0M |
自由现金流率CSLFAF
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 15.8% | ||
| Q3 25 | 29.2% | 11.3% | ||
| Q2 25 | 17.8% | 16.8% | ||
| Q1 25 | -2.5% | -6.0% | ||
| Q4 24 | 29.7% | 15.8% | ||
| Q3 24 | 22.0% | 13.2% | ||
| Q2 24 | 10.9% | 13.0% |
资本支出强度CSLFAF
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 2.2% | ||
| Q3 25 | 2.5% | 2.5% | ||
| Q2 25 | 2.0% | 2.8% | ||
| Q1 25 | 2.6% | 2.6% | ||
| Q4 24 | 3.3% | 3.5% | ||
| Q3 24 | 1.4% | 3.7% | ||
| Q2 24 | 1.7% | 3.5% |
现金转化率CSLFAF
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.74× | ||
| Q3 25 | 1.99× | 1.44× | ||
| Q2 25 | 1.12× | 2.48× | ||
| Q1 25 | 0.01× | -0.71× | ||
| Q4 24 | 2.28× | 4.48× | ||
| Q3 24 | 1.28× | — | ||
| Q2 24 | 0.26× | 2.30× |
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% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
