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CARLISLE COMPANIES INC（CSL）与FRESH DEL MONTE PRODUCE INC（FDP）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FRESH DEL MONTE PRODUCE INC的1.0倍（$1.1B vs $1.0B），CARLISLE COMPANIES INC净利率更高（12.1% vs 3.2%，领先9.0%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs -4.0%），FRESH DEL MONTE PRODUCE INC自由现金流更多（$-17.2M vs $-73.0M），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.1% 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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
CSL vs FDP — 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
FDP
高出4.6%
-4.0%
净利率更高
CSL
高出9.0%
3.2%
自由现金流更多
FDP
多$55.8M
$-73.0M
两年增速更快
FDP
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 | $32.3M |
| 毛利率 | 34.5% | 10.4% |
| 营业利润率 | 17.1% | 4.5% |
| 净利率 | 12.1% | 3.2% |
| 营收同比 | -4.0% | 0.6% |
| 净利润同比 | -10.9% | 59.1% |
| 每股收益（稀释后） | $3.10 | $0.67 |
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CSLFDP
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.5B | $1.1B |
净利润CSLFDP
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $32.3M | ||
| Q3 25 | $214.2M | $-29.1M | ||
| Q2 25 | $255.8M | $56.8M | ||
| Q1 25 | $143.3M | $31.1M | ||
| Q4 24 | $162.8M | $20.3M | ||
| Q3 24 | $244.3M | $42.1M | ||
| Q2 24 | $712.4M | $53.6M |
毛利率CSLFDP
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 10.4% | ||
| Q3 25 | 36.0% | 7.9% | ||
| Q2 25 | 37.3% | 10.2% | ||
| Q1 25 | 35.2% | 8.4% | ||
| Q4 24 | 36.1% | 6.8% | ||
| Q3 24 | 38.6% | 9.2% | ||
| Q2 24 | 39.2% | 9.9% |
营业利润率CSLFDP
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 4.5% | ||
| Q3 25 | 21.8% | -2.1% | ||
| Q2 25 | 23.1% | 5.8% | ||
| Q1 25 | 16.8% | 4.1% | ||
| Q4 24 | 19.9% | 3.0% | ||
| Q3 24 | 23.7% | 5.3% | ||
| Q2 24 | 26.0% | 6.0% |
净利率CSLFDP
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 3.2% | ||
| Q3 25 | 15.9% | -2.8% | ||
| Q2 25 | 17.6% | 4.8% | ||
| Q1 25 | 13.1% | 2.8% | ||
| Q4 24 | 14.5% | 2.0% | ||
| Q3 24 | 18.3% | 4.1% | ||
| Q2 24 | 49.1% | 4.7% |
每股收益（稀释后）CSLFDP
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.67 | ||
| Q3 25 | $4.98 | $-0.61 | ||
| Q2 25 | $5.88 | $1.18 | ||
| Q1 25 | $3.20 | $0.64 | ||
| Q4 24 | $3.76 | $0.41 | ||
| Q3 24 | $5.25 | $0.88 | ||
| Q2 24 | $14.84 | $1.12 |
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 | $35.7M |
| 总债务越低越好 | — | $176.2M |
| 股东权益账面价值 | $1.7B | $2.0B |
| 总资产 | — | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CSLFDP
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $35.7M | ||
| Q3 25 | $1.1B | $97.2M | ||
| Q2 25 | $68.4M | $85.5M | ||
| Q1 25 | $220.2M | $34.4M | ||
| Q4 24 | $753.5M | $32.6M | ||
| Q3 24 | $1.5B | $50.8M | ||
| Q2 24 | $1.7B | $37.8M |
总债务CSLFDP
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $176.2M | ||
| Q3 25 | $2.9B | $176.7M | ||
| Q2 25 | $1.9B | $205.2M | ||
| Q1 25 | $1.9B | $237.4M | ||
| Q4 24 | $1.9B | $248.9M | ||
| Q3 24 | $2.3B | $274.8M | ||
| Q2 24 | $2.3B | $290.4M |
股东权益CSLFDP
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.2B | $2.0B | ||
| Q4 24 | $2.5B | $2.0B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $3.0B | $2.0B |
总资产CSLFDP
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $3.1B | ||
| Q3 25 | $6.5B | $3.1B | ||
| Q2 25 | $5.5B | $3.2B | ||
| Q1 25 | $5.5B | $3.2B | ||
| Q4 24 | $5.8B | $3.1B | ||
| Q3 24 | $6.5B | $3.2B | ||
| Q2 24 | $6.7B | $3.1B |
负债/权益比CSLFDP
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.09× | ||
| Q3 25 | 1.45× | 0.09× | ||
| Q2 25 | 0.89× | 0.10× | ||
| Q1 25 | 0.87× | 0.12× | ||
| Q4 24 | 0.77× | 0.13× | ||
| Q3 24 | 0.83× | 0.14× | ||
| Q2 24 | 0.76× | 0.15× |
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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $-17.2M |
| 自由现金流率自由现金流/营收 | -6.9% | -1.7% |
| 资本支出强度资本支出/营收 | 2.7% | 2.8% |
| 现金转化率经营现金流/净利润 | — | 0.34× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $181.3M |
8季度趋势，按日历期对齐
经营现金流CSLFDP
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $10.9M | ||
| Q3 25 | $426.9M | $75.0M | ||
| Q2 25 | $287.1M | $113.1M | ||
| Q1 25 | $1.8M | $46.1M | ||
| Q4 24 | $370.6M | $-4.7M | ||
| Q3 24 | $312.8M | $43.5M | ||
| Q2 24 | $183.4M | $125.0M |
自由现金流CSLFDP
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $-17.2M | ||
| Q3 25 | $393.4M | $60.9M | ||
| Q2 25 | $258.3M | $101.5M | ||
| Q1 25 | $-27.2M | $36.1M | ||
| Q4 24 | $334.0M | $-22.3M | ||
| Q3 24 | $293.5M | $30.1M | ||
| Q2 24 | $158.5M | $117.0M |
自由现金流率CSLFDP
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | -1.7% | ||
| Q3 25 | 29.2% | 6.0% | ||
| Q2 25 | 17.8% | 8.6% | ||
| Q1 25 | -2.5% | 3.3% | ||
| Q4 24 | 29.7% | -2.2% | ||
| Q3 24 | 22.0% | 3.0% | ||
| Q2 24 | 10.9% | 10.3% |
资本支出强度CSLFDP
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 2.8% | ||
| Q3 25 | 2.5% | 1.4% | ||
| Q2 25 | 2.0% | 1.0% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 3.3% | 1.7% | ||
| Q3 24 | 1.4% | 1.3% | ||
| Q2 24 | 1.7% | 0.7% |
现金转化率CSLFDP
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.34× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.12× | 1.99× | ||
| Q1 25 | 0.01× | 1.48× | ||
| Q4 24 | 2.28× | -0.23× | ||
| Q3 24 | 1.28× | 1.03× | ||
| Q2 24 | 0.26× | 2.33× |
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% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
