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CARLISLE COMPANIES INC（CSL）与F5, Inc.（FFIV）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F5, Inc.的1.3倍（$1.1B vs $811.7M），F5, Inc.净利率更高（18.2% vs 12.1%，领先6.1%），F5, Inc.同比增速更快（11.0% vs -4.0%），过去两年F5, Inc.的营收复合增速更高（8.0% 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。
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
CSL vs FFIV — 直观对比
营收规模更大
CSL
是对方的1.3倍
$811.7M
营收增速更快
FFIV
高出15.0%
-4.0%
净利率更高
FFIV
高出6.1%
12.1%
两年增速更快
FFIV
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $811.7M |
| 净利润 | $127.7M | $148.0M |
| 毛利率 | 34.5% | 81.4% |
| 营业利润率 | 17.1% | 22.1% |
| 净利率 | 12.1% | 18.2% |
| 营收同比 | -4.0% | 11.0% |
| 净利润同比 | -10.9% | 1.5% |
| 每股收益（稀释后） | $3.10 | $2.58 |
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CSLFFIV
| Q1 26 | $1.1B | $811.7M | ||
| Q4 25 | $1.1B | $822.5M | ||
| Q3 25 | $1.3B | $810.1M | ||
| Q2 25 | $1.4B | $780.4M | ||
| Q1 25 | $1.1B | $731.1M | ||
| Q4 24 | $1.1B | $766.5M | ||
| Q3 24 | $1.3B | $746.7M | ||
| Q2 24 | $1.5B | $695.5M |
净利润CSLFFIV
| Q1 26 | $127.7M | $148.0M | ||
| Q4 25 | $127.4M | $180.1M | ||
| Q3 25 | $214.2M | $190.5M | ||
| Q2 25 | $255.8M | $189.9M | ||
| Q1 25 | $143.3M | $145.5M | ||
| Q4 24 | $162.8M | $166.4M | ||
| Q3 24 | $244.3M | $165.3M | ||
| Q2 24 | $712.4M | $144.1M |
毛利率CSLFFIV
| Q1 26 | 34.5% | 81.4% | ||
| Q4 25 | 33.8% | 81.5% | ||
| Q3 25 | 36.0% | 82.2% | ||
| Q2 25 | 37.3% | 81.0% | ||
| Q1 25 | 35.2% | 80.7% | ||
| Q4 24 | 36.1% | 81.7% | ||
| Q3 24 | 38.6% | 80.8% | ||
| Q2 24 | 39.2% | 80.4% |
营业利润率CSLFFIV
| Q1 26 | 17.1% | 22.1% | ||
| Q4 25 | 16.8% | 26.0% | ||
| Q3 25 | 21.8% | 25.4% | ||
| Q2 25 | 23.1% | 25.2% | ||
| Q1 25 | 16.8% | 21.7% | ||
| Q4 24 | 19.9% | 26.8% | ||
| Q3 24 | 23.7% | 25.6% | ||
| Q2 24 | 26.0% | 23.4% |
净利率CSLFFIV
| Q1 26 | 12.1% | 18.2% | ||
| Q4 25 | 11.3% | 21.9% | ||
| Q3 25 | 15.9% | 23.5% | ||
| Q2 25 | 17.6% | 24.3% | ||
| Q1 25 | 13.1% | 19.9% | ||
| Q4 24 | 14.5% | 21.7% | ||
| Q3 24 | 18.3% | 22.1% | ||
| Q2 24 | 49.1% | 20.7% |
每股收益（稀释后）CSLFFIV
| Q1 26 | $3.10 | $2.58 | ||
| Q4 25 | $3.06 | $3.10 | ||
| Q3 25 | $4.98 | $3.25 | ||
| Q2 25 | $5.88 | $3.25 | ||
| Q1 25 | $3.20 | $2.48 | ||
| Q4 24 | $3.76 | $2.82 | ||
| Q3 24 | $5.25 | $2.79 | ||
| Q2 24 | $14.84 | $2.44 |
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 | $3.6B |
| 总资产 | — | $6.5B |
| 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CSLFFIV
| Q1 26 | $771.3M | $1.4B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $68.4M | $1.4B | ||
| Q1 25 | $220.2M | $1.3B | ||
| Q4 24 | $753.5M | $1.2B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.7B | $935.6M |
总债务CSLFFIV
| 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CSLFFIV
| Q1 26 | $1.7B | $3.6B | ||
| Q4 25 | $1.8B | $3.5B | ||
| Q3 25 | $2.0B | $3.6B | ||
| Q2 25 | $2.1B | $3.5B | ||
| Q1 25 | $2.2B | $3.3B | ||
| Q4 24 | $2.5B | $3.2B | ||
| Q3 24 | $2.8B | $3.1B | ||
| Q2 24 | $3.0B | $3.0B |
总资产CSLFFIV
| Q1 26 | — | $6.5B | ||
| Q4 25 | $6.3B | $6.3B | ||
| Q3 25 | $6.5B | $6.3B | ||
| Q2 25 | $5.5B | $6.1B | ||
| Q1 25 | $5.5B | $5.9B | ||
| Q4 24 | $5.8B | $5.9B | ||
| Q3 24 | $6.5B | $5.6B | ||
| Q2 24 | $6.7B | $5.4B |
负债/权益比CSLFFIV
| 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 | — | $525.1M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | — |
| 自由现金流率自由现金流/营收 | -6.9% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | — | 3.55× |
| 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CSLFFIV
| Q1 26 | — | $525.1M | ||
| Q4 25 | $386.0M | $159.2M | ||
| Q3 25 | $426.9M | $208.1M | ||
| Q2 25 | $287.1M | $282.2M | ||
| Q1 25 | $1.8M | $256.6M | ||
| Q4 24 | $370.6M | $202.8M | ||
| Q3 24 | $312.8M | $246.5M | ||
| Q2 24 | $183.4M | $159.0M |
自由现金流CSLFFIV
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $149.5M | ||
| Q3 25 | $393.4M | $191.9M | ||
| Q2 25 | $258.3M | $273.7M | ||
| Q1 25 | $-27.2M | $246.1M | ||
| Q4 24 | $334.0M | $194.7M | ||
| Q3 24 | $293.5M | $240.4M | ||
| Q2 24 | $158.5M | $153.1M |
自由现金流率CSLFFIV
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 18.2% | ||
| Q3 25 | 29.2% | 23.7% | ||
| Q2 25 | 17.8% | 35.1% | ||
| Q1 25 | -2.5% | 33.7% | ||
| Q4 24 | 29.7% | 25.4% | ||
| Q3 24 | 22.0% | 32.2% | ||
| Q2 24 | 10.9% | 22.0% |
资本支出强度CSLFFIV
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.2% | ||
| Q3 25 | 2.5% | 2.0% | ||
| Q2 25 | 2.0% | 1.1% | ||
| Q1 25 | 2.6% | 1.4% | ||
| Q4 24 | 3.3% | 1.1% | ||
| Q3 24 | 1.4% | 0.8% | ||
| Q2 24 | 1.7% | 0.8% |
现金转化率CSLFFIV
| Q1 26 | — | 3.55× | ||
| Q4 25 | 3.03× | 0.88× | ||
| Q3 25 | 1.99× | 1.09× | ||
| Q2 25 | 1.12× | 1.49× | ||
| Q1 25 | 0.01× | 1.76× | ||
| Q4 24 | 2.28× | 1.22× | ||
| Q3 24 | 1.28× | 1.49× | ||
| Q2 24 | 0.26× | 1.10× |
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% |
FFIV
暂无分部数据
