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CARLISLE COMPANIES INC（CSL）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是CARLISLE COMPANIES INC的1.1倍（$1.1B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 9.9%，领先2.2%），Fabrinet同比增速更快（35.9% vs -4.0%），Fabrinet自由现金流更多（$-5.3M vs $-73.0M），过去两年Fabrinet的营收复合增速更高（24.4% 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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
CSL vs FN — 直观对比
营收规模更大
FN
是对方的1.1倍
$1.1B
营收增速更快
FN
高出39.9%
-4.0%
净利率更高
CSL
高出2.2%
9.9%
自由现金流更多
FN
多$67.7M
$-73.0M
两年增速更快
FN
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $127.7M | $112.6M |
| 毛利率 | 34.5% | 12.2% |
| 营业利润率 | 17.1% | 10.1% |
| 净利率 | 12.1% | 9.9% |
| 营收同比 | -4.0% | 35.9% |
| 净利润同比 | -10.9% | 30.0% |
| 每股收益（稀释后） | $3.10 | $3.11 |
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CSLFN
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.3B | $978.1M | ||
| Q2 25 | $1.4B | $909.7M | ||
| Q1 25 | $1.1B | $871.8M | ||
| Q4 24 | $1.1B | $833.6M | ||
| Q3 24 | $1.3B | $804.2M | ||
| Q2 24 | $1.5B | $753.3M |
净利润CSLFN
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $112.6M | ||
| Q3 25 | $214.2M | $95.9M | ||
| Q2 25 | $255.8M | $87.2M | ||
| Q1 25 | $143.3M | $81.3M | ||
| Q4 24 | $162.8M | $86.6M | ||
| Q3 24 | $244.3M | $77.4M | ||
| Q2 24 | $712.4M | $81.1M |
毛利率CSLFN
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 12.2% | ||
| Q3 25 | 36.0% | 11.9% | ||
| Q2 25 | 37.3% | 12.2% | ||
| Q1 25 | 35.2% | 11.7% | ||
| Q4 24 | 36.1% | 12.1% | ||
| Q3 24 | 38.6% | 12.3% | ||
| Q2 24 | 39.2% | 12.3% |
营业利润率CSLFN
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 10.1% | ||
| Q3 25 | 21.8% | 9.6% | ||
| Q2 25 | 23.1% | 9.8% | ||
| Q1 25 | 16.8% | 9.0% | ||
| Q4 24 | 19.9% | 9.5% | ||
| Q3 24 | 23.7% | 9.6% | ||
| Q2 24 | 26.0% | 9.7% |
净利率CSLFN
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 9.9% | ||
| Q3 25 | 15.9% | 9.8% | ||
| Q2 25 | 17.6% | 9.6% | ||
| Q1 25 | 13.1% | 9.3% | ||
| Q4 24 | 14.5% | 10.4% | ||
| Q3 24 | 18.3% | 9.6% | ||
| Q2 24 | 49.1% | 10.8% |
每股收益（稀释后）CSLFN
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $3.11 | ||
| Q3 25 | $4.98 | $2.66 | ||
| Q2 25 | $5.88 | $2.41 | ||
| Q1 25 | $3.20 | $2.25 | ||
| Q4 24 | $3.76 | $2.38 | ||
| Q3 24 | $5.25 | $2.13 | ||
| Q2 24 | $14.84 | $2.22 |
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 | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $2.2B |
| 总资产 | — | $3.3B |
| 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CSLFN
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $960.8M | ||
| Q3 25 | $1.1B | $968.8M | ||
| Q2 25 | $68.4M | $934.2M | ||
| Q1 25 | $220.2M | $950.7M | ||
| Q4 24 | $753.5M | $934.6M | ||
| Q3 24 | $1.5B | $908.9M | ||
| Q2 24 | $1.7B | $858.6M |
总债务CSLFN
| 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CSLFN
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $2.2B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $3.0B | $1.7B |
总资产CSLFN
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $3.3B | ||
| Q3 25 | $6.5B | $3.0B | ||
| Q2 25 | $5.5B | $2.8B | ||
| Q1 25 | $5.5B | $2.6B | ||
| Q4 24 | $5.8B | $2.5B | ||
| Q3 24 | $6.5B | $2.4B | ||
| Q2 24 | $6.7B | $2.3B |
负债/权益比CSLFN
| 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 | — | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $-5.3M |
| 自由现金流率自由现金流/营收 | -6.9% | -0.5% |
| 资本支出强度资本支出/营收 | 2.7% | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $102.3M |
8季度趋势，按日历期对齐
经营现金流CSLFN
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $46.3M | ||
| Q3 25 | $426.9M | $102.6M | ||
| Q2 25 | $287.1M | $55.1M | ||
| Q1 25 | $1.8M | $74.2M | ||
| Q4 24 | $370.6M | $115.9M | ||
| Q3 24 | $312.8M | $83.2M | ||
| Q2 24 | $183.4M | $83.1M |
自由现金流CSLFN
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $-5.3M | ||
| Q3 25 | $393.4M | $57.3M | ||
| Q2 25 | $258.3M | $4.7M | ||
| Q1 25 | $-27.2M | $45.7M | ||
| Q4 24 | $334.0M | $94.0M | ||
| Q3 24 | $293.5M | $62.9M | ||
| Q2 24 | $158.5M | $70.4M |
自由现金流率CSLFN
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | -0.5% | ||
| Q3 25 | 29.2% | 5.9% | ||
| Q2 25 | 17.8% | 0.5% | ||
| Q1 25 | -2.5% | 5.2% | ||
| Q4 24 | 29.7% | 11.3% | ||
| Q3 24 | 22.0% | 7.8% | ||
| Q2 24 | 10.9% | 9.3% |
资本支出强度CSLFN
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 4.6% | ||
| Q3 25 | 2.5% | 4.6% | ||
| Q2 25 | 2.0% | 5.5% | ||
| Q1 25 | 2.6% | 3.3% | ||
| Q4 24 | 3.3% | 2.6% | ||
| Q3 24 | 1.4% | 2.5% | ||
| Q2 24 | 1.7% | 1.7% |
现金转化率CSLFN
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.41× | ||
| Q3 25 | 1.99× | 1.07× | ||
| Q2 25 | 1.12× | 0.63× | ||
| Q1 25 | 0.01× | 0.91× | ||
| Q4 24 | 2.28× | 1.34× | ||
| Q3 24 | 1.28× | 1.07× | ||
| Q2 24 | 0.26× | 1.02× |
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
暂无分部数据
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
