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CARLISLE COMPANIES INC（CSL）与第一太阳能（FSLR）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是第一太阳能的1.0倍（$1.1B vs $1.0B），第一太阳能净利率更高（33.2% vs 12.1%，领先21.1%），第一太阳能同比增速更快（23.6% vs -4.0%），过去两年第一太阳能的营收复合增速更高（1.7% 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。
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
CSL vs FSLR — 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
FSLR
高出27.6%
-4.0%
净利率更高
FSLR
高出21.1%
12.1%
两年增速更快
FSLR
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $127.7M | $346.6M |
| 毛利率 | 34.5% | 46.6% |
| 营业利润率 | 17.1% | 33.1% |
| 净利率 | 12.1% | 33.2% |
| 营收同比 | -4.0% | 23.6% |
| 净利润同比 | -10.9% | 65.4% |
| 每股收益（稀释后） | $3.10 | $3.22 |
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CSLFSLR
| Q1 26 | $1.1B | $1.0B | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.1B | $844.6M | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.3B | $887.7M | ||
| Q2 24 | $1.5B | $1.0B |
净利润CSLFSLR
| Q1 26 | $127.7M | $346.6M | ||
| Q4 25 | $127.4M | $520.9M | ||
| Q3 25 | $214.2M | $455.9M | ||
| Q2 25 | $255.8M | $341.9M | ||
| Q1 25 | $143.3M | $209.5M | ||
| Q4 24 | $162.8M | $393.1M | ||
| Q3 24 | $244.3M | $313.0M | ||
| Q2 24 | $712.4M | $349.4M |
毛利率CSLFSLR
| Q1 26 | 34.5% | 46.6% | ||
| Q4 25 | 33.8% | 39.5% | ||
| Q3 25 | 36.0% | 38.3% | ||
| Q2 25 | 37.3% | 45.6% | ||
| Q1 25 | 35.2% | 40.8% | ||
| Q4 24 | 36.1% | 37.5% | ||
| Q3 24 | 38.6% | 50.2% | ||
| Q2 24 | 39.2% | 49.4% |
营业利润率CSLFSLR
| Q1 26 | 17.1% | 33.1% | ||
| Q4 25 | 16.8% | 32.6% | ||
| Q3 25 | 21.8% | 29.2% | ||
| Q2 25 | 23.1% | 33.0% | ||
| Q1 25 | 16.8% | 26.2% | ||
| Q4 24 | 19.9% | 30.2% | ||
| Q3 24 | 23.7% | 36.3% | ||
| Q2 24 | 26.0% | 36.9% |
净利率CSLFSLR
| Q1 26 | 12.1% | 33.2% | ||
| Q4 25 | 11.3% | 31.0% | ||
| Q3 25 | 15.9% | 28.6% | ||
| Q2 25 | 17.6% | 31.2% | ||
| Q1 25 | 13.1% | 24.8% | ||
| Q4 24 | 14.5% | 26.0% | ||
| Q3 24 | 18.3% | 35.3% | ||
| Q2 24 | 49.1% | 34.6% |
每股收益（稀释后）CSLFSLR
| Q1 26 | $3.10 | $3.22 | ||
| Q4 25 | $3.06 | $4.84 | ||
| Q3 25 | $4.98 | $4.24 | ||
| Q2 25 | $5.88 | $3.18 | ||
| Q1 25 | $3.20 | $1.95 | ||
| Q4 24 | $3.76 | $3.66 | ||
| Q3 24 | $5.25 | $2.91 | ||
| Q2 24 | $14.84 | $3.25 |
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 | $2.4B |
| 总债务越低越好 | — | $425.8M |
| 股东权益账面价值 | $1.7B | $9.9B |
| 总资产 | — | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资CSLFSLR
| Q1 26 | $771.3M | $2.4B | ||
| Q4 25 | $1.1B | $2.8B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $68.4M | $1.1B | ||
| Q1 25 | $220.2M | $837.6M | ||
| Q4 24 | $753.5M | $1.6B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.7B | $1.7B |
总债务CSLFSLR
| Q1 26 | — | $425.8M | ||
| 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CSLFSLR
| Q1 26 | $1.7B | $9.9B | ||
| Q4 25 | $1.8B | $9.5B | ||
| Q3 25 | $2.0B | $9.0B | ||
| Q2 25 | $2.1B | $8.5B | ||
| Q1 25 | $2.2B | $8.2B | ||
| Q4 24 | $2.5B | $8.0B | ||
| Q3 24 | $2.8B | $7.6B | ||
| Q2 24 | $3.0B | $7.3B |
总资产CSLFSLR
| Q1 26 | — | $13.4B | ||
| Q4 25 | $6.3B | $13.3B | ||
| Q3 25 | $6.5B | $13.5B | ||
| Q2 25 | $5.5B | $12.9B | ||
| Q1 25 | $5.5B | $12.1B | ||
| Q4 24 | $5.8B | $12.1B | ||
| Q3 24 | $6.5B | $11.4B | ||
| Q2 24 | $6.7B | $11.0B |
负债/权益比CSLFSLR
| Q1 26 | — | 0.04× | ||
| 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 | — | $-214.9M |
| 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 | — | -0.62× |
| 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CSLFSLR
| Q1 26 | — | $-214.9M | ||
| Q4 25 | $386.0M | $1.2B | ||
| Q3 25 | $426.9M | $1.3B | ||
| Q2 25 | $287.1M | $149.6M | ||
| Q1 25 | $1.8M | $-608.0M | ||
| Q4 24 | $370.6M | $811.0M | ||
| Q3 24 | $312.8M | $-53.7M | ||
| Q2 24 | $183.4M | $193.0M |
自由现金流CSLFSLR
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $1.1B | ||
| Q3 25 | $393.4M | $1.1B | ||
| Q2 25 | $258.3M | $-138.6M | ||
| Q1 25 | $-27.2M | $-813.9M | ||
| Q4 24 | $334.0M | $497.5M | ||
| Q3 24 | $293.5M | $-487.7M | ||
| Q2 24 | $158.5M | $-172.1M |
自由现金流率CSLFSLR
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 63.6% | ||
| Q3 25 | 29.2% | 67.1% | ||
| Q2 25 | 17.8% | -12.6% | ||
| Q1 25 | -2.5% | -96.4% | ||
| Q4 24 | 29.7% | 32.9% | ||
| Q3 24 | 22.0% | -54.9% | ||
| Q2 24 | 10.9% | -17.0% |
资本支出强度CSLFSLR
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 10.2% | ||
| Q3 25 | 2.5% | 12.8% | ||
| Q2 25 | 2.0% | 26.3% | ||
| Q1 25 | 2.6% | 24.4% | ||
| Q4 24 | 3.3% | 20.7% | ||
| Q3 24 | 1.4% | 48.9% | ||
| Q2 24 | 1.7% | 36.1% |
现金转化率CSLFSLR
| Q1 26 | — | -0.62× | ||
| Q4 25 | 3.03× | 2.38× | ||
| Q3 25 | 1.99× | 2.79× | ||
| Q2 25 | 1.12× | 0.44× | ||
| Q1 25 | 0.01× | -2.90× | ||
| Q4 24 | 2.28× | 2.06× | ||
| Q3 24 | 1.28× | -0.17× | ||
| Q2 24 | 0.26× | 0.55× |
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% |
FSLR
暂无分部数据
