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CARLISLE COMPANIES INC（CSL）与FEDERAL SIGNAL CORP（FSS）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FEDERAL SIGNAL CORP的1.8倍（$1.1B vs $597.1M），CARLISLE COMPANIES INC净利率更高（12.1% vs 10.2%，领先2.0%），FEDERAL SIGNAL CORP同比增速更快（26.5% vs -4.0%），FEDERAL SIGNAL CORP自由现金流更多（$89.5M vs $-73.0M），过去两年FEDERAL SIGNAL CORP的营收复合增速更高（18.5% 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。
联邦信号公司是20世纪早期的美国企业，主营铁路信号设备的制造业务，总部坐落于美国纽约州奥尔巴尼市，其生产的相关信号产品在当时的美国轨道交通行业得到了广泛应用，具备一定的行业知名度。
CSL vs FSS — 直观对比
营收规模更大
CSL
是对方的1.8倍
$597.1M
营收增速更快
FSS
高出30.5%
-4.0%
净利率更高
CSL
高出2.0%
10.2%
自由现金流更多
FSS
多$162.5M
$-73.0M
两年增速更快
FSS
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $597.1M |
| 净利润 | $127.7M | $60.8M |
| 毛利率 | 34.5% | 28.4% |
| 营业利润率 | 17.1% | 14.0% |
| 净利率 | 12.1% | 10.2% |
| 营收同比 | -4.0% | 26.5% |
| 净利润同比 | -10.9% | 21.6% |
| 每股收益（稀释后） | $3.10 | $0.99 |
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CSLFSS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $597.1M | ||
| Q3 25 | $1.3B | $555.0M | ||
| Q2 25 | $1.4B | $564.6M | ||
| Q1 25 | $1.1B | $463.8M | ||
| Q4 24 | $1.1B | $472.0M | ||
| Q3 24 | $1.3B | $474.2M | ||
| Q2 24 | $1.5B | $490.4M |
净利润CSLFSS
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $60.8M | ||
| Q3 25 | $214.2M | $68.1M | ||
| Q2 25 | $255.8M | $71.4M | ||
| Q1 25 | $143.3M | $46.3M | ||
| Q4 24 | $162.8M | $50.0M | ||
| Q3 24 | $244.3M | $53.9M | ||
| Q2 24 | $712.4M | $60.8M |
毛利率CSLFSS
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 28.4% | ||
| Q3 25 | 36.0% | 29.1% | ||
| Q2 25 | 37.3% | 30.0% | ||
| Q1 25 | 35.2% | 28.2% | ||
| Q4 24 | 36.1% | 28.1% | ||
| Q3 24 | 38.6% | 29.6% | ||
| Q2 24 | 39.2% | 29.4% |
营业利润率CSLFSS
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 14.0% | ||
| Q3 25 | 21.8% | 16.9% | ||
| Q2 25 | 23.1% | 17.3% | ||
| Q1 25 | 16.8% | 14.2% | ||
| Q4 24 | 19.9% | 14.9% | ||
| Q3 24 | 23.7% | 16.0% | ||
| Q2 24 | 26.0% | 16.5% |
净利率CSLFSS
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 10.2% | ||
| Q3 25 | 15.9% | 12.3% | ||
| Q2 25 | 17.6% | 12.6% | ||
| Q1 25 | 13.1% | 10.0% | ||
| Q4 24 | 14.5% | 10.6% | ||
| Q3 24 | 18.3% | 11.4% | ||
| Q2 24 | 49.1% | 12.4% |
每股收益（稀释后）CSLFSS
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.99 | ||
| Q3 25 | $4.98 | $1.11 | ||
| Q2 25 | $5.88 | $1.16 | ||
| Q1 25 | $3.20 | $0.75 | ||
| Q4 24 | $3.76 | $0.80 | ||
| Q3 24 | $5.25 | $0.87 | ||
| Q2 24 | $14.84 | $0.99 |
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 | $63.7M |
| 总债务越低越好 | — | $564.6M |
| 股东权益账面价值 | $1.7B | $1.4B |
| 总资产 | — | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.41× |
8季度趋势，按日历期对齐
现金及短期投资CSLFSS
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $63.7M | ||
| Q3 25 | $1.1B | $54.4M | ||
| Q2 25 | $68.4M | $64.7M | ||
| Q1 25 | $220.2M | $57.5M | ||
| Q4 24 | $753.5M | $91.1M | ||
| Q3 24 | $1.5B | $73.7M | ||
| Q2 24 | $1.7B | $48.6M |
总债务CSLFSS
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $564.6M | ||
| Q3 25 | $2.9B | $201.2M | ||
| Q2 25 | $1.9B | $258.3M | ||
| Q1 25 | $1.9B | $266.9M | ||
| Q4 24 | $1.9B | $204.4M | ||
| Q3 24 | $2.3B | $223.3M | ||
| Q2 24 | $2.3B | $248.8M |
股东权益CSLFSS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.2B | $1.2B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.8B | $1.1B | ||
| Q2 24 | $3.0B | $1.1B |
总资产CSLFSS
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.4B | ||
| Q3 25 | $6.5B | $1.9B | ||
| Q2 25 | $5.5B | $1.9B | ||
| Q1 25 | $5.5B | $1.9B | ||
| Q4 24 | $5.8B | $1.8B | ||
| Q3 24 | $6.5B | $1.7B | ||
| Q2 24 | $6.7B | $1.7B |
负债/权益比CSLFSS
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.41× | ||
| Q3 25 | 1.45× | 0.15× | ||
| Q2 25 | 0.89× | 0.20× | ||
| Q1 25 | 0.87× | 0.22× | ||
| Q4 24 | 0.77× | 0.17× | ||
| Q3 24 | 0.83× | 0.19× | ||
| Q2 24 | 0.76× | 0.23× |
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 | — | $97.2M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $89.5M |
| 自由现金流率自由现金流/营收 | -6.9% | 15.0% |
| 资本支出强度资本支出/营收 | 2.7% | 1.3% |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $227.1M |
8季度趋势，按日历期对齐
经营现金流CSLFSS
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $97.2M | ||
| Q3 25 | $426.9M | $61.1M | ||
| Q2 25 | $287.1M | $59.7M | ||
| Q1 25 | $1.8M | $36.7M | ||
| Q4 24 | $370.6M | $90.6M | ||
| Q3 24 | $312.8M | $68.8M | ||
| Q2 24 | $183.4M | $40.6M |
自由现金流CSLFSS
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $89.5M | ||
| Q3 25 | $393.4M | $54.1M | ||
| Q2 25 | $258.3M | $52.4M | ||
| Q1 25 | $-27.2M | $31.1M | ||
| Q4 24 | $334.0M | $82.1M | ||
| Q3 24 | $293.5M | $60.9M | ||
| Q2 24 | $158.5M | $24.8M |
自由现金流率CSLFSS
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 15.0% | ||
| Q3 25 | 29.2% | 9.7% | ||
| Q2 25 | 17.8% | 9.3% | ||
| Q1 25 | -2.5% | 6.7% | ||
| Q4 24 | 29.7% | 17.4% | ||
| Q3 24 | 22.0% | 12.8% | ||
| Q2 24 | 10.9% | 5.1% |
资本支出强度CSLFSS
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.3% | ||
| Q3 25 | 2.5% | 1.3% | ||
| Q2 25 | 2.0% | 1.3% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 3.3% | 1.8% | ||
| Q3 24 | 1.4% | 1.7% | ||
| Q2 24 | 1.7% | 3.2% |
现金转化率CSLFSS
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.60× | ||
| Q3 25 | 1.99× | 0.90× | ||
| Q2 25 | 1.12× | 0.84× | ||
| Q1 25 | 0.01× | 0.79× | ||
| Q4 24 | 2.28× | 1.81× | ||
| Q3 24 | 1.28× | 1.28× | ||
| Q2 24 | 0.26× | 0.67× |
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% |
FSS
| Vehiclesandequipment | $403.4M | 68% |
| Parts | $66.8M | 11% |
| Publicsafetyandsecurityequipment | $62.2M | 10% |
| Rentalincome | $19.0M | 3% |
| Industrialsignalingequipment | $18.2M | 3% |
| Other | $14.9M | 2% |
| Warningsystems | $12.6M | 2% |
