vs
CARLISLE COMPANIES INC（CSL）与简柏特（G）财务数据对比。点击上方公司名可切换其他公司
简柏特的季度营收约是CARLISLE COMPANIES INC的1.2倍（$1.3B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 11.4%，领先0.7%），简柏特同比增速更快（6.7% vs -4.0%），过去两年简柏特的营收复合增速更高（5.0% 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。
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
CSL vs G — 直观对比
营收规模更大
G
是对方的1.2倍
$1.1B
营收增速更快
G
高出10.7%
-4.0%
净利率更高
CSL
高出0.7%
11.4%
两年增速更快
G
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $127.7M | $148.0M |
| 毛利率 | 34.5% | 36.4% |
| 营业利润率 | 17.1% | 15.3% |
| 净利率 | 12.1% | 11.4% |
| 营收同比 | -4.0% | 6.7% |
| 净利润同比 | -10.9% | 13.1% |
| 每股收益（稀释后） | $3.10 | $0.86 |
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CSLG
| Q1 26 | $1.1B | $1.3B | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
净利润CSLG
| Q1 26 | $127.7M | $148.0M | ||
| Q4 25 | $127.4M | $143.1M | ||
| Q3 25 | $214.2M | $145.8M | ||
| Q2 25 | $255.8M | $132.7M | ||
| Q1 25 | $143.3M | $130.9M | ||
| Q4 24 | $162.8M | $141.9M | ||
| Q3 24 | $244.3M | $132.8M | ||
| Q2 24 | $712.4M | $122.0M |
毛利率CSLG
| Q1 26 | 34.5% | 36.4% | ||
| Q4 25 | 33.8% | 36.6% | ||
| Q3 25 | 36.0% | 36.4% | ||
| Q2 25 | 37.3% | 35.9% | ||
| Q1 25 | 35.2% | 35.3% | ||
| Q4 24 | 36.1% | 35.7% | ||
| Q3 24 | 38.6% | 35.6% | ||
| Q2 24 | 39.2% | 35.4% |
营业利润率CSLG
| Q1 26 | 17.1% | 15.3% | ||
| Q4 25 | 16.8% | 14.8% | ||
| Q3 25 | 21.8% | 14.8% | ||
| Q2 25 | 23.1% | 14.3% | ||
| Q1 25 | 16.8% | 15.1% | ||
| Q4 24 | 19.9% | 15.2% | ||
| Q3 24 | 23.7% | 15.0% | ||
| Q2 24 | 26.0% | 14.5% |
净利率CSLG
| Q1 26 | 12.1% | 11.4% | ||
| Q4 25 | 11.3% | 10.8% | ||
| Q3 25 | 15.9% | 11.3% | ||
| Q2 25 | 17.6% | 10.6% | ||
| Q1 25 | 13.1% | 10.8% | ||
| Q4 24 | 14.5% | 11.4% | ||
| Q3 24 | 18.3% | 11.0% | ||
| Q2 24 | 49.1% | 10.4% |
每股收益（稀释后）CSLG
| Q1 26 | $3.10 | $0.86 | ||
| Q4 25 | $3.06 | $0.82 | ||
| Q3 25 | $4.98 | $0.83 | ||
| Q2 25 | $5.88 | $0.75 | ||
| Q1 25 | $3.20 | $0.73 | ||
| Q4 24 | $3.76 | $0.80 | ||
| Q3 24 | $5.25 | $0.74 | ||
| Q2 24 | $14.84 | $0.67 |
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 | $928.1M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $1.7B | $2.5B |
| 总资产 | — | $5.6B |
| 负债/权益比越低杠杆越低 | — | 0.62× |
8季度趋势，按日历期对齐
现金及短期投资CSLG
| Q1 26 | $771.3M | $928.1M | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $740.8M | ||
| Q2 25 | $68.4M | $663.3M | ||
| Q1 25 | $220.2M | $561.6M | ||
| Q4 24 | $753.5M | $671.6M | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.7B | $914.2M |
总债务CSLG
| Q1 26 | — | $1.5B | ||
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.9B | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | $1.9B | $1.2B | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $2.3B | $1.6B | ||
| Q2 24 | $2.3B | $1.6B |
股东权益CSLG
| Q1 26 | $1.7B | $2.5B | ||
| Q4 25 | $1.8B | $2.5B | ||
| Q3 25 | $2.0B | $2.5B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.2B | $2.5B | ||
| Q4 24 | $2.5B | $2.4B | ||
| Q3 24 | $2.8B | $2.4B | ||
| Q2 24 | $3.0B | $2.3B |
总资产CSLG
| Q1 26 | — | $5.6B | ||
| Q4 25 | $6.3B | $5.8B | ||
| Q3 25 | $6.5B | $5.4B | ||
| Q2 25 | $5.5B | $5.3B | ||
| Q1 25 | $5.5B | $4.9B | ||
| Q4 24 | $5.8B | $5.0B | ||
| Q3 24 | $6.5B | $5.3B | ||
| Q2 24 | $6.7B | $5.2B |
负债/权益比CSLG
| Q1 26 | — | 0.62× | ||
| Q4 25 | 1.61× | 0.60× | ||
| Q3 25 | 1.45× | 0.47× | ||
| Q2 25 | 0.89× | 0.47× | ||
| Q1 25 | 0.87× | 0.50× | ||
| Q4 24 | 0.77× | 0.51× | ||
| Q3 24 | 0.83× | 0.68× | ||
| Q2 24 | 0.76× | 0.70× |
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 | — | — |
| 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 | — | — |
| 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CSLG
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $286.7M | ||
| Q3 25 | $426.9M | $308.4M | ||
| Q2 25 | $287.1M | $177.4M | ||
| Q1 25 | $1.8M | $40.4M | ||
| Q4 24 | $370.6M | $203.2M | ||
| Q3 24 | $312.8M | $228.5M | ||
| Q2 24 | $183.4M | $209.3M |
自由现金流CSLG
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $269.0M | ||
| Q3 25 | $393.4M | $292.0M | ||
| Q2 25 | $258.3M | $155.1M | ||
| Q1 25 | $-27.2M | $18.5M | ||
| Q4 24 | $334.0M | $183.5M | ||
| Q3 24 | $293.5M | $208.7M | ||
| Q2 24 | $158.5M | $190.0M |
自由现金流率CSLG
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 20.4% | ||
| Q3 25 | 29.2% | 22.6% | ||
| Q2 25 | 17.8% | 12.4% | ||
| Q1 25 | -2.5% | 1.5% | ||
| Q4 24 | 29.7% | 14.7% | ||
| Q3 24 | 22.0% | 17.2% | ||
| Q2 24 | 10.9% | 16.2% |
资本支出强度CSLG
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.3% | ||
| Q3 25 | 2.5% | 1.3% | ||
| Q2 25 | 2.0% | 1.8% | ||
| Q1 25 | 2.6% | 1.8% | ||
| Q4 24 | 3.3% | 1.6% | ||
| Q3 24 | 1.4% | 1.6% | ||
| Q2 24 | 1.7% | 1.6% |
现金转化率CSLG
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.00× | ||
| Q3 25 | 1.99× | 2.11× | ||
| Q2 25 | 1.12× | 1.34× | ||
| Q1 25 | 0.01× | 0.31× | ||
| Q4 24 | 2.28× | 1.43× | ||
| Q3 24 | 1.28× | 1.72× | ||
| Q2 24 | 0.26× | 1.72× |
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% |
G
| Core Business Services | $950.8M | 73% |
| Advanced Technology Solutions | $345.2M | 27% |
