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CARLISLE COMPANIES INC（CSL）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是CARLISLE COMPANIES INC的1.6倍（$1.7B vs $1.1B），格罗方德净利率更高（14.8% vs 12.1%，领先2.6%），格罗方德同比增速更快（-2.9% vs -4.0%），过去两年格罗方德的营收复合增速更高（-4.3% 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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
CSL vs GFS — 直观对比
营收规模更大
GFS
是对方的1.6倍
$1.1B
营收增速更快
GFS
高出1.1%
-4.0%
净利率更高
GFS
高出2.6%
12.1%
两年增速更快
GFS
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $127.7M | $249.0M |
| 毛利率 | 34.5% | 24.8% |
| 营业利润率 | 17.1% | 11.6% |
| 净利率 | 12.1% | 14.8% |
| 营收同比 | -4.0% | -2.9% |
| 净利润同比 | -10.9% | 39.9% |
| 每股收益（稀释后） | $3.10 | $0.44 |
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CSLGFS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.5B | $1.6B |
净利润CSLGFS
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | — | ||
| Q3 25 | $214.2M | $249.0M | ||
| Q2 25 | $255.8M | $228.0M | ||
| Q1 25 | $143.3M | $211.0M | ||
| Q4 24 | $162.8M | — | ||
| Q3 24 | $244.3M | $178.0M | ||
| Q2 24 | $712.4M | $155.0M |
毛利率CSLGFS
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 36.0% | 24.8% | ||
| Q2 25 | 37.3% | 24.2% | ||
| Q1 25 | 35.2% | 22.4% | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 38.6% | 23.8% | ||
| Q2 24 | 39.2% | 24.2% |
营业利润率CSLGFS
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | — | ||
| Q3 25 | 21.8% | 11.6% | ||
| Q2 25 | 23.1% | 11.6% | ||
| Q1 25 | 16.8% | 9.5% | ||
| Q4 24 | 19.9% | — | ||
| Q3 24 | 23.7% | 10.6% | ||
| Q2 24 | 26.0% | 9.5% |
净利率CSLGFS
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 15.9% | 14.8% | ||
| Q2 25 | 17.6% | 13.5% | ||
| Q1 25 | 13.1% | 13.3% | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 18.3% | 10.2% | ||
| Q2 24 | 49.1% | 9.5% |
每股收益（稀释后）CSLGFS
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | — | ||
| Q3 25 | $4.98 | $0.44 | ||
| Q2 25 | $5.88 | $0.41 | ||
| Q1 25 | $3.20 | $0.38 | ||
| Q4 24 | $3.76 | — | ||
| Q3 24 | $5.25 | $0.32 | ||
| Q2 24 | $14.84 | $0.28 |
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 | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $11.8B |
| 总资产 | — | $16.7B |
| 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CSLGFS
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $68.4M | $1.8B | ||
| Q1 25 | $220.2M | $1.6B | ||
| Q4 24 | $753.5M | — | ||
| Q3 24 | $1.5B | $2.3B | ||
| Q2 24 | $1.7B | $2.2B |
总债务CSLGFS
| 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CSLGFS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | $11.8B | ||
| Q2 25 | $2.1B | $11.5B | ||
| Q1 25 | $2.2B | $11.1B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.8B | $11.6B | ||
| Q2 24 | $3.0B | $11.3B |
总资产CSLGFS
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | — | ||
| Q3 25 | $6.5B | $16.7B | ||
| Q2 25 | $5.5B | $16.8B | ||
| Q1 25 | $5.5B | $16.5B | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $6.5B | $18.1B | ||
| Q2 24 | $6.7B | — |
负债/权益比CSLGFS
| 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 | — | $595.0M |
| 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 | — | 2.39× |
| 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CSLGFS
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | — | ||
| Q3 25 | $426.9M | $595.0M | ||
| Q2 25 | $287.1M | $431.0M | ||
| Q1 25 | $1.8M | $331.0M | ||
| Q4 24 | $370.6M | — | ||
| Q3 24 | $312.8M | $375.0M | ||
| Q2 24 | $183.4M | $402.0M |
自由现金流CSLGFS
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | — | ||
| Q3 25 | $393.4M | — | ||
| Q2 25 | $258.3M | — | ||
| Q1 25 | $-27.2M | — | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $158.5M | — |
自由现金流率CSLGFS
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | -2.5% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 10.9% | — |
资本支出强度CSLGFS
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.7% | — |
现金转化率CSLGFS
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | 2.39× | ||
| Q2 25 | 1.12× | 1.89× | ||
| Q1 25 | 0.01× | 1.57× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | 2.11× | ||
| Q2 24 | 0.26× | 2.59× |
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% |
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
