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CARLISLE COMPANIES INC（CSL）与Globe Life（GL）财务数据对比。点击上方公司名可切换其他公司
Globe Life的季度营收约是CARLISLE COMPANIES INC的1.5倍（$1.6B vs $1.1B），Globe Life净利率更高（17.3% vs 12.1%，领先5.2%），Globe Life同比增速更快（5.3% vs -4.0%），过去两年Globe Life的营收复合增速更高（4.1% 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。
Globe Life Inc.（股票代码：GL）是总部位于美国得克萨斯州麦金尼的金融服务控股公司，在纽约证券交易所上市，通过旗下全资子公司开展业务，主营人寿保险、年金产品及补充健康保险产品。
CSL vs GL — 直观对比
营收规模更大
GL
是对方的1.5倍
$1.1B
营收增速更快
GL
高出9.3%
-4.0%
净利率更高
GL
高出5.2%
12.1%
两年增速更快
GL
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $127.7M | $270.5M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | — |
| 净利率 | 12.1% | 17.3% |
| 营收同比 | -4.0% | 5.3% |
| 净利润同比 | -10.9% | — |
| 每股收益（稀释后） | $3.10 | $3.39 |
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CSLGL
| Q1 26 | $1.1B | $1.6B | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.5B | $1.4B |
净利润CSLGL
| Q1 26 | $127.7M | $270.5M | ||
| Q4 25 | $127.4M | $266.1M | ||
| Q3 25 | $214.2M | $387.8M | ||
| Q2 25 | $255.8M | $252.7M | ||
| Q1 25 | $143.3M | $254.6M | ||
| Q4 24 | $162.8M | $255.2M | ||
| Q3 24 | $244.3M | $303.0M | ||
| Q2 24 | $712.4M | $258.4M |
毛利率CSLGL
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 38.6% | 26.1% | ||
| Q2 24 | 39.2% | 23.3% |
营业利润率CSLGL
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 21.7% | ||
| Q3 25 | 21.8% | 31.5% | ||
| Q2 25 | 23.1% | 21.2% | ||
| Q1 25 | 16.8% | 21.4% | ||
| Q4 24 | 19.9% | 21.3% | ||
| Q3 24 | 23.7% | 26.3% | ||
| Q2 24 | 26.0% | 23.5% |
净利率CSLGL
| Q1 26 | 12.1% | 17.3% | ||
| Q4 25 | 11.3% | 17.5% | ||
| Q3 25 | 15.9% | 25.6% | ||
| Q2 25 | 17.6% | 17.1% | ||
| Q1 25 | 13.1% | 17.2% | ||
| Q4 24 | 14.5% | 17.4% | ||
| Q3 24 | 18.3% | 20.8% | ||
| Q2 24 | 49.1% | 17.9% |
每股收益（稀释后）CSLGL
| Q1 26 | $3.10 | $3.39 | ||
| Q4 25 | $3.06 | $3.28 | ||
| Q3 25 | $4.98 | $4.73 | ||
| Q2 25 | $5.88 | $3.05 | ||
| Q1 25 | $3.20 | $3.01 | ||
| Q4 24 | $3.76 | $3.00 | ||
| Q3 24 | $5.25 | $3.44 | ||
| Q2 24 | $14.84 | $2.83 |
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 | $183.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $6.1B |
| 总资产 | — | — |
| 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CSLGL
| Q1 26 | $771.3M | $183.8M | ||
| Q4 25 | $1.1B | $314.7M | ||
| Q3 25 | $1.1B | $62.8M | ||
| Q2 25 | $68.4M | $116.7M | ||
| Q1 25 | $220.2M | $134.1M | ||
| Q4 24 | $753.5M | $85.0M | ||
| Q3 24 | $1.5B | $100.5M | ||
| Q2 24 | $1.7B | $100.6M |
总债务CSLGL
| 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CSLGL
| Q1 26 | $1.7B | $6.1B | ||
| Q4 25 | $1.8B | $6.0B | ||
| Q3 25 | $2.0B | $5.7B | ||
| Q2 25 | $2.1B | $5.4B | ||
| Q1 25 | $2.2B | $5.4B | ||
| Q4 24 | $2.5B | $5.3B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $3.0B | $5.2B |
总资产CSLGL
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $30.8B | ||
| Q3 25 | $6.5B | $30.5B | ||
| Q2 25 | $5.5B | $29.8B | ||
| Q1 25 | $5.5B | $29.7B | ||
| Q4 24 | $5.8B | $29.1B | ||
| Q3 24 | $6.5B | $29.6B | ||
| Q2 24 | $6.7B | $28.3B |
负债/权益比CSLGL
| 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 | — | — |
| 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CSLGL
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $350.6M | ||
| Q3 25 | $426.9M | $306.0M | ||
| Q2 25 | $287.1M | $307.9M | ||
| Q1 25 | $1.8M | $431.9M | ||
| Q4 24 | $370.6M | $336.9M | ||
| Q3 24 | $312.8M | $340.6M | ||
| Q2 24 | $183.4M | $374.1M |
自由现金流CSLGL
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $330.1M | ||
| Q3 25 | $393.4M | $208.7M | ||
| Q2 25 | $258.3M | $295.0M | ||
| Q1 25 | $-27.2M | $420.1M | ||
| Q4 24 | $334.0M | $321.9M | ||
| Q3 24 | $293.5M | $311.3M | ||
| Q2 24 | $158.5M | $356.5M |
自由现金流率CSLGL
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 21.7% | ||
| Q3 25 | 29.2% | 13.8% | ||
| Q2 25 | 17.8% | 19.9% | ||
| Q1 25 | -2.5% | 28.4% | ||
| Q4 24 | 29.7% | 22.0% | ||
| Q3 24 | 22.0% | 21.4% | ||
| Q2 24 | 10.9% | 24.8% |
资本支出强度CSLGL
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.3% | ||
| Q3 25 | 2.5% | 6.4% | ||
| Q2 25 | 2.0% | 0.9% | ||
| Q1 25 | 2.6% | 0.8% | ||
| Q4 24 | 3.3% | 1.0% | ||
| Q3 24 | 1.4% | 2.0% | ||
| Q2 24 | 1.7% | 1.2% |
现金转化率CSLGL
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.32× | ||
| Q3 25 | 1.99× | 0.79× | ||
| Q2 25 | 1.12× | 1.22× | ||
| Q1 25 | 0.01× | 1.70× | ||
| Q4 24 | 2.28× | 1.32× | ||
| Q3 24 | 1.28× | 1.12× | ||
| Q2 24 | 0.26× | 1.45× |
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% |
GL
| Life premium | $853.2M | 55% |
| Health premium | $416.9M | 27% |
| Other | $289.5M | 19% |
