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CARLISLE COMPANIES INC（CSL）与CHART INDUSTRIES INC（GTLS）财务数据对比。点击上方公司名可切换其他公司
CHART INDUSTRIES INC的季度营收约是CARLISLE COMPANIES INC的1.0倍（$1.1B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 5.0%，领先7.2%），CHART INDUSTRIES INC同比增速更快（-2.5% vs -4.0%），CHART INDUSTRIES INC自由现金流更多（$66.2M vs $-73.0M），过去两年CHART INDUSTRIES INC的营收复合增速更高（6.6% 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。
Oricon Inc.成立于1999年，是日本知名音乐产业集团的控股主体，主营日本本土及西洋音乐相关的行业资讯与数据统计服务。其前身为小池宗光于1967年11月创立的Original Confidence公司，凭借权威音乐排行榜广为人知，2002年4月正式承接原公司旗下的Oricon唱片排行榜业务。
CSL vs GTLS — 直观对比
营收规模更大
GTLS
是对方的1.0倍
$1.1B
营收增速更快
GTLS
高出1.5%
-4.0%
净利率更高
CSL
高出7.2%
5.0%
自由现金流更多
GTLS
多$139.2M
$-73.0M
两年增速更快
GTLS
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $127.7M | $53.6M |
| 毛利率 | 34.5% | 33.3% |
| 营业利润率 | 17.1% | 11.6% |
| 净利率 | 12.1% | 5.0% |
| 营收同比 | -4.0% | -2.5% |
| 净利润同比 | -10.9% | -32.7% |
| 每股收益（稀释后） | $3.10 | $1.06 |
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CSLGTLS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.5B | $1.0B |
净利润CSLGTLS
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $53.6M | ||
| Q3 25 | $214.2M | $-138.5M | ||
| Q2 25 | $255.8M | $76.1M | ||
| Q1 25 | $143.3M | $49.5M | ||
| Q4 24 | $162.8M | $79.6M | ||
| Q3 24 | $244.3M | $69.0M | ||
| Q2 24 | $712.4M | $58.6M |
毛利率CSLGTLS
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 33.3% | ||
| Q3 25 | 36.0% | 34.1% | ||
| Q2 25 | 37.3% | 33.6% | ||
| Q1 25 | 35.2% | 33.9% | ||
| Q4 24 | 36.1% | 33.6% | ||
| Q3 24 | 38.6% | 34.1% | ||
| Q2 24 | 39.2% | 33.8% |
营业利润率CSLGTLS
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 11.6% | ||
| Q3 25 | 21.8% | -8.0% | ||
| Q2 25 | 23.1% | 15.7% | ||
| Q1 25 | 16.8% | 15.2% | ||
| Q4 24 | 19.9% | 17.0% | ||
| Q3 24 | 23.7% | 16.8% | ||
| Q2 24 | 26.0% | 16.1% |
净利率CSLGTLS
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 5.0% | ||
| Q3 25 | 15.9% | -12.6% | ||
| Q2 25 | 17.6% | 7.0% | ||
| Q1 25 | 13.1% | 4.9% | ||
| Q4 24 | 14.5% | 7.2% | ||
| Q3 24 | 18.3% | 6.5% | ||
| Q2 24 | 49.1% | 5.6% |
每股收益（稀释后）CSLGTLS
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.06 | ||
| Q3 25 | $4.98 | $-3.23 | ||
| Q2 25 | $5.88 | $1.53 | ||
| Q1 25 | $3.20 | $0.94 | ||
| Q4 24 | $3.76 | $1.57 | ||
| Q3 24 | $5.25 | $1.33 | ||
| Q2 24 | $14.84 | $1.10 |
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 | $366.0M |
| 总债务越低越好 | — | $3.7B |
| 股东权益账面价值 | $1.7B | $3.2B |
| 总资产 | — | $9.8B |
| 负债/权益比越低杠杆越低 | — | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资CSLGTLS
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $366.0M | ||
| Q3 25 | $1.1B | $399.2M | ||
| Q2 25 | $68.4M | $342.3M | ||
| Q1 25 | $220.2M | $296.2M | ||
| Q4 24 | $753.5M | $308.6M | ||
| Q3 24 | $1.5B | $310.2M | ||
| Q2 24 | $1.7B | $247.4M |
总债务CSLGTLS
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $3.7B | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $3.8B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
股东权益CSLGTLS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $3.2B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $2.1B | $3.4B | ||
| Q1 25 | $2.2B | $3.0B | ||
| Q4 24 | $2.5B | $2.8B | ||
| Q3 24 | $2.8B | $3.0B | ||
| Q2 24 | $3.0B | $2.7B |
总资产CSLGTLS
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $9.8B | ||
| Q3 25 | $6.5B | $9.8B | ||
| Q2 25 | $5.5B | $9.7B | ||
| Q1 25 | $5.5B | $9.3B | ||
| Q4 24 | $5.8B | $9.1B | ||
| Q3 24 | $6.5B | $9.5B | ||
| Q2 24 | $6.7B | $9.3B |
负债/权益比CSLGTLS
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 1.13× | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | 1.33× | ||
| 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 | — | $88.8M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $66.2M |
| 自由现金流率自由现金流/营收 | -6.9% | 6.1% |
| 资本支出强度资本支出/营收 | 2.7% | 2.1% |
| 现金转化率经营现金流/净利润 | — | 1.66× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $202.8M |
8季度趋势，按日历期对齐
经营现金流CSLGTLS
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $88.8M | ||
| Q3 25 | $426.9M | $118.0M | ||
| Q2 25 | $287.1M | $145.9M | ||
| Q1 25 | $1.8M | $-60.0M | ||
| Q4 24 | $370.6M | $281.4M | ||
| Q3 24 | $312.8M | $200.6M | ||
| Q2 24 | $183.4M | $116.1M |
自由现金流CSLGTLS
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $66.2M | ||
| Q3 25 | $393.4M | $94.7M | ||
| Q2 25 | $258.3M | $122.0M | ||
| Q1 25 | $-27.2M | $-80.1M | ||
| Q4 24 | $334.0M | $260.9M | ||
| Q3 24 | $293.5M | $174.5M | ||
| Q2 24 | $158.5M | $88.0M |
自由现金流率CSLGTLS
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 6.1% | ||
| Q3 25 | 29.2% | 8.6% | ||
| Q2 25 | 17.8% | 11.3% | ||
| Q1 25 | -2.5% | -8.0% | ||
| Q4 24 | 29.7% | 23.6% | ||
| Q3 24 | 22.0% | 16.4% | ||
| Q2 24 | 10.9% | 8.5% |
资本支出强度CSLGTLS
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 2.1% | ||
| Q3 25 | 2.5% | 2.1% | ||
| Q2 25 | 2.0% | 2.2% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 3.3% | 1.9% | ||
| Q3 24 | 1.4% | 2.5% | ||
| Q2 24 | 1.7% | 2.7% |
现金转化率CSLGTLS
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.66× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.12× | 1.92× | ||
| Q1 25 | 0.01× | -1.21× | ||
| Q4 24 | 2.28× | 3.54× | ||
| Q3 24 | 1.28× | 2.91× | ||
| Q2 24 | 0.26× | 1.98× |
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% |
GTLS
| Repair Service And Leasing Segment | $330.4M | 31% |
| Heat Transfer Systems Segment | $325.8M | 30% |
| Specialty Products Segment | $259.5M | 24% |
| Transferred Over Time | $94.4M | 9% |
| Transferred At Point In Time | $69.5M | 6% |
