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CARLISLE COMPANIES INC（CSL）与孩之宝（HAS）财务数据对比。点击上方公司名可切换其他公司
孩之宝的季度营收约是CARLISLE COMPANIES INC的1.4倍（$1.4B vs $1.1B），孩之宝净利率更高（13.9% vs 12.1%，领先1.8%），孩之宝同比增速更快（31.3% vs -4.0%），孩之宝自由现金流更多（$389.5M vs $-73.0M），过去两年孩之宝的营收复合增速更高（38.2% 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。
孩之宝是1923年12月6日成立的美国跨国玩具制造与娱乐控股企业，总部位于罗德岛州波塔基特。旗下拥有Kenner、米尔顿·布拉德利、派克兄弟、威世智等知名品牌，持有大量热门IP商标权，业务覆盖玩具生产、游戏开发、娱乐内容出品等多个领域。
CSL vs HAS — 直观对比
营收规模更大
HAS
是对方的1.4倍
$1.1B
营收增速更快
HAS
高出35.2%
-4.0%
净利率更高
HAS
高出1.8%
12.1%
自由现金流更多
HAS
多$462.5M
$-73.0M
两年增速更快
HAS
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $127.7M | $201.6M |
| 毛利率 | 34.5% | 68.7% |
| 营业利润率 | 17.1% | 20.6% |
| 净利率 | 12.1% | 13.9% |
| 营收同比 | -4.0% | 31.3% |
| 净利润同比 | -10.9% | 687.8% |
| 每股收益（稀释后） | $3.10 | $1.46 |
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CSLHAS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.4B | $980.8M | ||
| Q1 25 | $1.1B | $887.1M | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.5B | $995.3M |
净利润CSLHAS
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $201.6M | ||
| Q3 25 | $214.2M | $233.2M | ||
| Q2 25 | $255.8M | $-855.8M | ||
| Q1 25 | $143.3M | $98.6M | ||
| Q4 24 | $162.8M | $-34.3M | ||
| Q3 24 | $244.3M | $223.2M | ||
| Q2 24 | $712.4M | $138.5M |
毛利率CSLHAS
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 68.7% | ||
| Q3 25 | 36.0% | 70.1% | ||
| Q2 25 | 37.3% | 77.0% | ||
| Q1 25 | 35.2% | 76.9% | ||
| Q4 24 | 36.1% | 67.4% | ||
| Q3 24 | 38.6% | 70.4% | ||
| Q2 24 | 39.2% | 76.1% |
营业利润率CSLHAS
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 20.6% | ||
| Q3 25 | 21.8% | 24.6% | ||
| Q2 25 | 23.1% | -81.4% | ||
| Q1 25 | 16.8% | 19.2% | ||
| Q4 24 | 19.9% | 5.4% | ||
| Q3 24 | 23.7% | 23.6% | ||
| Q2 24 | 26.0% | 21.3% |
净利率CSLHAS
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 13.9% | ||
| Q3 25 | 15.9% | 16.8% | ||
| Q2 25 | 17.6% | -87.3% | ||
| Q1 25 | 13.1% | 11.1% | ||
| Q4 24 | 14.5% | -3.1% | ||
| Q3 24 | 18.3% | 17.4% | ||
| Q2 24 | 49.1% | 13.9% |
每股收益（稀释后）CSLHAS
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.46 | ||
| Q3 25 | $4.98 | $1.64 | ||
| Q2 25 | $5.88 | $-6.10 | ||
| Q1 25 | $3.20 | $0.70 | ||
| Q4 24 | $3.76 | $-0.25 | ||
| Q3 24 | $5.25 | $1.59 | ||
| 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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $565.5M |
| 总资产 | — | $5.6B |
| 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CSLHAS
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $68.4M | — | ||
| Q1 25 | $220.2M | — | ||
| Q4 24 | $753.5M | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.7B | — |
总债务CSLHAS
| 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CSLHAS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $565.5M | ||
| Q3 25 | $2.0B | $433.8M | ||
| Q2 25 | $2.1B | $269.7M | ||
| Q1 25 | $2.2B | $1.2B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.8B | $1.3B | ||
| Q2 24 | $3.0B | $1.2B |
总资产CSLHAS
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $5.6B | ||
| Q3 25 | $6.5B | $5.5B | ||
| Q2 25 | $5.5B | $5.2B | ||
| Q1 25 | $5.5B | $6.0B | ||
| Q4 24 | $5.8B | $6.3B | ||
| Q3 24 | $6.5B | $7.2B | ||
| Q2 24 | $6.7B | $6.9B |
负债/权益比CSLHAS
| 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 | — | $403.2M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $389.5M |
| 自由现金流率自由现金流/营收 | -6.9% | 26.9% |
| 资本支出强度资本支出/营收 | 2.7% | 0.9% |
| 现金转化率经营现金流/净利润 | — | 2.00× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $829.9M |
8季度趋势，按日历期对齐
经营现金流CSLHAS
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $403.2M | ||
| Q3 25 | $426.9M | $280.6M | ||
| Q2 25 | $287.1M | $71.3M | ||
| Q1 25 | $1.8M | $138.1M | ||
| Q4 24 | $370.6M | $259.8M | ||
| Q3 24 | $312.8M | $222.5M | ||
| Q2 24 | $183.4M | $187.3M |
自由现金流CSLHAS
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $389.5M | ||
| Q3 25 | $393.4M | $260.9M | ||
| Q2 25 | $258.3M | $55.2M | ||
| Q1 25 | $-27.2M | $124.3M | ||
| Q4 24 | $334.0M | $200.8M | ||
| Q3 24 | $293.5M | $174.0M | ||
| Q2 24 | $158.5M | $135.4M |
自由现金流率CSLHAS
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 26.9% | ||
| Q3 25 | 29.2% | 18.8% | ||
| Q2 25 | 17.8% | 5.6% | ||
| Q1 25 | -2.5% | 14.0% | ||
| Q4 24 | 29.7% | 18.2% | ||
| Q3 24 | 22.0% | 13.6% | ||
| Q2 24 | 10.9% | 13.6% |
资本支出强度CSLHAS
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.9% | ||
| Q3 25 | 2.5% | 1.4% | ||
| Q2 25 | 2.0% | 1.6% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 3.3% | 5.4% | ||
| Q3 24 | 1.4% | 3.8% | ||
| Q2 24 | 1.7% | 5.2% |
现金转化率CSLHAS
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.00× | ||
| Q3 25 | 1.99× | 1.20× | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 0.01× | 1.40× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | 1.00× | ||
| Q2 24 | 0.26× | 1.35× |
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
暂无分部数据
HAS
| Grow Brands | $1.1B | 75% |
| Optimize Brands | $188.7M | 13% |
| Digital And Licensing Gaming | $135.7M | 9% |
| Class Of Principal Product Family Brands | $13.1M | 1% |
| Filmand TV | $2.4M | 0% |
