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CARLISLE COMPANIES INC（CSL）与HOVNANIAN ENTERPRISES INC（HOV）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是HOVNANIAN ENTERPRISES INC的1.3倍（$1.1B vs $817.9M），CARLISLE COMPANIES INC净利率更高（12.1% vs -0.1%，领先12.2%），CARLISLE COMPANIES INC同比增速更快（-4.0% vs -16.5%），HOVNANIAN ENTERPRISES INC自由现金流更多（$164.0M vs $-73.0M），过去两年HOVNANIAN ENTERPRISES INC的营收复合增速更高（17.3% 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。
霍夫纳尼安企业是美国知名房地产企业，业务覆盖住宅开发全流程，包含设计、建造与销售，产品线丰富，不仅开发独立独栋住宅，也开发联排别墅、公寓以及养老住宅等高密度居住物业。
CSL vs HOV — 直观对比
营收规模更大
CSL
是对方的1.3倍
$817.9M
营收增速更快
CSL
高出12.5%
-16.5%
净利率更高
CSL
高出12.2%
-0.1%
自由现金流更多
HOV
多$237.0M
$-73.0M
两年增速更快
HOV
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $817.9M |
| 净利润 | $127.7M | $-667.0K |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | -0.5% |
| 净利率 | 12.1% | -0.1% |
| 营收同比 | -4.0% | -16.5% |
| 净利润同比 | -10.9% | -100.7% |
| 每股收益（稀释后） | $3.10 | $-0.57 |
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CSLHOV
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $817.9M | ||
| Q3 25 | $1.3B | $800.6M | ||
| Q2 25 | $1.4B | $686.5M | ||
| Q1 25 | $1.1B | $673.6M | ||
| Q4 24 | $1.1B | $979.6M | ||
| Q3 24 | $1.3B | $722.7M | ||
| Q2 24 | $1.5B | $708.4M |
净利润CSLHOV
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $-667.0K | ||
| Q3 25 | $214.2M | $16.6M | ||
| Q2 25 | $255.8M | $19.7M | ||
| Q1 25 | $143.3M | $28.2M | ||
| Q4 24 | $162.8M | $94.3M | ||
| Q3 24 | $244.3M | $72.9M | ||
| Q2 24 | $712.4M | $50.8M |
毛利率CSLHOV
| 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% | — | ||
| Q2 24 | 39.2% | — |
营业利润率CSLHOV
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | -0.5% | ||
| Q3 25 | 21.8% | 3.0% | ||
| Q2 25 | 23.1% | 3.9% | ||
| Q1 25 | 16.8% | 5.9% | ||
| Q4 24 | 19.9% | 12.0% | ||
| Q3 24 | 23.7% | 13.5% | ||
| Q2 24 | 26.0% | 9.8% |
净利率CSLHOV
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | -0.1% | ||
| Q3 25 | 15.9% | 2.1% | ||
| Q2 25 | 17.6% | 2.9% | ||
| Q1 25 | 13.1% | 4.2% | ||
| Q4 24 | 14.5% | 9.6% | ||
| Q3 24 | 18.3% | 10.1% | ||
| Q2 24 | 49.1% | 7.2% |
每股收益（稀释后）CSLHOV
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $-0.57 | ||
| Q3 25 | $4.98 | $1.99 | ||
| Q2 25 | $5.88 | $2.43 | ||
| Q1 25 | $3.20 | $3.58 | ||
| Q4 24 | $3.76 | $12.47 | ||
| Q3 24 | $5.25 | $9.75 | ||
| Q2 24 | $14.84 | $6.66 |
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 | — | $900.7M |
| 股东权益账面价值 | $1.7B | $830.9M |
| 总资产 | — | $2.6B |
| 负债/权益比越低杠杆越低 | — | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资CSLHOV
| 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CSLHOV
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $900.7M | ||
| Q3 25 | $2.9B | $861.9M | ||
| Q2 25 | $1.9B | $864.3M | ||
| Q1 25 | $1.9B | $893.7M | ||
| Q4 24 | $1.9B | $896.2M | ||
| Q3 24 | $2.3B | $898.7M | ||
| Q2 24 | $2.3B | $933.0M |
股东权益CSLHOV
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $830.9M | ||
| Q3 25 | $2.0B | $835.4M | ||
| Q2 25 | $2.1B | $820.4M | ||
| Q1 25 | $2.2B | $811.4M | ||
| Q4 24 | $2.5B | $800.3M | ||
| Q3 24 | $2.8B | $703.4M | ||
| Q2 24 | $3.0B | $647.0M |
总资产CSLHOV
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.6B | ||
| Q3 25 | $6.5B | $2.6B | ||
| Q2 25 | $5.5B | $2.6B | ||
| Q1 25 | $5.5B | $2.5B | ||
| Q4 24 | $5.8B | $2.6B | ||
| Q3 24 | $6.5B | $2.5B | ||
| Q2 24 | $6.7B | $2.3B |
负债/权益比CSLHOV
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 1.08× | ||
| Q3 25 | 1.45× | 1.03× | ||
| Q2 25 | 0.89× | 1.05× | ||
| Q1 25 | 0.87× | 1.10× | ||
| Q4 24 | 0.77× | 1.12× | ||
| Q3 24 | 0.83× | 1.28× | ||
| Q2 24 | 0.76× | 1.44× |
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 | — | $169.1M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $164.0M |
| 自由现金流率自由现金流/营收 | -6.9% | 20.0% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 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 | $166.2M |
8季度趋势，按日历期对齐
经营现金流CSLHOV
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $169.1M | ||
| Q3 25 | $426.9M | $52.8M | ||
| Q2 25 | $287.1M | $22.3M | ||
| Q1 25 | $1.8M | $-55.9M | ||
| Q4 24 | $370.6M | $115.8M | ||
| Q3 24 | $312.8M | $-92.3M | ||
| Q2 24 | $183.4M | $89.1M |
自由现金流CSLHOV
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $164.0M | ||
| Q3 25 | $393.4M | $45.8M | ||
| Q2 25 | $258.3M | $16.0M | ||
| Q1 25 | $-27.2M | $-59.6M | ||
| Q4 24 | $334.0M | $111.4M | ||
| Q3 24 | $293.5M | $-95.8M | ||
| Q2 24 | $158.5M | $84.7M |
自由现金流率CSLHOV
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 20.0% | ||
| Q3 25 | 29.2% | 5.7% | ||
| Q2 25 | 17.8% | 2.3% | ||
| Q1 25 | -2.5% | -8.8% | ||
| Q4 24 | 29.7% | 11.4% | ||
| Q3 24 | 22.0% | -13.3% | ||
| Q2 24 | 10.9% | 12.0% |
资本支出强度CSLHOV
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.6% | ||
| Q3 25 | 2.5% | 0.9% | ||
| Q2 25 | 2.0% | 0.9% | ||
| Q1 25 | 2.6% | 0.5% | ||
| Q4 24 | 3.3% | 0.5% | ||
| Q3 24 | 1.4% | 0.5% | ||
| Q2 24 | 1.7% | 0.6% |
现金转化率CSLHOV
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | 3.18× | ||
| Q2 25 | 1.12× | 1.13× | ||
| Q1 25 | 0.01× | -1.98× | ||
| Q4 24 | 2.28× | 1.23× | ||
| Q3 24 | 1.28× | -1.27× | ||
| Q2 24 | 0.26× | 1.75× |
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
HOV
| Home Building | $789.8M | 97% |
| Financial Services | $28.1M | 3% |
| Management Fees | $7.1M | 1% |
