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CARLISLE COMPANIES INC（CSL）与IES Holdings, Inc.（IESC）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IES Holdings, Inc.的1.2倍（$1.1B vs $871.0M），CARLISLE COMPANIES INC净利率更高（12.1% vs 10.5%，领先1.6%），IES Holdings, Inc.同比增速更快（16.2% vs -4.0%），IES Holdings, Inc.自由现金流更多（$-18.9M vs $-73.0M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% 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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
CSL vs IESC — 直观对比
营收规模更大
CSL
是对方的1.2倍
$871.0M
营收增速更快
IESC
高出20.2%
-4.0%
净利率更高
CSL
高出1.6%
10.5%
自由现金流更多
IESC
多$54.1M
$-73.0M
两年增速更快
IESC
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $871.0M |
| 净利润 | $127.7M | $91.8M |
| 毛利率 | 34.5% | 25.3% |
| 营业利润率 | 17.1% | 11.2% |
| 净利率 | 12.1% | 10.5% |
| 营收同比 | -4.0% | 16.2% |
| 净利润同比 | -10.9% | 59.1% |
| 每股收益（稀释后） | $3.10 | $4.51 |
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CSLIESC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $871.0M | ||
| Q3 25 | $1.3B | $897.8M | ||
| Q2 25 | $1.4B | $890.2M | ||
| Q1 25 | $1.1B | $834.0M | ||
| Q4 24 | $1.1B | $749.5M | ||
| Q3 24 | $1.3B | $775.8M | ||
| Q2 24 | $1.5B | $768.4M |
净利润CSLIESC
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $91.8M | ||
| Q3 25 | $214.2M | $102.3M | ||
| Q2 25 | $255.8M | $79.3M | ||
| Q1 25 | $143.3M | $72.6M | ||
| Q4 24 | $162.8M | $57.7M | ||
| Q3 24 | $244.3M | $65.5M | ||
| Q2 24 | $712.4M | $66.6M |
毛利率CSLIESC
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 25.3% | ||
| Q3 25 | 36.0% | 26.0% | ||
| Q2 25 | 37.3% | 26.9% | ||
| Q1 25 | 35.2% | 25.0% | ||
| Q4 24 | 36.1% | 23.8% | ||
| Q3 24 | 38.6% | 24.0% | ||
| Q2 24 | 39.2% | 25.3% |
营业利润率CSLIESC
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 11.2% | ||
| Q3 25 | 21.8% | 11.6% | ||
| Q2 25 | 23.1% | 12.6% | ||
| Q1 25 | 16.8% | 11.1% | ||
| Q4 24 | 19.9% | 10.0% | ||
| Q3 24 | 23.7% | 9.7% | ||
| Q2 24 | 26.0% | 11.7% |
净利率CSLIESC
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 10.5% | ||
| Q3 25 | 15.9% | 11.4% | ||
| Q2 25 | 17.6% | 8.9% | ||
| Q1 25 | 13.1% | 8.7% | ||
| Q4 24 | 14.5% | 7.7% | ||
| Q3 24 | 18.3% | 8.4% | ||
| Q2 24 | 49.1% | 8.7% |
每股收益（稀释后）CSLIESC
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $4.51 | ||
| Q3 25 | $4.98 | $4.99 | ||
| Q2 25 | $5.88 | $3.81 | ||
| Q1 25 | $3.20 | $3.50 | ||
| Q4 24 | $3.76 | $2.72 | ||
| Q3 24 | $5.25 | $3.06 | ||
| Q2 24 | $14.84 | $2.67 |
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 | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $961.1M |
| 总资产 | — | $1.7B |
| 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CSLIESC
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $258.7M | ||
| Q3 25 | $1.1B | $231.8M | ||
| Q2 25 | $68.4M | $168.3M | ||
| Q1 25 | $220.2M | $88.3M | ||
| Q4 24 | $753.5M | $112.0M | ||
| Q3 24 | $1.5B | $135.8M | ||
| Q2 24 | $1.7B | $44.9M |
总债务CSLIESC
| 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CSLIESC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $961.1M | ||
| Q3 25 | $2.0B | $884.0M | ||
| Q2 25 | $2.1B | $781.4M | ||
| Q1 25 | $2.2B | $705.8M | ||
| Q4 24 | $2.5B | $652.4M | ||
| Q3 24 | $2.8B | $611.1M | ||
| Q2 24 | $3.0B | $567.5M |
总资产CSLIESC
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $1.7B | ||
| Q3 25 | $6.5B | $1.6B | ||
| Q2 25 | $5.5B | $1.5B | ||
| Q1 25 | $5.5B | $1.4B | ||
| Q4 24 | $5.8B | $1.3B | ||
| Q3 24 | $6.5B | $1.2B | ||
| Q2 24 | $6.7B | $1.2B |
负债/权益比CSLIESC
| 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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $-18.9M |
| 自由现金流率自由现金流/营收 | -6.9% | -2.2% |
| 资本支出强度资本支出/营收 | 2.7% | 5.3% |
| 现金转化率经营现金流/净利润 | — | 0.30× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $175.9M |
8季度趋势，按日历期对齐
经营现金流CSLIESC
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $27.7M | ||
| Q3 25 | $426.9M | $132.0M | ||
| Q2 25 | $287.1M | $92.0M | ||
| Q1 25 | $1.8M | $24.8M | ||
| Q4 24 | $370.6M | $37.3M | ||
| Q3 24 | $312.8M | $92.8M | ||
| Q2 24 | $183.4M | $82.9M |
自由现金流CSLIESC
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $-18.9M | ||
| Q3 25 | $393.4M | $112.0M | ||
| Q2 25 | $258.3M | $74.8M | ||
| Q1 25 | $-27.2M | $7.9M | ||
| Q4 24 | $334.0M | $24.1M | ||
| Q3 24 | $293.5M | $78.5M | ||
| Q2 24 | $158.5M | $65.4M |
自由现金流率CSLIESC
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | -2.2% | ||
| Q3 25 | 29.2% | 12.5% | ||
| Q2 25 | 17.8% | 8.4% | ||
| Q1 25 | -2.5% | 0.9% | ||
| Q4 24 | 29.7% | 3.2% | ||
| Q3 24 | 22.0% | 10.1% | ||
| Q2 24 | 10.9% | 8.5% |
资本支出强度CSLIESC
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 5.3% | ||
| Q3 25 | 2.5% | 2.2% | ||
| Q2 25 | 2.0% | 1.9% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 3.3% | 1.8% | ||
| Q3 24 | 1.4% | 1.8% | ||
| Q2 24 | 1.7% | 2.3% |
现金转化率CSLIESC
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.30× | ||
| Q3 25 | 1.99× | 1.29× | ||
| Q2 25 | 1.12× | 1.16× | ||
| Q1 25 | 0.01× | 0.34× | ||
| Q4 24 | 2.28× | 0.65× | ||
| Q3 24 | 1.28× | 1.42× | ||
| Q2 24 | 0.26× | 1.24× |
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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
