vs
CARLISLE COMPANIES INC（CSL）与艺达思集团（IEX）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是艺达思集团的2.6倍（$1.1B vs $398.4M），艺达思集团净利率更高（30.1% vs 12.1%，领先18.0%），艺达思集团同比增速更快（16.7% vs -4.0%），艺达思集团自由现金流更多（$86.0M vs $-73.0M），过去两年CARLISLE COMPANIES INC的营收复合增速更高（-14.8% vs -29.4%）
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。
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
CSL vs IEX — 直观对比
营收规模更大
CSL
是对方的2.6倍
$398.4M
营收增速更快
IEX
高出20.6%
-4.0%
净利率更高
IEX
高出18.0%
12.1%
自由现金流更多
IEX
多$159.0M
$-73.0M
两年增速更快
CSL
近两年复合增速
-29.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $398.4M |
| 净利润 | $127.7M | $120.0M |
| 毛利率 | 34.5% | 99.9% |
| 营业利润率 | 17.1% | 43.3% |
| 净利率 | 12.1% | 30.1% |
| 营收同比 | -4.0% | 16.7% |
| 净利润同比 | -10.9% | 25.7% |
| 每股收益（稀释后） | $3.10 | $1.61 |
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CSLIEX
| Q2 26 | — | $398.4M | ||
| Q1 26 | $1.1B | $407.7M | ||
| Q4 25 | $1.1B | $899.1M | ||
| Q3 25 | $1.3B | $878.7M | ||
| Q2 25 | $1.4B | $865.4M | ||
| Q1 25 | $1.1B | $814.3M | ||
| Q4 24 | $1.1B | $862.9M | ||
| Q3 24 | $1.3B | $798.2M |
净利润CSLIEX
| Q2 26 | — | $120.0M | ||
| Q1 26 | $127.7M | $128.3M | ||
| Q4 25 | $127.4M | $128.3M | ||
| Q3 25 | $214.2M | $127.8M | ||
| Q2 25 | $255.8M | $131.6M | ||
| Q1 25 | $143.3M | $95.5M | ||
| Q4 24 | $162.8M | $123.2M | ||
| Q3 24 | $244.3M | $119.1M |
毛利率CSLIEX
| Q2 26 | — | 99.9% | ||
| Q1 26 | 34.5% | 94.9% | ||
| Q4 25 | 33.8% | 43.1% | ||
| Q3 25 | 36.0% | 44.5% | ||
| Q2 25 | 37.3% | 45.3% | ||
| Q1 25 | 35.2% | 45.3% | ||
| Q4 24 | 36.1% | 42.5% | ||
| Q3 24 | 38.6% | 44.3% |
营业利润率CSLIEX
| Q2 26 | — | 43.3% | ||
| Q1 26 | 17.1% | 45.0% | ||
| Q4 25 | 16.8% | 20.4% | ||
| Q3 25 | 21.8% | 21.1% | ||
| Q2 25 | 23.1% | 21.7% | ||
| Q1 25 | 16.8% | 17.4% | ||
| Q4 24 | 19.9% | 19.2% | ||
| Q3 24 | 23.7% | 21.0% |
净利率CSLIEX
| Q2 26 | — | 30.1% | ||
| Q1 26 | 12.1% | 31.5% | ||
| Q4 25 | 11.3% | 14.3% | ||
| Q3 25 | 15.9% | 14.5% | ||
| Q2 25 | 17.6% | 15.2% | ||
| Q1 25 | 13.1% | 11.7% | ||
| Q4 24 | 14.5% | 14.3% | ||
| Q3 24 | 18.3% | 14.9% |
每股收益（稀释后）CSLIEX
| Q2 26 | — | $1.61 | ||
| Q1 26 | $3.10 | $1.71 | ||
| Q4 25 | $3.06 | $1.71 | ||
| Q3 25 | $4.98 | $1.70 | ||
| Q2 25 | $5.88 | $1.74 | ||
| Q1 25 | $3.20 | $1.26 | ||
| Q4 24 | $3.76 | $1.61 | ||
| Q3 24 | $5.25 | $1.57 |
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 | $586.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $4.0B |
| 总资产 | — | $6.9B |
| 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CSLIEX
| Q2 26 | — | $586.2M | ||
| Q1 26 | $771.3M | $580.0M | ||
| Q4 25 | $1.1B | $580.0M | ||
| Q3 25 | $1.1B | $593.8M | ||
| Q2 25 | $68.4M | $568.2M | ||
| Q1 25 | $220.2M | $594.1M | ||
| Q4 24 | $753.5M | $620.8M | ||
| Q3 24 | $1.5B | $633.2M |
总债务CSLIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $1.8B | ||
| Q3 25 | $2.9B | $1.9B | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $2.3B | $2.1B |
股东权益CSLIEX
| Q2 26 | — | $4.0B | ||
| Q1 26 | $1.7B | $4.0B | ||
| Q4 25 | $1.8B | $4.0B | ||
| Q3 25 | $2.0B | $4.0B | ||
| Q2 25 | $2.1B | $4.0B | ||
| Q1 25 | $2.2B | $3.9B | ||
| Q4 24 | $2.5B | $3.8B | ||
| Q3 24 | $2.8B | $3.8B |
总资产CSLIEX
| Q2 26 | — | $6.9B | ||
| Q1 26 | — | $6.9B | ||
| Q4 25 | $6.3B | $6.9B | ||
| Q3 25 | $6.5B | $7.0B | ||
| Q2 25 | $5.5B | $6.9B | ||
| Q1 25 | $5.5B | $6.8B | ||
| Q4 24 | $5.8B | $6.7B | ||
| Q3 24 | $6.5B | $7.0B |
负债/权益比CSLIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.45× | ||
| Q3 25 | 1.45× | 0.48× | ||
| Q2 25 | 0.89× | 0.46× | ||
| Q1 25 | 0.87× | 0.50× | ||
| Q4 24 | 0.77× | 0.52× | ||
| Q3 24 | 0.83× | 0.55× |
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 | $86.0M |
| 自由现金流率自由现金流/营收 | -6.9% | 21.6% |
| 资本支出强度资本支出/营收 | 2.7% | 4.4% |
| 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 | $654.3M |
8季度趋势，按日历期对齐
经营现金流CSLIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $209.5M | ||
| Q3 25 | $426.9M | $203.5M | ||
| Q2 25 | $287.1M | $161.7M | ||
| Q1 25 | $1.8M | $105.7M | ||
| Q4 24 | $370.6M | $172.6M | ||
| Q3 24 | $312.8M | $205.3M |
自由现金流CSLIEX
| Q2 26 | — | $86.0M | ||
| Q1 26 | $-73.0M | $189.8M | ||
| Q4 25 | $346.1M | $189.8M | ||
| Q3 25 | $393.4M | $188.7M | ||
| Q2 25 | $258.3M | $146.9M | ||
| Q1 25 | $-27.2M | $91.4M | ||
| Q4 24 | $334.0M | $157.1M | ||
| Q3 24 | $293.5M | $191.6M |
自由现金流率CSLIEX
| Q2 26 | — | 21.6% | ||
| Q1 26 | -6.9% | 46.6% | ||
| Q4 25 | 30.7% | 21.1% | ||
| Q3 25 | 29.2% | 21.5% | ||
| Q2 25 | 17.8% | 17.0% | ||
| Q1 25 | -2.5% | 11.2% | ||
| Q4 24 | 29.7% | 18.2% | ||
| Q3 24 | 22.0% | 24.0% |
资本支出强度CSLIEX
| Q2 26 | — | 4.4% | ||
| Q1 26 | 2.7% | 15.6% | ||
| Q4 25 | 3.5% | 2.2% | ||
| Q3 25 | 2.5% | 1.7% | ||
| Q2 25 | 2.0% | 1.7% | ||
| Q1 25 | 2.6% | 1.8% | ||
| Q4 24 | 3.3% | 1.8% | ||
| Q3 24 | 1.4% | 1.7% |
现金转化率CSLIEX
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.63× | ||
| Q3 25 | 1.99× | 1.59× | ||
| Q2 25 | 1.12× | 1.23× | ||
| Q1 25 | 0.01× | 1.11× | ||
| Q4 24 | 2.28× | 1.40× | ||
| Q3 24 | 1.28× | 1.72× |
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% |
IEX
暂无分部数据
