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CARLISLE COMPANIES INC（CSL）与英格索兰（IR）财务数据对比。点击上方公司名可切换其他公司
英格索兰的季度营收约是CARLISLE COMPANIES INC的2.0倍（$2.1B vs $1.1B），英格索兰净利率更高（12.7% vs 12.1%，领先0.6%），英格索兰同比增速更快（10.1% vs -4.0%），英格索兰自由现金流更多（$461.5M vs $-73.0M），过去两年英格索兰的营收复合增速更高（11.9% 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。
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
CSL vs IR — 直观对比
营收规模更大
IR
是对方的2.0倍
$1.1B
营收增速更快
IR
高出14.1%
-4.0%
净利率更高
IR
高出0.6%
12.1%
自由现金流更多
IR
多$534.5M
$-73.0M
两年增速更快
IR
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $127.7M | $266.1M |
| 毛利率 | 34.5% | 42.6% |
| 营业利润率 | 17.1% | 18.7% |
| 净利率 | 12.1% | 12.7% |
| 营收同比 | -4.0% | 10.1% |
| 净利润同比 | -10.9% | 15.8% |
| 每股收益（稀释后） | $3.10 | $0.67 |
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CSLIR
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $1.5B | $1.8B |
净利润CSLIR
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $266.1M | ||
| Q3 25 | $214.2M | $244.1M | ||
| Q2 25 | $255.8M | $-115.3M | ||
| Q1 25 | $143.3M | $186.5M | ||
| Q4 24 | $162.8M | $229.8M | ||
| Q3 24 | $244.3M | $221.6M | ||
| Q2 24 | $712.4M | $185.0M |
毛利率CSLIR
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 42.6% | ||
| Q3 25 | 36.0% | 43.7% | ||
| Q2 25 | 37.3% | 43.7% | ||
| Q1 25 | 35.2% | 44.6% | ||
| Q4 24 | 36.1% | 42.9% | ||
| Q3 24 | 38.6% | 43.8% | ||
| Q2 24 | 39.2% | 43.9% |
营业利润率CSLIR
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 18.7% | ||
| Q3 25 | 21.8% | 19.2% | ||
| Q2 25 | 23.1% | 4.0% | ||
| Q1 25 | 16.8% | 17.6% | ||
| Q4 24 | 19.9% | 20.0% | ||
| Q3 24 | 23.7% | 19.1% | ||
| Q2 24 | 26.0% | 15.1% |
净利率CSLIR
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 12.7% | ||
| Q3 25 | 15.9% | 12.5% | ||
| Q2 25 | 17.6% | -6.1% | ||
| Q1 25 | 13.1% | 10.9% | ||
| Q4 24 | 14.5% | 12.1% | ||
| Q3 24 | 18.3% | 11.9% | ||
| Q2 24 | 49.1% | 10.2% |
每股收益（稀释后）CSLIR
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.67 | ||
| Q3 25 | $4.98 | $0.61 | ||
| Q2 25 | $5.88 | $-0.29 | ||
| Q1 25 | $3.20 | $0.46 | ||
| Q4 24 | $3.76 | $0.57 | ||
| Q3 24 | $5.25 | $0.54 | ||
| Q2 24 | $14.84 | $0.45 |
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 | $1.2B |
| 总债务越低越好 | — | $4.8B |
| 股东权益账面价值 | $1.7B | $10.1B |
| 总资产 | — | $18.3B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资CSLIR
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $68.4M | $1.3B | ||
| Q1 25 | $220.2M | $1.6B | ||
| Q4 24 | $753.5M | $1.5B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.7B | $1.1B |
总债务CSLIR
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $4.8B | ||
| Q3 25 | $2.9B | $4.8B | ||
| Q2 25 | $1.9B | $4.8B | ||
| Q1 25 | $1.9B | $4.8B | ||
| Q4 24 | $1.9B | $4.8B | ||
| Q3 24 | $2.3B | $4.8B | ||
| Q2 24 | $2.3B | $4.8B |
股东权益CSLIR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $10.1B | ||
| Q3 25 | $2.0B | $10.1B | ||
| Q2 25 | $2.1B | $10.1B | ||
| Q1 25 | $2.2B | $10.5B | ||
| Q4 24 | $2.5B | $10.2B | ||
| Q3 24 | $2.8B | $10.3B | ||
| Q2 24 | $3.0B | $10.0B |
总资产CSLIR
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $18.3B | ||
| Q3 25 | $6.5B | $18.2B | ||
| Q2 25 | $5.5B | $18.1B | ||
| Q1 25 | $5.5B | $18.4B | ||
| Q4 24 | $5.8B | $18.0B | ||
| Q3 24 | $6.5B | $18.2B | ||
| Q2 24 | $6.7B | $17.8B |
负债/权益比CSLIR
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.47× | ||
| Q3 25 | 1.45× | 0.47× | ||
| Q2 25 | 0.89× | 0.47× | ||
| Q1 25 | 0.87× | 0.45× | ||
| Q4 24 | 0.77× | 0.47× | ||
| Q3 24 | 0.83× | 0.47× | ||
| Q2 24 | 0.76× | 0.48× |
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 | — | $499.0M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $461.5M |
| 自由现金流率自由现金流/营收 | -6.9% | 22.1% |
| 资本支出强度资本支出/营收 | 2.7% | 1.8% |
| 现金转化率经营现金流/净利润 | — | 1.88× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $1.2B |
8季度趋势，按日历期对齐
经营现金流CSLIR
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $499.0M | ||
| Q3 25 | $426.9M | $354.6M | ||
| Q2 25 | $287.1M | $245.7M | ||
| Q1 25 | $1.8M | $256.4M | ||
| Q4 24 | $370.6M | $526.2M | ||
| Q3 24 | $312.8M | $404.0M | ||
| Q2 24 | $183.4M | $304.9M |
自由现金流CSLIR
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $461.5M | ||
| Q3 25 | $393.4M | $325.5M | ||
| Q2 25 | $258.3M | $210.4M | ||
| Q1 25 | $-27.2M | $222.7M | ||
| Q4 24 | $334.0M | $490.9M | ||
| Q3 24 | $293.5M | $374.3M | ||
| Q2 24 | $158.5M | $283.1M |
自由现金流率CSLIR
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 22.1% | ||
| Q3 25 | 29.2% | 16.6% | ||
| Q2 25 | 17.8% | 11.1% | ||
| Q1 25 | -2.5% | 13.0% | ||
| Q4 24 | 29.7% | 25.9% | ||
| Q3 24 | 22.0% | 20.1% | ||
| Q2 24 | 10.9% | 15.7% |
资本支出强度CSLIR
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.8% | ||
| Q3 25 | 2.5% | 1.5% | ||
| Q2 25 | 2.0% | 1.9% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 3.3% | 1.9% | ||
| Q3 24 | 1.4% | 1.6% | ||
| Q2 24 | 1.7% | 1.2% |
现金转化率CSLIR
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.88× | ||
| Q3 25 | 1.99× | 1.45× | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 0.01× | 1.37× | ||
| Q4 24 | 2.28× | 2.29× | ||
| Q3 24 | 1.28× | 1.82× | ||
| Q2 24 | 0.26× | 1.65× |
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
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
