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CARLISLE COMPANIES INC（CSL）与JBT Marel Corp（JBTM）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JBT Marel Corp的1.0倍（$1.1B vs $1.0B），CARLISLE COMPANIES INC净利率更高（12.1% vs 5.3%，领先6.9%），JBT Marel Corp同比增速更快（115.6% vs -4.0%），JBT Marel Corp自由现金流更多（$83.5M vs $-73.0M），过去两年JBT Marel Corp的营收复合增速更高（60.3% 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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
CSL vs JBTM — 直观对比
营收规模更大
CSL
是对方的1.0倍
$1.0B
营收增速更快
JBTM
高出119.6%
-4.0%
净利率更高
CSL
高出6.9%
5.3%
自由现金流更多
JBTM
多$156.5M
$-73.0M
两年增速更快
JBTM
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $127.7M | $53.1M |
| 毛利率 | 34.5% | 34.5% |
| 营业利润率 | 17.1% | 7.2% |
| 净利率 | 12.1% | 5.3% |
| 营收同比 | -4.0% | 115.6% |
| 净利润同比 | -10.9% | 858.6% |
| 每股收益（稀释后） | $3.10 | $1.04 |
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CSLJBTM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.4B | $934.8M | ||
| Q1 25 | $1.1B | $854.1M | ||
| Q4 24 | $1.1B | $467.6M | ||
| Q3 24 | $1.3B | $453.8M | ||
| Q2 24 | $1.5B | $402.3M |
净利润CSLJBTM
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $53.1M | ||
| Q3 25 | $214.2M | $66.0M | ||
| Q2 25 | $255.8M | $3.4M | ||
| Q1 25 | $143.3M | $-173.0M | ||
| Q4 24 | $162.8M | $-7.0M | ||
| Q3 24 | $244.3M | $38.9M | ||
| Q2 24 | $712.4M | $30.7M |
毛利率CSLJBTM
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 34.5% | ||
| Q3 25 | 36.0% | 35.9% | ||
| Q2 25 | 37.3% | 35.8% | ||
| Q1 25 | 35.2% | 34.2% | ||
| Q4 24 | 36.1% | 38.4% | ||
| Q3 24 | 38.6% | 36.1% | ||
| Q2 24 | 39.2% | 35.6% |
营业利润率CSLJBTM
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 7.2% | ||
| Q3 25 | 21.8% | 10.2% | ||
| Q2 25 | 23.1% | 5.2% | ||
| Q1 25 | 16.8% | -3.9% | ||
| Q4 24 | 19.9% | 3.4% | ||
| Q3 24 | 23.7% | 10.3% | ||
| Q2 24 | 26.0% | 6.7% |
净利率CSLJBTM
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 5.3% | ||
| Q3 25 | 15.9% | 6.6% | ||
| Q2 25 | 17.6% | 0.4% | ||
| Q1 25 | 13.1% | -20.3% | ||
| Q4 24 | 14.5% | -1.5% | ||
| Q3 24 | 18.3% | 8.6% | ||
| Q2 24 | 49.1% | 7.6% |
每股收益（稀释后）CSLJBTM
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.04 | ||
| Q3 25 | $4.98 | $1.26 | ||
| Q2 25 | $5.88 | $0.07 | ||
| Q1 25 | $3.20 | $-3.35 | ||
| Q4 24 | $3.76 | $-0.22 | ||
| Q3 24 | $5.25 | $1.21 | ||
| Q2 24 | $14.84 | $0.95 |
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 | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $1.7B | $4.5B |
| 总资产 | — | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资CSLJBTM
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $167.9M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $68.4M | — | ||
| Q1 25 | $220.2M | — | ||
| Q4 24 | $753.5M | $1.2B | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.7B | — |
总债务CSLJBTM
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $2.3B | $648.3M | ||
| Q2 24 | $2.3B | $647.7M |
股东权益CSLJBTM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $4.5B | ||
| Q3 25 | $2.0B | $4.4B | ||
| Q2 25 | $2.1B | $4.4B | ||
| Q1 25 | $2.2B | $4.1B | ||
| Q4 24 | $2.5B | $1.5B | ||
| Q3 24 | $2.8B | $1.6B | ||
| Q2 24 | $3.0B | $1.5B |
总资产CSLJBTM
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $8.2B | ||
| Q3 25 | $6.5B | $8.2B | ||
| Q2 25 | $5.5B | $8.3B | ||
| Q1 25 | $5.5B | $8.0B | ||
| Q4 24 | $5.8B | $3.4B | ||
| Q3 24 | $6.5B | $2.8B | ||
| Q2 24 | $6.7B | $2.7B |
负债/权益比CSLJBTM
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.33× | ||
| Q3 25 | 1.45× | 0.34× | ||
| Q2 25 | 0.89× | 0.35× | ||
| Q1 25 | 0.87× | 0.48× | ||
| Q4 24 | 0.77× | 0.81× | ||
| Q3 24 | 0.83× | 0.41× | ||
| Q2 24 | 0.76× | 0.43× |
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 | — | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $83.5M |
| 自由现金流率自由现金流/营收 | -6.9% | 8.3% |
| 资本支出强度资本支出/营收 | 2.7% | 3.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $238.1M |
8季度趋势，按日历期对齐
经营现金流CSLJBTM
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $117.4M | ||
| Q3 25 | $426.9M | $87.7M | ||
| Q2 25 | $287.1M | $102.2M | ||
| Q1 25 | $1.8M | $34.4M | ||
| Q4 24 | $370.6M | $128.7M | ||
| Q3 24 | $312.8M | $71.9M | ||
| Q2 24 | $183.4M | $21.6M |
自由现金流CSLJBTM
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $83.5M | ||
| Q3 25 | $393.4M | $56.5M | ||
| Q2 25 | $258.3M | $83.7M | ||
| Q1 25 | $-27.2M | $14.4M | ||
| Q4 24 | $334.0M | $118.7M | ||
| Q3 24 | $293.5M | $65.0M | ||
| Q2 24 | $158.5M | $11.1M |
自由现金流率CSLJBTM
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 8.3% | ||
| Q3 25 | 29.2% | 5.6% | ||
| Q2 25 | 17.8% | 9.0% | ||
| Q1 25 | -2.5% | 1.7% | ||
| Q4 24 | 29.7% | 25.4% | ||
| Q3 24 | 22.0% | 14.3% | ||
| Q2 24 | 10.9% | 2.8% |
资本支出强度CSLJBTM
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 3.4% | ||
| Q3 25 | 2.5% | 3.1% | ||
| Q2 25 | 2.0% | 2.0% | ||
| Q1 25 | 2.6% | 2.3% | ||
| Q4 24 | 3.3% | 2.1% | ||
| Q3 24 | 1.4% | 1.5% | ||
| Q2 24 | 1.7% | 2.6% |
现金转化率CSLJBTM
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.21× | ||
| Q3 25 | 1.99× | 1.33× | ||
| Q2 25 | 1.12× | 30.06× | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | 1.85× | ||
| Q2 24 | 0.26× | 0.70× |
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% |
JBTM
暂无分部数据
