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CARLISLE COMPANIES INC（CSL）与LCI INDUSTRIES（LCII）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LCI INDUSTRIES的1.1倍（$1.1B vs $932.7M），CARLISLE COMPANIES INC净利率更高（12.1% vs 2.0%，领先10.1%），LCI INDUSTRIES同比增速更快（16.1% vs -4.0%），LCI INDUSTRIES自由现金流更多（$64.3M vs $-73.0M），过去两年LCI INDUSTRIES的营收复合增速更高（-1.8% 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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
CSL vs LCII — 直观对比
营收规模更大
CSL
是对方的1.1倍
$932.7M
营收增速更快
LCII
高出20.1%
-4.0%
净利率更高
CSL
高出10.1%
2.0%
自由现金流更多
LCII
多$137.3M
$-73.0M
两年增速更快
LCII
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $932.7M |
| 净利润 | $127.7M | $18.7M |
| 毛利率 | 34.5% | 22.1% |
| 营业利润率 | 17.1% | 3.8% |
| 净利率 | 12.1% | 2.0% |
| 营收同比 | -4.0% | 16.1% |
| 净利润同比 | -10.9% | 95.7% |
| 每股收益（稀释后） | $3.10 | $0.79 |
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CSLLCII
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $932.7M | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.1B | $803.1M | ||
| Q3 24 | $1.3B | $915.5M | ||
| Q2 24 | $1.5B | $1.1B |
净利润CSLLCII
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $18.7M | ||
| Q3 25 | $214.2M | $62.5M | ||
| Q2 25 | $255.8M | $57.6M | ||
| Q1 25 | $143.3M | $49.4M | ||
| Q4 24 | $162.8M | $9.5M | ||
| Q3 24 | $244.3M | $35.6M | ||
| Q2 24 | $712.4M | $61.2M |
毛利率CSLLCII
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 22.1% | ||
| Q3 25 | 36.0% | 24.4% | ||
| Q2 25 | 37.3% | 24.4% | ||
| Q1 25 | 35.2% | 24.1% | ||
| Q4 24 | 36.1% | 21.1% | ||
| Q3 24 | 38.6% | 24.0% | ||
| Q2 24 | 39.2% | 25.3% |
营业利润率CSLLCII
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 3.8% | ||
| Q3 25 | 21.8% | 7.3% | ||
| Q2 25 | 23.1% | 7.9% | ||
| Q1 25 | 16.8% | 7.8% | ||
| Q4 24 | 19.9% | 2.0% | ||
| Q3 24 | 23.7% | 5.9% | ||
| Q2 24 | 26.0% | 8.6% |
净利率CSLLCII
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 2.0% | ||
| Q3 25 | 15.9% | 6.0% | ||
| Q2 25 | 17.6% | 5.2% | ||
| Q1 25 | 13.1% | 4.7% | ||
| Q4 24 | 14.5% | 1.2% | ||
| Q3 24 | 18.3% | 3.9% | ||
| Q2 24 | 49.1% | 5.8% |
每股收益（稀释后）CSLLCII
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.79 | ||
| Q3 25 | $4.98 | $2.55 | ||
| Q2 25 | $5.88 | $2.29 | ||
| Q1 25 | $3.20 | $1.94 | ||
| Q4 24 | $3.76 | $0.37 | ||
| Q3 24 | $5.25 | $1.39 | ||
| Q2 24 | $14.84 | $2.40 |
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 | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $1.7B | $1.4B |
| 总资产 | — | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资CSLLCII
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $222.6M | ||
| Q3 25 | $1.1B | $199.7M | ||
| Q2 25 | $68.4M | $191.9M | ||
| Q1 25 | $220.2M | $231.2M | ||
| Q4 24 | $753.5M | $165.8M | ||
| Q3 24 | $1.5B | $161.2M | ||
| Q2 24 | $1.7B | $130.4M |
总债务CSLLCII
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $945.2M | ||
| Q3 25 | $2.9B | $947.8M | ||
| Q2 25 | $1.9B | $948.0M | ||
| Q1 25 | $1.9B | $938.3M | ||
| Q4 24 | $1.9B | $757.3M | ||
| Q3 24 | $2.3B | $822.5M | ||
| Q2 24 | $2.3B | $829.7M |
股东权益CSLLCII
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.8B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B |
总资产CSLLCII
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $3.2B | ||
| Q3 25 | $6.5B | $3.2B | ||
| Q2 25 | $5.5B | $3.2B | ||
| Q1 25 | $5.5B | $3.1B | ||
| Q4 24 | $5.8B | $2.9B | ||
| Q3 24 | $6.5B | $3.0B | ||
| Q2 24 | $6.7B | $3.0B |
负债/权益比CSLLCII
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.69× | ||
| Q3 25 | 1.45× | 0.70× | ||
| Q2 25 | 0.89× | 0.68× | ||
| Q1 25 | 0.87× | 0.69× | ||
| Q4 24 | 0.77× | 0.55× | ||
| Q3 24 | 0.83× | 0.58× | ||
| Q2 24 | 0.76× | 0.60× |
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 | — | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $64.3M |
| 自由现金流率自由现金流/营收 | -6.9% | 6.9% |
| 资本支出强度资本支出/营收 | 2.7% | 1.6% |
| 现金转化率经营现金流/净利润 | — | 4.22× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $278.3M |
8季度趋势，按日历期对齐
经营现金流CSLLCII
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $78.9M | ||
| Q3 25 | $426.9M | $97.2M | ||
| Q2 25 | $287.1M | $112.2M | ||
| Q1 25 | $1.8M | $42.7M | ||
| Q4 24 | $370.6M | $106.6M | ||
| Q3 24 | $312.8M | $78.4M | ||
| Q2 24 | $183.4M | $192.9M |
自由现金流CSLLCII
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $64.3M | ||
| Q3 25 | $393.4M | $80.9M | ||
| Q2 25 | $258.3M | $99.5M | ||
| Q1 25 | $-27.2M | $33.7M | ||
| Q4 24 | $334.0M | $95.7M | ||
| Q3 24 | $293.5M | $68.3M | ||
| Q2 24 | $158.5M | $180.2M |
自由现金流率CSLLCII
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 6.9% | ||
| Q3 25 | 29.2% | 7.8% | ||
| Q2 25 | 17.8% | 9.0% | ||
| Q1 25 | -2.5% | 3.2% | ||
| Q4 24 | 29.7% | 11.9% | ||
| Q3 24 | 22.0% | 7.5% | ||
| Q2 24 | 10.9% | 17.1% |
资本支出强度CSLLCII
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.6% | ||
| Q3 25 | 2.5% | 1.6% | ||
| Q2 25 | 2.0% | 1.2% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 3.3% | 1.4% | ||
| Q3 24 | 1.4% | 1.1% | ||
| Q2 24 | 1.7% | 1.2% |
现金转化率CSLLCII
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 4.22× | ||
| Q3 25 | 1.99× | 1.55× | ||
| Q2 25 | 1.12× | 1.95× | ||
| Q1 25 | 0.01× | 0.86× | ||
| Q4 24 | 2.28× | 11.17× | ||
| Q3 24 | 1.28× | 2.20× | ||
| Q2 24 | 0.26× | 3.15× |
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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
