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CARLISLE COMPANIES INC（CSL）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是朗美通的1.6倍（$1.1B vs $665.5M），CARLISLE COMPANIES INC净利率更高（12.1% vs 11.8%，领先0.4%），朗美通同比增速更快（65.5% vs -4.0%），朗美通自由现金流更多（$43.1M vs $-73.0M），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
CSL vs LITE — 直观对比
营收规模更大
CSL
是对方的1.6倍
$665.5M
营收增速更快
LITE
高出69.5%
-4.0%
净利率更高
CSL
高出0.4%
11.8%
自由现金流更多
LITE
多$116.1M
$-73.0M
两年增速更快
LITE
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $665.5M |
| 净利润 | $127.7M | $78.2M |
| 毛利率 | 34.5% | 36.1% |
| 营业利润率 | 17.1% | 9.7% |
| 净利率 | 12.1% | 11.8% |
| 营收同比 | -4.0% | 65.5% |
| 净利润同比 | -10.9% | 228.4% |
| 每股收益（稀释后） | $3.10 | $0.89 |
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CSLLITE
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $665.5M | ||
| Q3 25 | $1.3B | $533.8M | ||
| Q2 25 | $1.4B | $480.7M | ||
| Q1 25 | $1.1B | $425.2M | ||
| Q4 24 | $1.1B | $402.2M | ||
| Q3 24 | $1.3B | $336.9M | ||
| Q2 24 | $1.5B | $308.3M |
净利润CSLLITE
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $78.2M | ||
| Q3 25 | $214.2M | $4.2M | ||
| Q2 25 | $255.8M | $213.3M | ||
| Q1 25 | $143.3M | $-44.1M | ||
| Q4 24 | $162.8M | $-60.9M | ||
| Q3 24 | $244.3M | $-82.4M | ||
| Q2 24 | $712.4M | $-252.5M |
毛利率CSLLITE
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 36.1% | ||
| Q3 25 | 36.0% | 34.0% | ||
| Q2 25 | 37.3% | 33.3% | ||
| Q1 25 | 35.2% | 28.8% | ||
| Q4 24 | 36.1% | 24.8% | ||
| Q3 24 | 38.6% | 23.1% | ||
| Q2 24 | 39.2% | 16.6% |
营业利润率CSLLITE
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 9.7% | ||
| Q3 25 | 21.8% | 1.3% | ||
| Q2 25 | 23.1% | -1.7% | ||
| Q1 25 | 16.8% | -8.9% | ||
| Q4 24 | 19.9% | -12.8% | ||
| Q3 24 | 23.7% | -24.5% | ||
| Q2 24 | 26.0% | -43.3% |
净利率CSLLITE
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 11.8% | ||
| Q3 25 | 15.9% | 0.8% | ||
| Q2 25 | 17.6% | 44.4% | ||
| Q1 25 | 13.1% | -10.4% | ||
| Q4 24 | 14.5% | -15.1% | ||
| Q3 24 | 18.3% | -24.5% | ||
| Q2 24 | 49.1% | -81.9% |
每股收益（稀释后）CSLLITE
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.89 | ||
| Q3 25 | $4.98 | $0.05 | ||
| Q2 25 | $5.88 | $3.10 | ||
| Q1 25 | $3.20 | $-0.64 | ||
| Q4 24 | $3.76 | $-0.88 | ||
| Q3 24 | $5.25 | $-1.21 | ||
| Q2 24 | $14.84 | $-3.75 |
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 | — | — |
| 股东权益账面价值 | $1.7B | $846.6M |
| 总资产 | — | $4.8B |
| 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CSLLITE
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $68.4M | $877.1M | ||
| Q1 25 | $220.2M | $866.7M | ||
| Q4 24 | $753.5M | $896.7M | ||
| Q3 24 | $1.5B | $916.1M | ||
| Q2 24 | $1.7B | $887.0M |
总债务CSLLITE
| 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CSLLITE
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $846.6M | ||
| Q3 25 | $2.0B | $780.8M | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.2B | $879.5M | ||
| Q4 24 | $2.5B | $872.3M | ||
| Q3 24 | $2.8B | $895.9M | ||
| Q2 24 | $3.0B | $957.3M |
总资产CSLLITE
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $4.8B | ||
| Q3 25 | $6.5B | $4.6B | ||
| Q2 25 | $5.5B | $4.2B | ||
| Q1 25 | $5.5B | $4.0B | ||
| Q4 24 | $5.8B | $4.0B | ||
| Q3 24 | $6.5B | $4.0B | ||
| Q2 24 | $6.7B | $3.9B |
负债/权益比CSLLITE
| 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 | — | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $43.1M |
| 自由现金流率自由现金流/营收 | -6.9% | 6.5% |
| 资本支出强度资本支出/营收 | 2.7% | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流CSLLITE
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $126.7M | ||
| Q3 25 | $426.9M | $57.9M | ||
| Q2 25 | $287.1M | $64.0M | ||
| Q1 25 | $1.8M | $-1.6M | ||
| Q4 24 | $370.6M | $24.3M | ||
| Q3 24 | $312.8M | $39.6M | ||
| Q2 24 | $183.4M | $35.5M |
自由现金流CSLLITE
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $43.1M | ||
| Q3 25 | $393.4M | $-18.3M | ||
| Q2 25 | $258.3M | $10.1M | ||
| Q1 25 | $-27.2M | $-64.4M | ||
| Q4 24 | $334.0M | $-15.9M | ||
| Q3 24 | $293.5M | $-34.5M | ||
| Q2 24 | $158.5M | $10.9M |
自由现金流率CSLLITE
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 6.5% | ||
| Q3 25 | 29.2% | -3.4% | ||
| Q2 25 | 17.8% | 2.1% | ||
| Q1 25 | -2.5% | -15.1% | ||
| Q4 24 | 29.7% | -4.0% | ||
| Q3 24 | 22.0% | -10.2% | ||
| Q2 24 | 10.9% | 3.5% |
资本支出强度CSLLITE
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 12.6% | ||
| Q3 25 | 2.5% | 14.3% | ||
| Q2 25 | 2.0% | 11.2% | ||
| Q1 25 | 2.6% | 14.8% | ||
| Q4 24 | 3.3% | 10.0% | ||
| Q3 24 | 1.4% | 22.0% | ||
| Q2 24 | 1.7% | 8.0% |
现金转化率CSLLITE
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.62× | ||
| Q3 25 | 1.99× | 13.79× | ||
| Q2 25 | 1.12× | 0.30× | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | — | ||
| Q2 24 | 0.26× | — |
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% |
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
