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CARLISLE COMPANIES INC（CSL）与罗技（LOGI）财务数据对比。点击上方公司名可切换其他公司
罗技的季度营收约是CARLISLE COMPANIES INC的1.4倍（$1.4B vs $1.1B），罗技净利率更高（17.7% vs 12.1%，领先5.5%），罗技同比增速更快（6.1% vs -4.0%），罗技自由现金流更多（$465.6M vs $-73.0M），过去两年罗技的营收复合增速更高（18.5% 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。
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
CSL vs LOGI — 直观对比
营收规模更大
LOGI
是对方的1.4倍
$1.1B
营收增速更快
LOGI
高出10.0%
-4.0%
净利率更高
LOGI
高出5.5%
12.1%
自由现金流更多
LOGI
多$538.6M
$-73.0M
两年增速更快
LOGI
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $127.7M | $251.0M |
| 毛利率 | 34.5% | 43.2% |
| 营业利润率 | 17.1% | 20.1% |
| 净利率 | 12.1% | 17.7% |
| 营收同比 | -4.0% | 6.1% |
| 净利润同比 | -10.9% | 25.4% |
| 每股收益（稀释后） | $3.10 | $1.69 |
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CSLLOGI
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.4B | $1.1B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B |
净利润CSLLOGI
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $251.0M | ||
| Q3 25 | $214.2M | $170.7M | ||
| Q2 25 | $255.8M | $146.0M | ||
| Q1 25 | $143.3M | $144.1M | ||
| Q4 24 | $162.8M | $200.1M | ||
| Q3 24 | $244.3M | $145.5M | ||
| Q2 24 | $712.4M | $141.8M |
毛利率CSLLOGI
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 43.2% | ||
| Q3 25 | 36.0% | 43.4% | ||
| Q2 25 | 37.3% | 41.7% | ||
| Q1 25 | 35.2% | 43.1% | ||
| Q4 24 | 36.1% | 42.9% | ||
| Q3 24 | 38.6% | 43.6% | ||
| Q2 24 | 39.2% | 42.8% |
营业利润率CSLLOGI
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 20.1% | ||
| Q3 25 | 21.8% | 16.1% | ||
| Q2 25 | 23.1% | 14.1% | ||
| Q1 25 | 16.8% | 10.5% | ||
| Q4 24 | 19.9% | 17.5% | ||
| Q3 24 | 23.7% | 14.4% | ||
| Q2 24 | 26.0% | 14.1% |
净利率CSLLOGI
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 17.7% | ||
| Q3 25 | 15.9% | 14.4% | ||
| Q2 25 | 17.6% | 12.7% | ||
| Q1 25 | 13.1% | 14.3% | ||
| Q4 24 | 14.5% | 14.9% | ||
| Q3 24 | 18.3% | 13.0% | ||
| Q2 24 | 49.1% | 13.0% |
每股收益（稀释后）CSLLOGI
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.69 | ||
| Q3 25 | $4.98 | $1.15 | ||
| Q2 25 | $5.88 | $0.98 | ||
| Q1 25 | $3.20 | $0.94 | ||
| Q4 24 | $3.76 | $1.32 | ||
| Q3 24 | $5.25 | $0.95 | ||
| Q2 24 | $14.84 | $0.92 |
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 | $1.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $2.3B |
| 总资产 | — | $4.1B |
| 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CSLLOGI
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $68.4M | $1.5B | ||
| Q1 25 | $220.2M | $1.5B | ||
| Q4 24 | $753.5M | $1.5B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.7B | $1.5B |
总债务CSLLOGI
| 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CSLLOGI
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $2.3B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.1B | $2.2B | ||
| Q1 25 | $2.2B | $2.1B | ||
| Q4 24 | $2.5B | $2.1B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $3.0B | $2.2B |
总资产CSLLOGI
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $4.1B | ||
| Q3 25 | $6.5B | $3.7B | ||
| Q2 25 | $5.5B | $3.7B | ||
| Q1 25 | $5.5B | $3.5B | ||
| Q4 24 | $5.8B | $3.7B | ||
| Q3 24 | $6.5B | $3.6B | ||
| Q2 24 | $6.7B | $3.7B |
负债/权益比CSLLOGI
| 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 | — | $480.5M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $465.6M |
| 自由现金流率自由现金流/营收 | -6.9% | 32.8% |
| 资本支出强度资本支出/营收 | 2.7% | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $903.6M |
8季度趋势，按日历期对齐
经营现金流CSLLOGI
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $480.5M | ||
| Q3 25 | $426.9M | $228.8M | ||
| Q2 25 | $287.1M | $125.0M | ||
| Q1 25 | $1.8M | $129.7M | ||
| Q4 24 | $370.6M | $370.9M | ||
| Q3 24 | $312.8M | $166.0M | ||
| Q2 24 | $183.4M | $176.0M |
自由现金流CSLLOGI
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $465.6M | ||
| Q3 25 | $393.4M | $212.3M | ||
| Q2 25 | $258.3M | $108.8M | ||
| Q1 25 | $-27.2M | $116.9M | ||
| Q4 24 | $334.0M | $356.6M | ||
| Q3 24 | $293.5M | $151.5M | ||
| Q2 24 | $158.5M | $161.4M |
自由现金流率CSLLOGI
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 32.8% | ||
| Q3 25 | 29.2% | 17.9% | ||
| Q2 25 | 17.8% | 9.5% | ||
| Q1 25 | -2.5% | 11.6% | ||
| Q4 24 | 29.7% | 26.6% | ||
| Q3 24 | 22.0% | 13.6% | ||
| Q2 24 | 10.9% | 14.8% |
资本支出强度CSLLOGI
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.0% | ||
| Q3 25 | 2.5% | 1.4% | ||
| Q2 25 | 2.0% | 1.4% | ||
| Q1 25 | 2.6% | 1.3% | ||
| Q4 24 | 3.3% | 1.1% | ||
| Q3 24 | 1.4% | 1.3% | ||
| Q2 24 | 1.7% | 1.3% |
现金转化率CSLLOGI
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.91× | ||
| Q3 25 | 1.99× | 1.34× | ||
| Q2 25 | 1.12× | 0.86× | ||
| Q1 25 | 0.01× | 0.90× | ||
| Q4 24 | 2.28× | 1.85× | ||
| Q3 24 | 1.28× | 1.14× | ||
| Q2 24 | 0.26× | 1.24× |
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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
