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CARLISLE COMPANIES INC（CSL）与Stride, Inc.（LRN）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Stride, Inc.的1.7倍（$1.1B vs $629.9M），Stride, Inc.净利率更高（14.1% vs 12.1%，领先1.9%），Stride, Inc.同比增速更快（2.7% vs -4.0%），过去两年Stride, Inc.的营收复合增速更高（8.6% 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。
Stride, Inc.是一家营利性教育机构，主营在线及混合式教育项目。作为教育管理机构，其为K12阶段公立学校学生提供替代传统线下教学的在线教育方案，同时也开设职业学习课程。截至2012年，这家上市企业是全球招生规模最大的教育管理机构。
CSL vs LRN — 直观对比
营收规模更大
CSL
是对方的1.7倍
$629.9M
营收增速更快
LRN
高出6.7%
-4.0%
净利率更高
LRN
高出1.9%
12.1%
两年增速更快
LRN
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $629.9M |
| 净利润 | $127.7M | $88.5M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 20.5% |
| 净利率 | 12.1% | 14.1% |
| 营收同比 | -4.0% | 2.7% |
| 净利润同比 | -10.9% | 8.5% |
| 每股收益（稀释后） | $3.10 | $1.93 |
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CSLLRN
| Q3 26 | — | $629.9M | ||
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $631.3M | ||
| Q3 25 | $1.3B | $620.9M | ||
| Q2 25 | $1.4B | $653.6M | ||
| Q1 25 | $1.1B | $613.4M | ||
| Q4 24 | $1.1B | $587.2M | ||
| Q3 24 | $1.3B | $551.1M |
净利润CSLLRN
| Q3 26 | — | $88.5M | ||
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $99.5M | ||
| Q3 25 | $214.2M | $68.8M | ||
| Q2 25 | $255.8M | $51.3M | ||
| Q1 25 | $143.3M | $99.3M | ||
| Q4 24 | $162.8M | $96.4M | ||
| Q3 24 | $244.3M | $40.9M |
毛利率CSLLRN
| Q3 26 | — | — | ||
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 41.1% | ||
| Q3 25 | 36.0% | 39.0% | ||
| Q2 25 | 37.3% | 36.6% | ||
| Q1 25 | 35.2% | 40.6% | ||
| Q4 24 | 36.1% | 40.8% | ||
| Q3 24 | 38.6% | 39.2% |
营业利润率CSLLRN
| Q3 26 | — | 20.5% | ||
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 23.3% | ||
| Q3 25 | 21.8% | 11.1% | ||
| Q2 25 | 23.1% | 8.7% | ||
| Q1 25 | 16.8% | 21.3% | ||
| Q4 24 | 19.9% | 21.3% | ||
| Q3 24 | 23.7% | 8.6% |
净利率CSLLRN
| Q3 26 | — | 14.1% | ||
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 15.8% | ||
| Q3 25 | 15.9% | 11.1% | ||
| Q2 25 | 17.6% | 7.9% | ||
| Q1 25 | 13.1% | 16.2% | ||
| Q4 24 | 14.5% | 16.4% | ||
| Q3 24 | 18.3% | 7.4% |
每股收益（稀释后）CSLLRN
| Q3 26 | — | $1.93 | ||
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $2.12 | ||
| Q3 25 | $4.98 | $1.40 | ||
| Q2 25 | $5.88 | $0.96 | ||
| Q1 25 | $3.20 | $2.02 | ||
| Q4 24 | $3.76 | $2.03 | ||
| Q3 24 | $5.25 | $0.94 |
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 | $614.0M |
| 总债务越低越好 | — | $417.6M |
| 股东权益账面价值 | $1.7B | $1.6B |
| 总资产 | — | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资CSLLRN
| Q3 26 | — | $614.0M | ||
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $625.7M | ||
| Q3 25 | $1.1B | $715.1M | ||
| Q2 25 | $68.4M | $985.3M | ||
| Q1 25 | $220.2M | $723.7M | ||
| Q4 24 | $753.5M | $717.5M | ||
| Q3 24 | $1.5B | $522.2M |
总债务CSLLRN
| Q3 26 | — | $417.6M | ||
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $417.2M | ||
| Q3 25 | $2.9B | $416.8M | ||
| Q2 25 | $1.9B | $416.3M | ||
| Q1 25 | $1.9B | $415.9M | ||
| Q4 24 | $1.9B | $415.5M | ||
| Q3 24 | $2.3B | $415.1M |
股东权益CSLLRN
| Q3 26 | — | $1.6B | ||
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.5B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.8B | $1.2B |
总资产CSLLRN
| Q3 26 | — | $2.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.3B | ||
| Q3 25 | $6.5B | $2.3B | ||
| Q2 25 | $5.5B | $2.3B | ||
| Q1 25 | $5.5B | $2.2B | ||
| Q4 24 | $5.8B | $2.1B | ||
| Q3 24 | $6.5B | $2.0B |
负债/权益比CSLLRN
| Q3 26 | — | 0.25× | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.27× | ||
| Q3 25 | 1.45× | 0.27× | ||
| Q2 25 | 0.89× | 0.28× | ||
| Q1 25 | 0.87× | 0.29× | ||
| Q4 24 | 0.77× | 0.32× | ||
| Q3 24 | 0.83× | 0.34× |
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 | — | $117.0M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | — |
| 自由现金流率自由现金流/营收 | -6.9% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 现金转化率经营现金流/净利润 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | $924.8M | — |
8季度趋势，按日历期对齐
经营现金流CSLLRN
| Q3 26 | — | $117.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $91.8M | ||
| Q3 25 | $426.9M | $-195.8M | ||
| Q2 25 | $287.1M | $298.3M | ||
| Q1 25 | $1.8M | $53.1M | ||
| Q4 24 | $370.6M | $223.4M | ||
| Q3 24 | $312.8M | $-142.0M |
自由现金流CSLLRN
| Q3 26 | — | — | ||
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $91.6M | ||
| Q3 25 | $393.4M | $-196.1M | ||
| Q2 25 | $258.3M | $297.9M | ||
| Q1 25 | $-27.2M | $52.9M | ||
| Q4 24 | $334.0M | $222.9M | ||
| Q3 24 | $293.5M | $-142.7M |
自由现金流率CSLLRN
| Q3 26 | — | — | ||
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 14.5% | ||
| Q3 25 | 29.2% | -31.6% | ||
| Q2 25 | 17.8% | 45.6% | ||
| Q1 25 | -2.5% | 8.6% | ||
| Q4 24 | 29.7% | 38.0% | ||
| Q3 24 | 22.0% | -25.9% |
资本支出强度CSLLRN
| Q3 26 | — | — | ||
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.0% | ||
| Q3 25 | 2.5% | 0.0% | ||
| Q2 25 | 2.0% | 0.1% | ||
| Q1 25 | 2.6% | 0.0% | ||
| Q4 24 | 3.3% | 0.1% | ||
| Q3 24 | 1.4% | 0.1% |
现金转化率CSLLRN
| Q3 26 | — | 1.32× | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.92× | ||
| Q3 25 | 1.99× | -2.85× | ||
| Q2 25 | 1.12× | 5.81× | ||
| Q1 25 | 0.01× | 0.53× | ||
| Q4 24 | 2.28× | 2.32× | ||
| Q3 24 | 1.28× | -3.47× |
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
LRN
| General Education | $357.5M | 57% |
| Middle - High School | $259.5M | 41% |
| Adult | $12.9M | 2% |
