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CARLISLE COMPANIES INC（CSL）与LANDSTAR SYSTEM INC（LSTR）财务数据对比。点击上方公司名可切换其他公司
LANDSTAR SYSTEM INC的季度营收约是CARLISLE COMPANIES INC的1.1倍（$1.2B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 3.4%，领先8.8%），LANDSTAR SYSTEM INC同比增速更快（1.6% vs -4.0%），过去两年LANDSTAR SYSTEM INC的营收复合增速更高（-2.2% 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。
Landstar System Inc.是美国专业运输服务企业，主营第三方物流业务，依托由超8800名独立自营车主、1000余名独立货运代理人、7万余家合规认证承运商组成的庞大网络，服务主要覆盖美国全境，同时提供加拿大境内及美加、美墨跨境物流服务。
CSL vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.1倍
$1.1B
营收增速更快
LSTR
高出5.6%
-4.0%
净利率更高
CSL
高出8.8%
3.4%
两年增速更快
LSTR
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $127.7M | $39.4M |
| 毛利率 | 34.5% | 9.6% |
| 营业利润率 | 17.1% | 4.5% |
| 净利率 | 12.1% | 3.4% |
| 营收同比 | -4.0% | 1.6% |
| 净利润同比 | -10.9% | 32.3% |
| 每股收益（稀释后） | $3.10 | $1.16 |
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CSLLSTR
| Q1 26 | $1.1B | $1.2B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
净利润CSLLSTR
| Q1 26 | $127.7M | $39.4M | ||
| Q4 25 | $127.4M | $23.9M | ||
| Q3 25 | $214.2M | $19.4M | ||
| Q2 25 | $255.8M | $41.9M | ||
| Q1 25 | $143.3M | $29.8M | ||
| Q4 24 | $162.8M | $46.2M | ||
| Q3 24 | $244.3M | $50.0M | ||
| Q2 24 | $712.4M | $52.6M |
毛利率CSLLSTR
| Q1 26 | 34.5% | 9.6% | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 39.2% | — |
营业利润率CSLLSTR
| Q1 26 | 17.1% | 4.5% | ||
| Q4 25 | 16.8% | 2.5% | ||
| Q3 25 | 21.8% | 2.2% | ||
| Q2 25 | 23.1% | 4.6% | ||
| Q1 25 | 16.8% | 3.4% | ||
| Q4 24 | 19.9% | 4.8% | ||
| Q3 24 | 23.7% | 5.2% | ||
| Q2 24 | 26.0% | 5.6% |
净利率CSLLSTR
| Q1 26 | 12.1% | 3.4% | ||
| Q4 25 | 11.3% | 2.0% | ||
| Q3 25 | 15.9% | 1.6% | ||
| Q2 25 | 17.6% | 3.5% | ||
| Q1 25 | 13.1% | 2.6% | ||
| Q4 24 | 14.5% | 3.8% | ||
| Q3 24 | 18.3% | 4.1% | ||
| Q2 24 | 49.1% | 4.3% |
每股收益（稀释后）CSLLSTR
| Q1 26 | $3.10 | $1.16 | ||
| Q4 25 | $3.06 | $0.70 | ||
| Q3 25 | $4.98 | $0.56 | ||
| Q2 25 | $5.88 | $1.20 | ||
| Q1 25 | $3.20 | $0.85 | ||
| Q4 24 | $3.76 | $1.30 | ||
| Q3 24 | $5.25 | $1.41 | ||
| Q2 24 | $14.84 | $1.48 |
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 | $411.0M |
| 总债务越低越好 | — | $26.1M |
| 股东权益账面价值 | $1.7B | $799.0M |
| 总资产 | — | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资CSLLSTR
| Q1 26 | $771.3M | $411.0M | ||
| Q4 25 | $1.1B | $452.2M | ||
| Q3 25 | $1.1B | $434.4M | ||
| Q2 25 | $68.4M | $426.2M | ||
| Q1 25 | $220.2M | $473.4M | ||
| Q4 24 | $753.5M | $566.6M | ||
| Q3 24 | $1.5B | $531.3M | ||
| Q2 24 | $1.7B | $504.0M |
总债务CSLLSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | $2.9B | $0 | ||
| Q3 25 | $2.9B | $0 | ||
| Q2 25 | $1.9B | $0 | ||
| Q1 25 | $1.9B | $0 | ||
| Q4 24 | $1.9B | $0 | ||
| Q3 24 | $2.3B | $0 | ||
| Q2 24 | $2.3B | $0 |
股东权益CSLLSTR
| Q1 26 | $1.7B | $799.0M | ||
| Q4 25 | $1.8B | $795.7M | ||
| Q3 25 | $2.0B | $888.7M | ||
| Q2 25 | $2.1B | $921.8M | ||
| Q1 25 | $2.2B | $930.8M | ||
| Q4 24 | $2.5B | $972.4M | ||
| Q3 24 | $2.8B | $1.0B | ||
| Q2 24 | $3.0B | $1.0B |
总资产CSLLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $6.3B | $1.6B | ||
| Q3 25 | $6.5B | $1.7B | ||
| Q2 25 | $5.5B | $1.7B | ||
| Q1 25 | $5.5B | $1.7B | ||
| Q4 24 | $5.8B | $1.8B | ||
| Q3 24 | $6.5B | $1.8B | ||
| Q2 24 | $6.7B | $1.8B |
负债/权益比CSLLSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | 1.61× | 0.00× | ||
| Q3 25 | 1.45× | 0.00× | ||
| Q2 25 | 0.89× | 0.00× | ||
| Q1 25 | 0.87× | 0.00× | ||
| Q4 24 | 0.77× | 0.00× | ||
| Q3 24 | 0.83× | 0.00× | ||
| Q2 24 | 0.76× | 0.00× |
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 | — | — |
| 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 | — | — |
| 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CSLLSTR
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $72.7M | ||
| Q3 25 | $426.9M | $89.3M | ||
| Q2 25 | $287.1M | $7.1M | ||
| Q1 25 | $1.8M | $55.7M | ||
| Q4 24 | $370.6M | $61.1M | ||
| Q3 24 | $312.8M | $83.1M | ||
| Q2 24 | $183.4M | $48.1M |
自由现金流CSLLSTR
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $70.5M | ||
| Q3 25 | $393.4M | $86.0M | ||
| Q2 25 | $258.3M | $4.7M | ||
| Q1 25 | $-27.2M | $53.8M | ||
| Q4 24 | $334.0M | $54.4M | ||
| Q3 24 | $293.5M | $75.6M | ||
| Q2 24 | $158.5M | $40.6M |
自由现金流率CSLLSTR
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 6.0% | ||
| Q3 25 | 29.2% | 7.1% | ||
| Q2 25 | 17.8% | 0.4% | ||
| Q1 25 | -2.5% | 4.7% | ||
| Q4 24 | 29.7% | 4.5% | ||
| Q3 24 | 22.0% | 6.2% | ||
| Q2 24 | 10.9% | 3.3% |
资本支出强度CSLLSTR
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.2% | ||
| Q3 25 | 2.5% | 0.3% | ||
| Q2 25 | 2.0% | 0.2% | ||
| Q1 25 | 2.6% | 0.2% | ||
| Q4 24 | 3.3% | 0.6% | ||
| Q3 24 | 1.4% | 0.6% | ||
| Q2 24 | 1.7% | 0.6% |
现金转化率CSLLSTR
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 3.04× | ||
| Q3 25 | 1.99× | 4.61× | ||
| Q2 25 | 1.12× | 0.17× | ||
| Q1 25 | 0.01× | 1.87× | ||
| Q4 24 | 2.28× | 1.32× | ||
| Q3 24 | 1.28× | 1.66× | ||
| Q2 24 | 0.26× | 0.91× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
