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CARLISLE COMPANIES INC（CSL）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是CARLISLE COMPANIES INC的1.8倍（$1.9B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 11.9%，领先0.3%），Masco同比增速更快（6.5% vs -4.0%），过去两年Masco的营收复合增速更高（-4.2% 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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
CSL vs MAS — 直观对比
营收规模更大
MAS
是对方的1.8倍
$1.1B
营收增速更快
MAS
高出10.5%
-4.0%
净利率更高
CSL
高出0.3%
11.9%
两年增速更快
MAS
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $127.7M | $228.0M |
| 毛利率 | 34.5% | 35.8% |
| 营业利润率 | 17.1% | 16.5% |
| 净利率 | 12.1% | 11.9% |
| 营收同比 | -4.0% | 6.5% |
| 净利润同比 | -10.9% | 14.5% |
| 每股收益（稀释后） | $3.10 | — |
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CSLMAS
| Q1 26 | $1.1B | $1.9B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.5B | $2.1B |
净利润CSLMAS
| Q1 26 | $127.7M | $228.0M | ||
| Q4 25 | $127.4M | $165.0M | ||
| Q3 25 | $214.2M | $189.0M | ||
| Q2 25 | $255.8M | $270.0M | ||
| Q1 25 | $143.3M | $186.0M | ||
| Q4 24 | $162.8M | $182.0M | ||
| Q3 24 | $244.3M | $167.0M | ||
| Q2 24 | $712.4M | $258.0M |
毛利率CSLMAS
| Q1 26 | 34.5% | 35.8% | ||
| Q4 25 | 33.8% | 33.9% | ||
| Q3 25 | 36.0% | 34.2% | ||
| Q2 25 | 37.3% | 37.6% | ||
| Q1 25 | 35.2% | 35.8% | ||
| Q4 24 | 36.1% | 34.8% | ||
| Q3 24 | 38.6% | 36.6% | ||
| Q2 24 | 39.2% | 37.5% |
营业利润率CSLMAS
| Q1 26 | 17.1% | 16.5% | ||
| Q4 25 | 16.8% | 13.8% | ||
| Q3 25 | 21.8% | 15.8% | ||
| Q2 25 | 23.1% | 20.1% | ||
| Q1 25 | 16.8% | 15.9% | ||
| Q4 24 | 19.9% | 15.9% | ||
| Q3 24 | 23.7% | 18.0% | ||
| Q2 24 | 26.0% | 19.0% |
净利率CSLMAS
| Q1 26 | 12.1% | 11.9% | ||
| Q4 25 | 11.3% | 9.2% | ||
| Q3 25 | 15.9% | 9.9% | ||
| Q2 25 | 17.6% | 13.2% | ||
| Q1 25 | 13.1% | 10.3% | ||
| Q4 24 | 14.5% | 10.0% | ||
| Q3 24 | 18.3% | 8.4% | ||
| Q2 24 | 49.1% | 12.3% |
每股收益（稀释后）CSLMAS
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.81 | ||
| Q3 25 | $4.98 | $0.90 | ||
| Q2 25 | $5.88 | $1.28 | ||
| Q1 25 | $3.20 | $0.87 | ||
| Q4 24 | $3.76 | $0.85 | ||
| Q3 24 | $5.25 | $0.77 | ||
| Q2 24 | $14.84 | $1.17 |
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 | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $1.7B | $27.0M |
| 总资产 | — | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资CSLMAS
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $647.0M | ||
| Q3 25 | $1.1B | $559.0M | ||
| Q2 25 | $68.4M | $390.0M | ||
| Q1 25 | $220.2M | $377.0M | ||
| Q4 24 | $753.5M | $634.0M | ||
| Q3 24 | $1.5B | $646.0M | ||
| Q2 24 | $1.7B | $398.0M |
总债务CSLMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.9B | $2.9B | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $2.9B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
股东权益CSLMAS
| Q1 26 | $1.7B | $27.0M | ||
| Q4 25 | $1.8B | $-185.0M | ||
| Q3 25 | $2.0B | $-78.0M | ||
| Q2 25 | $2.1B | $-84.0M | ||
| Q1 25 | $2.2B | $-254.0M | ||
| Q4 24 | $2.5B | $-279.0M | ||
| Q3 24 | $2.8B | $-88.0M | ||
| Q2 24 | $3.0B | $-26.0M |
总资产CSLMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $6.3B | $5.2B | ||
| Q3 25 | $6.5B | $5.3B | ||
| Q2 25 | $5.5B | $5.3B | ||
| Q1 25 | $5.5B | $5.1B | ||
| Q4 24 | $5.8B | $5.0B | ||
| Q3 24 | $6.5B | $5.3B | ||
| Q2 24 | $6.7B | $5.4B |
负债/权益比CSLMAS
| Q1 26 | — | 109.07× | ||
| 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 | — | — |
| 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% | 1.8% |
| 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CSLMAS
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $418.0M | ||
| Q3 25 | $426.9M | $456.0M | ||
| Q2 25 | $287.1M | $306.0M | ||
| Q1 25 | $1.8M | $-158.0M | ||
| Q4 24 | $370.6M | $407.0M | ||
| Q3 24 | $312.8M | $416.0M | ||
| Q2 24 | $183.4M | $346.0M |
自由现金流CSLMAS
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $371.0M | ||
| Q3 25 | $393.4M | $415.0M | ||
| Q2 25 | $258.3M | $270.0M | ||
| Q1 25 | $-27.2M | $-190.0M | ||
| Q4 24 | $334.0M | $351.0M | ||
| Q3 24 | $293.5M | $378.0M | ||
| Q2 24 | $158.5M | $303.0M |
自由现金流率CSLMAS
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 20.7% | ||
| Q3 25 | 29.2% | 21.6% | ||
| Q2 25 | 17.8% | 13.2% | ||
| Q1 25 | -2.5% | -10.5% | ||
| Q4 24 | 29.7% | 19.2% | ||
| Q3 24 | 22.0% | 19.1% | ||
| Q2 24 | 10.9% | 14.5% |
资本支出强度CSLMAS
| Q1 26 | 2.7% | 1.8% | ||
| Q4 25 | 3.5% | 2.6% | ||
| Q3 25 | 2.5% | 2.1% | ||
| Q2 25 | 2.0% | 1.8% | ||
| Q1 25 | 2.6% | 1.8% | ||
| Q4 24 | 3.3% | 3.1% | ||
| Q3 24 | 1.4% | 1.9% | ||
| Q2 24 | 1.7% | 2.1% |
现金转化率CSLMAS
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.53× | ||
| Q3 25 | 1.99× | 2.41× | ||
| Q2 25 | 1.12× | 1.13× | ||
| Q1 25 | 0.01× | -0.85× | ||
| Q4 24 | 2.28× | 2.24× | ||
| Q3 24 | 1.28× | 2.49× | ||
| Q2 24 | 0.26× | 1.34× |
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% |
MAS
暂无分部数据
