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CARLISLE COMPANIES INC(CSL)与玛斯特锁(MBC)财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是玛斯特锁的1.7倍($1.1B vs $618.0M),CARLISLE COMPANIES INC同比增速更快(-4.0% vs -6.4%),CARLISLE COMPANIES INC自由现金流更多($-73.0M vs $-146.2M),过去两年玛斯特锁的营收复合增速更高(-4.4% 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。
玛斯特锁是美国知名安防产品供应商,1921年由锁匠发明家哈里·索雷夫创立,总部位于威斯康星州奥克里克,主营挂锁、密码锁、保险箱及相关安防产品,现为富俊创新集团旗下子公司,在全球安防锁具领域拥有较高的市场认可度。
CSL vs MBC — 直观对比
营收规模更大
CSL
是对方的1.7倍
$618.0M
营收增速更快
CSL
高出2.4%
-6.4%
自由现金流更多
CSL
多$73.2M
$-146.2M
两年增速更快
MBC
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $618.0M |
| 净利润 | $127.7M | — |
| 毛利率 | 34.5% | 25.3% |
| 营业利润率 | 17.1% | — |
| 净利率 | 12.1% | — |
| 营收同比 | -4.0% | -6.4% |
| 净利润同比 | -10.9% | — |
| 每股收益(稀释后) | $3.10 | $-0.12 |
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
CSL
MBC
| Q1 26 | $1.1B | $618.0M | ||
| Q4 25 | $1.1B | $644.6M | ||
| Q3 25 | $1.3B | $698.9M | ||
| Q2 25 | $1.4B | $730.9M | ||
| Q1 25 | $1.1B | $660.3M | ||
| Q4 24 | $1.1B | $667.7M | ||
| Q3 24 | $1.3B | $718.1M | ||
| Q2 24 | $1.5B | $676.5M |
净利润
CSL
MBC
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $-42.0M | ||
| Q3 25 | $214.2M | $18.1M | ||
| Q2 25 | $255.8M | $37.3M | ||
| Q1 25 | $143.3M | $13.3M | ||
| Q4 24 | $162.8M | $14.0M | ||
| Q3 24 | $244.3M | $29.1M | ||
| Q2 24 | $712.4M | $45.3M |
毛利率
CSL
MBC
| Q1 26 | 34.5% | 25.3% | ||
| Q4 25 | 33.8% | 26.0% | ||
| Q3 25 | 36.0% | 31.2% | ||
| Q2 25 | 37.3% | 32.8% | ||
| Q1 25 | 35.2% | 30.6% | ||
| Q4 24 | 36.1% | 30.4% | ||
| Q3 24 | 38.6% | 33.1% | ||
| Q2 24 | 39.2% | 34.1% |
营业利润率
CSL
MBC
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | -4.2% | ||
| Q3 25 | 21.8% | 6.0% | ||
| Q2 25 | 23.1% | 9.2% | ||
| Q1 25 | 16.8% | 5.6% | ||
| Q4 24 | 19.9% | 5.6% | ||
| Q3 24 | 23.7% | 8.0% | ||
| Q2 24 | 26.0% | 11.5% |
净利率
CSL
MBC
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | -6.5% | ||
| Q3 25 | 15.9% | 2.6% | ||
| Q2 25 | 17.6% | 5.1% | ||
| Q1 25 | 13.1% | 2.0% | ||
| Q4 24 | 14.5% | 2.1% | ||
| Q3 24 | 18.3% | 4.1% | ||
| Q2 24 | 49.1% | 6.7% |
每股收益(稀释后)
CSL
MBC
| Q1 26 | $3.10 | $-0.12 | ||
| Q4 25 | $3.06 | $-0.32 | ||
| Q3 25 | $4.98 | $0.14 | ||
| Q2 25 | $5.88 | $0.29 | ||
| Q1 25 | $3.20 | $0.10 | ||
| Q4 24 | $3.76 | $0.10 | ||
| Q3 24 | $5.25 | $0.22 | ||
| Q2 24 | $14.84 | $0.35 |
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 | $138.4M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $1.7B | $1.3B |
| 总资产 | — | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.82× |
8季度趋势,按日历期对齐
现金及短期投资
CSL
MBC
| Q1 26 | $771.3M | $138.4M | ||
| Q4 25 | $1.1B | $183.3M | ||
| Q3 25 | $1.1B | $114.8M | ||
| Q2 25 | $68.4M | $120.1M | ||
| Q1 25 | $220.2M | $113.5M | ||
| Q4 24 | $753.5M | $120.6M | ||
| Q3 24 | $1.5B | $108.4M | ||
| Q2 24 | $1.7B | $189.4M |
总债务
CSL
MBC
| Q1 26 | — | $1.1B | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $1.0B | ||
| Q3 24 | $2.3B | $1.1B | ||
| Q2 24 | $2.3B | — |
股东权益
CSL
MBC
| Q1 26 | $1.7B | $1.3B | ||
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.8B | $1.3B | ||
| Q2 24 | $3.0B | $1.3B |
总资产
CSL
MBC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $6.3B | $3.1B | ||
| Q3 25 | $6.5B | $3.0B | ||
| Q2 25 | $5.5B | $3.0B | ||
| Q1 25 | $5.5B | $3.0B | ||
| Q4 24 | $5.8B | $2.9B | ||
| Q3 24 | $6.5B | $3.0B | ||
| Q2 24 | $6.7B | $2.4B |
负债/权益比
CSL
MBC
| Q1 26 | — | 0.82× | ||
| Q4 25 | 1.61× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | 0.79× | ||
| Q3 24 | 0.83× | 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 | — | $-133.0M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $-146.2M |
| 自由现金流率自由现金流/营收 | -6.9% | -23.7% |
| 资本支出强度资本支出/营收 | 2.7% | 2.1% |
| 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 | $12.5M |
8季度趋势,按日历期对齐
经营现金流
CSL
MBC
| Q1 26 | — | $-133.0M | ||
| Q4 25 | $386.0M | $86.9M | ||
| Q3 25 | $426.9M | $55.4M | ||
| Q2 25 | $287.1M | $84.8M | ||
| Q1 25 | $1.8M | $-31.4M | ||
| Q4 24 | $370.6M | $115.1M | ||
| Q3 24 | $312.8M | $80.8M | ||
| Q2 24 | $183.4M | $77.4M |
自由现金流
CSL
MBC
| Q1 26 | $-73.0M | $-146.2M | ||
| Q4 25 | $346.1M | $52.5M | ||
| Q3 25 | $393.4M | $39.5M | ||
| Q2 25 | $258.3M | $66.7M | ||
| Q1 25 | $-27.2M | $-41.2M | ||
| Q4 24 | $334.0M | $68.8M | ||
| Q3 24 | $293.5M | $64.5M | ||
| Q2 24 | $158.5M | $66.1M |
自由现金流率
CSL
MBC
| Q1 26 | -6.9% | -23.7% | ||
| Q4 25 | 30.7% | 8.1% | ||
| Q3 25 | 29.2% | 5.7% | ||
| Q2 25 | 17.8% | 9.1% | ||
| Q1 25 | -2.5% | -6.2% | ||
| Q4 24 | 29.7% | 10.3% | ||
| Q3 24 | 22.0% | 9.0% | ||
| Q2 24 | 10.9% | 9.8% |
资本支出强度
CSL
MBC
| Q1 26 | 2.7% | 2.1% | ||
| Q4 25 | 3.5% | 5.3% | ||
| Q3 25 | 2.5% | 2.3% | ||
| Q2 25 | 2.0% | 2.5% | ||
| Q1 25 | 2.6% | 1.5% | ||
| Q4 24 | 3.3% | 6.9% | ||
| Q3 24 | 1.4% | 2.3% | ||
| Q2 24 | 1.7% | 1.7% |
现金转化率
CSL
MBC
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | 3.06× | ||
| Q2 25 | 1.12× | 2.27× | ||
| Q1 25 | 0.01× | -2.36× | ||
| Q4 24 | 2.28× | 8.22× | ||
| Q3 24 | 1.28× | 2.78× | ||
| Q2 24 | 0.26× | 1.71× |
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% |
MBC
暂无分部数据