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CARLISLE COMPANIES INC（CSL）与Medpace Holdings, Inc.（MEDP）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Medpace Holdings, Inc.的1.5倍（$1.1B vs $708.5M），Medpace Holdings, Inc.净利率更高（19.1% vs 12.1%，领先6.9%），Medpace Holdings, Inc.同比增速更快（32.0% vs -4.0%），Medpace Holdings, Inc.自由现金流更多（$188.1M vs $-73.0M），过去两年Medpace Holdings, Inc.的营收复合增速更高（17.7% 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。
Medpace Holdings, Inc.是总部位于美国俄亥俄州辛辛那提的全球性临床研究机构（CRO），现有员工约6000人。公司采用全服务运营模式，可提供全球中心实验室、影像核心实验室、生物分析实验室服务，且在总部临床研究园区内设有I期临床试验单元。
CSL vs MEDP — 直观对比
营收规模更大
CSL
是对方的1.5倍
$708.5M
营收增速更快
MEDP
高出36.0%
-4.0%
净利率更高
MEDP
高出6.9%
12.1%
自由现金流更多
MEDP
多$261.1M
$-73.0M
两年增速更快
MEDP
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $708.5M |
| 净利润 | $127.7M | $135.1M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 21.6% |
| 净利率 | 12.1% | 19.1% |
| 营收同比 | -4.0% | 32.0% |
| 净利润同比 | -10.9% | 15.5% |
| 每股收益（稀释后） | $3.10 | $4.65 |
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CSLMEDP
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $708.5M | ||
| Q3 25 | $1.3B | $659.9M | ||
| Q2 25 | $1.4B | $603.3M | ||
| Q1 25 | $1.1B | $558.6M | ||
| Q4 24 | $1.1B | $536.6M | ||
| Q3 24 | $1.3B | $533.3M | ||
| Q2 24 | $1.5B | $528.1M |
净利润CSLMEDP
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $135.1M | ||
| Q3 25 | $214.2M | $111.1M | ||
| Q2 25 | $255.8M | $90.3M | ||
| Q1 25 | $143.3M | $114.6M | ||
| Q4 24 | $162.8M | $117.0M | ||
| Q3 24 | $244.3M | $96.4M | ||
| Q2 24 | $712.4M | $88.4M |
毛利率CSLMEDP
| Q1 26 | 34.5% | — | ||
| 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CSLMEDP
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 21.6% | ||
| Q3 25 | 21.8% | 21.5% | ||
| Q2 25 | 23.1% | 20.9% | ||
| Q1 25 | 16.8% | 20.3% | ||
| Q4 24 | 19.9% | 23.4% | ||
| Q3 24 | 23.7% | 21.1% | ||
| Q2 24 | 26.0% | 19.9% |
净利率CSLMEDP
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 19.1% | ||
| Q3 25 | 15.9% | 16.8% | ||
| Q2 25 | 17.6% | 15.0% | ||
| Q1 25 | 13.1% | 20.5% | ||
| Q4 24 | 14.5% | 21.8% | ||
| Q3 24 | 18.3% | 18.1% | ||
| Q2 24 | 49.1% | 16.7% |
每股收益（稀释后）CSLMEDP
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $4.65 | ||
| Q3 25 | $4.98 | $3.86 | ||
| Q2 25 | $5.88 | $3.10 | ||
| Q1 25 | $3.20 | $3.67 | ||
| Q4 24 | $3.76 | $3.67 | ||
| Q3 24 | $5.25 | $3.01 | ||
| Q2 24 | $14.84 | $2.75 |
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 | $497.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $459.1M |
| 总资产 | — | $2.0B |
| 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CSLMEDP
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $497.0M | ||
| Q3 25 | $1.1B | $285.4M | ||
| Q2 25 | $68.4M | $46.3M | ||
| Q1 25 | $220.2M | $441.4M | ||
| Q4 24 | $753.5M | $669.4M | ||
| Q3 24 | $1.5B | $656.9M | ||
| Q2 24 | $1.7B | $510.9M |
总债务CSLMEDP
| 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CSLMEDP
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $459.1M | ||
| Q3 25 | $2.0B | $293.6M | ||
| Q2 25 | $2.1B | $172.4M | ||
| Q1 25 | $2.2B | $593.6M | ||
| Q4 24 | $2.5B | $825.5M | ||
| Q3 24 | $2.8B | $881.4M | ||
| Q2 24 | $3.0B | $763.6M |
总资产CSLMEDP
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.0B | ||
| Q3 25 | $6.5B | $1.8B | ||
| Q2 25 | $5.5B | $1.6B | ||
| Q1 25 | $5.5B | $1.9B | ||
| Q4 24 | $5.8B | $2.1B | ||
| Q3 24 | $6.5B | $2.1B | ||
| Q2 24 | $6.7B | $1.9B |
负债/权益比CSLMEDP
| 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 | — | $192.7M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $188.1M |
| 自由现金流率自由现金流/营收 | -6.9% | 26.6% |
| 资本支出强度资本支出/营收 | 2.7% | 0.6% |
| 现金转化率经营现金流/净利润 | — | 1.43× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $681.9M |
8季度趋势，按日历期对齐
经营现金流CSLMEDP
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $192.7M | ||
| Q3 25 | $426.9M | $246.2M | ||
| Q2 25 | $287.1M | $148.5M | ||
| Q1 25 | $1.8M | $125.8M | ||
| Q4 24 | $370.6M | $190.7M | ||
| Q3 24 | $312.8M | $149.1M | ||
| Q2 24 | $183.4M | $116.4M |
自由现金流CSLMEDP
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $188.1M | ||
| Q3 25 | $393.4M | $235.5M | ||
| Q2 25 | $258.3M | $142.4M | ||
| Q1 25 | $-27.2M | $115.8M | ||
| Q4 24 | $334.0M | $183.0M | ||
| Q3 24 | $293.5M | $138.5M | ||
| Q2 24 | $158.5M | $103.5M |
自由现金流率CSLMEDP
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 26.6% | ||
| Q3 25 | 29.2% | 35.7% | ||
| Q2 25 | 17.8% | 23.6% | ||
| Q1 25 | -2.5% | 20.7% | ||
| Q4 24 | 29.7% | 34.1% | ||
| Q3 24 | 22.0% | 26.0% | ||
| Q2 24 | 10.9% | 19.6% |
资本支出强度CSLMEDP
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.6% | ||
| Q3 25 | 2.5% | 1.6% | ||
| Q2 25 | 2.0% | 1.0% | ||
| Q1 25 | 2.6% | 1.8% | ||
| Q4 24 | 3.3% | 1.4% | ||
| Q3 24 | 1.4% | 2.0% | ||
| Q2 24 | 1.7% | 2.4% |
现金转化率CSLMEDP
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.43× | ||
| Q3 25 | 1.99× | 2.22× | ||
| Q2 25 | 1.12× | 1.65× | ||
| Q1 25 | 0.01× | 1.10× | ||
| Q4 24 | 2.28× | 1.63× | ||
| Q3 24 | 1.28× | 1.55× | ||
| Q2 24 | 0.26× | 1.32× |
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
MEDP
| Metabolic | $249.8M | 35% |
| Oncology | $195.9M | 28% |
| Other | $88.3M | 12% |
| Central Nervous System | $73.2M | 10% |
| Cardiology | $63.0M | 9% |
| Antiviral And Anti Infective | $38.3M | 5% |
| Related Party | $10.3M | 1% |
