vs
CARLISLE COMPANIES INC（CSL）与M/I HOMES, INC.（MHO）财务数据对比。点击上方公司名可切换其他公司
M/I HOMES, INC.的季度营收约是CARLISLE COMPANIES INC的1.1倍（$1.1B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 5.6%，领先6.6%），CARLISLE COMPANIES INC同比增速更快（-4.0% vs -4.8%），M/I HOMES, INC.自由现金流更多（$-13.0M vs $-73.0M），过去两年M/I HOMES, INC.的营收复合增速更高（4.7% 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。
M/I Homes是美国领先的住宅建筑企业，主要设计、建造及销售独栋住宅、联排住宅与复式公寓，业务覆盖美国多州，面向首次置业、改善型及高端置业群体，提供节能住宅产品与个性化定制服务。
CSL vs MHO — 直观对比
营收规模更大
MHO
是对方的1.1倍
$1.1B
营收增速更快
CSL
高出0.8%
-4.8%
净利率更高
CSL
高出6.6%
5.6%
自由现金流更多
MHO
多$60.0M
$-73.0M
两年增速更快
MHO
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.1B |
| 净利润 | $127.7M | $64.0M |
| 毛利率 | 34.5% | 17.4% |
| 营业利润率 | 17.1% | 6.5% |
| 净利率 | 12.1% | 5.6% |
| 营收同比 | -4.0% | -4.8% |
| 净利润同比 | -10.9% | -52.1% |
| 每股收益（稀释后） | $3.10 | $2.42 |
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CSLMHO
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.1B | $976.1M | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B |
净利润CSLMHO
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $64.0M | ||
| Q3 25 | $214.2M | $106.5M | ||
| Q2 25 | $255.8M | $121.2M | ||
| Q1 25 | $143.3M | $111.2M | ||
| Q4 24 | $162.8M | $133.5M | ||
| Q3 24 | $244.3M | $145.4M | ||
| Q2 24 | $712.4M | $146.7M |
毛利率CSLMHO
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 17.4% | ||
| Q3 25 | 36.0% | 24.5% | ||
| Q2 25 | 37.3% | 24.7% | ||
| Q1 25 | 35.2% | 25.9% | ||
| Q4 24 | 36.1% | 24.6% | ||
| Q3 24 | 38.6% | 27.1% | ||
| Q2 24 | 39.2% | 27.9% |
营业利润率CSLMHO
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 6.5% | ||
| Q3 25 | 21.8% | 12.0% | ||
| Q2 25 | 23.1% | 13.4% | ||
| Q1 25 | 16.8% | 14.4% | ||
| Q4 24 | 19.9% | 13.6% | ||
| Q3 24 | 23.7% | 15.9% | ||
| Q2 24 | 26.0% | 16.8% |
净利率CSLMHO
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 5.6% | ||
| Q3 25 | 15.9% | 9.4% | ||
| Q2 25 | 17.6% | 10.4% | ||
| Q1 25 | 13.1% | 11.4% | ||
| Q4 24 | 14.5% | 11.1% | ||
| Q3 24 | 18.3% | 12.7% | ||
| Q2 24 | 49.1% | 13.2% |
每股收益（稀释后）CSLMHO
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $2.42 | ||
| Q3 25 | $4.98 | $3.92 | ||
| Q2 25 | $5.88 | $4.42 | ||
| Q1 25 | $3.20 | $3.98 | ||
| Q4 24 | $3.76 | $4.71 | ||
| Q3 24 | $5.25 | $5.10 | ||
| Q2 24 | $14.84 | $5.12 |
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 | — | — |
| 股东权益账面价值 | $1.7B | $3.2B |
| 总资产 | — | $4.8B |
| 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CSLMHO
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $68.4M | — | ||
| Q1 25 | $220.2M | — | ||
| Q4 24 | $753.5M | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.7B | — |
总债务CSLMHO
| 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CSLMHO
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $3.2B | ||
| Q3 25 | $2.0B | $3.1B | ||
| Q2 25 | $2.1B | $3.1B | ||
| Q1 25 | $2.2B | $3.0B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.8B | $2.8B | ||
| Q2 24 | $3.0B | $2.7B |
总资产CSLMHO
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $4.8B | ||
| Q3 25 | $6.5B | $4.8B | ||
| Q2 25 | $5.5B | $4.7B | ||
| Q1 25 | $5.5B | $4.6B | ||
| Q4 24 | $5.8B | $4.5B | ||
| Q3 24 | $6.5B | $4.5B | ||
| Q2 24 | $6.7B | $4.3B |
负债/权益比CSLMHO
| 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 | — | $-8.7M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $-13.0M |
| 自由现金流率自由现金流/营收 | -6.9% | -1.1% |
| 资本支出强度资本支出/营收 | 2.7% | 0.4% |
| 现金转化率经营现金流/净利润 | — | -0.14× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $127.7M |
8季度趋势，按日历期对齐
经营现金流CSLMHO
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $-8.7M | ||
| Q3 25 | $426.9M | $43.4M | ||
| Q2 25 | $287.1M | $37.8M | ||
| Q1 25 | $1.8M | $64.9M | ||
| Q4 24 | $370.6M | $104.4M | ||
| Q3 24 | $312.8M | $-67.9M | ||
| Q2 24 | $183.4M | $27.5M |
自由现金流CSLMHO
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $-13.0M | ||
| Q3 25 | $393.4M | $42.0M | ||
| Q2 25 | $258.3M | $35.1M | ||
| Q1 25 | $-27.2M | $63.5M | ||
| Q4 24 | $334.0M | $102.3M | ||
| Q3 24 | $293.5M | $-68.5M | ||
| Q2 24 | $158.5M | $22.0M |
自由现金流率CSLMHO
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | -1.1% | ||
| Q3 25 | 29.2% | 3.7% | ||
| Q2 25 | 17.8% | 3.0% | ||
| Q1 25 | -2.5% | 6.5% | ||
| Q4 24 | 29.7% | 8.5% | ||
| Q3 24 | 22.0% | -6.0% | ||
| Q2 24 | 10.9% | 2.0% |
资本支出强度CSLMHO
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.4% | ||
| Q3 25 | 2.5% | 0.1% | ||
| Q2 25 | 2.0% | 0.2% | ||
| Q1 25 | 2.6% | 0.1% | ||
| Q4 24 | 3.3% | 0.2% | ||
| Q3 24 | 1.4% | 0.1% | ||
| Q2 24 | 1.7% | 0.5% |
现金转化率CSLMHO
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | -0.14× | ||
| Q3 25 | 1.99× | 0.41× | ||
| Q2 25 | 1.12× | 0.31× | ||
| Q1 25 | 0.01× | 0.58× | ||
| Q4 24 | 2.28× | 0.78× | ||
| Q3 24 | 1.28× | -0.47× | ||
| Q2 24 | 0.26× | 0.19× |
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% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
