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CARLISLE COMPANIES INC（CSL）与味好美（MKC）财务数据对比。点击上方公司名可切换其他公司
味好美的季度营收约是CARLISLE COMPANIES INC的1.8倍（$1.9B vs $1.1B），味好美净利率更高（12.2% vs 12.1%，领先0.1%），味好美同比增速更快（2.9% vs -4.0%），过去两年味好美的营收复合增速更高（7.5% 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。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
CSL vs MKC — 直观对比
营收规模更大
MKC
是对方的1.8倍
$1.1B
营收增速更快
MKC
高出6.9%
-4.0%
净利率更高
MKC
高出0.1%
12.1%
两年增速更快
MKC
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $127.7M | $226.6M |
| 毛利率 | 34.5% | 38.9% |
| 营业利润率 | 17.1% | 16.8% |
| 净利率 | 12.1% | 12.2% |
| 营收同比 | -4.0% | 2.9% |
| 净利润同比 | -10.9% | 5.3% |
| 每股收益（稀释后） | $3.10 | $0.84 |
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CSLMKC
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.5B | $1.6B |
净利润CSLMKC
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $226.6M | ||
| Q3 25 | $214.2M | $225.5M | ||
| Q2 25 | $255.8M | $175.0M | ||
| Q1 25 | $143.3M | $162.3M | ||
| Q4 24 | $162.8M | $215.2M | ||
| Q3 24 | $244.3M | $223.1M | ||
| Q2 24 | $712.4M | $184.2M |
毛利率CSLMKC
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 38.9% | ||
| Q3 25 | 36.0% | 37.4% | ||
| Q2 25 | 37.3% | 37.5% | ||
| Q1 25 | 35.2% | 37.6% | ||
| Q4 24 | 36.1% | 40.2% | ||
| Q3 24 | 38.6% | 38.7% | ||
| Q2 24 | 39.2% | 37.7% |
营业利润率CSLMKC
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 16.8% | ||
| Q3 25 | 21.8% | 16.7% | ||
| Q2 25 | 23.1% | 14.8% | ||
| Q1 25 | 16.8% | 14.0% | ||
| Q4 24 | 19.9% | 17.0% | ||
| Q3 24 | 23.7% | 17.1% | ||
| Q2 24 | 26.0% | 14.2% |
净利率CSLMKC
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 12.2% | ||
| Q3 25 | 15.9% | 13.1% | ||
| Q2 25 | 17.6% | 10.5% | ||
| Q1 25 | 13.1% | 10.1% | ||
| Q4 24 | 14.5% | 12.0% | ||
| Q3 24 | 18.3% | 13.3% | ||
| Q2 24 | 49.1% | 11.2% |
每股收益（稀释后）CSLMKC
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.84 | ||
| Q3 25 | $4.98 | $0.84 | ||
| Q2 25 | $5.88 | $0.65 | ||
| Q1 25 | $3.20 | $0.60 | ||
| Q4 24 | $3.76 | $0.79 | ||
| Q3 24 | $5.25 | $0.83 | ||
| Q2 24 | $14.84 | $0.68 |
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 | $95.9M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $1.7B | $5.7B |
| 总资产 | — | $13.2B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资CSLMKC
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $95.9M | ||
| Q3 25 | $1.1B | $94.9M | ||
| Q2 25 | $68.4M | $124.1M | ||
| Q1 25 | $220.2M | $102.8M | ||
| Q4 24 | $753.5M | $186.1M | ||
| Q3 24 | $1.5B | $200.8M | ||
| Q2 24 | $1.7B | $166.3M |
总债务CSLMKC
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $3.6B | ||
| Q3 25 | $2.9B | $3.9B | ||
| Q2 25 | $1.9B | $3.9B | ||
| Q1 25 | $1.9B | $3.9B | ||
| Q4 24 | $1.9B | $3.9B | ||
| Q3 24 | $2.3B | $3.4B | ||
| Q2 24 | $2.3B | $4.1B |
股东权益CSLMKC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $5.7B | ||
| Q3 25 | $2.0B | $5.8B | ||
| Q2 25 | $2.1B | $5.6B | ||
| Q1 25 | $2.2B | $5.4B | ||
| Q4 24 | $2.5B | $5.3B | ||
| Q3 24 | $2.8B | $5.4B | ||
| Q2 24 | $3.0B | $5.3B |
总资产CSLMKC
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $13.2B | ||
| Q3 25 | $6.5B | $13.2B | ||
| Q2 25 | $5.5B | $13.2B | ||
| Q1 25 | $5.5B | $12.9B | ||
| Q4 24 | $5.8B | $13.1B | ||
| Q3 24 | $6.5B | $13.2B | ||
| Q2 24 | $6.7B | $13.0B |
负债/权益比CSLMKC
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.63× | ||
| Q3 25 | 1.45× | 0.67× | ||
| Q2 25 | 0.89× | 0.69× | ||
| Q1 25 | 0.87× | 0.71× | ||
| Q4 24 | 0.77× | 0.73× | ||
| Q3 24 | 0.83× | 0.63× | ||
| Q2 24 | 0.76× | 0.77× |
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 | — | $542.0M |
| 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 | — | 2.39× |
| 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CSLMKC
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $542.0M | ||
| Q3 25 | $426.9M | $258.8M | ||
| Q2 25 | $287.1M | $45.9M | ||
| Q1 25 | $1.8M | $115.5M | ||
| Q4 24 | $370.6M | $458.7M | ||
| Q3 24 | $312.8M | $161.7M | ||
| Q2 24 | $183.4M | $163.1M |
自由现金流CSLMKC
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | — | ||
| Q3 25 | $393.4M | $206.1M | ||
| Q2 25 | $258.3M | $-2.4M | ||
| Q1 25 | $-27.2M | $78.4M | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | $102.7M | ||
| Q2 24 | $158.5M | $94.8M |
自由现金流率CSLMKC
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | — | ||
| Q3 25 | 29.2% | 11.9% | ||
| Q2 25 | 17.8% | -0.1% | ||
| Q1 25 | -2.5% | 4.9% | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | 6.1% | ||
| Q2 24 | 10.9% | 5.8% |
资本支出强度CSLMKC
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.5% | 3.1% | ||
| Q2 25 | 2.0% | 2.9% | ||
| Q1 25 | 2.6% | 2.3% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | 3.5% | ||
| Q2 24 | 1.7% | 4.2% |
现金转化率CSLMKC
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.39× | ||
| Q3 25 | 1.99× | 1.15× | ||
| Q2 25 | 1.12× | 0.26× | ||
| Q1 25 | 0.01× | 0.71× | ||
| Q4 24 | 2.28× | 2.13× | ||
| Q3 24 | 1.28× | 0.72× | ||
| Q2 24 | 0.26× | 0.89× |
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
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
