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CARLISLE COMPANIES INC（CSL）与摩丁制造（MOD）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是摩丁制造的1.3倍（$1.1B vs $805.0M），CARLISLE COMPANIES INC净利率更高（12.1% vs -5.9%，领先18.0%），摩丁制造同比增速更快（30.5% vs -4.0%），摩丁制造自由现金流更多（$-17.1M vs $-73.0M），过去两年摩丁制造的营收复合增速更高（15.5% 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。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
CSL vs MOD — 直观对比
营收规模更大
CSL
是对方的1.3倍
$805.0M
营收增速更快
MOD
高出34.5%
-4.0%
净利率更高
CSL
高出18.0%
-5.9%
自由现金流更多
MOD
多$55.9M
$-73.0M
两年增速更快
MOD
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $805.0M |
| 净利润 | $127.7M | $-47.4M |
| 毛利率 | 34.5% | 23.1% |
| 营业利润率 | 17.1% | 11.1% |
| 净利率 | 12.1% | -5.9% |
| 营收同比 | -4.0% | 30.5% |
| 净利润同比 | -10.9% | -215.6% |
| 每股收益（稀释后） | $3.10 | $-0.90 |
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CSLMOD
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $805.0M | ||
| Q3 25 | $1.3B | $738.9M | ||
| Q2 25 | $1.4B | $682.8M | ||
| Q1 25 | $1.1B | $647.2M | ||
| Q4 24 | $1.1B | $616.8M | ||
| Q3 24 | $1.3B | $658.0M | ||
| Q2 24 | $1.5B | $661.5M |
净利润CSLMOD
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $-47.4M | ||
| Q3 25 | $214.2M | $44.4M | ||
| Q2 25 | $255.8M | $51.2M | ||
| Q1 25 | $143.3M | $49.6M | ||
| Q4 24 | $162.8M | $41.0M | ||
| Q3 24 | $244.3M | $46.1M | ||
| Q2 24 | $712.4M | $47.3M |
毛利率CSLMOD
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 23.1% | ||
| Q3 25 | 36.0% | 22.3% | ||
| Q2 25 | 37.3% | 24.2% | ||
| Q1 25 | 35.2% | 25.6% | ||
| Q4 24 | 36.1% | 24.3% | ||
| Q3 24 | 38.6% | 25.2% | ||
| Q2 24 | 39.2% | 24.6% |
营业利润率CSLMOD
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 11.1% | ||
| Q3 25 | 21.8% | 9.9% | ||
| Q2 25 | 23.1% | 11.1% | ||
| Q1 25 | 16.8% | 11.5% | ||
| Q4 24 | 19.9% | 9.6% | ||
| Q3 24 | 23.7% | 11.4% | ||
| Q2 24 | 26.0% | 11.2% |
净利率CSLMOD
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | -5.9% | ||
| Q3 25 | 15.9% | 6.0% | ||
| Q2 25 | 17.6% | 7.5% | ||
| Q1 25 | 13.1% | 7.7% | ||
| Q4 24 | 14.5% | 6.6% | ||
| Q3 24 | 18.3% | 7.0% | ||
| Q2 24 | 49.1% | 7.2% |
每股收益（稀释后）CSLMOD
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $-0.90 | ||
| Q3 25 | $4.98 | $0.83 | ||
| Q2 25 | $5.88 | $0.95 | ||
| Q1 25 | $3.20 | $0.92 | ||
| Q4 24 | $3.76 | $0.76 | ||
| Q3 24 | $5.25 | $0.86 | ||
| Q2 24 | $14.84 | $0.88 |
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 | $98.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $1.7B | $1.1B |
| 总资产 | — | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资CSLMOD
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $98.7M | ||
| Q3 25 | $1.1B | $83.8M | ||
| Q2 25 | $68.4M | $124.5M | ||
| Q1 25 | $220.2M | $71.6M | ||
| Q4 24 | $753.5M | $83.8M | ||
| Q3 24 | $1.5B | $78.6M | ||
| Q2 24 | $1.7B | $72.9M |
总债务CSLMOD
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $570.7M | ||
| Q3 25 | $2.9B | $525.8M | ||
| Q2 25 | $1.9B | $482.1M | ||
| Q1 25 | $1.9B | $296.7M | ||
| Q4 24 | $1.9B | $330.0M | ||
| Q3 24 | $2.3B | $359.1M | ||
| Q2 24 | $2.3B | $405.7M |
股东权益CSLMOD
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.2B | $910.2M | ||
| Q4 24 | $2.5B | $855.1M | ||
| Q3 24 | $2.8B | $858.8M | ||
| Q2 24 | $3.0B | $788.4M |
总资产CSLMOD
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.5B | ||
| Q3 25 | $6.5B | $2.4B | ||
| Q2 25 | $5.5B | $2.2B | ||
| Q1 25 | $5.5B | $1.9B | ||
| Q4 24 | $5.8B | $1.8B | ||
| Q3 24 | $6.5B | $1.9B | ||
| Q2 24 | $6.7B | $1.9B |
负债/权益比CSLMOD
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.51× | ||
| Q3 25 | 1.45× | 0.50× | ||
| Q2 25 | 0.89× | 0.48× | ||
| Q1 25 | 0.87× | 0.33× | ||
| Q4 24 | 0.77× | 0.39× | ||
| Q3 24 | 0.83× | 0.42× | ||
| Q2 24 | 0.76× | 0.51× |
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 | — | $24.7M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $-17.1M |
| 自由现金流率自由现金流/营收 | -6.9% | -2.1% |
| 资本支出强度资本支出/营收 | 2.7% | 5.2% |
| 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 | $-20.3M |
8季度趋势，按日历期对齐
经营现金流CSLMOD
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $24.7M | ||
| Q3 25 | $426.9M | $1.4M | ||
| Q2 25 | $287.1M | $27.7M | ||
| Q1 25 | $1.8M | $54.8M | ||
| Q4 24 | $370.6M | $60.7M | ||
| Q3 24 | $312.8M | $57.3M | ||
| Q2 24 | $183.4M | $40.5M |
自由现金流CSLMOD
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $-17.1M | ||
| Q3 25 | $393.4M | $-30.5M | ||
| Q2 25 | $258.3M | $200.0K | ||
| Q1 25 | $-27.2M | $27.1M | ||
| Q4 24 | $334.0M | $44.7M | ||
| Q3 24 | $293.5M | $43.8M | ||
| Q2 24 | $158.5M | $13.7M |
自由现金流率CSLMOD
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | -2.1% | ||
| Q3 25 | 29.2% | -4.1% | ||
| Q2 25 | 17.8% | 0.0% | ||
| Q1 25 | -2.5% | 4.2% | ||
| Q4 24 | 29.7% | 7.2% | ||
| Q3 24 | 22.0% | 6.7% | ||
| Q2 24 | 10.9% | 2.1% |
资本支出强度CSLMOD
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 5.2% | ||
| Q3 25 | 2.5% | 4.3% | ||
| Q2 25 | 2.0% | 4.0% | ||
| Q1 25 | 2.6% | 4.3% | ||
| Q4 24 | 3.3% | 2.6% | ||
| Q3 24 | 1.4% | 2.1% | ||
| Q2 24 | 1.7% | 4.1% |
现金转化率CSLMOD
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | 0.03× | ||
| Q2 25 | 1.12× | 0.54× | ||
| Q1 25 | 0.01× | 1.10× | ||
| Q4 24 | 2.28× | 1.48× | ||
| Q3 24 | 1.28× | 1.24× | ||
| Q2 24 | 0.26× | 0.86× |
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
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
