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CARLISLE COMPANIES INC（CSL）与Monolithic Power Systems（MPWR）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Monolithic Power Systems的1.3倍（$1.1B vs $804.2M），Monolithic Power Systems净利率更高（24.0% vs 12.1%，领先11.9%），Monolithic Power Systems同比增速更快（26.1% vs -4.0%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% 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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
CSL vs MPWR — 直观对比
营收规模更大
CSL
是对方的1.3倍
$804.2M
营收增速更快
MPWR
高出30.1%
-4.0%
净利率更高
MPWR
高出11.9%
12.1%
两年增速更快
MPWR
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $804.2M |
| 净利润 | $127.7M | $193.2M |
| 毛利率 | 34.5% | 55.3% |
| 营业利润率 | 17.1% | 30.0% |
| 净利率 | 12.1% | 24.0% |
| 营收同比 | -4.0% | 26.1% |
| 净利润同比 | -10.9% | 43.1% |
| 每股收益（稀释后） | $3.10 | $3.92 |
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CSLMPWR
| Q1 26 | $1.1B | $804.2M | ||
| Q4 25 | $1.1B | $751.2M | ||
| Q3 25 | $1.3B | $737.2M | ||
| Q2 25 | $1.4B | $664.6M | ||
| Q1 25 | $1.1B | $637.6M | ||
| Q4 24 | $1.1B | $621.7M | ||
| Q3 24 | $1.3B | $620.1M | ||
| Q2 24 | $1.5B | $507.4M |
净利润CSLMPWR
| Q1 26 | $127.7M | $193.2M | ||
| Q4 25 | $127.4M | $171.7M | ||
| Q3 25 | $214.2M | $179.8M | ||
| Q2 25 | $255.8M | $135.0M | ||
| Q1 25 | $143.3M | $135.1M | ||
| Q4 24 | $162.8M | $1.3B | ||
| Q3 24 | $244.3M | $144.4M | ||
| Q2 24 | $712.4M | $100.4M |
毛利率CSLMPWR
| Q1 26 | 34.5% | 55.3% | ||
| Q4 25 | 33.8% | 55.2% | ||
| Q3 25 | 36.0% | 55.1% | ||
| Q2 25 | 37.3% | 55.1% | ||
| Q1 25 | 35.2% | 55.4% | ||
| Q4 24 | 36.1% | 55.4% | ||
| Q3 24 | 38.6% | 55.4% | ||
| Q2 24 | 39.2% | 55.3% |
营业利润率CSLMPWR
| Q1 26 | 17.1% | 30.0% | ||
| Q4 25 | 16.8% | 26.6% | ||
| Q3 25 | 21.8% | 26.5% | ||
| Q2 25 | 23.1% | 24.8% | ||
| Q1 25 | 16.8% | 26.5% | ||
| Q4 24 | 19.9% | 26.3% | ||
| Q3 24 | 23.7% | 26.5% | ||
| Q2 24 | 26.0% | 23.0% |
净利率CSLMPWR
| Q1 26 | 12.1% | 24.0% | ||
| Q4 25 | 11.3% | 22.9% | ||
| Q3 25 | 15.9% | 24.4% | ||
| Q2 25 | 17.6% | 20.3% | ||
| Q1 25 | 13.1% | 21.2% | ||
| Q4 24 | 14.5% | 201.8% | ||
| Q3 24 | 18.3% | 23.3% | ||
| Q2 24 | 49.1% | 19.8% |
每股收益（稀释后）CSLMPWR
| Q1 26 | $3.10 | $3.92 | ||
| Q4 25 | $3.06 | $3.50 | ||
| Q3 25 | $4.98 | $3.74 | ||
| Q2 25 | $5.88 | $2.81 | ||
| Q1 25 | $3.20 | $2.81 | ||
| Q4 24 | $3.76 | $25.71 | ||
| Q3 24 | $5.25 | $2.95 | ||
| Q2 24 | $14.84 | $2.05 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $3.7B |
| 总资产 | — | $4.4B |
| 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CSLMPWR
| Q1 26 | $771.3M | $1.4B | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $68.4M | $1.1B | ||
| Q1 25 | $220.2M | $1.0B | ||
| Q4 24 | $753.5M | $862.9M | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.7B | $1.3B |
总债务CSLMPWR
| 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CSLMPWR
| Q1 26 | $1.7B | $3.7B | ||
| Q4 25 | $1.8B | $3.5B | ||
| Q3 25 | $2.0B | $3.4B | ||
| Q2 25 | $2.1B | $3.2B | ||
| Q1 25 | $2.2B | $3.1B | ||
| Q4 24 | $2.5B | $3.0B | ||
| Q3 24 | $2.8B | $2.4B | ||
| Q2 24 | $3.0B | $2.2B |
总资产CSLMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $6.3B | $4.2B | ||
| Q3 25 | $6.5B | $4.1B | ||
| Q2 25 | $5.5B | $3.9B | ||
| Q1 25 | $5.5B | $3.7B | ||
| Q4 24 | $5.8B | $3.5B | ||
| Q3 24 | $6.5B | $2.9B | ||
| Q2 24 | $6.7B | $2.6B |
负债/权益比CSLMPWR
| 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 | — | — |
| 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 | — | — |
| 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CSLMPWR
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $104.9M | ||
| Q3 25 | $426.9M | $239.3M | ||
| Q2 25 | $287.1M | $237.6M | ||
| Q1 25 | $1.8M | $256.4M | ||
| Q4 24 | $370.6M | $167.7M | ||
| Q3 24 | $312.8M | $231.7M | ||
| Q2 24 | $183.4M | $141.0M |
自由现金流CSLMPWR
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $63.9M | ||
| Q3 25 | $393.4M | $196.8M | ||
| Q2 25 | $258.3M | $189.5M | ||
| Q1 25 | $-27.2M | $216.0M | ||
| Q4 24 | $334.0M | $102.9M | ||
| Q3 24 | $293.5M | $197.9M | ||
| Q2 24 | $158.5M | $109.5M |
自由现金流率CSLMPWR
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 8.5% | ||
| Q3 25 | 29.2% | 26.7% | ||
| Q2 25 | 17.8% | 28.5% | ||
| Q1 25 | -2.5% | 33.9% | ||
| Q4 24 | 29.7% | 16.5% | ||
| Q3 24 | 22.0% | 31.9% | ||
| Q2 24 | 10.9% | 21.6% |
资本支出强度CSLMPWR
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 5.5% | ||
| Q3 25 | 2.5% | 5.8% | ||
| Q2 25 | 2.0% | 7.2% | ||
| Q1 25 | 2.6% | 6.3% | ||
| Q4 24 | 3.3% | 10.4% | ||
| Q3 24 | 1.4% | 5.5% | ||
| Q2 24 | 1.7% | 6.2% |
现金转化率CSLMPWR
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.61× | ||
| Q3 25 | 1.99× | 1.33× | ||
| Q2 25 | 1.12× | 1.76× | ||
| Q1 25 | 0.01× | 1.90× | ||
| Q4 24 | 2.28× | 0.13× | ||
| Q3 24 | 1.28× | 1.60× | ||
| Q2 24 | 0.26× | 1.40× |
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% |
MPWR
暂无分部数据
