vs
CARLISLE COMPANIES INC（CSL）与MYR GROUP INC.（MYRG）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MYR GROUP INC.的1.1倍（$1.1B vs $973.5M），CARLISLE COMPANIES INC净利率更高（12.1% vs 3.8%，领先8.4%），MYR GROUP INC.同比增速更快（17.3% vs -4.0%），MYR GROUP INC.自由现金流更多（$84.9M vs $-73.0M），过去两年MYR GROUP INC.的营收复合增速更高（9.3% 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。
MYR集团是美国知名电气建设服务提供商，业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工，旗下拥有12家电气建设子公司，在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
CSL vs MYRG — 直观对比
营收规模更大
CSL
是对方的1.1倍
$973.5M
营收增速更快
MYRG
高出21.3%
-4.0%
净利率更高
CSL
高出8.4%
3.8%
自由现金流更多
MYRG
多$157.9M
$-73.0M
两年增速更快
MYRG
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $973.5M |
| 净利润 | $127.7M | $36.5M |
| 毛利率 | 34.5% | 11.4% |
| 营业利润率 | 17.1% | 4.8% |
| 净利率 | 12.1% | 3.8% |
| 营收同比 | -4.0% | 17.3% |
| 净利润同比 | -10.9% | 129.1% |
| 每股收益（稀释后） | $3.10 | $2.33 |
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CSLMYRG
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $973.5M | ||
| Q3 25 | $1.3B | $950.4M | ||
| Q2 25 | $1.4B | $900.3M | ||
| Q1 25 | $1.1B | $833.6M | ||
| Q4 24 | $1.1B | $829.8M | ||
| Q3 24 | $1.3B | $888.0M | ||
| Q2 24 | $1.5B | $828.9M |
净利润CSLMYRG
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $36.5M | ||
| Q3 25 | $214.2M | $32.1M | ||
| Q2 25 | $255.8M | $26.5M | ||
| Q1 25 | $143.3M | $23.3M | ||
| Q4 24 | $162.8M | $16.0M | ||
| Q3 24 | $244.3M | $10.6M | ||
| Q2 24 | $712.4M | $-15.3M |
毛利率CSLMYRG
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 11.4% | ||
| Q3 25 | 36.0% | 11.8% | ||
| Q2 25 | 37.3% | 11.5% | ||
| Q1 25 | 35.2% | 11.6% | ||
| Q4 24 | 36.1% | 10.4% | ||
| Q3 24 | 38.6% | 8.7% | ||
| Q2 24 | 39.2% | 4.9% |
营业利润率CSLMYRG
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 4.8% | ||
| Q3 25 | 21.8% | 4.9% | ||
| Q2 25 | 23.1% | 4.4% | ||
| Q1 25 | 16.8% | 4.1% | ||
| Q4 24 | 19.9% | 3.6% | ||
| Q3 24 | 23.7% | 2.3% | ||
| Q2 24 | 26.0% | -2.5% |
净利率CSLMYRG
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 3.8% | ||
| Q3 25 | 15.9% | 3.4% | ||
| Q2 25 | 17.6% | 2.9% | ||
| Q1 25 | 13.1% | 2.8% | ||
| Q4 24 | 14.5% | 1.9% | ||
| Q3 24 | 18.3% | 1.2% | ||
| Q2 24 | 49.1% | -1.8% |
每股收益（稀释后）CSLMYRG
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $2.33 | ||
| Q3 25 | $4.98 | $2.05 | ||
| Q2 25 | $5.88 | $1.70 | ||
| Q1 25 | $3.20 | $1.45 | ||
| Q4 24 | $3.76 | $0.97 | ||
| Q3 24 | $5.25 | $0.65 | ||
| Q2 24 | $14.84 | $-0.91 |
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 | $150.2M |
| 总债务越低越好 | — | $59.0M |
| 股东权益账面价值 | $1.7B | $660.4M |
| 总资产 | — | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CSLMYRG
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $150.2M | ||
| Q3 25 | $1.1B | $76.2M | ||
| Q2 25 | $68.4M | $23.0M | ||
| Q1 25 | $220.2M | $10.9M | ||
| Q4 24 | $753.5M | $3.5M | ||
| Q3 24 | $1.5B | $7.6M | ||
| Q2 24 | $1.7B | $1.9M |
总债务CSLMYRG
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $59.0M | ||
| Q3 25 | $2.9B | $72.0M | ||
| Q2 25 | $1.9B | $86.1M | ||
| Q1 25 | $1.9B | $87.2M | ||
| Q4 24 | $1.9B | $74.4M | ||
| Q3 24 | $2.3B | $93.2M | ||
| Q2 24 | $2.3B | $45.1M |
股东权益CSLMYRG
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $660.4M | ||
| Q3 25 | $2.0B | $617.6M | ||
| Q2 25 | $2.1B | $583.2M | ||
| Q1 25 | $2.2B | $548.7M | ||
| Q4 24 | $2.5B | $600.4M | ||
| Q3 24 | $2.8B | $588.5M | ||
| Q2 24 | $3.0B | $633.3M |
总资产CSLMYRG
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $1.6B | ||
| Q3 25 | $6.5B | $1.6B | ||
| Q2 25 | $5.5B | $1.6B | ||
| Q1 25 | $5.5B | $1.5B | ||
| Q4 24 | $5.8B | $1.6B | ||
| Q3 24 | $6.5B | $1.6B | ||
| Q2 24 | $6.7B | $1.6B |
负债/权益比CSLMYRG
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.09× | ||
| Q3 25 | 1.45× | 0.12× | ||
| Q2 25 | 0.89× | 0.15× | ||
| Q1 25 | 0.87× | 0.16× | ||
| Q4 24 | 0.77× | 0.12× | ||
| Q3 24 | 0.83× | 0.16× | ||
| Q2 24 | 0.76× | 0.07× |
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 | — | $114.8M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $84.9M |
| 自由现金流率自由现金流/营收 | -6.9% | 8.7% |
| 资本支出强度资本支出/营收 | 2.7% | 3.1% |
| 现金转化率经营现金流/净利润 | — | 3.14× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $232.2M |
8季度趋势，按日历期对齐
经营现金流CSLMYRG
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $114.8M | ||
| Q3 25 | $426.9M | $95.6M | ||
| Q2 25 | $287.1M | $32.9M | ||
| Q1 25 | $1.8M | $83.3M | ||
| Q4 24 | $370.6M | $21.1M | ||
| Q3 24 | $312.8M | $35.6M | ||
| Q2 24 | $183.4M | $22.7M |
自由现金流CSLMYRG
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $84.9M | ||
| Q3 25 | $393.4M | $65.4M | ||
| Q2 25 | $258.3M | $11.6M | ||
| Q1 25 | $-27.2M | $70.2M | ||
| Q4 24 | $334.0M | $8.8M | ||
| Q3 24 | $293.5M | $18.0M | ||
| Q2 24 | $158.5M | $2.5M |
自由现金流率CSLMYRG
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 8.7% | ||
| Q3 25 | 29.2% | 6.9% | ||
| Q2 25 | 17.8% | 1.3% | ||
| Q1 25 | -2.5% | 8.4% | ||
| Q4 24 | 29.7% | 1.1% | ||
| Q3 24 | 22.0% | 2.0% | ||
| Q2 24 | 10.9% | 0.3% |
资本支出强度CSLMYRG
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 3.1% | ||
| Q3 25 | 2.5% | 3.2% | ||
| Q2 25 | 2.0% | 2.4% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 3.3% | 1.5% | ||
| Q3 24 | 1.4% | 2.0% | ||
| Q2 24 | 1.7% | 2.4% |
现金转化率CSLMYRG
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 3.14× | ||
| Q3 25 | 1.99× | 2.98× | ||
| Q2 25 | 1.12× | 1.24× | ||
| Q1 25 | 0.01× | 3.57× | ||
| Q4 24 | 2.28× | 1.32× | ||
| Q3 24 | 1.28× | 3.35× | ||
| Q2 24 | 0.26× | — |
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% |
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |
