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CARLISLE COMPANIES INC（CSL）与NetApp（NTAP）财务数据对比。点击上方公司名可切换其他公司
NetApp的季度营收约是CARLISLE COMPANIES INC的1.6倍（$1.7B vs $1.1B），NetApp净利率更高（19.5% vs 12.1%，领先7.4%），NetApp同比增速更快（4.4% vs -4.0%），NetApp自由现金流更多（$271.0M vs $-73.0M），过去两年NetApp的营收复合增速更高（1.3% 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。
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
CSL vs NTAP — 直观对比
营收规模更大
NTAP
是对方的1.6倍
$1.1B
营收增速更快
NTAP
高出8.4%
-4.0%
净利率更高
NTAP
高出7.4%
12.1%
自由现金流更多
NTAP
多$344.0M
$-73.0M
两年增速更快
NTAP
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $127.7M | $334.0M |
| 毛利率 | 34.5% | 70.6% |
| 营业利润率 | 17.1% | 25.3% |
| 净利率 | 12.1% | 19.5% |
| 营收同比 | -4.0% | 4.4% |
| 净利润同比 | -10.9% | 11.7% |
| 每股收益（稀释后） | $3.10 | $1.67 |
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CSLNTAP
| Q1 26 | $1.1B | $1.7B | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.5B | $1.7B |
净利润CSLNTAP
| Q1 26 | $127.7M | $334.0M | ||
| Q4 25 | $127.4M | $305.0M | ||
| Q3 25 | $214.2M | $233.0M | ||
| Q2 25 | $255.8M | $340.0M | ||
| Q1 25 | $143.3M | $299.0M | ||
| Q4 24 | $162.8M | $299.0M | ||
| Q3 24 | $244.3M | $248.0M | ||
| Q2 24 | $712.4M | $291.0M |
毛利率CSLNTAP
| Q1 26 | 34.5% | 70.6% | ||
| Q4 25 | 33.8% | 72.0% | ||
| Q3 25 | 36.0% | 70.4% | ||
| Q2 25 | 37.3% | 68.9% | ||
| Q1 25 | 35.2% | 69.8% | ||
| Q4 24 | 36.1% | 71.0% | ||
| Q3 24 | 38.6% | 71.3% | ||
| Q2 24 | 39.2% | 70.5% |
营业利润率CSLNTAP
| Q1 26 | 17.1% | 25.3% | ||
| Q4 25 | 16.8% | 23.4% | ||
| Q3 25 | 21.8% | 19.8% | ||
| Q2 25 | 23.1% | 20.1% | ||
| Q1 25 | 16.8% | 22.1% | ||
| Q4 24 | 19.9% | 20.8% | ||
| Q3 24 | 23.7% | 18.3% | ||
| Q2 24 | 26.0% | 21.9% |
净利率CSLNTAP
| Q1 26 | 12.1% | 19.5% | ||
| Q4 25 | 11.3% | 17.9% | ||
| Q3 25 | 15.9% | 14.9% | ||
| Q2 25 | 17.6% | 19.6% | ||
| Q1 25 | 13.1% | 18.2% | ||
| Q4 24 | 14.5% | 18.0% | ||
| Q3 24 | 18.3% | 16.1% | ||
| Q2 24 | 49.1% | 17.4% |
每股收益（稀释后）CSLNTAP
| Q1 26 | $3.10 | $1.67 | ||
| Q4 25 | $3.06 | $1.51 | ||
| Q3 25 | $4.98 | $1.15 | ||
| Q2 25 | $5.88 | $1.64 | ||
| Q1 25 | $3.20 | $1.44 | ||
| Q4 24 | $3.76 | $1.42 | ||
| Q3 24 | $5.25 | $1.17 | ||
| Q2 24 | $14.84 | $1.36 |
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 | $3.0B |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $1.7B | $1.2B |
| 总资产 | — | $10.0B |
| 负债/权益比越低杠杆越低 | — | 2.15× |
8季度趋势，按日历期对齐
现金及短期投资CSLNTAP
| Q1 26 | $771.3M | $3.0B | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $1.1B | $3.3B | ||
| Q2 25 | $68.4M | $3.8B | ||
| Q1 25 | $220.2M | $2.3B | ||
| Q4 24 | $753.5M | $2.2B | ||
| Q3 24 | $1.5B | $3.0B | ||
| Q2 24 | $1.7B | $3.3B |
总债务CSLNTAP
| Q1 26 | — | $2.5B | ||
| Q4 25 | $2.9B | $2.5B | ||
| Q3 25 | $2.9B | $2.5B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $2.3B | $2.4B | ||
| Q2 24 | $2.3B | $2.4B |
股东权益CSLNTAP
| Q1 26 | $1.7B | $1.2B | ||
| Q4 25 | $1.8B | $986.0M | ||
| Q3 25 | $2.0B | $975.0M | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.2B | $995.0M | ||
| Q4 24 | $2.5B | $892.0M | ||
| Q3 24 | $2.8B | $929.0M | ||
| Q2 24 | $3.0B | $1.1B |
总资产CSLNTAP
| Q1 26 | — | $10.0B | ||
| Q4 25 | $6.3B | $9.6B | ||
| Q3 25 | $6.5B | $9.7B | ||
| Q2 25 | $5.5B | $10.8B | ||
| Q1 25 | $5.5B | $9.0B | ||
| Q4 24 | $5.8B | $9.0B | ||
| Q3 24 | $6.5B | $9.3B | ||
| Q2 24 | $6.7B | $9.9B |
负债/权益比CSLNTAP
| Q1 26 | — | 2.15× | ||
| Q4 25 | 1.61× | 2.52× | ||
| Q3 25 | 1.45× | 2.55× | ||
| Q2 25 | 0.89× | 3.11× | ||
| Q1 25 | 0.87× | 2.00× | ||
| Q4 24 | 0.77× | 2.23× | ||
| Q3 24 | 0.83× | 2.58× | ||
| Q2 24 | 0.76× | 2.09× |
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 | — | $317.0M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $271.0M |
| 自由现金流率自由现金流/营收 | -6.9% | 15.8% |
| 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 | — | 0.95× |
| 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CSLNTAP
| Q1 26 | — | $317.0M | ||
| Q4 25 | $386.0M | $127.0M | ||
| Q3 25 | $426.9M | $673.0M | ||
| Q2 25 | $287.1M | — | ||
| Q1 25 | $1.8M | $385.0M | ||
| Q4 24 | $370.6M | — | ||
| Q3 24 | $312.8M | $341.0M | ||
| Q2 24 | $183.4M | $613.0M |
自由现金流CSLNTAP
| Q1 26 | $-73.0M | $271.0M | ||
| Q4 25 | $346.1M | $78.0M | ||
| Q3 25 | $393.4M | $620.0M | ||
| Q2 25 | $258.3M | — | ||
| Q1 25 | $-27.2M | $338.0M | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | $300.0M | ||
| Q2 24 | $158.5M | $567.0M |
自由现金流率CSLNTAP
| Q1 26 | -6.9% | 15.8% | ||
| Q4 25 | 30.7% | 4.6% | ||
| Q3 25 | 29.2% | 39.8% | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | -2.5% | 20.6% | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | 19.5% | ||
| Q2 24 | 10.9% | 34.0% |
资本支出强度CSLNTAP
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 2.9% | ||
| Q3 25 | 2.5% | 3.4% | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.6% | 2.9% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | 2.7% | ||
| Q2 24 | 1.7% | 2.8% |
现金转化率CSLNTAP
| Q1 26 | — | 0.95× | ||
| Q4 25 | 3.03× | 0.42× | ||
| Q3 25 | 1.99× | 2.89× | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 0.01× | 1.29× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | 1.38× | ||
| Q2 24 | 0.26× | 2.11× |
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% |
NTAP
| Services | $927.0M | 54% |
| Product | $786.0M | 46% |
