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CARLISLE COMPANIES INC（CSL）与安森美半导体（ON）财务数据对比。点击上方公司名可切换其他公司
安森美半导体的季度营收约是CARLISLE COMPANIES INC的1.4倍（$1.5B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 12.0%，领先0.1%），安森美半导体同比增速更快（4.7% vs -4.0%），安森美半导体自由现金流更多（$217.2M vs $-73.0M），过去两年安森美半导体的营收复合增速更高（-9.9% 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。
安森美半导体旗下原仙童半导体是总部位于美国加利福尼亚州圣何塞的半导体企业，1957年由从肖克利半导体实验室离职的“八叛逆”创立，是晶体管和集成电路制造领域的先驱，曾历经多次股权变更，1997年再度独立运营后并入安森美。
CSL vs ON — 直观对比
营收规模更大
ON
是对方的1.4倍
$1.1B
营收增速更快
ON
高出8.7%
-4.0%
净利率更高
CSL
高出0.1%
12.0%
自由现金流更多
ON
多$290.2M
$-73.0M
两年增速更快
ON
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.5B |
| 净利润 | $127.7M | $181.8M |
| 毛利率 | 34.5% | 38.5% |
| 营业利润率 | 17.1% | 57.9% |
| 净利率 | 12.1% | 12.0% |
| 营收同比 | -4.0% | 4.7% |
| 净利润同比 | -10.9% | — |
| 每股收益（稀释后） | $3.10 | $0.45 |
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CSLON
| Q1 26 | $1.1B | $1.5B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
净利润CSLON
| Q1 26 | $127.7M | $181.8M | ||
| Q4 25 | $127.4M | $255.0M | ||
| Q3 25 | $214.2M | $170.3M | ||
| Q2 25 | $255.8M | $-486.1M | ||
| Q1 25 | $143.3M | — | ||
| Q4 24 | $162.8M | $379.9M | ||
| Q3 24 | $244.3M | $401.7M | ||
| Q2 24 | $712.4M | $338.2M |
毛利率CSLON
| Q1 26 | 34.5% | 38.5% | ||
| Q4 25 | 33.8% | 37.9% | ||
| Q3 25 | 36.0% | 37.6% | ||
| Q2 25 | 37.3% | 20.3% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.1% | 45.2% | ||
| Q3 24 | 38.6% | 45.4% | ||
| Q2 24 | 39.2% | 45.2% |
营业利润率CSLON
| Q1 26 | 17.1% | 57.9% | ||
| Q4 25 | 16.8% | 17.0% | ||
| Q3 25 | 21.8% | 13.2% | ||
| Q2 25 | 23.1% | -39.7% | ||
| Q1 25 | 16.8% | — | ||
| Q4 24 | 19.9% | 23.7% | ||
| Q3 24 | 23.7% | 25.3% | ||
| Q2 24 | 26.0% | 22.4% |
净利率CSLON
| Q1 26 | 12.1% | 12.0% | ||
| Q4 25 | 11.3% | 16.4% | ||
| Q3 25 | 15.9% | 11.6% | ||
| Q2 25 | 17.6% | -33.6% | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | 14.5% | 22.1% | ||
| Q3 24 | 18.3% | 22.8% | ||
| Q2 24 | 49.1% | 19.5% |
每股收益（稀释后）CSLON
| Q1 26 | $3.10 | $0.45 | ||
| Q4 25 | $3.06 | $0.63 | ||
| Q3 25 | $4.98 | $0.41 | ||
| Q2 25 | $5.88 | $-1.15 | ||
| Q1 25 | $3.20 | — | ||
| Q4 24 | $3.76 | $0.88 | ||
| Q3 24 | $5.25 | $0.93 | ||
| Q2 24 | $14.84 | $0.78 |
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 | $2.4B |
| 总债务越低越好 | — | $3.0B |
| 股东权益账面价值 | $1.7B | $7.3B |
| 总资产 | — | $12.0B |
| 负债/权益比越低杠杆越低 | — | 0.41× |
8季度趋势，按日历期对齐
现金及短期投资CSLON
| Q1 26 | $771.3M | $2.4B | ||
| Q4 25 | $1.1B | $2.9B | ||
| Q3 25 | $1.1B | $2.8B | ||
| Q2 25 | $68.4M | $3.0B | ||
| Q1 25 | $220.2M | — | ||
| Q4 24 | $753.5M | $3.0B | ||
| Q3 24 | $1.5B | $2.8B | ||
| Q2 24 | $1.7B | $2.7B |
总债务CSLON
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.9B | $3.4B | ||
| Q3 25 | $2.9B | $3.4B | ||
| Q2 25 | $1.9B | $3.4B | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $3.4B | ||
| Q3 24 | $2.3B | $3.4B | ||
| Q2 24 | $2.3B | $3.4B |
股东权益CSLON
| Q1 26 | $1.7B | $7.3B | ||
| Q4 25 | $1.8B | $7.9B | ||
| Q3 25 | $2.0B | $7.9B | ||
| Q2 25 | $2.1B | $8.0B | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.5B | $8.8B | ||
| Q3 24 | $2.8B | $8.6B | ||
| Q2 24 | $3.0B | $8.3B |
总资产CSLON
| Q1 26 | — | $12.0B | ||
| Q4 25 | $6.3B | $13.0B | ||
| Q3 25 | $6.5B | $13.1B | ||
| Q2 25 | $5.5B | $13.3B | ||
| Q1 25 | $5.5B | — | ||
| Q4 24 | $5.8B | $14.1B | ||
| Q3 24 | $6.5B | $13.9B | ||
| Q2 24 | $6.7B | $13.7B |
负债/权益比CSLON
| Q1 26 | — | 0.41× | ||
| Q4 25 | 1.61× | 0.43× | ||
| Q3 25 | 1.45× | 0.43× | ||
| Q2 25 | 0.89× | 0.42× | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | 0.38× | ||
| Q3 24 | 0.83× | 0.39× | ||
| Q2 24 | 0.76× | 0.41× |
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 | — | $239.1M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $217.2M |
| 自由现金流率自由现金流/营收 | -6.9% | 14.4% |
| 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 | — | 1.32× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $1.2B |
8季度趋势，按日历期对齐
经营现金流CSLON
| Q1 26 | — | $239.1M | ||
| Q4 25 | $386.0M | $418.7M | ||
| Q3 25 | $426.9M | $184.3M | ||
| Q2 25 | $287.1M | $602.3M | ||
| Q1 25 | $1.8M | — | ||
| Q4 24 | $370.6M | $579.7M | ||
| Q3 24 | $312.8M | $465.8M | ||
| Q2 24 | $183.4M | $362.2M |
自由现金流CSLON
| Q1 26 | $-73.0M | $217.2M | ||
| Q4 25 | $346.1M | $372.4M | ||
| Q3 25 | $393.4M | $106.1M | ||
| Q2 25 | $258.3M | $454.7M | ||
| Q1 25 | $-27.2M | — | ||
| Q4 24 | $334.0M | $434.8M | ||
| Q3 24 | $293.5M | $293.6M | ||
| Q2 24 | $158.5M | $207.7M |
自由现金流率CSLON
| Q1 26 | -6.9% | 14.4% | ||
| Q4 25 | 30.7% | 24.0% | ||
| Q3 25 | 29.2% | 7.2% | ||
| Q2 25 | 17.8% | 31.5% | ||
| Q1 25 | -2.5% | — | ||
| Q4 24 | 29.7% | 25.2% | ||
| Q3 24 | 22.0% | 16.7% | ||
| Q2 24 | 10.9% | 12.0% |
资本支出强度CSLON
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 3.0% | ||
| Q3 25 | 2.5% | 5.3% | ||
| Q2 25 | 2.0% | 10.2% | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.3% | 8.4% | ||
| Q3 24 | 1.4% | 9.8% | ||
| Q2 24 | 1.7% | 8.9% |
现金转化率CSLON
| Q1 26 | — | 1.32× | ||
| Q4 25 | 3.03× | 1.64× | ||
| Q3 25 | 1.99× | 1.08× | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 2.28× | 1.53× | ||
| Q3 24 | 1.28× | 1.16× | ||
| Q2 24 | 0.26× | 1.07× |
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% |
ON
暂无分部数据
