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CARLISLE COMPANIES INC（CSL）与PINTEREST, INC.（PINS）财务数据对比。点击上方公司名可切换其他公司
PINTEREST, INC.的季度营收约是CARLISLE COMPANIES INC的1.3倍（$1.3B vs $1.1B），PINTEREST, INC.净利率更高（21.0% vs 12.1%，领先8.9%），PINTEREST, INC.同比增速更快（14.3% vs -4.0%），PINTEREST, INC.自由现金流更多（$380.4M vs $-73.0M），过去两年PINTEREST, INC.的营收复合增速更高（33.5% 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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
CSL vs PINS — 直观对比
营收规模更大
PINS
是对方的1.3倍
$1.1B
营收增速更快
PINS
高出18.3%
-4.0%
净利率更高
PINS
高出8.9%
12.1%
自由现金流更多
PINS
多$453.4M
$-73.0M
两年增速更快
PINS
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $127.7M | $277.1M |
| 毛利率 | 34.5% | 82.8% |
| 营业利润率 | 17.1% | 22.8% |
| 净利率 | 12.1% | 21.0% |
| 营收同比 | -4.0% | 14.3% |
| 净利润同比 | -10.9% | -85.0% |
| 每股收益（稀释后） | $3.10 | $0.41 |
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CSLPINS
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.4B | $998.2M | ||
| Q1 25 | $1.1B | $855.0M | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.3B | $898.4M | ||
| Q2 24 | $1.5B | $853.7M |
净利润CSLPINS
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $277.1M | ||
| Q3 25 | $214.2M | $92.1M | ||
| Q2 25 | $255.8M | $38.8M | ||
| Q1 25 | $143.3M | $8.9M | ||
| Q4 24 | $162.8M | $1.8B | ||
| Q3 24 | $244.3M | $30.6M | ||
| Q2 24 | $712.4M | $8.9M |
毛利率CSLPINS
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 82.8% | ||
| Q3 25 | 36.0% | 79.8% | ||
| Q2 25 | 37.3% | 79.7% | ||
| Q1 25 | 35.2% | 76.7% | ||
| Q4 24 | 36.1% | 82.9% | ||
| Q3 24 | 38.6% | 79.1% | ||
| Q2 24 | 39.2% | 78.3% |
营业利润率CSLPINS
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 22.8% | ||
| Q3 25 | 21.8% | 5.6% | ||
| Q2 25 | 23.1% | -0.4% | ||
| Q1 25 | 16.8% | -4.1% | ||
| Q4 24 | 19.9% | 22.7% | ||
| Q3 24 | 23.7% | -0.7% | ||
| Q2 24 | 26.0% | -2.5% |
净利率CSLPINS
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 21.0% | ||
| Q3 25 | 15.9% | 8.8% | ||
| Q2 25 | 17.6% | 3.9% | ||
| Q1 25 | 13.1% | 1.0% | ||
| Q4 24 | 14.5% | 160.1% | ||
| Q3 24 | 18.3% | 3.4% | ||
| Q2 24 | 49.1% | 1.0% |
每股收益（稀释后）CSLPINS
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.41 | ||
| Q3 25 | $4.98 | $0.13 | ||
| Q2 25 | $5.88 | $0.06 | ||
| Q1 25 | $3.20 | $0.01 | ||
| Q4 24 | $3.76 | $2.66 | ||
| Q3 24 | $5.25 | $0.04 | ||
| Q2 24 | $14.84 | $0.01 |
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 | $969.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $4.7B |
| 总资产 | — | $5.5B |
| 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CSLPINS
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $969.3M | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $68.4M | $1.2B | ||
| Q1 25 | $220.2M | $1.3B | ||
| Q4 24 | $753.5M | $1.1B | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.7B | $1.4B |
总债务CSLPINS
| 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CSLPINS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $4.7B | ||
| Q3 25 | $2.0B | $4.8B | ||
| Q2 25 | $2.1B | $4.8B | ||
| Q1 25 | $2.2B | $4.7B | ||
| Q4 24 | $2.5B | $4.8B | ||
| Q3 24 | $2.8B | $2.9B | ||
| Q2 24 | $3.0B | $3.2B |
总资产CSLPINS
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $5.5B | ||
| Q3 25 | $6.5B | $5.5B | ||
| Q2 25 | $5.5B | $5.4B | ||
| Q1 25 | $5.5B | $5.3B | ||
| Q4 24 | $5.8B | $5.3B | ||
| Q3 24 | $6.5B | $3.5B | ||
| Q2 24 | $6.7B | $3.7B |
负债/权益比CSLPINS
| 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 | — | $391.2M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $380.4M |
| 自由现金流率自由现金流/营收 | -6.9% | 28.8% |
| 资本支出强度资本支出/营收 | 2.7% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $1.3B |
8季度趋势，按日历期对齐
经营现金流CSLPINS
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $391.2M | ||
| Q3 25 | $426.9M | $321.7M | ||
| Q2 25 | $287.1M | $207.7M | ||
| Q1 25 | $1.8M | $363.7M | ||
| Q4 24 | $370.6M | $254.0M | ||
| Q3 24 | $312.8M | $248.0M | ||
| Q2 24 | $183.4M | $106.4M |
自由现金流CSLPINS
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $380.4M | ||
| Q3 25 | $393.4M | $318.4M | ||
| Q2 25 | $258.3M | $196.7M | ||
| Q1 25 | $-27.2M | $356.4M | ||
| Q4 24 | $334.0M | $250.2M | ||
| Q3 24 | $293.5M | $244.1M | ||
| Q2 24 | $158.5M | $101.6M |
自由现金流率CSLPINS
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 28.8% | ||
| Q3 25 | 29.2% | 30.3% | ||
| Q2 25 | 17.8% | 19.7% | ||
| Q1 25 | -2.5% | 41.7% | ||
| Q4 24 | 29.7% | 21.7% | ||
| Q3 24 | 22.0% | 27.2% | ||
| Q2 24 | 10.9% | 11.9% |
资本支出强度CSLPINS
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.8% | ||
| Q3 25 | 2.5% | 0.3% | ||
| Q2 25 | 2.0% | 1.1% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 3.3% | 0.3% | ||
| Q3 24 | 1.4% | 0.4% | ||
| Q2 24 | 1.7% | 0.6% |
现金转化率CSLPINS
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.41× | ||
| Q3 25 | 1.99× | 3.49× | ||
| Q2 25 | 1.12× | 5.36× | ||
| Q1 25 | 0.01× | 40.77× | ||
| Q4 24 | 2.28× | 0.14× | ||
| Q3 24 | 1.28× | 8.12× | ||
| Q2 24 | 0.26× | 11.98× |
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% |
PINS
| United States And Canada | $944.3M | 72% |
| Other | $375.0M | 28% |
