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CARLISLE COMPANIES INC（CSL）与PIPER SANDLER COMPANIES（PIPR）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PIPER SANDLER COMPANIES的1.6倍（$1.1B vs $667.0M），PIPER SANDLER COMPANIES净利率更高（17.1% vs 12.1%，领先4.9%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs -4.0%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% 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。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
CSL vs PIPR — 直观对比
营收规模更大
CSL
是对方的1.6倍
$667.0M
营收增速更快
PIPR
高出41.4%
-4.0%
净利率更高
PIPR
高出4.9%
12.1%
两年增速更快
PIPR
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $667.0M |
| 净利润 | $127.7M | $114.0M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 28.3% |
| 净利率 | 12.1% | 17.1% |
| 营收同比 | -4.0% | 37.4% |
| 净利润同比 | -10.9% | 65.0% |
| 每股收益（稀释后） | $3.10 | $6.41 |
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CSLPIPR
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $667.0M | ||
| Q3 25 | $1.3B | $480.1M | ||
| Q2 25 | $1.4B | $398.6M | ||
| Q1 25 | $1.1B | $358.6M | ||
| Q4 24 | $1.1B | $485.4M | ||
| Q3 24 | $1.3B | $360.9M | ||
| Q2 24 | $1.5B | $340.8M |
净利润CSLPIPR
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $114.0M | ||
| Q3 25 | $214.2M | $60.3M | ||
| Q2 25 | $255.8M | $42.2M | ||
| Q1 25 | $143.3M | $64.9M | ||
| Q4 24 | $162.8M | $69.1M | ||
| Q3 24 | $244.3M | $34.8M | ||
| Q2 24 | $712.4M | $34.8M |
毛利率CSLPIPR
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 38.6% | — | ||
| Q2 24 | 39.2% | — |
营业利润率CSLPIPR
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 28.3% | ||
| Q3 25 | 21.8% | 22.4% | ||
| Q2 25 | 23.1% | 12.3% | ||
| Q1 25 | 16.8% | 8.2% | ||
| Q4 24 | 19.9% | 16.9% | ||
| Q3 24 | 23.7% | 15.4% | ||
| Q2 24 | 26.0% | 8.3% |
净利率CSLPIPR
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 17.1% | ||
| Q3 25 | 15.9% | 12.6% | ||
| Q2 25 | 17.6% | 10.6% | ||
| Q1 25 | 13.1% | 18.1% | ||
| Q4 24 | 14.5% | 14.2% | ||
| Q3 24 | 18.3% | 9.6% | ||
| Q2 24 | 49.1% | 10.2% |
每股收益（稀释后）CSLPIPR
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $6.41 | ||
| Q3 25 | $4.98 | $3.38 | ||
| Q2 25 | $5.88 | $2.38 | ||
| Q1 25 | $3.20 | $3.65 | ||
| Q4 24 | $3.76 | $3.88 | ||
| Q3 24 | $5.25 | $1.96 | ||
| Q2 24 | $14.84 | $1.97 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $1.4B |
| 总资产 | — | $2.6B |
| 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CSLPIPR
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $68.4M | — | ||
| Q1 25 | $220.2M | — | ||
| Q4 24 | $753.5M | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.7B | — |
总债务CSLPIPR
| 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CSLPIPR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.2B | $1.2B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.8B | $1.2B | ||
| Q2 24 | $3.0B | $1.1B |
总资产CSLPIPR
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.6B | ||
| Q3 25 | $6.5B | $2.2B | ||
| Q2 25 | $5.5B | $2.0B | ||
| Q1 25 | $5.5B | $1.8B | ||
| Q4 24 | $5.8B | $2.3B | ||
| Q3 24 | $6.5B | $2.0B | ||
| Q2 24 | $6.7B | $1.9B |
负债/权益比CSLPIPR
| 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 | — | $729.8M |
| 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 | — | 6.40× |
| 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CSLPIPR
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $729.8M | ||
| Q3 25 | $426.9M | $31.9M | ||
| Q2 25 | $287.1M | $32.1M | ||
| Q1 25 | $1.8M | $-207.2M | ||
| Q4 24 | $370.6M | $163.8M | ||
| Q3 24 | $312.8M | $80.1M | ||
| Q2 24 | $183.4M | $266.5M |
自由现金流CSLPIPR
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | — | ||
| Q3 25 | $393.4M | — | ||
| Q2 25 | $258.3M | — | ||
| Q1 25 | $-27.2M | — | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $158.5M | — |
自由现金流率CSLPIPR
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | -2.5% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 10.9% | — |
资本支出强度CSLPIPR
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.7% | — |
现金转化率CSLPIPR
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 6.40× | ||
| Q3 25 | 1.99× | 0.53× | ||
| Q2 25 | 1.12× | 0.76× | ||
| Q1 25 | 0.01× | -3.19× | ||
| Q4 24 | 2.28× | 2.37× | ||
| Q3 24 | 1.28× | 2.30× | ||
| Q2 24 | 0.26× | 7.66× |
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% |
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
