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CARLISLE COMPANIES INC（CSL）与Primoris Services Corp（PRIM）财务数据对比。点击上方公司名可切换其他公司
Primoris Services Corp的季度营收约是CARLISLE COMPANIES INC的1.8倍（$1.9B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 2.8%，领先9.4%），Primoris Services Corp同比增速更快（6.7% vs -4.0%），Primoris Services Corp自由现金流更多（$121.1M vs $-73.0M），过去两年Primoris Services Corp的营收复合增速更高（14.7% 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。
Primoris Services Corp是总部位于美国的上市专业基建与工程建设企业，核心业务覆盖天然气管道、污水管网及供水管道建设领域，2014年入选《财富》1000强榜单，在北美能源及民生基建领域拥有丰富的项目运营经验。
CSL vs PRIM — 直观对比
营收规模更大
PRIM
是对方的1.8倍
$1.1B
营收增速更快
PRIM
高出10.7%
-4.0%
净利率更高
CSL
高出9.4%
2.8%
自由现金流更多
PRIM
多$194.1M
$-73.0M
两年增速更快
PRIM
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $127.7M | $51.7M |
| 毛利率 | 34.5% | 9.4% |
| 营业利润率 | 17.1% | 4.2% |
| 净利率 | 12.1% | 2.8% |
| 营收同比 | -4.0% | 6.7% |
| 净利润同比 | -10.9% | -4.2% |
| 每股收益（稀释后） | $3.10 | $0.94 |
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CSLPRIM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B |
净利润CSLPRIM
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $51.7M | ||
| Q3 25 | $214.2M | $94.6M | ||
| Q2 25 | $255.8M | $84.3M | ||
| Q1 25 | $143.3M | $44.2M | ||
| Q4 24 | $162.8M | $54.0M | ||
| Q3 24 | $244.3M | $58.4M | ||
| Q2 24 | $712.4M | $49.5M |
毛利率CSLPRIM
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 9.4% | ||
| Q3 25 | 36.0% | 10.8% | ||
| Q2 25 | 37.3% | 12.3% | ||
| Q1 25 | 35.2% | 10.4% | ||
| Q4 24 | 36.1% | 10.6% | ||
| Q3 24 | 38.6% | 12.0% | ||
| Q2 24 | 39.2% | 11.9% |
营业利润率CSLPRIM
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 4.2% | ||
| Q3 25 | 21.8% | 6.3% | ||
| Q2 25 | 23.1% | 6.7% | ||
| Q1 25 | 16.8% | 4.3% | ||
| Q4 24 | 19.9% | 5.0% | ||
| Q3 24 | 23.7% | 6.0% | ||
| Q2 24 | 26.0% | 5.5% |
净利率CSLPRIM
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 2.8% | ||
| Q3 25 | 15.9% | 4.3% | ||
| Q2 25 | 17.6% | 4.5% | ||
| Q1 25 | 13.1% | 2.7% | ||
| Q4 24 | 14.5% | 3.1% | ||
| Q3 24 | 18.3% | 3.5% | ||
| Q2 24 | 49.1% | 3.2% |
每股收益（稀释后）CSLPRIM
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.94 | ||
| Q3 25 | $4.98 | $1.73 | ||
| Q2 25 | $5.88 | $1.54 | ||
| Q1 25 | $3.20 | $0.81 | ||
| Q4 24 | $3.76 | $0.98 | ||
| Q3 24 | $5.25 | $1.07 | ||
| 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 | $535.5M |
| 总债务越低越好 | — | $469.9M |
| 股东权益账面价值 | $1.7B | $1.7B |
| 总资产 | — | $4.4B |
| 负债/权益比越低杠杆越低 | — | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资CSLPRIM
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $535.5M | ||
| Q3 25 | $1.1B | $431.4M | ||
| Q2 25 | $68.4M | $390.3M | ||
| Q1 25 | $220.2M | $351.6M | ||
| Q4 24 | $753.5M | $455.8M | ||
| Q3 24 | $1.5B | $352.7M | ||
| Q2 24 | $1.7B | $207.4M |
总债务CSLPRIM
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $469.9M | ||
| Q3 25 | $2.9B | $486.0M | ||
| Q2 25 | $1.9B | $603.1M | ||
| Q1 25 | $1.9B | $612.0M | ||
| Q4 24 | $1.9B | $734.8M | ||
| Q3 24 | $2.3B | $903.7M | ||
| Q2 24 | $2.3B | $933.0M |
股东权益CSLPRIM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.7B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $2.1B | $1.5B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.8B | $1.4B | ||
| Q2 24 | $3.0B | $1.3B |
总资产CSLPRIM
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $4.4B | ||
| Q3 25 | $6.5B | $4.6B | ||
| Q2 25 | $5.5B | $4.5B | ||
| Q1 25 | $5.5B | $4.2B | ||
| Q4 24 | $5.8B | $4.2B | ||
| Q3 24 | $6.5B | $4.2B | ||
| Q2 24 | $6.7B | $4.0B |
负债/权益比CSLPRIM
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.28× | ||
| Q3 25 | 1.45× | 0.30× | ||
| Q2 25 | 0.89× | 0.39× | ||
| Q1 25 | 0.87× | 0.42× | ||
| Q4 24 | 0.77× | 0.52× | ||
| Q3 24 | 0.83× | 0.67× | ||
| Q2 24 | 0.76× | 0.72× |
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 | — | $142.9M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $121.1M |
| 自由现金流率自由现金流/营收 | -6.9% | 6.5% |
| 资本支出强度资本支出/营收 | 2.7% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 2.76× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $340.5M |
8季度趋势，按日历期对齐
经营现金流CSLPRIM
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $142.9M | ||
| Q3 25 | $426.9M | $182.9M | ||
| Q2 25 | $287.1M | $78.5M | ||
| Q1 25 | $1.8M | $66.2M | ||
| Q4 24 | $370.6M | $298.3M | ||
| Q3 24 | $312.8M | $222.5M | ||
| Q2 24 | $183.4M | $16.1M |
自由现金流CSLPRIM
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $121.1M | ||
| Q3 25 | $393.4M | $148.4M | ||
| Q2 25 | $258.3M | $45.3M | ||
| Q1 25 | $-27.2M | $25.6M | ||
| Q4 24 | $334.0M | $270.0M | ||
| Q3 24 | $293.5M | $158.8M | ||
| Q2 24 | $158.5M | $-8.1M |
自由现金流率CSLPRIM
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 6.5% | ||
| Q3 25 | 29.2% | 6.8% | ||
| Q2 25 | 17.8% | 2.4% | ||
| Q1 25 | -2.5% | 1.6% | ||
| Q4 24 | 29.7% | 15.5% | ||
| Q3 24 | 22.0% | 9.6% | ||
| Q2 24 | 10.9% | -0.5% |
资本支出强度CSLPRIM
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.2% | ||
| Q3 25 | 2.5% | 1.6% | ||
| Q2 25 | 2.0% | 1.8% | ||
| Q1 25 | 2.6% | 2.5% | ||
| Q4 24 | 3.3% | 1.6% | ||
| Q3 24 | 1.4% | 3.9% | ||
| Q2 24 | 1.7% | 1.5% |
现金转化率CSLPRIM
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.76× | ||
| Q3 25 | 1.99× | 1.93× | ||
| Q2 25 | 1.12× | 0.93× | ||
| Q1 25 | 0.01× | 1.50× | ||
| Q4 24 | 2.28× | 5.53× | ||
| Q3 24 | 1.28× | 3.81× | ||
| Q2 24 | 0.26× | 0.32× |
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% |
PRIM
| Energy Segment | $1.2B | 64% |
| Unit Price Contracts | $473.7M | 25% |
| Cost Reimbursable Contracts | $121.3M | 7% |
| Other | $74.9M | 4% |
