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CARLISLE COMPANIES INC（CSL）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是CARLISLE COMPANIES INC的1.1倍（$1.2B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs 9.1%，领先3.0%），利氏兄弟拍卖行同比增速更快（5.4% vs -4.0%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $-73.0M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% 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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
CSL vs RBA — 直观对比
营收规模更大
RBA
是对方的1.1倍
$1.1B
营收增速更快
RBA
高出9.4%
-4.0%
净利率更高
CSL
高出3.0%
9.1%
自由现金流更多
RBA
多$259.5M
$-73.0M
两年增速更快
RBA
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $127.7M | $109.7M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 14.7% |
| 净利率 | 12.1% | 9.1% |
| 营收同比 | -4.0% | 5.4% |
| 净利润同比 | -10.9% | -7.4% |
| 每股收益（稀释后） | $3.10 | $0.53 |
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CSLRBA
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.3B | $981.8M | ||
| Q2 24 | $1.5B | $1.1B |
净利润CSLRBA
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $109.7M | ||
| Q3 25 | $214.2M | $95.5M | ||
| Q2 25 | $255.8M | $109.8M | ||
| Q1 25 | $143.3M | $113.4M | ||
| Q4 24 | $162.8M | $118.5M | ||
| Q3 24 | $244.3M | $76.1M | ||
| Q2 24 | $712.4M | $111.1M |
毛利率CSLRBA
| 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CSLRBA
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 14.7% | ||
| Q3 25 | 21.8% | 14.5% | ||
| Q2 25 | 23.1% | 15.9% | ||
| Q1 25 | 16.8% | 17.1% | ||
| Q4 24 | 19.9% | 18.1% | ||
| Q3 24 | 23.7% | 15.6% | ||
| Q2 24 | 26.0% | 18.4% |
净利率CSLRBA
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 9.1% | ||
| Q3 25 | 15.9% | 8.7% | ||
| Q2 25 | 17.6% | 9.3% | ||
| Q1 25 | 13.1% | 10.2% | ||
| Q4 24 | 14.5% | 10.4% | ||
| Q3 24 | 18.3% | 7.8% | ||
| Q2 24 | 49.1% | 10.1% |
每股收益（稀释后）CSLRBA
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.53 | ||
| Q3 25 | $4.98 | $0.43 | ||
| Q2 25 | $5.88 | $0.53 | ||
| Q1 25 | $3.20 | $0.55 | ||
| Q4 24 | $3.76 | $0.58 | ||
| Q3 24 | $5.25 | $0.36 | ||
| Q2 24 | $14.84 | $0.54 |
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 | $531.5M |
| 总债务越低越好 | — | $2.3B |
| 股东权益账面价值 | $1.7B | $5.6B |
| 总资产 | — | $12.1B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资CSLRBA
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $531.5M | ||
| Q3 25 | $1.1B | $674.7M | ||
| Q2 25 | $68.4M | $710.2M | ||
| Q1 25 | $220.2M | $578.1M | ||
| Q4 24 | $753.5M | $533.9M | ||
| Q3 24 | $1.5B | $650.7M | ||
| Q2 24 | $1.7B | $599.5M |
总债务CSLRBA
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $2.3B | ||
| Q3 25 | $2.9B | $2.6B | ||
| Q2 25 | $1.9B | $2.6B | ||
| Q1 25 | $1.9B | $2.6B | ||
| Q4 24 | $1.9B | $2.6B | ||
| Q3 24 | $2.3B | $2.7B | ||
| Q2 24 | $2.3B | $2.8B |
股东权益CSLRBA
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $5.6B | ||
| Q3 25 | $2.0B | $5.5B | ||
| Q2 25 | $2.1B | $5.5B | ||
| Q1 25 | $2.2B | $5.3B | ||
| Q4 24 | $2.5B | $5.2B | ||
| Q3 24 | $2.8B | $5.2B | ||
| Q2 24 | $3.0B | $5.2B |
总资产CSLRBA
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $12.1B | ||
| Q3 25 | $6.5B | $12.2B | ||
| Q2 25 | $5.5B | $12.2B | ||
| Q1 25 | $5.5B | $11.9B | ||
| Q4 24 | $5.8B | $11.8B | ||
| Q3 24 | $6.5B | $11.9B | ||
| Q2 24 | $6.7B | $12.1B |
负债/权益比CSLRBA
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.42× | ||
| Q3 25 | 1.45× | 0.47× | ||
| Q2 25 | 0.89× | 0.47× | ||
| Q1 25 | 0.87× | 0.50× | ||
| Q4 24 | 0.77× | 0.50× | ||
| Q3 24 | 0.83× | 0.52× | ||
| Q2 24 | 0.76× | 0.55× |
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 | — | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $186.5M |
| 自由现金流率自由现金流/营收 | -6.9% | 15.5% |
| 资本支出强度资本支出/营收 | 2.7% | 5.7% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $719.2M |
8季度趋势，按日历期对齐
经营现金流CSLRBA
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $255.2M | ||
| Q3 25 | $426.9M | $239.7M | ||
| Q2 25 | $287.1M | $326.5M | ||
| Q1 25 | $1.8M | $156.8M | ||
| Q4 24 | $370.6M | $184.5M | ||
| Q3 24 | $312.8M | $285.4M | ||
| Q2 24 | $183.4M | $337.3M |
自由现金流CSLRBA
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $186.5M | ||
| Q3 25 | $393.4M | $188.5M | ||
| Q2 25 | $258.3M | $241.7M | ||
| Q1 25 | $-27.2M | $102.5M | ||
| Q4 24 | $334.0M | $127.9M | ||
| Q3 24 | $293.5M | $248.5M | ||
| Q2 24 | $158.5M | $308.6M |
自由现金流率CSLRBA
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 15.5% | ||
| Q3 25 | 29.2% | 17.3% | ||
| Q2 25 | 17.8% | 20.4% | ||
| Q1 25 | -2.5% | 9.2% | ||
| Q4 24 | 29.7% | 11.2% | ||
| Q3 24 | 22.0% | 25.3% | ||
| Q2 24 | 10.9% | 28.2% |
资本支出强度CSLRBA
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 5.7% | ||
| Q3 25 | 2.5% | 4.7% | ||
| Q2 25 | 2.0% | 7.2% | ||
| Q1 25 | 2.6% | 4.9% | ||
| Q4 24 | 3.3% | 5.0% | ||
| Q3 24 | 1.4% | 3.8% | ||
| Q2 24 | 1.7% | 2.6% |
现金转化率CSLRBA
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.33× | ||
| Q3 25 | 1.99× | 2.51× | ||
| Q2 25 | 1.12× | 2.97× | ||
| Q1 25 | 0.01× | 1.38× | ||
| Q4 24 | 2.28× | 1.56× | ||
| Q3 24 | 1.28× | 3.75× | ||
| Q2 24 | 0.26× | 3.04× |
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
暂无分部数据
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
