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CARLISLE COMPANIES INC（CSL）与REV Group, Inc.（REVG）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REV Group, Inc.的1.6倍（$1.1B vs $664.4M），CARLISLE COMPANIES INC净利率更高（12.1% vs 4.3%，领先7.8%），REV Group, Inc.同比增速更快（11.1% vs -4.0%），REV Group, Inc.自由现金流更多（$53.7M vs $-73.0M），过去两年REV Group, Inc.的营收复合增速更高（6.5% 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。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
CSL vs REVG — 直观对比
营收规模更大
CSL
是对方的1.6倍
$664.4M
营收增速更快
REVG
高出15.1%
-4.0%
净利率更高
CSL
高出7.8%
4.3%
自由现金流更多
REVG
多$126.7M
$-73.0M
两年增速更快
REVG
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $664.4M |
| 净利润 | $127.7M | $28.9M |
| 毛利率 | 34.5% | 15.4% |
| 营业利润率 | 17.1% | 7.1% |
| 净利率 | 12.1% | 4.3% |
| 营收同比 | -4.0% | 11.1% |
| 净利润同比 | -10.9% | -30.7% |
| 每股收益（稀释后） | $3.10 | $0.57 |
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CSLREVG
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $664.4M | ||
| Q3 25 | $1.3B | $644.9M | ||
| Q2 25 | $1.4B | $629.1M | ||
| Q1 25 | $1.1B | $525.1M | ||
| Q4 24 | $1.1B | $597.9M | ||
| Q3 24 | $1.3B | $579.4M | ||
| Q2 24 | $1.5B | $616.9M |
净利润CSLREVG
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $28.9M | ||
| Q3 25 | $214.2M | $29.1M | ||
| Q2 25 | $255.8M | $19.0M | ||
| Q1 25 | $143.3M | $18.2M | ||
| Q4 24 | $162.8M | $41.7M | ||
| Q3 24 | $244.3M | $18.0M | ||
| Q2 24 | $712.4M | $15.2M |
毛利率CSLREVG
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 15.4% | ||
| Q3 25 | 36.0% | 15.8% | ||
| Q2 25 | 37.3% | 15.2% | ||
| Q1 25 | 35.2% | 13.3% | ||
| Q4 24 | 36.1% | 13.2% | ||
| Q3 24 | 38.6% | 13.5% | ||
| Q2 24 | 39.2% | 12.5% |
营业利润率CSLREVG
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 7.1% | ||
| Q3 25 | 21.8% | 8.8% | ||
| Q2 25 | 23.1% | 7.9% | ||
| Q1 25 | 16.8% | 5.3% | ||
| Q4 24 | 19.9% | 5.8% | ||
| Q3 24 | 23.7% | 4.9% | ||
| Q2 24 | 26.0% | 3.7% |
净利率CSLREVG
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 4.3% | ||
| Q3 25 | 15.9% | 4.5% | ||
| Q2 25 | 17.6% | 3.0% | ||
| Q1 25 | 13.1% | 3.5% | ||
| Q4 24 | 14.5% | 7.0% | ||
| Q3 24 | 18.3% | 3.1% | ||
| Q2 24 | 49.1% | 2.5% |
每股收益（稀释后）CSLREVG
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.57 | ||
| Q3 25 | $4.98 | $0.59 | ||
| Q2 25 | $5.88 | $0.38 | ||
| Q1 25 | $3.20 | $0.35 | ||
| Q4 24 | $3.76 | $1.03 | ||
| Q3 24 | $5.25 | $0.35 | ||
| Q2 24 | $14.84 | $0.28 |
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 | $34.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $416.3M |
| 总资产 | — | $1.2B |
| 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CSLREVG
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $34.7M | ||
| Q3 25 | $1.1B | $36.0M | ||
| Q2 25 | $68.4M | $28.8M | ||
| Q1 25 | $220.2M | $31.6M | ||
| Q4 24 | $753.5M | $24.6M | ||
| Q3 24 | $1.5B | $50.5M | ||
| Q2 24 | $1.7B | $38.2M |
总债务CSLREVG
| 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CSLREVG
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $416.3M | ||
| Q3 25 | $2.0B | $387.3M | ||
| Q2 25 | $2.1B | $357.8M | ||
| Q1 25 | $2.2B | $428.8M | ||
| Q4 24 | $2.5B | $435.1M | ||
| Q3 24 | $2.8B | $394.6M | ||
| Q2 24 | $3.0B | $379.7M |
总资产CSLREVG
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $1.2B | ||
| Q3 25 | $6.5B | $1.2B | ||
| Q2 25 | $5.5B | $1.2B | ||
| Q1 25 | $5.5B | $1.2B | ||
| Q4 24 | $5.8B | $1.2B | ||
| Q3 24 | $6.5B | $1.3B | ||
| Q2 24 | $6.7B | $1.3B |
负债/权益比CSLREVG
| 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 | — | $76.9M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $53.7M |
| 自由现金流率自由现金流/营收 | -6.9% | 8.1% |
| 资本支出强度资本支出/营收 | 2.7% | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $190.0M |
8季度趋势，按日历期对齐
经营现金流CSLREVG
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $76.9M | ||
| Q3 25 | $426.9M | $60.3M | ||
| Q2 25 | $287.1M | $117.0M | ||
| Q1 25 | $1.8M | $-13.1M | ||
| Q4 24 | $370.6M | $68.6M | ||
| Q3 24 | $312.8M | $14.4M | ||
| Q2 24 | $183.4M | $40.1M |
自由现金流CSLREVG
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $53.7M | ||
| Q3 25 | $393.4M | $48.7M | ||
| Q2 25 | $258.3M | $105.6M | ||
| Q1 25 | $-27.2M | $-18.0M | ||
| Q4 24 | $334.0M | $63.3M | ||
| Q3 24 | $293.5M | $8.5M | ||
| Q2 24 | $158.5M | $34.2M |
自由现金流率CSLREVG
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 8.1% | ||
| Q3 25 | 29.2% | 7.6% | ||
| Q2 25 | 17.8% | 16.8% | ||
| Q1 25 | -2.5% | -3.4% | ||
| Q4 24 | 29.7% | 10.6% | ||
| Q3 24 | 22.0% | 1.5% | ||
| Q2 24 | 10.9% | 5.5% |
资本支出强度CSLREVG
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 3.5% | ||
| Q3 25 | 2.5% | 1.8% | ||
| Q2 25 | 2.0% | 1.8% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 3.3% | 0.9% | ||
| Q3 24 | 1.4% | 1.0% | ||
| Q2 24 | 1.7% | 1.0% |
现金转化率CSLREVG
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.66× | ||
| Q3 25 | 1.99× | 2.07× | ||
| Q2 25 | 1.12× | 6.16× | ||
| Q1 25 | 0.01× | -0.72× | ||
| Q4 24 | 2.28× | 1.65× | ||
| Q3 24 | 1.28× | 0.80× | ||
| Q2 24 | 0.26× | 2.64× |
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
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
