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CARLISLE COMPANIES INC（CSL）与罗致恒富（RHI）财务数据对比。点击上方公司名可切换其他公司
罗致恒富的季度营收约是CARLISLE COMPANIES INC的1.2倍（$1.3B vs $1.1B），CARLISLE COMPANIES INC同比增速更快（-4.0% vs -5.8%），罗致恒富自由现金流更多（$170.8M vs $-73.0M），过去两年罗致恒富的营收复合增速更高（-6.1% 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。
罗致恒富是1948年成立的国际人力资源咨询机构，总部位于加利福尼亚州门洛帕克和圣拉蒙，是全球规模领先的会计与金融领域人才派遣服务商之一，在全球范围内设有超过345个办公点。
CSL vs RHI — 直观对比
营收规模更大
RHI
是对方的1.2倍
$1.1B
营收增速更快
CSL
高出1.8%
-5.8%
自由现金流更多
RHI
多$243.8M
$-73.0M
两年增速更快
RHI
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 | — |
| 毛利率 | 34.5% | 37.6% |
| 营业利润率 | 17.1% | 1.7% |
| 净利率 | 12.1% | — |
| 营收同比 | -4.0% | -5.8% |
| 净利润同比 | -10.9% | — |
| 每股收益（稀释后） | $3.10 | $0.32 |
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CSLRHI
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.5B | $1.5B |
净利润CSLRHI
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | — | ||
| Q3 25 | $214.2M | $42.9M | ||
| Q2 25 | $255.8M | $41.0M | ||
| Q1 25 | $143.3M | $17.4M | ||
| Q4 24 | $162.8M | — | ||
| Q3 24 | $244.3M | $65.5M | ||
| Q2 24 | $712.4M | $68.2M |
毛利率CSLRHI
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 37.6% | ||
| Q3 25 | 36.0% | 37.2% | ||
| Q2 25 | 37.3% | 37.2% | ||
| Q1 25 | 35.2% | 36.9% | ||
| Q4 24 | 36.1% | 38.8% | ||
| Q3 24 | 38.6% | 39.0% | ||
| Q2 24 | 39.2% | 39.2% |
营业利润率CSLRHI
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 1.7% | ||
| Q3 25 | 21.8% | 1.0% | ||
| Q2 25 | 23.1% | 0.1% | ||
| Q1 25 | 16.8% | 2.9% | ||
| Q4 24 | 19.9% | 4.7% | ||
| Q3 24 | 23.7% | 4.1% | ||
| Q2 24 | 26.0% | 5.1% |
净利率CSLRHI
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | — | ||
| Q3 25 | 15.9% | 3.2% | ||
| Q2 25 | 17.6% | 3.0% | ||
| Q1 25 | 13.1% | 1.3% | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 18.3% | 4.5% | ||
| Q2 24 | 49.1% | 4.6% |
每股收益（稀释后）CSLRHI
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.32 | ||
| Q3 25 | $4.98 | $0.43 | ||
| Q2 25 | $5.88 | $0.41 | ||
| Q1 25 | $3.20 | $0.17 | ||
| Q4 24 | $3.76 | $0.53 | ||
| Q3 24 | $5.25 | $0.64 | ||
| Q2 24 | $14.84 | $0.66 |
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 | $464.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $1.3B |
| 总资产 | — | $2.9B |
| 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CSLRHI
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $464.4M | ||
| Q3 25 | $1.1B | $365.3M | ||
| Q2 25 | $68.4M | $380.5M | ||
| Q1 25 | $220.2M | $342.5M | ||
| Q4 24 | $753.5M | $537.6M | ||
| Q3 24 | $1.5B | $570.5M | ||
| Q2 24 | $1.7B | $547.4M |
总债务CSLRHI
| 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CSLRHI
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.8B | $1.5B | ||
| Q2 24 | $3.0B | $1.5B |
总资产CSLRHI
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.9B | ||
| Q3 25 | $6.5B | $2.8B | ||
| Q2 25 | $5.5B | $2.8B | ||
| Q1 25 | $5.5B | $2.7B | ||
| Q4 24 | $5.8B | $2.9B | ||
| Q3 24 | $6.5B | $3.0B | ||
| Q2 24 | $6.7B | $2.9B |
负债/权益比CSLRHI
| 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 | — | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $170.8M |
| 自由现金流率自由现金流/营收 | -6.9% | 13.1% |
| 资本支出强度资本支出/营收 | 2.7% | 0.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $924.8M | $266.8M |
8季度趋势，按日历期对齐
经营现金流CSLRHI
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $182.5M | ||
| Q3 25 | $426.9M | $77.4M | ||
| Q2 25 | $287.1M | $119.4M | ||
| Q1 25 | $1.8M | $-59.3M | ||
| Q4 24 | $370.6M | $154.8M | ||
| Q3 24 | $312.8M | $129.6M | ||
| Q2 24 | $183.4M | $142.0M |
自由现金流CSLRHI
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $170.8M | ||
| Q3 25 | $393.4M | $63.6M | ||
| Q2 25 | $258.3M | $104.2M | ||
| Q1 25 | $-27.2M | $-71.7M | ||
| Q4 24 | $334.0M | $140.5M | ||
| Q3 24 | $293.5M | $111.8M | ||
| Q2 24 | $158.5M | $129.6M |
自由现金流率CSLRHI
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 13.1% | ||
| Q3 25 | 29.2% | 4.7% | ||
| Q2 25 | 17.8% | 7.6% | ||
| Q1 25 | -2.5% | -5.3% | ||
| Q4 24 | 29.7% | 10.2% | ||
| Q3 24 | 22.0% | 7.6% | ||
| Q2 24 | 10.9% | 8.8% |
资本支出强度CSLRHI
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.9% | ||
| Q3 25 | 2.5% | 1.0% | ||
| Q2 25 | 2.0% | 1.1% | ||
| Q1 25 | 2.6% | 0.9% | ||
| Q4 24 | 3.3% | 1.0% | ||
| Q3 24 | 1.4% | 1.2% | ||
| Q2 24 | 1.7% | 0.8% |
现金转化率CSLRHI
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | 1.80× | ||
| Q2 25 | 1.12× | 2.91× | ||
| Q1 25 | 0.01× | -3.42× | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | 1.98× | ||
| Q2 24 | 0.26× | 2.08× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
