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CARLISLE COMPANIES INC（CSL）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是CARLISLE COMPANIES INC的1.4倍（$1.4B vs $1.1B），瑞思迈净利率更高（27.6% vs 12.1%，领先15.5%），瑞思迈同比增速更快（11.0% vs -4.0%），过去两年瑞思迈的营收复合增速更高（7.8% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
CSL vs RMD — 直观对比
营收规模更大
RMD
是对方的1.4倍
$1.1B
营收增速更快
RMD
高出15.0%
-4.0%
净利率更高
RMD
高出15.5%
12.1%
两年增速更快
RMD
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $127.7M | $392.6M |
| 毛利率 | 34.5% | 61.8% |
| 营业利润率 | 17.1% | 34.6% |
| 净利率 | 12.1% | 27.6% |
| 营收同比 | -4.0% | 11.0% |
| 净利润同比 | -10.9% | 13.9% |
| 每股收益（稀释后） | $3.10 | $2.68 |
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CSLRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.1B | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B |
净利润CSLRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $127.7M | $398.7M | ||
| Q4 25 | $127.4M | $392.6M | ||
| Q3 25 | $214.2M | $348.5M | ||
| Q2 25 | $255.8M | $379.7M | ||
| Q1 25 | $143.3M | $365.0M | ||
| Q4 24 | $162.8M | $344.6M | ||
| Q3 24 | $244.3M | $311.4M |
毛利率CSLRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | 34.5% | 62.2% | ||
| Q4 25 | 33.8% | 61.8% | ||
| Q3 25 | 36.0% | 61.5% | ||
| Q2 25 | 37.3% | 60.8% | ||
| Q1 25 | 35.2% | 59.3% | ||
| Q4 24 | 36.1% | 58.6% | ||
| Q3 24 | 38.6% | 58.6% |
营业利润率CSLRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 17.1% | 34.9% | ||
| Q4 25 | 16.8% | 34.6% | ||
| Q3 25 | 21.8% | 33.4% | ||
| Q2 25 | 23.1% | 33.7% | ||
| Q1 25 | 16.8% | 33.0% | ||
| Q4 24 | 19.9% | 32.5% | ||
| Q3 24 | 23.7% | 31.6% |
净利率CSLRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 12.1% | 27.9% | ||
| Q4 25 | 11.3% | 27.6% | ||
| Q3 25 | 15.9% | 26.1% | ||
| Q2 25 | 17.6% | 28.2% | ||
| Q1 25 | 13.1% | 28.3% | ||
| Q4 24 | 14.5% | 26.9% | ||
| Q3 24 | 18.3% | 25.4% |
每股收益（稀释后）CSLRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | $3.10 | $2.74 | ||
| Q4 25 | $3.06 | $2.68 | ||
| Q3 25 | $4.98 | $2.37 | ||
| Q2 25 | $5.88 | $2.58 | ||
| Q1 25 | $3.20 | $2.48 | ||
| Q4 24 | $3.76 | $2.34 | ||
| Q3 24 | $5.25 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $1.7B | $6.3B |
| 总资产 | — | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资CSLRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $771.3M | $1.7B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $68.4M | $1.2B | ||
| Q1 25 | $220.2M | $932.7M | ||
| Q4 24 | $753.5M | $521.9M | ||
| Q3 24 | $1.5B | $426.4M |
总债务CSLRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $2.9B | $403.9M | ||
| Q3 25 | $2.9B | $408.7M | ||
| Q2 25 | $1.9B | $658.4M | ||
| Q1 25 | $1.9B | $663.1M | ||
| Q4 24 | $1.9B | $662.9M | ||
| Q3 24 | $2.3B | $667.6M |
股东权益CSLRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $1.7B | $6.5B | ||
| Q4 25 | $1.8B | $6.3B | ||
| Q3 25 | $2.0B | $6.1B | ||
| Q2 25 | $2.1B | $6.0B | ||
| Q1 25 | $2.2B | $5.5B | ||
| Q4 24 | $2.5B | $5.3B | ||
| Q3 24 | $2.8B | $5.2B |
总资产CSLRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $6.3B | $8.5B | ||
| Q3 25 | $6.5B | $8.3B | ||
| Q2 25 | $5.5B | $8.2B | ||
| Q1 25 | $5.5B | $7.6B | ||
| Q4 24 | $5.8B | $7.1B | ||
| Q3 24 | $6.5B | $7.2B |
负债/权益比CSLRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 1.61× | 0.06× | ||
| Q3 25 | 1.45× | 0.07× | ||
| Q2 25 | 0.89× | 0.11× | ||
| Q1 25 | 0.87× | 0.12× | ||
| Q4 24 | 0.77× | 0.13× | ||
| Q3 24 | 0.83× | 0.13× |
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 | — | — |
| 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 | — | — |
| 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CSLRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $339.7M | ||
| Q3 25 | $426.9M | $457.3M | ||
| Q2 25 | $287.1M | $538.8M | ||
| Q1 25 | $1.8M | $578.7M | ||
| Q4 24 | $370.6M | $308.6M | ||
| Q3 24 | $312.8M | $325.5M |
自由现金流CSLRMD
| Q2 26 | — | — | ||
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $311.2M | ||
| Q3 25 | $393.4M | $414.4M | ||
| Q2 25 | $258.3M | $508.2M | ||
| Q1 25 | $-27.2M | $557.9M | ||
| Q4 24 | $334.0M | $288.0M | ||
| Q3 24 | $293.5M | $307.7M |
自由现金流率CSLRMD
| Q2 26 | — | — | ||
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 21.9% | ||
| Q3 25 | 29.2% | 31.0% | ||
| Q2 25 | 17.8% | 37.7% | ||
| Q1 25 | -2.5% | 43.2% | ||
| Q4 24 | 29.7% | 22.5% | ||
| Q3 24 | 22.0% | 25.1% |
资本支出强度CSLRMD
| Q2 26 | — | — | ||
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 2.0% | ||
| Q3 25 | 2.5% | 3.2% | ||
| Q2 25 | 2.0% | 2.3% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 3.3% | 1.6% | ||
| Q3 24 | 1.4% | 1.5% |
现金转化率CSLRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 0.87× | ||
| Q3 25 | 1.99× | 1.31× | ||
| Q2 25 | 1.12× | 1.42× | ||
| Q1 25 | 0.01× | 1.59× | ||
| Q4 24 | 2.28× | 0.90× | ||
| Q3 24 | 1.28× | 1.05× |
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% |
RMD
暂无分部数据
