vs
CARLISLE COMPANIES INC（CSL）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是CARLISLE COMPANIES INC的2.0倍（$2.1B vs $1.1B），Roper Technologies净利率更高（15.8% vs 12.1%，领先3.7%），Roper Technologies同比增速更快（11.3% vs -4.0%），Roper Technologies自由现金流更多（$507.0M vs $-73.0M），过去两年Roper Technologies的营收复合增速更高（10.5% 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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
CSL vs ROP — 直观对比
营收规模更大
ROP
是对方的2.0倍
$1.1B
营收增速更快
ROP
高出15.3%
-4.0%
净利率更高
ROP
高出3.7%
12.1%
自由现金流更多
ROP
多$580.0M
$-73.0M
两年增速更快
ROP
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $127.7M | $331.0M |
| 毛利率 | 34.5% | 69.4% |
| 营业利润率 | 17.1% | 27.2% |
| 净利率 | 12.1% | 15.8% |
| 营收同比 | -4.0% | 11.3% |
| 净利润同比 | -10.9% | 53.7% |
| 每股收益（稀释后） | $3.10 | $4.87 |
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CSLROP
| Q1 26 | $1.1B | $2.1B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.5B | $1.7B |
净利润CSLROP
| Q1 26 | $127.7M | $331.0M | ||
| Q4 25 | $127.4M | $428.4M | ||
| Q3 25 | $214.2M | $398.5M | ||
| Q2 25 | $255.8M | $378.3M | ||
| Q1 25 | $143.3M | $331.1M | ||
| Q4 24 | $162.8M | $462.3M | ||
| Q3 24 | $244.3M | $367.9M | ||
| Q2 24 | $712.4M | $337.1M |
毛利率CSLROP
| Q1 26 | 34.5% | 69.4% | ||
| Q4 25 | 33.8% | 69.5% | ||
| Q3 25 | 36.0% | 69.5% | ||
| Q2 25 | 37.3% | 69.2% | ||
| Q1 25 | 35.2% | 68.7% | ||
| Q4 24 | 36.1% | 68.3% | ||
| Q3 24 | 38.6% | 69.2% | ||
| Q2 24 | 39.2% | 69.5% |
营业利润率CSLROP
| Q1 26 | 17.1% | 27.2% | ||
| Q4 25 | 16.8% | 28.6% | ||
| Q3 25 | 21.8% | 28.4% | ||
| Q2 25 | 23.1% | 28.2% | ||
| Q1 25 | 16.8% | 27.9% | ||
| Q4 24 | 19.9% | 28.0% | ||
| Q3 24 | 23.7% | 28.1% | ||
| Q2 24 | 26.0% | 28.8% |
净利率CSLROP
| Q1 26 | 12.1% | 15.8% | ||
| Q4 25 | 11.3% | 20.8% | ||
| Q3 25 | 15.9% | 19.8% | ||
| Q2 25 | 17.6% | 19.5% | ||
| Q1 25 | 13.1% | 17.6% | ||
| Q4 24 | 14.5% | 24.6% | ||
| Q3 24 | 18.3% | 20.8% | ||
| Q2 24 | 49.1% | 19.6% |
每股收益（稀释后）CSLROP
| Q1 26 | $3.10 | $4.87 | ||
| Q4 25 | $3.06 | $3.97 | ||
| Q3 25 | $4.98 | $3.68 | ||
| Q2 25 | $5.88 | $3.49 | ||
| Q1 25 | $3.20 | $3.06 | ||
| Q4 24 | $3.76 | $4.29 | ||
| Q3 24 | $5.25 | $3.40 | ||
| Q2 24 | $14.84 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $1.7B | $18.8B |
| 总资产 | — | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资CSLROP
| Q1 26 | $771.3M | $382.9M | ||
| Q4 25 | $1.1B | $297.4M | ||
| Q3 25 | $1.1B | $320.0M | ||
| Q2 25 | $68.4M | $242.4M | ||
| Q1 25 | $220.2M | $372.8M | ||
| Q4 24 | $753.5M | $188.2M | ||
| Q3 24 | $1.5B | $269.6M | ||
| Q2 24 | $1.7B | $251.5M |
总债务CSLROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.9B | $9.3B | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $7.6B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
股东权益CSLROP
| Q1 26 | $1.7B | $18.8B | ||
| Q4 25 | $1.8B | $19.9B | ||
| Q3 25 | $2.0B | $20.0B | ||
| Q2 25 | $2.1B | $19.6B | ||
| Q1 25 | $2.2B | $19.2B | ||
| Q4 24 | $2.5B | $18.9B | ||
| Q3 24 | $2.8B | $18.5B | ||
| Q2 24 | $3.0B | $18.1B |
总资产CSLROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $6.3B | $34.6B | ||
| Q3 25 | $6.5B | $34.6B | ||
| Q2 25 | $5.5B | $33.2B | ||
| Q1 25 | $5.5B | $31.4B | ||
| Q4 24 | $5.8B | $31.3B | ||
| Q3 24 | $6.5B | $31.6B | ||
| Q2 24 | $6.7B | $29.8B |
负债/权益比CSLROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.61× | 0.47× | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | 0.40× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $507.0M |
| 自由现金流率自由现金流/营收 | -6.9% | 24.2% |
| 资本支出强度资本支出/营收 | 2.7% | 0.5% |
| 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CSLROP
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $738.0M | ||
| Q3 25 | $426.9M | $869.5M | ||
| Q2 25 | $287.1M | $404.1M | ||
| Q1 25 | $1.8M | $528.7M | ||
| Q4 24 | $370.6M | $722.2M | ||
| Q3 24 | $312.8M | $755.4M | ||
| Q2 24 | $183.4M | $384.1M |
自由现金流CSLROP
| Q1 26 | $-73.0M | $507.0M | ||
| Q4 25 | $346.1M | — | ||
| Q3 25 | $393.4M | — | ||
| Q2 25 | $258.3M | — | ||
| Q1 25 | $-27.2M | — | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | — | ||
| Q2 24 | $158.5M | — |
自由现金流率CSLROP
| Q1 26 | -6.9% | 24.2% | ||
| Q4 25 | 30.7% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | -2.5% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | — | ||
| Q2 24 | 10.9% | — |
资本支出强度CSLROP
| Q1 26 | 2.7% | 0.5% | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.7% | — |
现金转化率CSLROP
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.72× | ||
| Q3 25 | 1.99× | 2.18× | ||
| Q2 25 | 1.12× | 1.07× | ||
| Q1 25 | 0.01× | 1.60× | ||
| Q4 24 | 2.28× | 1.56× | ||
| Q3 24 | 1.28× | 2.05× | ||
| Q2 24 | 0.26× | 1.14× |
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% |
ROP
暂无分部数据
