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CARLISLE COMPANIES INC（CSL）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.7倍（$1.1B vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 12.1%，领先22.3%），Royalty Pharma plc同比增速更快（4.8% vs -4.0%），过去两年Royalty Pharma plc的营收复合增速更高（4.6% 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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
CSL vs RPRX — 直观对比
营收规模更大
CSL
是对方的1.7倍
$622.0M
营收增速更快
RPRX
高出8.8%
-4.0%
净利率更高
RPRX
高出22.3%
12.1%
两年增速更快
RPRX
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $622.0M |
| 净利润 | $127.7M | $214.2M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 62.4% |
| 净利率 | 12.1% | 34.4% |
| 营收同比 | -4.0% | 4.8% |
| 净利润同比 | -10.9% | 2.9% |
| 每股收益（稀释后） | $3.10 | $0.49 |
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CSLRPRX
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $622.0M | ||
| Q3 25 | $1.3B | $609.3M | ||
| Q2 25 | $1.4B | $578.7M | ||
| Q1 25 | $1.1B | $568.2M | ||
| Q4 24 | $1.1B | $593.6M | ||
| Q3 24 | $1.3B | $564.7M | ||
| Q2 24 | $1.5B | $537.3M |
净利润CSLRPRX
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $214.2M | ||
| Q3 25 | $214.2M | $288.2M | ||
| Q2 25 | $255.8M | $30.2M | ||
| Q1 25 | $143.3M | $238.3M | ||
| Q4 24 | $162.8M | $208.2M | ||
| Q3 24 | $244.3M | $544.0M | ||
| Q2 24 | $712.4M | $102.0M |
毛利率CSLRPRX
| 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CSLRPRX
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 62.4% | ||
| Q3 25 | 21.8% | 70.1% | ||
| Q2 25 | 23.1% | 36.3% | ||
| Q1 25 | 16.8% | 94.0% | ||
| Q4 24 | 19.9% | 60.9% | ||
| Q3 24 | 23.7% | — | ||
| Q2 24 | 26.0% | 50.2% |
净利率CSLRPRX
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 34.4% | ||
| Q3 25 | 15.9% | 47.3% | ||
| Q2 25 | 17.6% | 5.2% | ||
| Q1 25 | 13.1% | 41.9% | ||
| Q4 24 | 14.5% | 35.1% | ||
| Q3 24 | 18.3% | 96.3% | ||
| Q2 24 | 49.1% | 19.0% |
每股收益（稀释后）CSLRPRX
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.49 | ||
| Q3 25 | $4.98 | $0.67 | ||
| Q2 25 | $5.88 | $0.07 | ||
| Q1 25 | $3.20 | $0.55 | ||
| Q4 24 | $3.76 | $0.46 | ||
| Q3 24 | $5.25 | $1.21 | ||
| Q2 24 | $14.84 | $0.23 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $1.7B | $9.7B |
| 总资产 | — | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资CSLRPRX
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $618.7M | ||
| Q3 25 | $1.1B | $938.9M | ||
| Q2 25 | $68.4M | $631.9M | ||
| Q1 25 | $220.2M | $1.1B | ||
| Q4 24 | $753.5M | $929.0M | ||
| Q3 24 | $1.5B | $950.1M | ||
| Q2 24 | $1.7B | $1.8B |
总债务CSLRPRX
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $9.0B | ||
| Q3 25 | $2.9B | $8.9B | ||
| Q2 25 | $1.9B | $8.0B | ||
| Q1 25 | $1.9B | $7.6B | ||
| Q4 24 | $1.9B | $7.6B | ||
| Q3 24 | $2.3B | $7.6B | ||
| Q2 24 | $2.3B | $7.6B |
股东权益CSLRPRX
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $9.7B | ||
| Q3 25 | $2.0B | $9.6B | ||
| Q2 25 | $2.1B | $9.5B | ||
| Q1 25 | $2.2B | $9.8B | ||
| Q4 24 | $2.5B | $10.3B | ||
| Q3 24 | $2.8B | $10.3B | ||
| Q2 24 | $3.0B | $9.8B |
总资产CSLRPRX
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $19.6B | ||
| Q3 25 | $6.5B | $19.3B | ||
| Q2 25 | $5.5B | $18.3B | ||
| Q1 25 | $5.5B | $17.6B | ||
| Q4 24 | $5.8B | $18.2B | ||
| Q3 24 | $6.5B | $18.0B | ||
| Q2 24 | $6.7B | $17.7B |
负债/权益比CSLRPRX
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.92× | ||
| Q3 25 | 1.45× | 0.93× | ||
| Q2 25 | 0.89× | 0.84× | ||
| Q1 25 | 0.87× | 0.78× | ||
| Q4 24 | 0.77× | 0.74× | ||
| Q3 24 | 0.83× | 0.74× | ||
| Q2 24 | 0.76× | 0.78× |
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 | — | $827.1M |
| 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 | — | 3.86× |
| 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CSLRPRX
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $827.1M | ||
| Q3 25 | $426.9M | $702.6M | ||
| Q2 25 | $287.1M | $364.0M | ||
| Q1 25 | $1.8M | $596.1M | ||
| Q4 24 | $370.6M | $742.5M | ||
| Q3 24 | $312.8M | $703.6M | ||
| Q2 24 | $183.4M | $658.2M |
自由现金流CSLRPRX
| Q1 26 | $-73.0M | — | ||
| 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CSLRPRX
| Q1 26 | -6.9% | — | ||
| 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CSLRPRX
| Q1 26 | 2.7% | — | ||
| 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CSLRPRX
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 3.86× | ||
| Q3 25 | 1.99× | 2.44× | ||
| Q2 25 | 1.12× | 12.06× | ||
| Q1 25 | 0.01× | 2.50× | ||
| Q4 24 | 2.28× | 3.57× | ||
| Q3 24 | 1.28× | 1.29× | ||
| Q2 24 | 0.26× | 6.45× |
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
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
