vs
CARLISLE COMPANIES INC(CSL)与Revvity(RVTY)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Revvity的1.4倍($1.1B vs $772.1M),Revvity净利率更高(12.7% vs 12.1%,领先0.6%),Revvity同比增速更快(5.9% vs -4.0%),Revvity自由现金流更多($161.8M vs $-73.0M),过去两年Revvity的营收复合增速更高(9.0% 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。
Revvity是一家美国生命科学与诊断领域企业,主要服务制药、生物技术行业客户,重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案,其前身为业务布局多元的老牌企业珀金埃尔默。
CSL vs RVTY — 直观对比
营收规模更大
CSL
是对方的1.4倍
$772.1M
营收增速更快
RVTY
高出9.8%
-4.0%
净利率更高
RVTY
高出0.6%
12.1%
自由现金流更多
RVTY
多$234.8M
$-73.0M
两年增速更快
RVTY
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $772.1M |
| 净利润 | $127.7M | $98.4M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 14.5% |
| 净利率 | 12.1% | 12.7% |
| 营收同比 | -4.0% | 5.9% |
| 净利润同比 | -10.9% | 3.9% |
| 每股收益(稀释后) | $3.10 | $0.86 |
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
CSL
RVTY
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $772.1M | ||
| Q3 25 | $1.3B | $698.9M | ||
| Q2 25 | $1.4B | $720.3M | ||
| Q1 25 | $1.1B | $664.8M | ||
| Q4 24 | $1.1B | $729.4M | ||
| Q3 24 | $1.3B | $684.0M | ||
| Q2 24 | $1.5B | $691.7M |
净利润
CSL
RVTY
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $98.4M | ||
| Q3 25 | $214.2M | $46.7M | ||
| Q2 25 | $255.8M | $53.9M | ||
| Q1 25 | $143.3M | $42.2M | ||
| Q4 24 | $162.8M | $94.6M | ||
| Q3 24 | $244.3M | $94.4M | ||
| Q2 24 | $712.4M | $55.4M |
毛利率
CSL
RVTY
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 36.0% | 53.6% | ||
| Q2 25 | 37.3% | 54.5% | ||
| Q1 25 | 35.2% | 56.5% | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 38.6% | 56.3% | ||
| Q2 24 | 39.2% | 55.7% |
营业利润率
CSL
RVTY
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 14.5% | ||
| Q3 25 | 21.8% | 11.7% | ||
| Q2 25 | 23.1% | 12.6% | ||
| Q1 25 | 16.8% | 10.9% | ||
| Q4 24 | 19.9% | 16.3% | ||
| Q3 24 | 23.7% | 14.3% | ||
| Q2 24 | 26.0% | 12.4% |
净利率
CSL
RVTY
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 12.7% | ||
| Q3 25 | 15.9% | 6.7% | ||
| Q2 25 | 17.6% | 7.5% | ||
| Q1 25 | 13.1% | 6.4% | ||
| Q4 24 | 14.5% | 13.0% | ||
| Q3 24 | 18.3% | 13.8% | ||
| Q2 24 | 49.1% | 8.0% |
每股收益(稀释后)
CSL
RVTY
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.86 | ||
| Q3 25 | $4.98 | $0.40 | ||
| Q2 25 | $5.88 | $0.46 | ||
| Q1 25 | $3.20 | $0.35 | ||
| Q4 24 | $3.76 | $0.77 | ||
| Q3 24 | $5.25 | $0.77 | ||
| Q2 24 | $14.84 | $0.45 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $7.3B |
| 总资产 | — | $12.2B |
| 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
CSL
RVTY
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $919.9M | ||
| Q3 25 | $1.1B | $931.4M | ||
| Q2 25 | $68.4M | $991.8M | ||
| Q1 25 | $220.2M | $1.1B | ||
| Q4 24 | $753.5M | $1.2B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.7B | $2.0B |
总债务
CSL
RVTY
| 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
CSL
RVTY
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $7.3B | ||
| Q3 25 | $2.0B | $7.4B | ||
| Q2 25 | $2.1B | $7.6B | ||
| Q1 25 | $2.2B | $7.6B | ||
| Q4 24 | $2.5B | $7.7B | ||
| Q3 24 | $2.8B | $7.9B | ||
| Q2 24 | $3.0B | $7.9B |
总资产
CSL
RVTY
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $12.2B | ||
| Q3 25 | $6.5B | $12.1B | ||
| Q2 25 | $5.5B | $12.4B | ||
| Q1 25 | $5.5B | $12.4B | ||
| Q4 24 | $5.8B | $12.4B | ||
| Q3 24 | $6.5B | $12.8B | ||
| Q2 24 | $6.7B | $13.4B |
负债/权益比
CSL
RVTY
| 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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $161.8M |
| 自由现金流率自由现金流/营收 | -6.9% | 21.0% |
| 资本支出强度资本支出/营收 | 2.7% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
CSL
RVTY
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $182.0M | ||
| Q3 25 | $426.9M | $138.5M | ||
| Q2 25 | $287.1M | $134.3M | ||
| Q1 25 | $1.8M | $128.2M | ||
| Q4 24 | $370.6M | $174.2M | ||
| Q3 24 | $312.8M | $147.9M | ||
| Q2 24 | $183.4M | $158.6M |
自由现金流
CSL
RVTY
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $161.8M | ||
| Q3 25 | $393.4M | $120.0M | ||
| Q2 25 | $258.3M | $115.5M | ||
| Q1 25 | $-27.2M | $112.2M | ||
| Q4 24 | $334.0M | $149.8M | ||
| Q3 24 | $293.5M | $125.6M | ||
| Q2 24 | $158.5M | $136.6M |
自由现金流率
CSL
RVTY
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 21.0% | ||
| Q3 25 | 29.2% | 17.2% | ||
| Q2 25 | 17.8% | 16.0% | ||
| Q1 25 | -2.5% | 16.9% | ||
| Q4 24 | 29.7% | 20.5% | ||
| Q3 24 | 22.0% | 18.4% | ||
| Q2 24 | 10.9% | 19.7% |
资本支出强度
CSL
RVTY
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 2.6% | ||
| Q3 25 | 2.5% | 2.6% | ||
| Q2 25 | 2.0% | 2.6% | ||
| Q1 25 | 2.6% | 2.4% | ||
| Q4 24 | 3.3% | 3.4% | ||
| Q3 24 | 1.4% | 3.3% | ||
| Q2 24 | 1.7% | 3.2% |
现金转化率
CSL
RVTY
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.85× | ||
| Q3 25 | 1.99× | 2.97× | ||
| Q2 25 | 1.12× | 2.49× | ||
| Q1 25 | 0.01× | 3.03× | ||
| Q4 24 | 2.28× | 1.84× | ||
| Q3 24 | 1.28× | 1.57× | ||
| Q2 24 | 0.26× | 2.87× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |