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CARLISLE COMPANIES INC（CSL）与Simpson Manufacturing Co., Inc.（SSD）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Simpson Manufacturing Co., Inc.的1.8倍（$1.1B vs $588.0M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 12.1%，领先2.9%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -4.0%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
CSL vs SSD — 直观对比
营收规模更大
CSL
是对方的1.8倍
$588.0M
营收增速更快
SSD
高出13.1%
-4.0%
净利率更高
SSD
高出2.9%
12.1%
两年增速更快
SSD
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $588.0M |
| 净利润 | $127.7M | $88.2M |
| 毛利率 | 34.5% | 45.2% |
| 营业利润率 | 17.1% | 19.5% |
| 净利率 | 12.1% | 15.0% |
| 营收同比 | -4.0% | 9.1% |
| 净利润同比 | -10.9% | 13.3% |
| 每股收益（稀释后） | $3.10 | $2.13 |
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CSLSSD
| Q1 26 | $1.1B | $588.0M | ||
| Q4 25 | $1.1B | $539.3M | ||
| Q3 25 | $1.3B | $623.5M | ||
| Q2 25 | $1.4B | $631.1M | ||
| Q1 25 | $1.1B | $538.9M | ||
| Q4 24 | $1.1B | $517.4M | ||
| Q3 24 | $1.3B | $587.2M | ||
| Q2 24 | $1.5B | $597.0M |
净利润CSLSSD
| Q1 26 | $127.7M | $88.2M | ||
| Q4 25 | $127.4M | $56.2M | ||
| Q3 25 | $214.2M | $107.4M | ||
| Q2 25 | $255.8M | $103.5M | ||
| Q1 25 | $143.3M | $77.9M | ||
| Q4 24 | $162.8M | $55.4M | ||
| Q3 24 | $244.3M | $93.5M | ||
| Q2 24 | $712.4M | $97.8M |
毛利率CSLSSD
| Q1 26 | 34.5% | 45.2% | ||
| Q4 25 | 33.8% | 43.4% | ||
| Q3 25 | 36.0% | 46.4% | ||
| Q2 25 | 37.3% | 46.7% | ||
| Q1 25 | 35.2% | 46.8% | ||
| Q4 24 | 36.1% | 44.0% | ||
| Q3 24 | 38.6% | 46.8% | ||
| Q2 24 | 39.2% | 46.7% |
营业利润率CSLSSD
| Q1 26 | 17.1% | 19.5% | ||
| Q4 25 | 16.8% | 13.9% | ||
| Q3 25 | 21.8% | 22.6% | ||
| Q2 25 | 23.1% | 22.2% | ||
| Q1 25 | 16.8% | 19.0% | ||
| Q4 24 | 19.9% | 14.8% | ||
| Q3 24 | 23.7% | 21.3% | ||
| Q2 24 | 26.0% | 22.1% |
净利率CSLSSD
| Q1 26 | 12.1% | 15.0% | ||
| Q4 25 | 11.3% | 10.4% | ||
| Q3 25 | 15.9% | 17.2% | ||
| Q2 25 | 17.6% | 16.4% | ||
| Q1 25 | 13.1% | 14.5% | ||
| Q4 24 | 14.5% | 10.7% | ||
| Q3 24 | 18.3% | 15.9% | ||
| Q2 24 | 49.1% | 16.4% |
每股收益（稀释后）CSLSSD
| Q1 26 | $3.10 | $2.13 | ||
| Q4 25 | $3.06 | $1.34 | ||
| Q3 25 | $4.98 | $2.58 | ||
| Q2 25 | $5.88 | $2.47 | ||
| Q1 25 | $3.20 | $1.85 | ||
| Q4 24 | $3.76 | $1.31 | ||
| Q3 24 | $5.25 | $2.21 | ||
| Q2 24 | $14.84 | $2.31 |
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 | $341.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $2.1B |
| 总资产 | — | $3.0B |
| 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CSLSSD
| Q1 26 | $771.3M | $341.0M | ||
| Q4 25 | $1.1B | $384.1M | ||
| Q3 25 | $1.1B | $297.3M | ||
| Q2 25 | $68.4M | $190.4M | ||
| Q1 25 | $220.2M | $150.3M | ||
| Q4 24 | $753.5M | $239.4M | ||
| Q3 24 | $1.5B | $339.4M | ||
| Q2 24 | $1.7B | $354.9M |
总债务CSLSSD
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $300.0M | ||
| Q3 25 | $2.9B | $371.3M | ||
| Q2 25 | $1.9B | $376.9M | ||
| Q1 25 | $1.9B | $382.5M | ||
| Q4 24 | $1.9B | $388.1M | ||
| Q3 24 | $2.3B | $393.8M | ||
| Q2 24 | $2.3B | $399.4M |
股东权益CSLSSD
| Q1 26 | $1.7B | $2.1B | ||
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.2B | $1.9B | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $3.0B | $1.8B |
总资产CSLSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $6.3B | $3.1B | ||
| Q3 25 | $6.5B | $3.0B | ||
| Q2 25 | $5.5B | $3.0B | ||
| Q1 25 | $5.5B | $2.8B | ||
| Q4 24 | $5.8B | $2.7B | ||
| Q3 24 | $6.5B | $2.9B | ||
| Q2 24 | $6.7B | $2.8B |
负债/权益比CSLSSD
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.15× | ||
| Q3 25 | 1.45× | 0.19× | ||
| Q2 25 | 0.89× | 0.20× | ||
| Q1 25 | 0.87× | 0.21× | ||
| Q4 24 | 0.77× | 0.21× | ||
| Q3 24 | 0.83× | 0.21× | ||
| Q2 24 | 0.76× | 0.23× |
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CSLSSD
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $155.7M | ||
| Q3 25 | $426.9M | $170.2M | ||
| Q2 25 | $287.1M | $125.2M | ||
| Q1 25 | $1.8M | $7.6M | ||
| Q4 24 | $370.6M | $115.8M | ||
| Q3 24 | $312.8M | $103.3M | ||
| Q2 24 | $183.4M | $111.1M |
自由现金流CSLSSD
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $119.0M | ||
| Q3 25 | $393.4M | $133.9M | ||
| Q2 25 | $258.3M | $87.3M | ||
| Q1 25 | $-27.2M | $-42.6M | ||
| Q4 24 | $334.0M | $60.3M | ||
| Q3 24 | $293.5M | $58.1M | ||
| Q2 24 | $158.5M | $70.9M |
自由现金流率CSLSSD
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 22.1% | ||
| Q3 25 | 29.2% | 21.5% | ||
| Q2 25 | 17.8% | 13.8% | ||
| Q1 25 | -2.5% | -7.9% | ||
| Q4 24 | 29.7% | 11.7% | ||
| Q3 24 | 22.0% | 9.9% | ||
| Q2 24 | 10.9% | 11.9% |
资本支出强度CSLSSD
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 6.8% | ||
| Q3 25 | 2.5% | 5.8% | ||
| Q2 25 | 2.0% | 6.0% | ||
| Q1 25 | 2.6% | 9.3% | ||
| Q4 24 | 3.3% | 10.7% | ||
| Q3 24 | 1.4% | 7.7% | ||
| Q2 24 | 1.7% | 6.7% |
现金转化率CSLSSD
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.77× | ||
| Q3 25 | 1.99× | 1.58× | ||
| Q2 25 | 1.12× | 1.21× | ||
| Q1 25 | 0.01× | 0.10× | ||
| Q4 24 | 2.28× | 2.09× | ||
| Q3 24 | 1.28× | 1.10× | ||
| 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% |
SSD
暂无分部数据
