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CARLISLE COMPANIES INC（CSL）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是森萨塔科技的1.1倍（$1.1B vs $934.8M），CARLISLE COMPANIES INC净利率更高（12.1% vs 9.3%，领先2.8%），森萨塔科技同比增速更快（2.6% vs -4.0%），森萨塔科技自由现金流更多（$104.6M vs $-73.0M），过去两年森萨塔科技的营收复合增速更高（-5.0% 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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
CSL vs ST — 直观对比
营收规模更大
CSL
是对方的1.1倍
$934.8M
营收增速更快
ST
高出6.6%
-4.0%
净利率更高
CSL
高出2.8%
9.3%
自由现金流更多
ST
多$177.6M
$-73.0M
两年增速更快
ST
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $934.8M |
| 净利润 | $127.7M | $87.1M |
| 毛利率 | 34.5% | 30.6% |
| 营业利润率 | 17.1% | 15.1% |
| 净利率 | 12.1% | 9.3% |
| 营收同比 | -4.0% | 2.6% |
| 净利润同比 | -10.9% | 24.6% |
| 每股收益（稀释后） | $3.10 | $0.59 |
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CSLST
| Q1 26 | $1.1B | $934.8M | ||
| Q4 25 | $1.1B | $917.9M | ||
| Q3 25 | $1.3B | $932.0M | ||
| Q2 25 | $1.4B | $943.4M | ||
| Q1 25 | $1.1B | $911.3M | ||
| Q4 24 | $1.1B | $907.7M | ||
| Q3 24 | $1.3B | $982.8M | ||
| Q2 24 | $1.5B | $1.0B |
净利润CSLST
| Q1 26 | $127.7M | $87.1M | ||
| Q4 25 | $127.4M | $63.2M | ||
| Q3 25 | $214.2M | $-162.5M | ||
| Q2 25 | $255.8M | $60.7M | ||
| Q1 25 | $143.3M | $69.9M | ||
| Q4 24 | $162.8M | $5.8M | ||
| Q3 24 | $244.3M | $-25.0M | ||
| Q2 24 | $712.4M | $71.7M |
毛利率CSLST
| Q1 26 | 34.5% | 30.6% | ||
| Q4 25 | 33.8% | 29.0% | ||
| Q3 25 | 36.0% | 27.8% | ||
| Q2 25 | 37.3% | 30.3% | ||
| Q1 25 | 35.2% | 29.9% | ||
| Q4 24 | 36.1% | 27.1% | ||
| Q3 24 | 38.6% | 28.6% | ||
| Q2 24 | 39.2% | 30.0% |
营业利润率CSLST
| Q1 26 | 17.1% | 15.1% | ||
| Q4 25 | 16.8% | 10.9% | ||
| Q3 25 | 21.8% | -13.2% | ||
| Q2 25 | 23.1% | 14.6% | ||
| Q1 25 | 16.8% | 13.4% | ||
| Q4 24 | 19.9% | 8.1% | ||
| Q3 24 | 23.7% | -20.3% | ||
| Q2 24 | 26.0% | 12.5% |
净利率CSLST
| Q1 26 | 12.1% | 9.3% | ||
| Q4 25 | 11.3% | 6.9% | ||
| Q3 25 | 15.9% | -17.4% | ||
| Q2 25 | 17.6% | 6.4% | ||
| Q1 25 | 13.1% | 7.7% | ||
| Q4 24 | 14.5% | 0.6% | ||
| Q3 24 | 18.3% | -2.5% | ||
| Q2 24 | 49.1% | 6.9% |
每股收益（稀释后）CSLST
| Q1 26 | $3.10 | $0.59 | ||
| Q4 25 | $3.06 | $0.45 | ||
| Q3 25 | $4.98 | $-1.12 | ||
| Q2 25 | $5.88 | $0.41 | ||
| Q1 25 | $3.20 | $0.47 | ||
| Q4 24 | $3.76 | $0.05 | ||
| Q3 24 | $5.25 | $-0.17 | ||
| Q2 24 | $14.84 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $2.9B |
| 总资产 | — | $6.8B |
| 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CSLST
| Q1 26 | $771.3M | $635.1M | ||
| Q4 25 | $1.1B | $573.0M | ||
| Q3 25 | $1.1B | $791.3M | ||
| Q2 25 | $68.4M | $661.8M | ||
| Q1 25 | $220.2M | $588.1M | ||
| Q4 24 | $753.5M | $593.7M | ||
| Q3 24 | $1.5B | $506.2M | ||
| Q2 24 | $1.7B | $1.0B |
总债务CSLST
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $2.8B | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $3.2B | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
股东权益CSLST
| Q1 26 | $1.7B | $2.9B | ||
| Q4 25 | $1.8B | $2.8B | ||
| Q3 25 | $2.0B | $2.7B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.2B | $2.8B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.8B | $3.0B | ||
| Q2 24 | $3.0B | $3.0B |
总资产CSLST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $6.3B | $6.8B | ||
| Q3 25 | $6.5B | $7.1B | ||
| Q2 25 | $5.5B | $7.3B | ||
| Q1 25 | $5.5B | $7.2B | ||
| Q4 24 | $5.8B | $7.1B | ||
| Q3 24 | $6.5B | $7.3B | ||
| Q2 24 | $6.7B | $8.2B |
负债/权益比CSLST
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 1.02× | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | 1.11× | ||
| 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 | — | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $104.6M |
| 自由现金流率自由现金流/营收 | -6.9% | 11.2% |
| 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 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $508.3M |
8季度趋势，按日历期对齐
经营现金流CSLST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $386.0M | $201.5M | ||
| Q3 25 | $426.9M | $159.9M | ||
| Q2 25 | $287.1M | $140.9M | ||
| Q1 25 | $1.8M | $119.2M | ||
| Q4 24 | $370.6M | $170.7M | ||
| Q3 24 | $312.8M | $130.9M | ||
| Q2 24 | $183.4M | $143.5M |
自由现金流CSLST
| Q1 26 | $-73.0M | $104.6M | ||
| Q4 25 | $346.1M | $151.9M | ||
| Q3 25 | $393.4M | $136.2M | ||
| Q2 25 | $258.3M | $115.5M | ||
| Q1 25 | $-27.2M | $86.6M | ||
| Q4 24 | $334.0M | $138.9M | ||
| Q3 24 | $293.5M | $91.3M | ||
| Q2 24 | $158.5M | $98.4M |
自由现金流率CSLST
| Q1 26 | -6.9% | 11.2% | ||
| Q4 25 | 30.7% | 16.6% | ||
| Q3 25 | 29.2% | 14.6% | ||
| Q2 25 | 17.8% | 12.2% | ||
| Q1 25 | -2.5% | 9.5% | ||
| Q4 24 | 29.7% | 15.3% | ||
| Q3 24 | 22.0% | 9.3% | ||
| Q2 24 | 10.9% | 9.5% |
资本支出强度CSLST
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 5.4% | ||
| Q3 25 | 2.5% | 2.5% | ||
| Q2 25 | 2.0% | 2.7% | ||
| Q1 25 | 2.6% | 3.6% | ||
| Q4 24 | 3.3% | 3.5% | ||
| Q3 24 | 1.4% | 4.0% | ||
| Q2 24 | 1.7% | 4.4% |
现金转化率CSLST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 3.03× | 3.19× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.12× | 2.32× | ||
| Q1 25 | 0.01× | 1.70× | ||
| Q4 24 | 2.28× | 29.50× | ||
| Q3 24 | 1.28× | — | ||
| Q2 24 | 0.26× | 2.00× |
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% |
ST
暂无分部数据
