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CARLISLE COMPANIES INC（CSL）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.4倍（$1.1B vs $764.6M），CARLISLE COMPANIES INC净利率更高（12.1% vs 2.2%，领先9.9%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs -4.0%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% 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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
CSL vs STC — 直观对比
营收规模更大
CSL
是对方的1.4倍
$764.6M
营收增速更快
STC
高出31.7%
-4.0%
净利率更高
CSL
高出9.9%
2.2%
两年增速更快
STC
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $764.6M |
| 净利润 | $127.7M | $17.0M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | — |
| 净利率 | 12.1% | 2.2% |
| 营收同比 | -4.0% | 27.7% |
| 净利润同比 | -10.9% | 448.4% |
| 每股收益（稀释后） | $3.10 | — |
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CSLSTC
| Q1 26 | $1.1B | $764.6M | ||
| Q4 25 | $1.1B | $790.6M | ||
| Q3 25 | $1.3B | $796.9M | ||
| Q2 25 | $1.4B | $722.2M | ||
| Q1 25 | $1.1B | $612.0M | ||
| Q4 24 | $1.1B | $665.9M | ||
| Q3 24 | $1.3B | $667.9M | ||
| Q2 24 | $1.5B | $602.2M |
净利润CSLSTC
| Q1 26 | $127.7M | $17.0M | ||
| Q4 25 | $127.4M | $36.3M | ||
| Q3 25 | $214.2M | $44.3M | ||
| Q2 25 | $255.8M | $31.9M | ||
| Q1 25 | $143.3M | $3.1M | ||
| Q4 24 | $162.8M | $22.7M | ||
| Q3 24 | $244.3M | $30.1M | ||
| Q2 24 | $712.4M | $17.3M |
毛利率CSLSTC
| 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CSLSTC
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 6.5% | ||
| Q3 25 | 21.8% | 7.7% | ||
| Q2 25 | 23.1% | 6.5% | ||
| Q1 25 | 16.8% | 1.0% | ||
| Q4 24 | 19.9% | 5.3% | ||
| Q3 24 | 23.7% | 6.4% | ||
| Q2 24 | 26.0% | 4.8% |
净利率CSLSTC
| Q1 26 | 12.1% | 2.2% | ||
| Q4 25 | 11.3% | 4.6% | ||
| Q3 25 | 15.9% | 5.6% | ||
| Q2 25 | 17.6% | 4.4% | ||
| Q1 25 | 13.1% | 0.5% | ||
| Q4 24 | 14.5% | 3.4% | ||
| Q3 24 | 18.3% | 4.5% | ||
| Q2 24 | 49.1% | 2.9% |
每股收益（稀释后）CSLSTC
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.26 | ||
| Q3 25 | $4.98 | $1.55 | ||
| Q2 25 | $5.88 | $1.13 | ||
| Q1 25 | $3.20 | $0.11 | ||
| Q4 24 | $3.76 | $0.81 | ||
| Q3 24 | $5.25 | $1.07 | ||
| Q2 24 | $14.84 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | — |
| 总资产 | — | — |
| 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CSLSTC
| Q1 26 | $771.3M | $317.5M | ||
| Q4 25 | $1.1B | $369.7M | ||
| Q3 25 | $1.1B | $233.2M | ||
| Q2 25 | $68.4M | $223.8M | ||
| Q1 25 | $220.2M | $194.2M | ||
| Q4 24 | $753.5M | $257.5M | ||
| Q3 24 | $1.5B | $228.7M | ||
| Q2 24 | $1.7B | $176.7M |
总债务CSLSTC
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $445.8M | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
股东权益CSLSTC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.8B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B |
总资产CSLSTC
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $3.3B | ||
| Q3 25 | $6.5B | $2.8B | ||
| Q2 25 | $5.5B | $2.8B | ||
| Q1 25 | $5.5B | $2.7B | ||
| Q4 24 | $5.8B | $2.7B | ||
| Q3 24 | $6.5B | $2.7B | ||
| Q2 24 | $6.7B | $2.6B |
负债/权益比CSLSTC
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | 0.32× | ||
| 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 | — |
| 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CSLSTC
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $89.5M | ||
| Q3 25 | $426.9M | $92.6M | ||
| Q2 25 | $287.1M | $53.4M | ||
| Q1 25 | $1.8M | $-29.9M | ||
| Q4 24 | $370.6M | $68.0M | ||
| Q3 24 | $312.8M | $76.1M | ||
| Q2 24 | $183.4M | $21.1M |
自由现金流CSLSTC
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $62.3M | ||
| Q3 25 | $393.4M | $73.6M | ||
| Q2 25 | $258.3M | $38.7M | ||
| Q1 25 | $-27.2M | $-42.2M | ||
| Q4 24 | $334.0M | $55.6M | ||
| Q3 24 | $293.5M | $67.4M | ||
| Q2 24 | $158.5M | $11.9M |
自由现金流率CSLSTC
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 7.9% | ||
| Q3 25 | 29.2% | 9.2% | ||
| Q2 25 | 17.8% | 5.4% | ||
| Q1 25 | -2.5% | -6.9% | ||
| Q4 24 | 29.7% | 8.4% | ||
| Q3 24 | 22.0% | 10.1% | ||
| Q2 24 | 10.9% | 2.0% |
资本支出强度CSLSTC
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 3.4% | ||
| Q3 25 | 2.5% | 2.4% | ||
| Q2 25 | 2.0% | 2.0% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 3.3% | 1.9% | ||
| Q3 24 | 1.4% | 1.3% | ||
| Q2 24 | 1.7% | 1.5% |
现金转化率CSLSTC
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.47× | ||
| Q3 25 | 1.99× | 2.09× | ||
| Q2 25 | 1.12× | 1.67× | ||
| Q1 25 | 0.01× | -9.73× | ||
| Q4 24 | 2.28× | 2.99× | ||
| Q3 24 | 1.28× | 2.53× | ||
| Q2 24 | 0.26× | 1.22× |
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
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
