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CARLISLE COMPANIES INC（CSL）与STERLING INFRASTRUCTURE, INC.（STRL）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STERLING INFRASTRUCTURE, INC.的1.4倍（$1.1B vs $755.6M），CARLISLE COMPANIES INC净利率更高（12.1% vs 11.6%，领先0.5%），STERLING INFRASTRUCTURE, INC.同比增速更快（51.5% vs -4.0%），STERLING INFRASTRUCTURE, INC.自由现金流更多（$159.7M vs $-73.0M），过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高（31.0% 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。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
CSL vs STRL — 直观对比
营收规模更大
CSL
是对方的1.4倍
$755.6M
营收增速更快
STRL
高出55.5%
-4.0%
净利率更高
CSL
高出0.5%
11.6%
自由现金流更多
STRL
多$232.7M
$-73.0M
两年增速更快
STRL
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $755.6M |
| 净利润 | $127.7M | $87.6M |
| 毛利率 | 34.5% | 21.7% |
| 营业利润率 | 17.1% | 15.9% |
| 净利率 | 12.1% | 11.6% |
| 营收同比 | -4.0% | 51.5% |
| 净利润同比 | -10.9% | -22.6% |
| 每股收益（稀释后） | $3.10 | $2.82 |
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CSLSTRL
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $755.6M | ||
| Q3 25 | $1.3B | $689.0M | ||
| Q2 25 | $1.4B | $614.5M | ||
| Q1 25 | $1.1B | $430.9M | ||
| Q4 24 | $1.1B | $498.8M | ||
| Q3 24 | $1.3B | $593.7M | ||
| Q2 24 | $1.5B | $582.8M |
净利润CSLSTRL
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $87.6M | ||
| Q3 25 | $214.2M | $92.1M | ||
| Q2 25 | $255.8M | $71.0M | ||
| Q1 25 | $143.3M | $39.5M | ||
| Q4 24 | $162.8M | $113.2M | ||
| Q3 24 | $244.3M | $61.3M | ||
| Q2 24 | $712.4M | $51.9M |
毛利率CSLSTRL
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 21.7% | ||
| Q3 25 | 36.0% | 24.7% | ||
| Q2 25 | 37.3% | 23.3% | ||
| Q1 25 | 35.2% | 22.0% | ||
| Q4 24 | 36.1% | 21.4% | ||
| Q3 24 | 38.6% | 21.9% | ||
| Q2 24 | 39.2% | 19.3% |
营业利润率CSLSTRL
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 15.9% | ||
| Q3 25 | 21.8% | 18.2% | ||
| Q2 25 | 23.1% | 17.0% | ||
| Q1 25 | 16.8% | 13.0% | ||
| Q4 24 | 19.9% | 12.5% | ||
| Q3 24 | 23.7% | 14.7% | ||
| Q2 24 | 26.0% | 12.5% |
净利率CSLSTRL
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 11.6% | ||
| Q3 25 | 15.9% | 13.4% | ||
| Q2 25 | 17.6% | 11.6% | ||
| Q1 25 | 13.1% | 9.2% | ||
| Q4 24 | 14.5% | 22.7% | ||
| Q3 24 | 18.3% | 10.3% | ||
| Q2 24 | 49.1% | 8.9% |
每股收益（稀释后）CSLSTRL
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $2.82 | ||
| Q3 25 | $4.98 | $2.97 | ||
| Q2 25 | $5.88 | $2.31 | ||
| Q1 25 | $3.20 | $1.28 | ||
| Q4 24 | $3.76 | $3.63 | ||
| Q3 24 | $5.25 | $1.97 | ||
| Q2 24 | $14.84 | $1.67 |
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 | $390.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $1.1B |
| 总资产 | — | $2.6B |
| 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CSLSTRL
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $390.7M | ||
| Q3 25 | $1.1B | $306.4M | ||
| Q2 25 | $68.4M | $699.4M | ||
| Q1 25 | $220.2M | $638.6M | ||
| Q4 24 | $753.5M | $664.2M | ||
| Q3 24 | $1.5B | $648.1M | ||
| Q2 24 | $1.7B | $540.0M |
总债务CSLSTRL
| 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CSLSTRL
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $2.1B | $881.7M | ||
| Q1 25 | $2.2B | $805.4M | ||
| Q4 24 | $2.5B | $808.1M | ||
| Q3 24 | $2.8B | $716.5M | ||
| Q2 24 | $3.0B | $670.7M |
总资产CSLSTRL
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.6B | ||
| Q3 25 | $6.5B | $2.6B | ||
| Q2 25 | $5.5B | $2.2B | ||
| Q1 25 | $5.5B | $2.0B | ||
| Q4 24 | $5.8B | $2.0B | ||
| Q3 24 | $6.5B | $2.0B | ||
| Q2 24 | $6.7B | $2.0B |
负债/权益比CSLSTRL
| 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 | — | $186.1M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $159.7M |
| 自由现金流率自由现金流/营收 | -6.9% | 21.1% |
| 资本支出强度资本支出/营收 | 2.7% | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $362.7M |
8季度趋势，按日历期对齐
经营现金流CSLSTRL
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $186.1M | ||
| Q3 25 | $426.9M | $83.6M | ||
| Q2 25 | $287.1M | $85.4M | ||
| Q1 25 | $1.8M | $84.9M | ||
| Q4 24 | $370.6M | $174.3M | ||
| Q3 24 | $312.8M | $152.3M | ||
| Q2 24 | $183.4M | $121.0M |
自由现金流CSLSTRL
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $159.7M | ||
| Q3 25 | $393.4M | $64.0M | ||
| Q2 25 | $258.3M | $72.1M | ||
| Q1 25 | $-27.2M | $67.0M | ||
| Q4 24 | $334.0M | $158.6M | ||
| Q3 24 | $293.5M | $138.3M | ||
| Q2 24 | $158.5M | $92.1M |
自由现金流率CSLSTRL
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 21.1% | ||
| Q3 25 | 29.2% | 9.3% | ||
| Q2 25 | 17.8% | 11.7% | ||
| Q1 25 | -2.5% | 15.5% | ||
| Q4 24 | 29.7% | 31.8% | ||
| Q3 24 | 22.0% | 23.3% | ||
| Q2 24 | 10.9% | 15.8% |
资本支出强度CSLSTRL
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 3.5% | ||
| Q3 25 | 2.5% | 2.9% | ||
| Q2 25 | 2.0% | 2.2% | ||
| Q1 25 | 2.6% | 4.2% | ||
| Q4 24 | 3.3% | 3.1% | ||
| Q3 24 | 1.4% | 2.4% | ||
| Q2 24 | 1.7% | 5.0% |
现金转化率CSLSTRL
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 2.12× | ||
| Q3 25 | 1.99× | 0.91× | ||
| Q2 25 | 1.12× | 1.20× | ||
| Q1 25 | 0.01× | 2.15× | ||
| Q4 24 | 2.28× | 1.54× | ||
| Q3 24 | 1.28× | 2.48× | ||
| Q2 24 | 0.26× | 2.33× |
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% |
STRL
| Lump Sum | $464.9M | 62% |
| Heavy Highway | $99.6M | 13% |
| Residential Construction | $70.4M | 9% |
| Road And Highway Builders LLC | $52.4M | 7% |
| Other Revenue | $36.6M | 5% |
| Aviation | $16.6M | 2% |
| Commercial | $11.4M | 2% |
| Related Party | $600.0K | 0% |
