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CARLISLE COMPANIES INC（CSL）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是思佳讯的1.0倍（$1.1B vs $1.0B），CARLISLE COMPANIES INC净利率更高（12.1% vs 7.6%，领先4.5%），思佳讯同比增速更快（8.6% vs -4.0%），思佳讯自由现金流更多（$339.0M vs $-73.0M），过去两年思佳讯的营收复合增速更高（-0.5% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
CSL vs SWKS — 直观对比
营收规模更大
CSL
是对方的1.0倍
$1.0B
营收增速更快
SWKS
高出12.6%
-4.0%
净利率更高
CSL
高出4.5%
7.6%
自由现金流更多
SWKS
多$412.0M
$-73.0M
两年增速更快
SWKS
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $127.7M | $79.2M |
| 毛利率 | 34.5% | 41.3% |
| 营业利润率 | 17.1% | 10.0% |
| 净利率 | 12.1% | 7.6% |
| 营收同比 | -4.0% | 8.6% |
| 净利润同比 | -10.9% | 15.3% |
| 每股收益（稀释后） | $3.10 | $0.53 |
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CSLSWKS
| Q1 26 | $1.1B | $1.0B | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.4B | $965.0M | ||
| Q1 25 | $1.1B | $953.2M | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.5B | $905.5M |
净利润CSLSWKS
| Q1 26 | $127.7M | $79.2M | ||
| Q4 25 | $127.4M | $141.4M | ||
| Q3 25 | $214.2M | — | ||
| Q2 25 | $255.8M | $105.0M | ||
| Q1 25 | $143.3M | $68.7M | ||
| Q4 24 | $162.8M | $162.0M | ||
| Q3 24 | $244.3M | $60.5M | ||
| Q2 24 | $712.4M | $120.9M |
毛利率CSLSWKS
| Q1 26 | 34.5% | 41.3% | ||
| Q4 25 | 33.8% | 40.7% | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 37.3% | 41.6% | ||
| Q1 25 | 35.2% | 41.1% | ||
| Q4 24 | 36.1% | 41.4% | ||
| Q3 24 | 38.6% | 41.9% | ||
| Q2 24 | 39.2% | 40.2% |
营业利润率CSLSWKS
| Q1 26 | 17.1% | 10.0% | ||
| Q4 25 | 16.8% | 10.1% | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 23.1% | 11.5% | ||
| Q1 25 | 16.8% | 10.2% | ||
| Q4 24 | 19.9% | 16.9% | ||
| Q3 24 | 23.7% | 5.8% | ||
| Q2 24 | 26.0% | 14.4% |
净利率CSLSWKS
| Q1 26 | 12.1% | 7.6% | ||
| Q4 25 | 11.3% | 12.9% | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 17.6% | 10.9% | ||
| Q1 25 | 13.1% | 7.2% | ||
| Q4 24 | 14.5% | 15.2% | ||
| Q3 24 | 18.3% | 5.9% | ||
| Q2 24 | 49.1% | 13.4% |
每股收益（稀释后）CSLSWKS
| Q1 26 | $3.10 | $0.53 | ||
| Q4 25 | $3.06 | $0.95 | ||
| Q3 25 | $4.98 | — | ||
| Q2 25 | $5.88 | $0.70 | ||
| Q1 25 | $3.20 | $0.43 | ||
| Q4 24 | $3.76 | $1.00 | ||
| Q3 24 | $5.25 | $0.36 | ||
| Q2 24 | $14.84 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $1.7B | $5.8B |
| 总资产 | — | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CSLSWKS
| Q1 26 | $771.3M | $1.6B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $68.4M | $1.3B | ||
| Q1 25 | $220.2M | $1.5B | ||
| Q4 24 | $753.5M | $1.7B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.7B | $1.3B |
总债务CSLSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $2.9B | $496.4M | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | $496.2M | ||
| Q1 25 | $1.9B | $995.1M | ||
| Q4 24 | $1.9B | $994.7M | ||
| Q3 24 | $2.3B | $994.3M | ||
| Q2 24 | $2.3B | $994.0M |
股东权益CSLSWKS
| Q1 26 | $1.7B | $5.8B | ||
| Q4 25 | $1.8B | $5.8B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.1B | $5.7B | ||
| Q1 25 | $2.2B | $5.9B | ||
| Q4 24 | $2.5B | $6.4B | ||
| Q3 24 | $2.8B | $6.3B | ||
| Q2 24 | $3.0B | $6.3B |
总资产CSLSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $6.3B | $7.9B | ||
| Q3 25 | $6.5B | — | ||
| Q2 25 | $5.5B | $7.7B | ||
| Q1 25 | $5.5B | $7.9B | ||
| Q4 24 | $5.8B | $8.3B | ||
| Q3 24 | $6.5B | $8.3B | ||
| Q2 24 | $6.7B | $8.2B |
负债/权益比CSLSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 1.61× | 0.09× | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 0.89× | 0.09× | ||
| Q1 25 | 0.87× | 0.17× | ||
| Q4 24 | 0.77× | 0.16× | ||
| Q3 24 | 0.83× | 0.16× | ||
| Q2 24 | 0.76× | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $339.0M |
| 自由现金流率自由现金流/营收 | -6.9% | 32.7% |
| 资本支出强度资本支出/营收 | 2.7% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $1.1B |
8季度趋势，按日历期对齐
经营现金流CSLSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $386.0M | $200.0M | ||
| Q3 25 | $426.9M | — | ||
| Q2 25 | $287.1M | $314.2M | ||
| Q1 25 | $1.8M | $409.4M | ||
| Q4 24 | $370.6M | $377.2M | ||
| Q3 24 | $312.8M | $476.1M | ||
| Q2 24 | $183.4M | $273.4M |
自由现金流CSLSWKS
| Q1 26 | $-73.0M | $339.0M | ||
| Q4 25 | $346.1M | $144.0M | ||
| Q3 25 | $393.4M | — | ||
| Q2 25 | $258.3M | $252.7M | ||
| Q1 25 | $-27.2M | $370.9M | ||
| Q4 24 | $334.0M | $338.2M | ||
| Q3 24 | $293.5M | $393.3M | ||
| Q2 24 | $158.5M | $249.0M |
自由现金流率CSLSWKS
| Q1 26 | -6.9% | 32.7% | ||
| Q4 25 | 30.7% | 13.1% | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 17.8% | 26.2% | ||
| Q1 25 | -2.5% | 38.9% | ||
| Q4 24 | 29.7% | 31.7% | ||
| Q3 24 | 22.0% | 38.4% | ||
| Q2 24 | 10.9% | 27.5% |
资本支出强度CSLSWKS
| Q1 26 | 2.7% | 5.5% | ||
| Q4 25 | 3.5% | 5.1% | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.0% | 6.4% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 3.3% | 3.6% | ||
| Q3 24 | 1.4% | 8.1% | ||
| Q2 24 | 1.7% | 2.7% |
现金转化率CSLSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 3.03× | 1.41× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.12× | 2.99× | ||
| Q1 25 | 0.01× | 5.96× | ||
| Q4 24 | 2.28× | 2.33× | ||
| Q3 24 | 1.28× | 7.87× | ||
| Q2 24 | 0.26× | 2.26× |
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% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
