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CARLISLE COMPANIES INC（CSL）与Atlassian Corp（TEAM）财务数据对比。点击上方公司名可切换其他公司
Atlassian Corp的季度营收约是CARLISLE COMPANIES INC的1.7倍（$1.8B vs $1.1B），CARLISLE COMPANIES INC净利率更高（12.1% vs -5.5%，领先17.6%），Atlassian Corp同比增速更快（31.7% vs -4.0%），Atlassian Corp自由现金流更多（$561.3M vs $-73.0M），过去两年Atlassian Corp的营收复合增速更高（22.6% 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。
Dragoneer投资集团是总部位于美国加利福尼亚州旧金山的专业投资机构，专注于全球科技领域的投资布局，业务覆盖公开股票市场与私募股权市场，在全球科技投资赛道拥有丰富的运作经验和行业资源。
CSL vs TEAM — 直观对比
营收规模更大
TEAM
是对方的1.7倍
$1.1B
营收增速更快
TEAM
高出35.7%
-4.0%
净利率更高
CSL
高出17.6%
-5.5%
自由现金流更多
TEAM
多$634.3M
$-73.0M
两年增速更快
TEAM
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.8B |
| 净利润 | $127.7M | $-98.4M |
| 毛利率 | 34.5% | 85.3% |
| 营业利润率 | 17.1% | 11.6% |
| 净利率 | 12.1% | -5.5% |
| 营收同比 | -4.0% | 31.7% |
| 净利润同比 | -10.9% | -39.0% |
| 每股收益（稀释后） | $3.10 | $-0.38 |
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CSLTEAM
| Q1 26 | $1.1B | $1.8B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.5B | — |
净利润CSLTEAM
| Q1 26 | $127.7M | $-98.4M | ||
| Q4 25 | $127.4M | $-42.6M | ||
| Q3 25 | $214.2M | $-51.9M | ||
| Q2 25 | $255.8M | $-23.9M | ||
| Q1 25 | $143.3M | $-70.8M | ||
| Q4 24 | $162.8M | $-38.2M | ||
| Q3 24 | $244.3M | $-123.8M | ||
| Q2 24 | $712.4M | — |
毛利率CSLTEAM
| Q1 26 | 34.5% | 85.3% | ||
| Q4 25 | 33.8% | 85.0% | ||
| Q3 25 | 36.0% | 82.0% | ||
| Q2 25 | 37.3% | 83.1% | ||
| Q1 25 | 35.2% | 83.8% | ||
| Q4 24 | 36.1% | 82.7% | ||
| Q3 24 | 38.6% | 81.7% | ||
| Q2 24 | 39.2% | — |
营业利润率CSLTEAM
| Q1 26 | 17.1% | 11.6% | ||
| Q4 25 | 16.8% | -3.0% | ||
| Q3 25 | 21.8% | -6.7% | ||
| Q2 25 | 23.1% | -2.1% | ||
| Q1 25 | 16.8% | -0.9% | ||
| Q4 24 | 19.9% | -4.5% | ||
| Q3 24 | 23.7% | -2.7% | ||
| Q2 24 | 26.0% | — |
净利率CSLTEAM
| Q1 26 | 12.1% | -5.5% | ||
| Q4 25 | 11.3% | -2.7% | ||
| Q3 25 | 15.9% | -3.6% | ||
| Q2 25 | 17.6% | -1.7% | ||
| Q1 25 | 13.1% | -5.2% | ||
| Q4 24 | 14.5% | -3.0% | ||
| Q3 24 | 18.3% | -10.4% | ||
| Q2 24 | 49.1% | — |
每股收益（稀释后）CSLTEAM
| Q1 26 | $3.10 | $-0.38 | ||
| Q4 25 | $3.06 | $-0.16 | ||
| Q3 25 | $4.98 | $-0.20 | ||
| Q2 25 | $5.88 | $-0.08 | ||
| Q1 25 | $3.20 | $-0.27 | ||
| Q4 24 | $3.76 | $-0.15 | ||
| Q3 24 | $5.25 | $-0.48 | ||
| Q2 24 | $14.84 | — |
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 | $1.1B |
| 总债务越低越好 | — | $989.1M |
| 股东权益账面价值 | $1.7B | $879.0M |
| 总资产 | — | $5.7B |
| 负债/权益比越低杠杆越低 | — | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资CSLTEAM
| Q1 26 | $771.3M | $1.1B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $2.8B | ||
| Q2 25 | $68.4M | $2.9B | ||
| Q1 25 | $220.2M | $3.0B | ||
| Q4 24 | $753.5M | $2.5B | ||
| Q3 24 | $1.5B | $2.2B | ||
| Q2 24 | $1.7B | — |
总债务CSLTEAM
| Q1 26 | — | $989.1M | ||
| 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CSLTEAM
| Q1 26 | $1.7B | $879.0M | ||
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $2.0B | $1.4B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.8B | $1.0B | ||
| Q2 24 | $3.0B | — |
总资产CSLTEAM
| Q1 26 | — | $5.7B | ||
| Q4 25 | $6.3B | $6.2B | ||
| Q3 25 | $6.5B | $5.7B | ||
| Q2 25 | $5.5B | $6.0B | ||
| Q1 25 | $5.5B | $5.9B | ||
| Q4 24 | $5.8B | $5.4B | ||
| Q3 24 | $6.5B | $5.0B | ||
| Q2 24 | $6.7B | — |
负债/权益比CSLTEAM
| Q1 26 | — | 1.13× | ||
| 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 | — | $567.5M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $561.3M |
| 自由现金流率自由现金流/营收 | -6.9% | 31.4% |
| 资本支出强度资本支出/营收 | 2.7% | 0.3% |
| 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 | $1.2B |
8季度趋势，按日历期对齐
经营现金流CSLTEAM
| Q1 26 | — | $567.5M | ||
| Q4 25 | $386.0M | $177.8M | ||
| Q3 25 | $426.9M | $128.7M | ||
| Q2 25 | $287.1M | $375.3M | ||
| Q1 25 | $1.8M | $652.7M | ||
| Q4 24 | $370.6M | $351.9M | ||
| Q3 24 | $312.8M | $80.5M | ||
| Q2 24 | $183.4M | — |
自由现金流CSLTEAM
| Q1 26 | $-73.0M | $561.3M | ||
| Q4 25 | $346.1M | $168.5M | ||
| Q3 25 | $393.4M | $114.6M | ||
| Q2 25 | $258.3M | $360.3M | ||
| Q1 25 | $-27.2M | $638.3M | ||
| Q4 24 | $334.0M | $342.6M | ||
| Q3 24 | $293.5M | $74.3M | ||
| Q2 24 | $158.5M | — |
自由现金流率CSLTEAM
| Q1 26 | -6.9% | 31.4% | ||
| Q4 25 | 30.7% | 10.6% | ||
| Q3 25 | 29.2% | 8.0% | ||
| Q2 25 | 17.8% | 26.0% | ||
| Q1 25 | -2.5% | 47.0% | ||
| Q4 24 | 29.7% | 26.6% | ||
| Q3 24 | 22.0% | 6.3% | ||
| Q2 24 | 10.9% | — |
资本支出强度CSLTEAM
| Q1 26 | 2.7% | 0.3% | ||
| Q4 25 | 3.5% | 0.6% | ||
| Q3 25 | 2.5% | 1.0% | ||
| Q2 25 | 2.0% | 1.1% | ||
| Q1 25 | 2.6% | 1.1% | ||
| Q4 24 | 3.3% | 0.7% | ||
| Q3 24 | 1.4% | 0.5% | ||
| Q2 24 | 1.7% | — |
现金转化率CSLTEAM
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | — | ||
| Q2 24 | 0.26× | — |
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% |
TEAM
| Cloud | $1.1B | 63% |
| Data Center | $560.7M | 31% |
| Marketplace and other (1) | $93.8M | 5% |
