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CARLISLE COMPANIES INC（CSL）与Talen Energy Corp（TLN）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Talen Energy Corp的1.4倍（$1.1B vs $758.0M），CARLISLE COMPANIES INC净利率更高（12.1% vs -47.9%，领先60.0%），Talen Energy Corp同比增速更快（114.7% vs -4.0%），Talen Energy Corp自由现金流更多（$254.0M vs $-73.0M），过去两年Talen Energy Corp的营收复合增速更高（35.0% 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。
PPL公司是总部位于美国宾夕法尼亚州东部利哈伊谷阿伦敦的能源企业，于纽约证券交易所上市（股票代码：PPL），属标普500指数成分股。截至2022年，公司营收79亿美元，总资产超370亿美元，拥有6500名员工，服务360万客户。
CSL vs TLN — 直观对比
营收规模更大
CSL
是对方的1.4倍
$758.0M
营收增速更快
TLN
高出118.7%
-4.0%
净利率更高
CSL
高出60.0%
-47.9%
自由现金流更多
TLN
多$327.0M
$-73.0M
两年增速更快
TLN
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $758.0M |
| 净利润 | $127.7M | $-363.0M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | -41.3% |
| 净利率 | 12.1% | -47.9% |
| 营收同比 | -4.0% | 114.7% |
| 净利润同比 | -10.9% | -542.7% |
| 每股收益（稀释后） | $3.10 | $-7.60 |
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CSLTLN
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $758.0M | ||
| Q3 25 | $1.3B | $697.0M | ||
| Q2 25 | $1.4B | $409.0M | ||
| Q1 25 | $1.1B | $654.0M | ||
| Q4 24 | $1.1B | $353.0M | ||
| Q3 24 | $1.3B | $459.0M | ||
| Q2 24 | $1.5B | $346.0M |
净利润CSLTLN
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $-363.0M | ||
| Q3 25 | $214.2M | $207.0M | ||
| Q2 25 | $255.8M | $72.0M | ||
| Q1 25 | $143.3M | $-135.0M | ||
| Q4 24 | $162.8M | $82.0M | ||
| Q3 24 | $244.3M | $168.0M | ||
| Q2 24 | $712.4M | $454.0M |
毛利率CSLTLN
| 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CSLTLN
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | -41.3% | ||
| Q3 25 | 21.8% | 37.7% | ||
| Q2 25 | 23.1% | 16.1% | ||
| Q1 25 | 16.8% | -16.2% | ||
| Q4 24 | 19.9% | 4.5% | ||
| Q3 24 | 23.7% | 34.4% | ||
| Q2 24 | 26.0% | 7.8% |
净利率CSLTLN
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | -47.9% | ||
| Q3 25 | 15.9% | 29.7% | ||
| Q2 25 | 17.6% | 17.6% | ||
| Q1 25 | 13.1% | -20.6% | ||
| Q4 24 | 14.5% | 23.2% | ||
| Q3 24 | 18.3% | 36.6% | ||
| Q2 24 | 49.1% | 131.2% |
每股收益（稀释后）CSLTLN
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $-7.60 | ||
| Q3 25 | $4.98 | $4.25 | ||
| Q2 25 | $5.88 | $1.50 | ||
| Q1 25 | $3.20 | $-2.94 | ||
| Q4 24 | $3.76 | $2.07 | ||
| Q3 24 | $5.25 | $3.16 | ||
| Q2 24 | $14.84 | $7.60 |
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 | $689.0M |
| 总债务越低越好 | — | $6.8B |
| 股东权益账面价值 | $1.7B | $1.1B |
| 总资产 | — | $10.9B |
| 负债/权益比越低杠杆越低 | — | 6.23× |
8季度趋势，按日历期对齐
现金及短期投资CSLTLN
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $689.0M | ||
| Q3 25 | $1.1B | $497.0M | ||
| Q2 25 | $68.4M | $122.0M | ||
| Q1 25 | $220.2M | $295.0M | ||
| Q4 24 | $753.5M | $328.0M | ||
| Q3 24 | $1.5B | $648.0M | ||
| Q2 24 | $1.7B | $632.0M |
总债务CSLTLN
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $6.8B | ||
| Q3 25 | $2.9B | $3.0B | ||
| Q2 25 | $1.9B | $3.0B | ||
| Q1 25 | $1.9B | $3.0B | ||
| Q4 24 | $1.9B | $3.0B | ||
| Q3 24 | $2.3B | $2.6B | ||
| Q2 24 | $2.3B | $2.6B |
股东权益CSLTLN
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.2B | $1.2B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.8B | $2.4B | ||
| Q2 24 | $3.0B | $2.5B |
总资产CSLTLN
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $10.9B | ||
| Q3 25 | $6.5B | $6.1B | ||
| Q2 25 | $5.5B | $5.8B | ||
| Q1 25 | $5.5B | $5.9B | ||
| Q4 24 | $5.8B | $6.1B | ||
| Q3 24 | $6.5B | $6.8B | ||
| Q2 24 | $6.7B | $7.1B |
负债/权益比CSLTLN
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 6.23× | ||
| Q3 25 | 1.45× | 2.03× | ||
| Q2 25 | 0.89× | 2.40× | ||
| Q1 25 | 0.87× | 2.54× | ||
| Q4 24 | 0.77× | 2.17× | ||
| Q3 24 | 0.83× | 1.10× | ||
| Q2 24 | 0.76× | 1.05× |
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 | — | $280.0M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $254.0M |
| 自由现金流率自由现金流/营收 | -6.9% | 33.5% |
| 资本支出强度资本支出/营收 | 2.7% | 3.4% |
| 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 | $606.0M |
8季度趋势，按日历期对齐
经营现金流CSLTLN
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $280.0M | ||
| Q3 25 | $426.9M | $489.0M | ||
| Q2 25 | $287.1M | $-184.0M | ||
| Q1 25 | $1.8M | $119.0M | ||
| Q4 24 | $370.6M | — | ||
| Q3 24 | $312.8M | $96.0M | ||
| Q2 24 | $183.4M | $-23.0M |
自由现金流CSLTLN
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $254.0M | ||
| Q3 25 | $393.4M | $468.0M | ||
| Q2 25 | $258.3M | $-217.0M | ||
| Q1 25 | $-27.2M | $101.0M | ||
| Q4 24 | $334.0M | — | ||
| Q3 24 | $293.5M | $83.0M | ||
| Q2 24 | $158.5M | $-43.0M |
自由现金流率CSLTLN
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 33.5% | ||
| Q3 25 | 29.2% | 67.1% | ||
| Q2 25 | 17.8% | -53.1% | ||
| Q1 25 | -2.5% | 15.4% | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 22.0% | 18.1% | ||
| Q2 24 | 10.9% | -12.4% |
资本支出强度CSLTLN
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 3.4% | ||
| Q3 25 | 2.5% | 3.0% | ||
| Q2 25 | 2.0% | 8.1% | ||
| Q1 25 | 2.6% | 2.8% | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.4% | 2.8% | ||
| Q2 24 | 1.7% | 5.8% |
现金转化率CSLTLN
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | — | ||
| Q3 25 | 1.99× | 2.36× | ||
| Q2 25 | 1.12× | -2.56× | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.28× | 0.57× | ||
| Q2 24 | 0.26× | -0.05× |
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% |
TLN
| Electricity Sales And Ancillary Services | $555.0M | 73% |
| Operating Revenue Capacity | $182.0M | 24% |
| Physical Electricity Sales Bilateral Contracts Other | $21.0M | 3% |
