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CARLISLE COMPANIES INC（CSL）与Tri Pointe Homes, Inc.（TPH）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Tri Pointe Homes, Inc.的1.1倍（$1.1B vs $972.6M），CARLISLE COMPANIES INC净利率更高（12.1% vs 6.2%，领先6.0%），CARLISLE COMPANIES INC同比增速更快（-4.0% vs -22.4%），Tri Pointe Homes, Inc.自由现金流更多（$213.2M vs $-73.0M），过去两年Tri Pointe Homes, Inc.的营收复合增速更高（1.8% 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。
Tri Pointe Homes, Inc.是总部位于美国内华达州inclinet村的住宅建筑企业，为购房者提供融资及保险服务，业务覆盖亚利桑那、加利福尼亚、内华达、华盛顿、科罗拉多、得克萨斯、哥伦比亚特区、马里兰、北卡罗来纳、南卡罗来纳、弗吉尼亚等地区，按房屋交付量计算是美国第18大住宅建筑商。
CSL vs TPH — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $972.6M |
| 净利润 | $127.7M | $60.2M |
| 毛利率 | 34.5% | — |
| 营业利润率 | 17.1% | 8.1% |
| 净利率 | 12.1% | 6.2% |
| 营收同比 | -4.0% | -22.4% |
| 净利润同比 | -10.9% | -53.4% |
| 每股收益（稀释后） | $3.10 | $0.70 |
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
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $972.6M | ||
| Q3 25 | $1.3B | $854.7M | ||
| Q2 25 | $1.4B | $902.4M | ||
| Q1 25 | $1.1B | $740.9M | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.5B | $1.2B |
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $60.2M | ||
| Q3 25 | $214.2M | $56.1M | ||
| Q2 25 | $255.8M | $60.7M | ||
| Q1 25 | $143.3M | $64.0M | ||
| Q4 24 | $162.8M | $129.2M | ||
| Q3 24 | $244.3M | $111.8M | ||
| Q2 24 | $712.4M | $118.0M |
| 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% | — |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 8.1% | ||
| Q3 25 | 21.8% | 8.1% | ||
| Q2 25 | 23.1% | 8.5% | ||
| Q1 25 | 16.8% | 10.4% | ||
| Q4 24 | 19.9% | 13.4% | ||
| Q3 24 | 23.7% | 12.6% | ||
| Q2 24 | 26.0% | 12.9% |
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 6.2% | ||
| Q3 25 | 15.9% | 6.6% | ||
| Q2 25 | 17.6% | 6.7% | ||
| Q1 25 | 13.1% | 8.6% | ||
| Q4 24 | 14.5% | 10.3% | ||
| Q3 24 | 18.3% | 9.8% | ||
| Q2 24 | 49.1% | 10.2% |
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $0.70 | ||
| Q3 25 | $4.98 | $0.64 | ||
| Q2 25 | $5.88 | $0.68 | ||
| Q1 25 | $3.20 | $0.70 | ||
| Q4 24 | $3.76 | $1.37 | ||
| Q3 24 | $5.25 | $1.18 | ||
| Q2 24 | $14.84 | $1.25 |
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 | $982.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.7B | $3.3B |
| 总资产 | — | $5.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $982.8M | ||
| Q3 25 | $1.1B | $792.0M | ||
| Q2 25 | $68.4M | $622.6M | ||
| Q1 25 | $220.2M | $812.9M | ||
| Q4 24 | $753.5M | $970.0M | ||
| Q3 24 | $1.5B | $676.0M | ||
| Q2 24 | $1.7B | $492.9M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | $646.5M | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $3.3B | ||
| Q3 25 | $2.0B | $3.3B | ||
| Q2 25 | $2.1B | $3.3B | ||
| Q1 25 | $2.2B | $3.3B | ||
| Q4 24 | $2.5B | $3.3B | ||
| Q3 24 | $2.8B | $3.2B | ||
| Q2 24 | $3.0B | $3.1B |
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $5.0B | ||
| Q3 25 | $6.5B | $5.0B | ||
| Q2 25 | $5.5B | $4.8B | ||
| Q1 25 | $5.5B | $4.8B | ||
| Q4 24 | $5.8B | $4.9B | ||
| Q3 24 | $6.5B | $4.8B | ||
| Q2 24 | $6.7B | $4.6B |
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | — | ||
| Q3 25 | 1.45× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.77× | 0.19× | ||
| 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 | — | $221.0M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $213.2M |
| 自由现金流率自由现金流/营收 | -6.9% | 21.9% |
| 资本支出强度资本支出/营收 | 2.7% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 3.67× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $128.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $221.0M | ||
| Q3 25 | $426.9M | $45.9M | ||
| Q2 25 | $287.1M | $-74.3M | ||
| Q1 25 | $1.8M | $-31.2M | ||
| Q4 24 | $370.6M | $360.3M | ||
| Q3 24 | $312.8M | $167.9M | ||
| Q2 24 | $183.4M | $23.1M |
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $213.2M | ||
| Q3 25 | $393.4M | $39.1M | ||
| Q2 25 | $258.3M | $-84.5M | ||
| Q1 25 | $-27.2M | $-39.3M | ||
| Q4 24 | $334.0M | $355.9M | ||
| Q3 24 | $293.5M | $161.5M | ||
| Q2 24 | $158.5M | $17.0M |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 21.9% | ||
| Q3 25 | 29.2% | 4.6% | ||
| Q2 25 | 17.8% | -9.4% | ||
| Q1 25 | -2.5% | -5.3% | ||
| Q4 24 | 29.7% | 28.4% | ||
| Q3 24 | 22.0% | 14.1% | ||
| Q2 24 | 10.9% | 1.5% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.8% | ||
| Q3 25 | 2.5% | 0.8% | ||
| Q2 25 | 2.0% | 1.1% | ||
| Q1 25 | 2.6% | 1.1% | ||
| Q4 24 | 3.3% | 0.3% | ||
| Q3 24 | 1.4% | 0.6% | ||
| Q2 24 | 1.7% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 3.67× | ||
| Q3 25 | 1.99× | 0.82× | ||
| Q2 25 | 1.12× | -1.22× | ||
| Q1 25 | 0.01× | -0.49× | ||
| Q4 24 | 2.28× | 2.79× | ||
| Q3 24 | 1.28× | 1.50× | ||
| Q2 24 | 0.26× | 0.20× |
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
TPH
| West | $547.8M | 56% |
| Central | $245.1M | 25% |
| East | $161.8M | 17% |
| Financial Services Segment | $18.0M | 2% |
| Land | $7.9M | 1% |
