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CARLISLE COMPANIES INC（CSL）与泰佩思琦（TPR）财务数据对比。点击上方公司名可切换其他公司
泰佩思琦的季度营收约是CARLISLE COMPANIES INC的1.8倍（$1.9B vs $1.1B），泰佩思琦净利率更高（17.9% vs 12.1%，领先5.8%），泰佩思琦同比增速更快（21.0% vs -4.0%），过去两年泰佩思琦的营收复合增速更高（9.9% 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。
Tapestry, Inc.是美国知名跨国奢侈品时尚控股企业，旗下拥有Coach、Kate Spade New York、Stuart Weitzman三大标志性生活方式品牌，主营高端手袋、服饰、鞋履、配饰及香水产品，销售渠道覆盖全球线下门店与线上电商平台。
CSL vs TPR — 直观对比
营收规模更大
TPR
是对方的1.8倍
$1.1B
营收增速更快
TPR
高出25.0%
-4.0%
净利率更高
TPR
高出5.8%
12.1%
两年增速更快
TPR
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $127.7M | $343.8M |
| 毛利率 | 34.5% | 76.9% |
| 营业利润率 | 17.1% | 22.3% |
| 净利率 | 12.1% | 17.9% |
| 营收同比 | -4.0% | 21.0% |
| 净利润同比 | -10.9% | — |
| 每股收益（稀释后） | $3.10 | $1.65 |
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CSLTPR
| Q1 26 | $1.1B | $1.9B | ||
| Q4 25 | $1.1B | $2.5B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.4B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $2.2B | ||
| Q3 24 | $1.3B | $1.5B | ||
| Q2 24 | $1.5B | $1.6B |
净利润CSLTPR
| Q1 26 | $127.7M | $343.8M | ||
| Q4 25 | $127.4M | $561.3M | ||
| Q3 25 | $214.2M | $274.8M | ||
| Q2 25 | $255.8M | $-517.1M | ||
| Q1 25 | $143.3M | $203.3M | ||
| Q4 24 | $162.8M | $310.4M | ||
| Q3 24 | $244.3M | $186.6M | ||
| Q2 24 | $712.4M | $159.3M |
毛利率CSLTPR
| Q1 26 | 34.5% | 76.9% | ||
| Q4 25 | 33.8% | 75.5% | ||
| Q3 25 | 36.0% | 76.3% | ||
| Q2 25 | 37.3% | 76.3% | ||
| Q1 25 | 35.2% | 76.1% | ||
| Q4 24 | 36.1% | 74.4% | ||
| Q3 24 | 38.6% | 75.3% | ||
| Q2 24 | 39.2% | 74.9% |
营业利润率CSLTPR
| Q1 26 | 17.1% | 22.3% | ||
| Q4 25 | 16.8% | 28.6% | ||
| Q3 25 | 21.8% | 19.3% | ||
| Q2 25 | 23.1% | -33.9% | ||
| Q1 25 | 16.8% | 16.0% | ||
| Q4 24 | 19.9% | 22.4% | ||
| Q3 24 | 23.7% | 16.7% | ||
| Q2 24 | 26.0% | 14.8% |
净利率CSLTPR
| Q1 26 | 12.1% | 17.9% | ||
| Q4 25 | 11.3% | 22.4% | ||
| Q3 25 | 15.9% | 16.1% | ||
| Q2 25 | 17.6% | -30.0% | ||
| Q1 25 | 13.1% | 12.8% | ||
| Q4 24 | 14.5% | 14.1% | ||
| Q3 24 | 18.3% | 12.4% | ||
| Q2 24 | 49.1% | 10.0% |
每股收益（稀释后）CSLTPR
| Q1 26 | $3.10 | $1.65 | ||
| Q4 25 | $3.06 | $2.68 | ||
| Q3 25 | $4.98 | $1.28 | ||
| Q2 25 | $5.88 | $-2.30 | ||
| Q1 25 | $3.20 | $0.95 | ||
| Q4 24 | $3.76 | $1.38 | ||
| Q3 24 | $5.25 | $0.79 | ||
| Q2 24 | $14.84 | $0.67 |
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 | $1.1B |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $1.7B | $682.4M |
| 总资产 | — | $6.5B |
| 负债/权益比越低杠杆越低 | — | 3.48× |
8季度趋势，按日历期对齐
现金及短期投资CSLTPR
| Q1 26 | $771.3M | $1.1B | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.1B | $743.2M | ||
| Q2 25 | $68.4M | $1.1B | ||
| Q1 25 | $220.2M | $1.1B | ||
| Q4 24 | $753.5M | $1.0B | ||
| Q3 24 | $1.5B | $7.3B | ||
| Q2 24 | $1.7B | $7.2B |
总债务CSLTPR
| Q1 26 | — | $2.4B | ||
| Q4 25 | $2.9B | $2.4B | ||
| Q3 25 | $2.9B | $2.4B | ||
| Q2 25 | $1.9B | $2.4B | ||
| Q1 25 | $1.9B | $2.4B | ||
| Q4 24 | $1.9B | $2.4B | ||
| Q3 24 | $2.3B | $7.0B | ||
| Q2 24 | $2.3B | $6.9B |
股东权益CSLTPR
| Q1 26 | $1.7B | $682.4M | ||
| Q4 25 | $1.8B | $551.2M | ||
| Q3 25 | $2.0B | $399.5M | ||
| Q2 25 | $2.1B | $857.8M | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.8B | $3.0B | ||
| Q2 24 | $3.0B | $2.9B |
总资产CSLTPR
| Q1 26 | — | $6.5B | ||
| Q4 25 | $6.3B | $6.5B | ||
| Q3 25 | $6.5B | $6.4B | ||
| Q2 25 | $5.5B | $6.6B | ||
| Q1 25 | $5.5B | $7.3B | ||
| Q4 24 | $5.8B | $7.3B | ||
| Q3 24 | $6.5B | $13.7B | ||
| Q2 24 | $6.7B | $13.4B |
负债/权益比CSLTPR
| Q1 26 | — | 3.48× | ||
| Q4 25 | 1.61× | 4.32× | ||
| Q3 25 | 1.45× | 5.95× | ||
| Q2 25 | 0.89× | 2.77× | ||
| Q1 25 | 0.87× | 1.59× | ||
| Q4 24 | 0.77× | 1.78× | ||
| Q3 24 | 0.83× | 2.35× | ||
| Q2 24 | 0.76× | 2.39× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | — |
| 自由现金流率自由现金流/营收 | -6.9% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流CSLTPR
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $1.1B | ||
| Q3 25 | $426.9M | $112.6M | ||
| Q2 25 | $287.1M | $446.8M | ||
| Q1 25 | $1.8M | $144.3M | ||
| Q4 24 | $370.6M | $506.0M | ||
| Q3 24 | $312.8M | $119.5M | ||
| Q2 24 | $183.4M | $256.0M |
自由现金流CSLTPR
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $1.0B | ||
| Q3 25 | $393.4M | $80.2M | ||
| Q2 25 | $258.3M | $411.5M | ||
| Q1 25 | $-27.2M | $113.4M | ||
| Q4 24 | $334.0M | $475.1M | ||
| Q3 24 | $293.5M | $93.9M | ||
| Q2 24 | $158.5M | $209.8M |
自由现金流率CSLTPR
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 41.5% | ||
| Q3 25 | 29.2% | 4.7% | ||
| Q2 25 | 17.8% | 23.9% | ||
| Q1 25 | -2.5% | 7.2% | ||
| Q4 24 | 29.7% | 21.6% | ||
| Q3 24 | 22.0% | 6.2% | ||
| Q2 24 | 10.9% | 13.2% |
资本支出强度CSLTPR
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 1.7% | ||
| Q3 25 | 2.5% | 1.9% | ||
| Q2 25 | 2.0% | 2.0% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 3.3% | 1.4% | ||
| Q3 24 | 1.4% | 1.7% | ||
| Q2 24 | 1.7% | 2.9% |
现金转化率CSLTPR
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.93× | ||
| Q3 25 | 1.99× | 0.41× | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 0.01× | 0.71× | ||
| Q4 24 | 2.28× | 1.63× | ||
| Q3 24 | 1.28× | 0.64× | ||
| Q2 24 | 0.26× | 1.61× |
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% |
TPR
暂无分部数据
