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CARLISLE COMPANIES INC（CSL）与Tyler Technologies（TYL）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Tyler Technologies的1.8倍（$1.1B vs $575.2M），CARLISLE COMPANIES INC净利率更高（12.1% vs 11.4%，领先0.7%），Tyler Technologies同比增速更快（6.3% vs -4.0%），Tyler Technologies自由现金流更多（$239.6M vs $-73.0M），过去两年Tyler Technologies的营收复合增速更高（6.0% 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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
CSL vs TYL — 直观对比
营收规模更大
CSL
是对方的1.8倍
$575.2M
营收增速更快
TYL
高出10.3%
-4.0%
净利率更高
CSL
高出0.7%
11.4%
自由现金流更多
TYL
多$312.6M
$-73.0M
两年增速更快
TYL
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $575.2M |
| 净利润 | $127.7M | $65.5M |
| 毛利率 | 34.5% | 45.5% |
| 营业利润率 | 17.1% | 13.0% |
| 净利率 | 12.1% | 11.4% |
| 营收同比 | -4.0% | 6.3% |
| 净利润同比 | -10.9% | 0.5% |
| 每股收益（稀释后） | $3.10 | $1.50 |
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CSLTYL
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $575.2M | ||
| Q3 25 | $1.3B | $595.9M | ||
| Q2 25 | $1.4B | $596.1M | ||
| Q1 25 | $1.1B | $565.2M | ||
| Q4 24 | $1.1B | $541.1M | ||
| Q3 24 | $1.3B | $543.3M | ||
| Q2 24 | $1.5B | $541.0M |
净利润CSLTYL
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $65.5M | ||
| Q3 25 | $214.2M | $84.4M | ||
| Q2 25 | $255.8M | $84.6M | ||
| Q1 25 | $143.3M | $81.1M | ||
| Q4 24 | $162.8M | $65.2M | ||
| Q3 24 | $244.3M | $75.9M | ||
| Q2 24 | $712.4M | $67.7M |
毛利率CSLTYL
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 45.5% | ||
| Q3 25 | 36.0% | 47.2% | ||
| Q2 25 | 37.3% | 45.8% | ||
| Q1 25 | 35.2% | 47.3% | ||
| Q4 24 | 36.1% | 43.8% | ||
| Q3 24 | 38.6% | 43.7% | ||
| Q2 24 | 39.2% | 44.0% |
营业利润率CSLTYL
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 13.0% | ||
| Q3 25 | 21.8% | 16.4% | ||
| Q2 25 | 23.1% | 16.0% | ||
| Q1 25 | 16.8% | 15.8% | ||
| Q4 24 | 19.9% | 13.2% | ||
| Q3 24 | 23.7% | 15.2% | ||
| Q2 24 | 26.0% | 14.4% |
净利率CSLTYL
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 11.4% | ||
| Q3 25 | 15.9% | 14.2% | ||
| Q2 25 | 17.6% | 14.2% | ||
| Q1 25 | 13.1% | 14.3% | ||
| Q4 24 | 14.5% | 12.1% | ||
| Q3 24 | 18.3% | 14.0% | ||
| Q2 24 | 49.1% | 12.5% |
每股收益（稀释后）CSLTYL
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.50 | ||
| Q3 25 | $4.98 | $1.93 | ||
| Q2 25 | $5.88 | $1.93 | ||
| Q1 25 | $3.20 | $1.84 | ||
| Q4 24 | $3.76 | $1.48 | ||
| Q3 24 | $5.25 | $1.74 | ||
| Q2 24 | $14.84 | $1.57 |
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 | — | $599.7M |
| 股东权益账面价值 | $1.7B | $3.7B |
| 总资产 | — | $5.6B |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资CSLTYL
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.1B | $950.8M | ||
| Q2 25 | $68.4M | $892.3M | ||
| Q1 25 | $220.2M | $807.4M | ||
| Q4 24 | $753.5M | $768.0M | ||
| Q3 24 | $1.5B | $544.3M | ||
| Q2 24 | $1.7B | $258.0M |
总债务CSLTYL
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $599.7M | ||
| Q3 25 | $2.9B | $599.2M | ||
| Q2 25 | $1.9B | $598.8M | ||
| Q1 25 | $1.9B | $598.4M | ||
| Q4 24 | $1.9B | $597.9M | ||
| Q3 24 | $2.3B | $597.5M | ||
| Q2 24 | $2.3B | $597.1M |
股东权益CSLTYL
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $3.7B | ||
| Q3 25 | $2.0B | $3.6B | ||
| Q2 25 | $2.1B | $3.6B | ||
| Q1 25 | $2.2B | $3.5B | ||
| Q4 24 | $2.5B | $3.4B | ||
| Q3 24 | $2.8B | $3.3B | ||
| Q2 24 | $3.0B | $3.1B |
总资产CSLTYL
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $5.6B | ||
| Q3 25 | $6.5B | $5.5B | ||
| Q2 25 | $5.5B | $5.4B | ||
| Q1 25 | $5.5B | $5.2B | ||
| Q4 24 | $5.8B | $5.2B | ||
| Q3 24 | $6.5B | $5.0B | ||
| Q2 24 | $6.7B | $4.8B |
负债/权益比CSLTYL
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.16× | ||
| Q3 25 | 1.45× | 0.17× | ||
| Q2 25 | 0.89× | 0.16× | ||
| Q1 25 | 0.87× | 0.17× | ||
| Q4 24 | 0.77× | 0.18× | ||
| Q3 24 | 0.83× | 0.18× | ||
| Q2 24 | 0.76× | 0.19× |
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 | — | $243.9M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $239.6M |
| 自由现金流率自由现金流/营收 | -6.9% | 41.7% |
| 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 | — | 3.72× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $637.5M |
8季度趋势，按日历期对齐
经营现金流CSLTYL
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $243.9M | ||
| Q3 25 | $426.9M | $255.2M | ||
| Q2 25 | $287.1M | $98.3M | ||
| Q1 25 | $1.8M | $56.2M | ||
| Q4 24 | $370.6M | $224.8M | ||
| Q3 24 | $312.8M | $263.7M | ||
| Q2 24 | $183.4M | $64.3M |
自由现金流CSLTYL
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $239.6M | ||
| Q3 25 | $393.4M | $251.3M | ||
| Q2 25 | $258.3M | $92.8M | ||
| Q1 25 | $-27.2M | $53.8M | ||
| Q4 24 | $334.0M | $221.0M | ||
| Q3 24 | $293.5M | $260.8M | ||
| Q2 24 | $158.5M | $57.7M |
自由现金流率CSLTYL
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 41.7% | ||
| Q3 25 | 29.2% | 42.2% | ||
| Q2 25 | 17.8% | 15.6% | ||
| Q1 25 | -2.5% | 9.5% | ||
| Q4 24 | 29.7% | 40.8% | ||
| Q3 24 | 22.0% | 48.0% | ||
| Q2 24 | 10.9% | 10.7% |
资本支出强度CSLTYL
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 0.8% | ||
| Q3 25 | 2.5% | 0.7% | ||
| Q2 25 | 2.0% | 0.9% | ||
| Q1 25 | 2.6% | 0.4% | ||
| Q4 24 | 3.3% | 0.7% | ||
| Q3 24 | 1.4% | 0.5% | ||
| Q2 24 | 1.7% | 1.2% |
现金转化率CSLTYL
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 3.72× | ||
| Q3 25 | 1.99× | 3.02× | ||
| Q2 25 | 1.12× | 1.16× | ||
| Q1 25 | 0.01× | 0.69× | ||
| Q4 24 | 2.28× | 3.45× | ||
| Q3 24 | 1.28× | 3.47× | ||
| Q2 24 | 0.26× | 0.95× |
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
TYL
| Saas Arrangements | $186.1M | 32% |
| Platform Technologies Segment | $143.3M | 25% |
| Maintenance | $109.4M | 19% |
| Professional Services | $55.3M | 10% |
| Nonrecurring Revenue | $51.3M | 9% |
| Other | $21.4M | 4% |
| Hardware And Other | $8.4M | 1% |
