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CARLISLE COMPANIES INC（CSL）与West Pharmaceutical Services（WST）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West Pharmaceutical Services的1.3倍（$1.1B vs $805.0M），West Pharmaceutical Services净利率更高（16.4% vs 12.1%，领先4.3%），West Pharmaceutical Services同比增速更快（7.5% vs -4.0%），West Pharmaceutical Services自由现金流更多（$175.0M vs $-73.0M），过去两年West Pharmaceutical Services的营收复合增速更高（7.6% 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。
美国West Pharmaceutical Services是注射用药品包装及给药系统的设计和制造商，1923年成立，总部位于宾夕法尼亚州埃克斯顿。成立初期主营注射类药物包装用橡胶组件，曾为青霉素和胰岛素生产商提供符合无菌要求的配套产品。
CSL vs WST — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $805.0M |
| 净利润 | $127.7M | $132.1M |
| 毛利率 | 34.5% | 37.8% |
| 营业利润率 | 17.1% | 19.5% |
| 净利率 | 12.1% | 16.4% |
| 营收同比 | -4.0% | 7.5% |
| 净利润同比 | -10.9% | 1.5% |
| 每股收益（稀释后） | $3.10 | $1.82 |
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 | $805.0M | ||
| Q3 25 | $1.3B | $804.6M | ||
| Q2 25 | $1.4B | $766.5M | ||
| Q1 25 | $1.1B | $698.0M | ||
| Q4 24 | $1.1B | $748.8M | ||
| Q3 24 | $1.3B | $746.9M | ||
| Q2 24 | $1.5B | $702.1M |
| Q1 26 | $127.7M | — | ||
| Q4 25 | $127.4M | $132.1M | ||
| Q3 25 | $214.2M | $140.0M | ||
| Q2 25 | $255.8M | $131.8M | ||
| Q1 25 | $143.3M | $89.8M | ||
| Q4 24 | $162.8M | $130.1M | ||
| Q3 24 | $244.3M | $136.0M | ||
| Q2 24 | $712.4M | $111.3M |
| Q1 26 | 34.5% | — | ||
| Q4 25 | 33.8% | 37.8% | ||
| Q3 25 | 36.0% | 36.6% | ||
| Q2 25 | 37.3% | 35.7% | ||
| Q1 25 | 35.2% | 33.2% | ||
| Q4 24 | 36.1% | 36.5% | ||
| Q3 24 | 38.6% | 35.4% | ||
| Q2 24 | 39.2% | 32.8% |
| Q1 26 | 17.1% | — | ||
| Q4 25 | 16.8% | 19.5% | ||
| Q3 25 | 21.8% | 20.8% | ||
| Q2 25 | 23.1% | 20.1% | ||
| Q1 25 | 16.8% | 15.3% | ||
| Q4 24 | 19.9% | 21.3% | ||
| Q3 24 | 23.7% | 21.6% | ||
| Q2 24 | 26.0% | 18.0% |
| Q1 26 | 12.1% | — | ||
| Q4 25 | 11.3% | 16.4% | ||
| Q3 25 | 15.9% | 17.4% | ||
| Q2 25 | 17.6% | 17.2% | ||
| Q1 25 | 13.1% | 12.9% | ||
| Q4 24 | 14.5% | 17.4% | ||
| Q3 24 | 18.3% | 18.2% | ||
| Q2 24 | 49.1% | 15.9% |
| Q1 26 | $3.10 | — | ||
| Q4 25 | $3.06 | $1.82 | ||
| Q3 25 | $4.98 | $1.92 | ||
| Q2 25 | $5.88 | $1.82 | ||
| Q1 25 | $3.20 | $1.23 | ||
| Q4 24 | $3.76 | $1.78 | ||
| Q3 24 | $5.25 | $1.85 | ||
| Q2 24 | $14.84 | $1.51 |
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 | $791.3M |
| 总债务越低越好 | — | $202.8M |
| 股东权益账面价值 | $1.7B | $3.2B |
| 总资产 | — | $4.3B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
| Q1 26 | $771.3M | — | ||
| Q4 25 | $1.1B | $791.3M | ||
| Q3 25 | $1.1B | $628.5M | ||
| Q2 25 | $68.4M | $509.7M | ||
| Q1 25 | $220.2M | $404.2M | ||
| Q4 24 | $753.5M | $484.6M | ||
| Q3 24 | $1.5B | $490.9M | ||
| Q2 24 | $1.7B | $446.2M |
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $202.8M | ||
| Q3 25 | $2.9B | $202.7M | ||
| Q2 25 | $1.9B | $202.6M | ||
| Q1 25 | $1.9B | $202.6M | ||
| Q4 24 | $1.9B | $202.6M | ||
| Q3 24 | $2.3B | $202.6M | ||
| Q2 24 | $2.3B | $205.8M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $3.2B | ||
| Q3 25 | $2.0B | $3.1B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.2B | $2.7B | ||
| Q4 24 | $2.5B | $2.7B | ||
| Q3 24 | $2.8B | $2.8B | ||
| Q2 24 | $3.0B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $4.3B | ||
| Q3 25 | $6.5B | $4.1B | ||
| Q2 25 | $5.5B | $4.0B | ||
| Q1 25 | $5.5B | $3.6B | ||
| Q4 24 | $5.8B | $3.6B | ||
| Q3 24 | $6.5B | $3.7B | ||
| Q2 24 | $6.7B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 1.61× | 0.06× | ||
| Q3 25 | 1.45× | 0.07× | ||
| Q2 25 | 0.89× | 0.07× | ||
| Q1 25 | 0.87× | 0.08× | ||
| Q4 24 | 0.77× | 0.08× | ||
| Q3 24 | 0.83× | 0.07× | ||
| Q2 24 | 0.76× | 0.08× |
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 | — | $251.1M |
| 自由现金流经营现金流 - 资本支出 | $-73.0M | $175.0M |
| 自由现金流率自由现金流/营收 | -6.9% | 21.7% |
| 资本支出强度资本支出/营收 | 2.7% | 9.5% |
| 现金转化率经营现金流/净利润 | — | 1.90× |
| 过去12个月自由现金流最近4个季度 | $924.8M | $468.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $386.0M | $251.1M | ||
| Q3 25 | $426.9M | $197.2M | ||
| Q2 25 | $287.1M | $177.1M | ||
| Q1 25 | $1.8M | $129.4M | ||
| Q4 24 | $370.6M | $190.1M | ||
| Q3 24 | $312.8M | $180.1M | ||
| Q2 24 | $183.4M | $165.0M |
| Q1 26 | $-73.0M | — | ||
| Q4 25 | $346.1M | $175.0M | ||
| Q3 25 | $393.4M | $133.9M | ||
| Q2 25 | $258.3M | $101.9M | ||
| Q1 25 | $-27.2M | $58.1M | ||
| Q4 24 | $334.0M | $85.2M | ||
| Q3 24 | $293.5M | $98.8M | ||
| Q2 24 | $158.5M | $64.8M |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 30.7% | 21.7% | ||
| Q3 25 | 29.2% | 16.6% | ||
| Q2 25 | 17.8% | 13.3% | ||
| Q1 25 | -2.5% | 8.3% | ||
| Q4 24 | 29.7% | 11.4% | ||
| Q3 24 | 22.0% | 13.2% | ||
| Q2 24 | 10.9% | 9.2% |
| Q1 26 | 2.7% | — | ||
| Q4 25 | 3.5% | 9.5% | ||
| Q3 25 | 2.5% | 7.9% | ||
| Q2 25 | 2.0% | 9.8% | ||
| Q1 25 | 2.6% | 10.2% | ||
| Q4 24 | 3.3% | 14.0% | ||
| Q3 24 | 1.4% | 10.9% | ||
| Q2 24 | 1.7% | 14.3% |
| Q1 26 | — | — | ||
| Q4 25 | 3.03× | 1.90× | ||
| Q3 25 | 1.99× | 1.41× | ||
| Q2 25 | 1.12× | 1.34× | ||
| Q1 25 | 0.01× | 1.44× | ||
| Q4 24 | 2.28× | 1.46× | ||
| Q3 24 | 1.28× | 1.32× | ||
| Q2 24 | 0.26× | 1.48× |
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% |
WST
| Proprietary Products | $661.8M | 82% |
| Contract Manufactured Products | $143.2M | 18% |
| Affiliated Entity | $3.3M | 0% |
