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CARRIAGE SERVICES INC（CSV）与Limbach Holdings, Inc.（LMB）财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是CARRIAGE SERVICES INC的1.3倍（$138.9M vs $105.5M），CARRIAGE SERVICES INC净利率更高（11.6% vs 3.2%，领先8.5%），CARRIAGE SERVICES INC同比增速更快（8.0% vs 4.3%），过去两年Limbach Holdings, Inc.的营收复合增速更高（6.6% vs 1.0%）
怡和Cycle & Carriage有限公司是怡和集团在东南亚的投资控股公司，目前该集团持有其75%的股份，是怡和集团在东南亚区域开展资本布局与投资业务的核心平台。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
CSV vs LMB — 直观对比
营收规模更大
LMB
是对方的1.3倍
$105.5M
营收增速更快
CSV
高出3.6%
4.3%
净利率更高
CSV
高出8.5%
3.2%
两年增速更快
LMB
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $105.5M | $138.9M |
| 净利润 | $12.3M | $4.4M |
| 毛利率 | 34.8% | 22.4% |
| 营业利润率 | 23.3% | 0.8% |
| 净利率 | 11.6% | 3.2% |
| 营收同比 | 8.0% | 4.3% |
| 净利润同比 | 24.5% | — |
| 每股收益（稀释后） | $0.76 | $0.36 |
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CSVLMB
| Q1 26 | — | $138.9M | ||
| Q4 25 | $105.5M | $186.9M | ||
| Q3 25 | $102.7M | $184.6M | ||
| Q2 25 | $102.1M | $142.2M | ||
| Q1 25 | $107.1M | $133.1M | ||
| Q4 24 | $97.7M | $143.7M | ||
| Q3 24 | $100.7M | $133.9M | ||
| Q2 24 | $102.3M | $122.2M |
净利润CSVLMB
| Q1 26 | — | $4.4M | ||
| Q4 25 | $12.3M | $12.3M | ||
| Q3 25 | $6.6M | $8.8M | ||
| Q2 25 | $11.7M | $7.8M | ||
| Q1 25 | $20.9M | $10.2M | ||
| Q4 24 | $9.9M | $9.8M | ||
| Q3 24 | $9.9M | $7.5M | ||
| Q2 24 | $6.3M | $6.0M |
毛利率CSVLMB
| Q1 26 | — | 22.4% | ||
| Q4 25 | 34.8% | 25.7% | ||
| Q3 25 | 35.3% | 24.2% | ||
| Q2 25 | 35.2% | 28.0% | ||
| Q1 25 | 35.3% | 27.6% | ||
| Q4 24 | 34.4% | 30.3% | ||
| Q3 24 | 35.2% | 27.0% | ||
| Q2 24 | 36.2% | 27.4% |
营业利润率CSVLMB
| Q1 26 | — | 0.8% | ||
| Q4 25 | 23.3% | 9.4% | ||
| Q3 25 | 17.0% | 7.2% | ||
| Q2 25 | 23.5% | 7.5% | ||
| Q1 25 | 29.5% | 5.9% | ||
| Q4 24 | 21.6% | 9.1% | ||
| Q3 24 | 22.7% | 8.1% | ||
| Q2 24 | 18.0% | 6.7% |
净利率CSVLMB
| Q1 26 | — | 3.2% | ||
| Q4 25 | 11.6% | 6.6% | ||
| Q3 25 | 6.4% | 4.8% | ||
| Q2 25 | 11.5% | 5.5% | ||
| Q1 25 | 19.5% | 7.7% | ||
| Q4 24 | 10.1% | 6.9% | ||
| Q3 24 | 9.8% | 5.6% | ||
| Q2 24 | 6.1% | 4.9% |
每股收益（稀释后）CSVLMB
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.76 | $1.01 | ||
| Q3 25 | $0.41 | $0.73 | ||
| Q2 25 | $0.74 | $0.64 | ||
| Q1 25 | $1.34 | $0.85 | ||
| Q4 24 | $0.62 | $0.81 | ||
| Q3 24 | $0.63 | $0.62 | ||
| Q2 24 | $0.40 | $0.50 |
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 | $1.7M | $15.8M |
| 总债务越低越好 | — | $56.6M |
| 股东权益账面价值 | $254.8M | $196.3M |
| 总资产 | $1.3B | $377.0M |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资CSVLMB
| Q1 26 | — | $15.8M | ||
| Q4 25 | $1.7M | $11.3M | ||
| Q3 25 | $1.2M | $9.8M | ||
| Q2 25 | $1.4M | $38.9M | ||
| Q1 25 | $4.6M | $38.1M | ||
| Q4 24 | $1.2M | $44.9M | ||
| Q3 24 | $1.3M | $51.2M | ||
| Q2 24 | $1.5M | $59.5M |
总债务CSVLMB
| Q1 26 | — | $56.6M | ||
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M |
股东权益CSVLMB
| Q1 26 | — | $196.3M | ||
| Q4 25 | $254.8M | $195.7M | ||
| Q3 25 | $242.1M | $181.6M | ||
| Q2 25 | $235.4M | $170.5M | ||
| Q1 25 | $223.1M | $161.1M | ||
| Q4 24 | $208.6M | $153.5M | ||
| Q3 24 | $198.1M | $142.2M | ||
| Q2 24 | $187.9M | $133.0M |
总资产CSVLMB
| Q1 26 | — | $377.0M | ||
| Q4 25 | $1.3B | $381.1M | ||
| Q3 25 | $1.3B | $409.1M | ||
| Q2 25 | $1.3B | $343.0M | ||
| Q1 25 | $1.3B | $336.4M | ||
| Q4 24 | $1.3B | $352.1M | ||
| Q3 24 | $1.3B | $324.4M | ||
| Q2 24 | $1.3B | $303.9M |
负债/权益比CSVLMB
| Q1 26 | — | 0.29× | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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 | $14.1M | — |
| 自由现金流经营现金流 - 资本支出 | $6.2M | — |
| 自由现金流率自由现金流/营收 | 5.9% | — |
| 资本支出强度资本支出/营收 | 7.5% | — |
| 现金转化率经营现金流/净利润 | 1.15× | — |
| 过去12个月自由现金流最近4个季度 | $40.1M | — |
8季度趋势，按日历期对齐
经营现金流CSVLMB
| Q1 26 | — | — | ||
| Q4 25 | $14.1M | $28.1M | ||
| Q3 25 | $24.7M | $13.3M | ||
| Q2 25 | $8.1M | $2.0M | ||
| Q1 25 | $13.8M | $2.2M | ||
| Q4 24 | $9.3M | $19.3M | ||
| Q3 24 | $20.9M | $4.9M | ||
| Q2 24 | $2.2M | $16.5M |
自由现金流CSVLMB
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | $27.9M | ||
| Q3 25 | $18.0M | $12.8M | ||
| Q2 25 | $5.2M | $1.2M | ||
| Q1 25 | $10.6M | $11.0K | ||
| Q4 24 | $4.9M | $18.0M | ||
| Q3 24 | $16.2M | $4.6M | ||
| Q2 24 | $-1.4M | $13.2M |
自由现金流率CSVLMB
| Q1 26 | — | — | ||
| Q4 25 | 5.9% | 14.9% | ||
| Q3 25 | 17.5% | 7.0% | ||
| Q2 25 | 5.1% | 0.8% | ||
| Q1 25 | 9.9% | 0.0% | ||
| Q4 24 | 5.0% | 12.5% | ||
| Q3 24 | 16.1% | 3.4% | ||
| Q2 24 | -1.4% | 10.8% |
资本支出强度CSVLMB
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 0.1% | ||
| Q3 25 | 6.5% | 0.3% | ||
| Q2 25 | 2.8% | 0.6% | ||
| Q1 25 | 3.0% | 1.7% | ||
| Q4 24 | 4.5% | 0.9% | ||
| Q3 24 | 4.6% | 0.3% | ||
| Q2 24 | 3.5% | 2.7% |
现金转化率CSVLMB
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | 2.29× | ||
| Q3 25 | 3.76× | 1.52× | ||
| Q2 25 | 0.69× | 0.26× | ||
| Q1 25 | 0.66× | 0.22× | ||
| Q4 24 | 0.94× | 1.96× | ||
| Q3 24 | 2.11× | 0.66× | ||
| Q2 24 | 0.34× | 2.77× |
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
CSV
| Propertyand Merchandise | $47.8M | 45% |
| Cemetery Interment Rights | $24.8M | 23% |
| Merchandise | $18.9M | 18% |
| Other Revenue | $10.2M | 10% |
| Other | $3.9M | 4% |
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
