Carlisle Companies (NYSE:CSL) Releases Quarterly Earnings Results

Carlisle Companies (NYSE:CSL) announced its quarterly earnings data on Wednesday. The conglomerate reported $7.03 EPS for the quarter, beating analysts’ consensus estimates of $6.35 by $0.68, FiscalAI reports. The company had revenue of $1.57 billion during the quarter, compared to the consensus estimate of $1.48 billion. Carlisle Companies had a return on equity of 43.78% and a net margin of 14.57%.The company’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.27 EPS.

Here are the key takeaways from Carlisle Companies’ conference call:

• Record Q2 results included revenue of $1.6 billion, up 8% year over year, and adjusted EPS of $7.03, up 12%, supported by reroofing demand, strategic initiatives, productivity gains, and share repurchases.
• Higher petroleum-based raw-material and freight costs reduced adjusted EBITDA margin by 70 basis points to 26.2%; management lowered its full-year margin outlook by 50 basis points to flat year over year, although pricing is expected to turn favorable in the fourth quarter.
• Carlisle raised its full-year revenue outlook to mid-single-digit growth despite assuming no recovery in new construction, with healthy reroofing demand and commercial execution driving CCM and share gains supporting CWT.
• CWT’s margin improved 380 basis points sequentially as automation, footprint consolidation, and in-house EPS resin capacity began contributing; the company expects further second-half improvement and approximately $20 million of full-year margin expansion from these initiatives.
• Strong cash generation and confidence that the stock is undervalued prompted Carlisle to increase its 2026 share-repurchase target from $1.0 billion to $1.2 billion; management also reaffirmed its Vision 2030 targets of $40 adjusted EPS and ROIC above 25%.

Carlisle Companies Stock Up 8.1%

NYSE:CSL traded up $27.14 during trading hours on Thursday, hitting $361.68. 219,591 shares of the company’s stock traded hands, compared to its average volume of 453,676. The stock’s fifty day moving average price is $347.29 and its two-hundred day moving average price is $355.98. The firm has a market cap of $14.64 billion, a P/E ratio of 21.25, a P/E/G ratio of 1.10 and a beta of 0.85. The company has a debt-to-equity ratio of 1.74, a quick ratio of 2.58 and a current ratio of 3.38. Carlisle Companies has a twelve month low of $293.43 and a twelve month high of $432.91.

Key Carlisle Companies News

Here are the key news stories impacting Carlisle Companies this week:

• Positive Sentiment: Quarterly results surpassed forecasts. Carlisle reported revenue of $1.57 billion, up approximately 8% year over year and above the $1.48 billion consensus estimate. Adjusted EPS was $7.03, ahead of the $6.35–$6.43 analyst range and up from $6.27 a year earlier. Carlisle Companies Reports Second Quarter Results
• Positive Sentiment: Management raised its full-year revenue outlook. Carlisle now expects consolidated 2026 revenue growth in the mid-single-digit percentage range, while maintaining a flat adjusted EBITDA margin outlook. Second-quarter operating margin was 22.4% and adjusted EBITDA margin was 26.2%, supporting confidence in the company’s profitability despite cost pressures. Q2 2026 Earnings Call Transcript
• Positive Sentiment: Shareholder returns were increased. Carlisle repurchased $250 million of stock during the quarter and raised its 2026 share-repurchase target to $1.2 billion. Buybacks could support per-share earnings and signal management’s confidence in the company’s cash generation. Q2 2026 Results Presentation
• Neutral Sentiment: Both major operating segments grew. Carlisle Construction Materials revenue rose 8% to approximately $1.18 billion, while Carlisle Weatherproofing Technologies revenue increased 10% to $389 million. Investors will likely focus on whether this momentum can continue in a potentially cautious construction environment.
• Negative Sentiment: Prior concerns centered on roofing margins and input costs. Before the results, analysts had cited inflation in petrochemical and MDI materials, supply disruptions, and softer construction conditions. The quarter’s solid margins and raised revenue outlook eased those concerns, but input-cost trends remain a risk. Why Carlisle Companies Stock Was Down
• Negative Sentiment: Reported insider activity has been one-sided. Data cited in the coverage shows 18 open-market insider sales and no purchases over the past six months. This is a secondary concern compared with the earnings beat, but it may temper investor enthusiasm.

Hedge Funds Weigh In On Carlisle Companies

A number of large investors have recently made changes to their positions in CSL. Quarry LP acquired a new stake in shares of Carlisle Companies during the fourth quarter worth approximately $36,000. Osterweis Capital Management Inc. acquired a new position in Carlisle Companies in the 2nd quarter valued at approximately $36,000. EFG International AG acquired a new position in Carlisle Companies in the 4th quarter valued at approximately $39,000. Measured Wealth Private Client Group LLC purchased a new stake in Carlisle Companies in the 3rd quarter worth approximately $43,000. Finally, Global Retirement Partners LLC lifted its position in Carlisle Companies by 550.0% in the 4th quarter. Global Retirement Partners LLC now owns 156 shares of the conglomerate’s stock worth $50,000 after buying an additional 132 shares in the last quarter. Institutional investors and hedge funds own 89.52% of the company’s stock.

Analysts Set New Price Targets

CSL has been the topic of a number of recent analyst reports. Robert W. Baird set a $412.00 target price on Carlisle Companies in a research report on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of Carlisle Companies in a research report on Wednesday, June 24th. Truist Financial dropped their price target on Carlisle Companies from $360.00 to $340.00 and set a “hold” rating on the stock in a research note on Tuesday, July 7th. Oppenheimer boosted their price objective on Carlisle Companies from $420.00 to $425.00 and gave the stock an “outperform” rating in a report on Friday, April 24th. Finally, Raymond James Financial started coverage on shares of Carlisle Companies in a research note on Monday, April 27th. They set an “outperform” rating and a $425.00 price objective for the company. Five investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $400.29.

About Carlisle Companies

Carlisle Companies Inc is a diversified global manufacturer serving a broad array of markets with engineered products, systems and solutions. The company’s operations span several core business segments, including construction materials, fluid technologies, interconnect technologies, brake and friction systems, and engineered products. Carlisle is known for its expertise in developing high-performance building envelope solutions, precision-engineered hoses and fluid-handling components, lightweight interconnect systems for aerospace and defense, and heavy-duty brake and friction products.

Within its construction materials segment, Carlisle offers single-ply roofing membranes, polyiso insulation, and waterproofing systems designed for commercial and industrial buildings.