Zacks Investment Research·Jun 23, 2026
Is Carlisle Companies (CSL) Outperforming Other Conglomerates Stocks This Year?Here is how Carlisle (CSL) and Sumitomo Corp. (SSUMY) have performed compared to their sector so far this year.
Carlisle Companies Incorporated(CSL)Earnings, Financials & Key Ratios
CSL•NYSE
$353.87
20.7× P/E·Price updated Jul 7, 2026
AboutCarlisle Companies Incorporated operates as a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. It operates through three segments: Carlisle Construction Materials, Carlisle Interconnect Technologies, and Carlisle Fluid Technologies. The Carlisle Construction Materials segment produces building envelopes for commercial, industrial, and residential buildings, including single-ply roofing products, rigid foam insulations, spray polyurethane foam, architectural metal products, heating, ventilation and air conditioning hardware and sealants, waterproofing products, and air and vapor barrier systems. The Carlisle Interconnect Technologies segment produces wires and cables, including optical fiber for the commercial aerospace, military and defense electronics, medical device, industrial, and test and measurement markets. It also offers sensors, connectors, contacts, cable assemblies, complex harnesses, racks, trays, and installation kits, as well as engineering and certification services. The Carlisle Fluid Technologies segment produces engineered liquid products, powder products, sealants and adhesives finishing equipment, and integrated system solutions for spraying, pumping, mixing, metering, and curing of coatings used in the automotive manufacture, general industrial, protective coating, wood, and specialty and automotive refinishing markets. The company sells its products under the Carlisle, Binks, DeVilbiss, Ransburg, BGK, MS Powder, Thermax, Tri-Star, LHi Technology, Providien, SynTec, Weatherbond, Hunter Panels, Resitrix, Hertalan, Insulfoam, and Versico brands. Carlisle Companies Incorporated was founded in 1917 and is headquartered in Scottsdale, Arizona.Show more
- Revenue$5.02B+0.3%
- EBITDA$1.2B-9.1%
- Net Income$741M-43.5%
- EPS (Diluted)17.12-38.6%
- Gross Margin35.71%-5.3%
- EBITDA Margin23.84%-9.3%
- Operating Margin19.92%-12.8%
- Net Margin14.76%-43.7%
- ROE34.79%-29.8%
CSL Price & Volume
Carlisle Companies Incorporated (CSL) stock price & volume — 10-year historical chart
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Cyclical Headwinds Challenge Carlisle's Pure-Play Strategy
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Moderate
Financial:Strained
Cash Flow:Deteriorating
Primary Risk:Cyclical margin and leverage
Key Thesis Takeaways
- Carlisle Companies faces a challenging transition to a pure-play building products model as revenue growth has decelerated to a 4.0% contraction in 2026Q1.
- While the company maintains a theoretical liquidity buffer, aggressive capital allocation through share repurchases has eroded the equity base to $2.5 billion.
- Investors should monitor whether the company can stabilize operating margins, which have compressed from 26.0% in 2024Q2 to 17.1% in 2026Q1, amidst ongoing commercial construction cycle sensitivity.
Verdict Logic
the company's aggressive $250 million share repurchase program in 2026Q1, despite negative free cash flow, suggests a capital allocation strategy that may be disconnected from current cash generation realities.
CSL Growth Metrics
Carlisle Companies Incorporated (CSL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years3.55%
5 Years4.81%
3 Years-2.7%
TTM-0.53%
Profit CAGR
10 Years8.77%
5 Years18.27%
3 Years-7.11%
TTM-42.58%
EPS CAGR
10 Years13.51%
5 Years24.17%
3 Years-0.84%
TTM-36.79%
Return on Capital
10 Years14.51%
5 Years17.44%
3 Years19.1%
Last Year18.73%
CSL Recent Earnings
Carlisle Companies Incorporated (CSL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
Apr 23, 2026Metric
Actual
Est
EPS
$3.63+9.0%
$3.33
Rev
$1.1B-0.9%
$1.1B
Q1 2026
Feb 3, 2026Metric
Actual
Est
EPS
$3.90+8.9%
$3.58
Rev
$1.1B+1.7%
$1.1B
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$5.61+2.6%
$5.47
Rev
$1.3B+21.3%
$1.1B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$6.27-4.7%
$6.58
Rev
$1.4B-2.9%
$1.5B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 23, 2026 | $3.63vs $3.33+9.0% | $1.1Bvs $1.1B-0.9% |
| Q1 2026 | Feb 3, 2026 | $3.90vs $3.58+8.9% | $1.1Bvs $1.1B+1.7% |
| Q4 2025 | Oct 29, 2025 | $5.61vs $5.47+2.6% | $1.3Bvs $1.1B+21.3% |
| Q3 2025 | Jul 30, 2025 | $6.27vs $6.58-4.7% | $1.4Bvs $1.5B-2.9% |
Based on last 12 quarters of dataView full earnings history →
Latest CSL News
Recent stock market news and headlines for Carlisle Companies Incorporated (CSL)
Seeking Alpha·Jun 23, 2026
AI-Proof Market-Beating Returns: Carlisle CompaniesCarlisle Companies is capitalizing on a wave of commercial reroofing demand, driving market-beating returns independent of AI trends. CSL's Q1 2026 results showed resilient profitability despite a 4% revenue decline, with adjusted EPS up 0.6% and EBITDA margin expanding to 22.3%. Shares trade at a forward PE of 16.4, an 18% discount to fair value, with an 11.1% annual EPS growth consensus and a 1.3% dividend yield backed by a low payout ratio.
Zacks Investment Research·Jun 22, 2026
MITSY or CSL: Which Is the Better Value Stock Right Now?Investors interested in stocks from the Diversified Operations sector have probably already heard of Mitsui & Co. (MITSY) and Carlisle (CSL). But which of these two stocks presents investors with the better value opportunity right now?
Zacks Investment Research·Jun 19, 2026
Carlisle (CSL) Soars 5.5%: Is Further Upside Left in the Stock?Carlisle (CSL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Peers Comparison
Key metrics vs top competitors for Carlisle Companies Incorporated (CSL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $353.87 | $14.47B | 20.67 | 0.33% | 14.76% | 34.79% | 1.18% | |
| $155.36 | $6.63B | 21.94 | 12.11% | 18.59% | 34.81% | — | |
| $222.19 | $5.99B | 22.88 | 1% | 8.65% | 37.46% | — | |
| $142.22 | $11.45B | -22.72 | -7.95% | -5.42% | -12.38% | — | |
| $47.11 | $4.89B | 26.47 | 1.98% | 16.25% | 18.85% | — | |
| $91.34 | $14.2B | 34.47 | -1.53% | 2.44% | 4.12% | — |
Compare CSL vs Peers
Carlisle Companies Incorporated (CSL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CSL SEC Filings & Documents
Carlisle Companies Incorporated (CSL) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 23, 2026·SEC
Material company update
Feb 3, 2026·SEC
Material company update
Nov 3, 2025·SEC
10-K Annual Reports
210-Q Quarterly Reports
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CSL Frequently Asked Questions
Carlisle Companies Incorporated (CSL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Carlisle Companies Incorporated's revenue?
Carlisle Companies Incorporated (CSL) reported $4.98B in revenue for fiscal year 2025. This represents a 389% increase from $1.02B in 1996.
How fast is Carlisle Companies Incorporated growing?
Carlisle Companies Incorporated (CSL) grew revenue by 0.3% over the past year. Growth has been modest.
Is CSL profitable?
Yes, Carlisle Companies Incorporated (CSL) is profitable, generating $725.1M in net income for fiscal year 2025 (14.8% net margin).
Dividend & Returns
Does CSL pay dividends?
Yes, Carlisle Companies Incorporated (CSL) pays a dividend with a yield of 1.18%. This makes it attractive for income-focused investors.
What is CSL's return on equity?
Carlisle Companies Incorporated (CSL) has a return on equity (ROE) of 34.8%. This is excellent, indicating efficient use of shareholder capital.
What is Carlisle Companies Incorporated's free cash flow?
Carlisle Companies Incorporated (CSL) generated $924.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.