Carlisle Companies Incorporated

CSL

$343.96

+0.59%

2026-09-03 14:07:46 EDT+$2.03

Basic Materials

Construction Materials

NYSE

Active Trading

Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, ...

Price Action of CSL

$343.96

+0.59%+$2.03

High—

Low—

52W High-19.8%

Rel. vol—

Interval

Range6.3h

Volume—SMA5SMA10

—

Carlisle Companies Incorporated is a diversified manufacturer and supplier of building envelope products and solutions, headquartered in Scottsdale, Arizona, and operating globally in the United States, Europe, and internationally. Founded in 1917 as the Carlisle Tire and Rubber Company in Carlisle, Pennsylvania, the company has evolved into a leading player ...Carlisle Companies Incorporated is a diversified manufacturer and supplier of building envelope products and solutions, headquartered in Scottsdale, Arizona, and operating globally in the United States, Europe, and internationally. Founded in 1917 as the Carlisle Tire and Rubber Company in Carlisle, Pennsylvania, the company has evolved into a leading player in the construction materials industry, with a focus on making buildings more energy efficient and resilient. As of the latest data, the company's market capitalization stands at approximately $15.68 billion, with a stock price of $387.49, and it is listed on the New York Stock Exchange. The company operates through two primary segments: Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). CCM offers a comprehensive range of single-ply roofing solutions, including EPDM, TPO, PVC membranes, polyiso insulation, and engineered metal roofing and wall panel systems, catering to both commercial and residential buildings. CWT provides waterproofing and moisture protection products, protective roofing underlayment, air/vapor barriers, sealants, roof coatings, spray polyurethane foam, and other premium polyurethane products, along with insulation solutions. The company distributes its products under well-known brands such as Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan. Carlisle's financial performance reflects its strong market position, with a gross profit margin of 35.3%, an operating profit margin of 20%, and a net profit margin of 14.2% (TTM). The company maintains a healthy balance sheet with a current ratio of 2.6 and a debt-to-equity ratio of 1.784. It also generates robust cash flows, with an operating cash flow per share of $24.94 and a free cash flow per share of $21.40 (TTM). The company is led by Chair, President, and CEO D. Christian Koch, who has served in this role since January 2016, bringing extensive leadership experience. Carlisle employs nearly 13,000 dedicated employees worldwide, committed to the Carlisle Operating System (COS) and entrepreneurial spirit for continuous improvement. With a focus on innovation and sustainability, Carlisle was recognized on Newsweek's list of America's Most Responsible Companies 2023. The company is executing its Vision 2030 strategy, setting long-term financial targets to drive growth and shareholder value. Carlisle's commitment to high ethical standards and integrity is central to its corporate governance, ensuring long-term success in the building materials industry.ExpandCollapse

Founded

1917

Employees

5900

CEO

D. Christian Koch

Full Name

Carlisle Companies Incorporated

Sector

Basic Materials

Industry

Construction Materials

ROE

41.06%

Market Cap

$13.92B

Current Ratio

2.60

WACC

7.76%

ROIC

15.81%

Contact Information

https://www.carlisle.com

480 781 5000

16430 North Scottsdale Road, Scottsdale, AZ 85254

Key Metrics of CSL

Snapshot

Latest / TTM · 6 periods

Market Cap

$13.92B

ROCE

19.0%

EV / EBITDA

12.85x

+0.9% YoY

FCF Yield

6.3%

-0.8% YoY

Cash Conversion Cycle

77.8d

Current Ratio

2.60

Quick take

TTM —

Positive CCC

Financial Highlights of CSL

Profitability trend

Latest / TTM · 6 periods

Gross Margin

35.3%

Net Margin

14.2%

P/E Ratio

19.52x

n/a

Debt / Equity

1.78

n/a

Current Ratio

2.60

Dividend Yield

1.3%

Understanding

TTM —

No major balance sheet stress in these headline ratios.

Calendar of CSL

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $5.90 · Revenue $1.43B · 8 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $4.55 · Revenue $1.22B · 7 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $21.05 · Revenue $5.27B · 7 analysts
Mar 30, 2027
Q1 FY2027 · Estimated results
Est. EPS $4.15 · Revenue $1.13B · 2 analysts

Recent history

Sep 1, 2026
Dividend payment
$4.40 per share
Aug 19, 2026
Ex-dividend date
$4.40 per share
Jul 30, 2026
Q2 FY2026 · Results reported
EPS $6.27 · Revenue $1.57B
View filing
Apr 24, 2026
Q1 FY2026 · Results reported
EPS $3.10 · Revenue $1.05B
View filing
Feb 13, 2026
FY2025 · Annual results
EPS $17.12 · Revenue $5.02B
View filing
Oct 30, 2025
Q3 FY2025 · Results reported
EPS $4.98 · Revenue $1.35B
View filing

Financial Statements of CSL

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$5.0B	+0.3%	+49.3%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$740.7M	-43.5%	+99.8%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+35.7%	-5.3%	+4.9%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+19.9%	-12.8%	+31.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+14.8%	-43.7%	+33.9%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$970.6M	+2.6%	+374.1%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+19.3%	+2.3%	+283.7%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	160.5%	+98.6%	+2.1%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	3.09x	+7.0%	-23.1%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$6.3B	+7.7%	+4.1%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	17.12 vs 19.09	-10.3%	6.27 vs 5.90	+6.2%
Revenue Surprise	$5.0B vs $5.0B	+0.4%	$1.6B vs $1.4B	+9.9%

Insider Transactions of CSL

Acquisitions (A)

Since Jun 1, 2026

Disposals (D)

Since Jun 1, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Sep 1, 2026	Frias James D	director	Restricted Stock Units	A	32	—
Sep 1, 2026	Hansen Maia	director	Restriced Stock Units	A	1	—
Sep 1, 2026	Ricard Corrine D.	director	Restricted Stock Units	A	26	—
Sep 1, 2026	Singh Jesse G	director	Restriced Stock Units	A	16	—
Sep 1, 2026	Singh Jesse G	director	Deferred Stock Units	A	13	—

Earnings Call Transcript of CSL

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good afternoon. My name is Rebecca, and I will be your conference call operator today. At this time, I would like to welcome everyone to the Carlisle Companies Second Quarter 26 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, we will conduct a question and answer session. I will now hand the conference over to Mr. Mehul Patel, Carlisle's vice president of investor relations. Mehul, please go ahead. Mehul Patel: Second quarter 26 earnings call. I am Mehul Patel, vice president of investor relations We released our second quarter financial results earlier today, and you can find both our press release and a presentation for today's call on the Investor Relations section of our website. Joining me today are Christopher Koch, our board chair, president, and CEO and Kevin Zdimal, our CFO. Today's call will begin with Kevin, who will walk through our Q2 financial performance and updated full year 2026 outlook. Christopher will then follow with closing remarks and an overview of our long term value creation strategy. Following our prepared remarks, we will open up the line for questions. Before we begin, please refer to slide 2 where we note that today's comments will include forward looking statements based on current expectations. Actual results could differ materially due to a number of risks and uncertainties which are discussed in our press release and SEC filings. As Carlisle provides non GAAP financial information, we have included reconciliations between GAAP and non GAAP measures in our press release in the appendix of our presentation materials, both of which are available on our website. With that, I will turn the call over to Kevin Zdimal on slide 3. Kevin Zdimal: Thank you, Mehul, and good afternoon, everyone. I will review our second quarter results and discuss our updated outlook for the full year. Let's begin on slide 3. Our record second quarter results reflect the Carlisle team's relentless focus on execution and operational discipline. Continuing our track record of delivering results through challenging macro environments. Revenue was a record $1.6 billion. Increasing 8% year over year, and adjusted EPS increased 12%. to a record $7.03. These results demonstrate our unwavering commitment to operational excellence. Through disciplined pricing, productivity from the Carlisle operating system, and strong commercial execution, we delivered solid growth and profitability. Despite a significant increase in petroleum based raw materials and freight costs stemming from the conflict in The Middle East and related supply chain disruptions. Inflation and several supplier force majeure events impacted key inputs across our roofing and insulation product lines. Our response was timely and commensurate with the cost pressure we expect in the coming months. Since the start of the conflict, we have announced 3 broad based price increases and implemented freight …

Leadership Team of CSL

10 executives

Name	Title	Compensation	Gender	Year Born	Status
D. Christian Koch	Chairman, President & Chief Executive Officer	USD 1,967,825	Male	1965	Active
Kevin Zdimal	Vice President & Chief Financial Officer	USD 874,970	Male	1970	Active
Frank J. Ready	President of Carlisle Weatherproofing Technologies	USD 778,127	Male	1962	Active
David W. Smith	Vice President of Sustainability & Community Relations	—	Male	1963	Active
Christopher Burke Gaskill	Vice President & General Counsel	—	Male	1982	Active
Susan Wallace	Vice President & Chief Human Resources Officer	—	Female	1965	Active
Kelly Kamienski	Vice President of Finance of Carlisle Weatherproofing Technologies	—	Female	1983	Active
Andrew Easton	Vice President & Chief Accounting Officer	—	Male	1987	Active
Mehul Patel	Vice President of Investor Relations	—	Male	1979	Active
Stephen Aldrich	Chief Financial Officer for Carlisle Construction Materials	—	Male	1981	Active

Recent News of CSL

Zacks Investment Research6 days agoNeutral

Carlisle (CSL) Down 2.5% Since Last Earnings Report: Can It Rebound?

Carlisle (CSL) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research8/26/2026Neutral

Carlisle Exhibits Strong Prospects Despite Persisting Headwinds

CSL is riding strong roofing demand, acquisitions and shareholder returns, but rising raw-material and freight costs are testing margins in 2026.

Zacks Investment Research8/25/2026Neutral

3M vs. Carlisle: Which Industrial Conglomerate Stock Should You Bet On?

MMM's industrial and transportation strength supports growth, while CSL gains from construction demand but faces rising costs and high debt.

247 Wallst8/25/2026Neutral

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Seeking Alpha8/25/2026Neutral

Carlisle Companies: Attractively Valued And Now A Dividend King

Carlisle Companies is upgraded to Buy after strong Q2 2026 results and improved valuation, with shares now ~19% undervalued. Q2 revenue grew 8% YoY to $1.57B and normalized EPS rose 12% to $7.03, despite margin compression from higher input costs. CSL raised its FY26 share repurchase target to $1.2B and achieved Dividend King status with a 14% dividend hike, marking 50 consecutive increases.

Historical Employee Count of CSL

Current

5,900

Change

+7.27%

Minimum

5,500

Maximum

12,100

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	5,900	10-K	Feb 13, 2026	View
Dec 31, 2024	5,500	10-K	Feb 14, 2025	View
Dec 31, 2023	11,000	10-K	Feb 16, 2024	View
Dec 31, 2022	12,100	10-K	Feb 16, 2023	View
Dec 31, 2021	11,000	10-K	Feb 17, 2022	View

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Carlisle Companies Incorporated