Carlisle Companies (NYSE:CSL – Get Free Report) posted its quarterly earnings data on Wednesday. The conglomerate reported $5.92 EPS for the quarter, topping analysts’ consensus estimates of $5.89 by $0.03, FiscalAI reports. The firm had revenue of $1.46 billion during the quarter, compared to analyst estimates of $1.42 billion. Carlisle Companies had a net margin of 14.21% and a return on equity of 47.58%. The company’s revenue was up 8.6% on a year-over-year basis. During the same quarter last year, the business posted $5.61 EPS.
Here are the key takeaways from Carlisle Companies’ conference call:
- Third-quarter results exceeded prior-year levels: revenue rose 9% to $1.5 billion and adjusted EPS increased 6% to a record $5.92, aided by volume growth, productivity, and an 8% reduction in diluted shares outstanding.
- Raw-material and freight inflation outpaced pricing, reducing adjusted EBITDA margin by 210 basis points to 23.8%. Carlisle now expects to reach price-cost parity only as it exits 2026, one quarter later than previously projected.
- Demand remained resilient despite price increases, with reroofing growing at a mid-single-digit rate and data-center activity accelerating sharply; CCM revenue rose 8% and CWT revenue increased 9% despite weakness in new construction and residential markets.
- Management expects fourth-quarter revenue to grow at a high-single-digit rate, with EBITDA margin flat year over year overall, including approximately 100 basis points of improvement at CWT. Pricing benefits are expected to become a margin tailwind in 2027, assuming input costs stabilize.
- Carlisle maintained its long-term Vision 2030 targets of $40 in adjusted EPS and ROIC above 25%, while returning substantial capital to shareholders through $850 million of year-to-date repurchases and a 14% dividend increase.
Carlisle Companies Stock Performance
Shares of NYSE:CSL traded up $21.77 during trading on Thursday, reaching $366.99. 236,804 shares of the stock were exchanged, compared to its average volume of 472,562. The firm has a market cap of $14.57 billion, a PE ratio of 21.04, a PEG ratio of 1.09 and a beta of 0.84. The company has a current ratio of 2.60, a quick ratio of 2.04 and a debt-to-equity ratio of 1.78. Carlisle Companies has a 12 month low of $293.43 and a 12 month high of $432.91. The stock has a 50-day moving average price of $336.58 and a 200-day moving average price of $352.36.
Carlisle Companies Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Wednesday, August 19th were issued a $1.25 dividend. The ex-dividend date of this dividend was Wednesday, August 19th. This represents a $5.00 annualized dividend and a yield of 1.4%. This is an increase from Carlisle Companies’s previous quarterly dividend of $1.10. Carlisle Companies’s payout ratio is currently 28.69%.
Wall Street Analysts Forecast Growth
A number of research analysts have recently commented on the company. Weiss Ratings raised Carlisle Companies from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, October 23rd. Truist Financial lowered their price target on shares of Carlisle Companies from $360.00 to $340.00 and set a “hold” rating on the stock in a report on Tuesday, July 7th. Robert W. Baird set a $410.00 target price on shares of Carlisle Companies in a research report on Thursday. Finally, DA Davidson set a $355.00 target price on shares of Carlisle Companies in a research report on Friday, October 9th. Five investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $395.83.
Get Our Latest Research Report on CSL
Key Stories Impacting Carlisle Companies
Here are the key news stories impacting Carlisle Companies this week:
- Positive Sentiment: Third-quarter revenue rose 9% year over year to approximately $1.5 billion, exceeding analyst expectations of about $1.42 billion and signaling continued demand across Carlisle’s businesses. Carlisle Companies Reports Third Quarter Results
- Positive Sentiment: Adjusted EPS reached a record third-quarter $5.92, up from $5.61 a year earlier and slightly above the approximately $5.89 analyst consensus cited by several reports. Carlisle Companies Earnings Results
- Positive Sentiment: Management increased the quarterly dividend by 14%, marking Carlisle’s 50th consecutive year of annual dividend increases. The increase reinforces the company’s shareholder-return profile. Carlisle Companies Reports Third Quarter Results
- Positive Sentiment: The fourth-quarter outlook calls for high-single-digit revenue growth, supporting expectations for continued top-line momentum into year-end. Carlisle Q3 2026 Earnings Call Transcript
- Neutral Sentiment: Reported diluted EPS was $5.22, while adjusted EPS was $5.92; investors will focus on the adjustments and the quality of earnings as they assess the quarter’s performance. Carlisle Third-Quarter and Nine-Month Results
- Negative Sentiment: Operating margin was 20.0%, and reports highlighted a roughly 210-basis-point margin squeeze. Management expects fourth-quarter adjusted EBITDA margin to be flat year over year, which could limit near-term earnings upside despite revenue growth. Carlisle Q3 2026 Record EPS but Margin Squeezed
Carlisle Companies Company Profile
Carlisle Companies Incorporated is a diversified manufacturer focused primarily on products and solutions for the building envelope. Through its construction materials businesses, the company supplies commercial and residential roofing systems, insulation, waterproofing products, air and vapor barriers, and related components designed to improve the energy efficiency, durability, and performance of buildings.
Carlisle’s product portfolio includes single-ply roofing membranes, roof coatings, metal roofing systems, polyisocyanurate and expanded polystyrene insulation, sealants, and other building-envelope products.
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