Carlisle Companies (NYSE:CSL) Issues Earnings Results, Beats Expectations By $0.03 EPS

Carlisle Companies (NYSE:CSL) announced its earnings results on Wednesday. The conglomerate reported $5.92 EPS for the quarter, topping analysts’ consensus estimates of $5.89 by $0.03, FiscalAI reports. The business had revenue of $1.46 billion during the quarter, compared to the consensus estimate of $1.42 billion. Carlisle Companies had a net margin of 13.78% and a return on equity of 49.35%. The firm’s revenue was up 8.6% on a year-over-year basis. During the same period in the previous year, the company posted $5.61 earnings per share.

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 Trading Up 1.0%

CSL traded up $3.59 on Friday, hitting $374.95. The company had a trading volume of 137,282 shares, compared to its average volume of 473,224. The company has a current ratio of 2.60, a quick ratio of 2.04 and a debt-to-equity ratio of 1.78. The company’s fifty day moving average price is $336.66 and its 200 day moving average price is $352.44. Carlisle Companies has a 1 year low of $293.43 and a 1 year high of $432.91. The firm has a market cap of $14.89 billion, a P/E ratio of 21.20, a PEG ratio of 1.09 and a beta of 0.84.

Carlisle Companies Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Wednesday, August 19th were given a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Wednesday, August 19th. This is a positive change from Carlisle Companies’s previous quarterly dividend of $1.10. Carlisle Companies’s dividend payout ratio is 28.69%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on CSL shares. DA Davidson set a $355.00 target price on Carlisle Companies in a research report on Friday, October 9th. 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 price objective on Carlisle Companies in a research report on Thursday. Finally, Weiss Ratings upgraded shares of Carlisle Companies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, October 23rd. Five analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $395.83.

About Carlisle Companies

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.