Carlisle Companies Incorporated CSL

326.37 12.24 3.90% as of 25 Sep
Market cap
$12.5B
P/E
18.6×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 28.22
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — 5 — — — — — — —
Insider Ownership 2.64%

Capital & Financial Ratios

Market Cap 12,480.00
Revenue 5,097.00
Net Income 724.50
Free Cash Flow 866.60
Net Debt 2,219.60
Current Ratio 2.60
Debt/Equity 1.78
P/E ratio 18.61
P/S ratio 2.57
P/B ratio 8.11
Past 5Y EPS Growth 17.24%
This Y EPS Growth 8.23%
Next Y EPS Growth 14.22%
Next 5Y EPS Growth 12.32%
in millions of $

Dividends

Payout Ratio 0.20
Annual Dividend Rate 3.40
Annual Dividend Yield 0.88%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 4.61
1.10
1.10
1.25
2025 4.20
1.00
1.00
1.10
1.10
2024 3.70
0.85
0.85
1.00
1.00
2023 3.20
0.75
0.75
0.85
0.85
2022 2.58
0.54
0.54
0.75
0.75
2021 2.13
0.53
0.53
0.54
0.54
2020 2.05
0.50
0.50
0.53
0.53
2019 1.80
0.40
0.40
0.50
0.50
2018 1.54
0.37
0.37
0.40
0.40
2017 1.44
0.35
0.35
0.37
0.37
2016 1.30
0.30
0.30
0.35
0.35
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 577 754 1,112 665
Receivables 615 580 594 956
Inventory 362 473 447 493
Other 1,833 94 96 157
3,408 1,926 2,277 2,297
2023 2024 2025 Q'26
Payables 246 261 233 408
ST’ Debt 403 3 — —
Other 245 405 503 475
1,186 666 736 883
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 3.55% 4.81% (2.70%)
Cash Flow 7.61% 9.60% 3.25%
Earnings 8.77% 18.35% (7.11%)
Book Value (2.65%) (6.69%) (15.96%)

Revenue

Mar Jun Sep Dec Year
’26 1,052 1,570 — — —
’25 1,096 1,450 1,347 1,128 5,020
’24 1,097 1,451 1,334 1,123 5,004
’23 893 1,307 1,260 1,128 4,587
’22 1,496 1,775 1,497 681 5,449
’21 941 1,178 1,316 402 3,837
’20 1,030 965 1,057 917 3,970
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (45) 242 — — —
’25 2 287 427 386 1,102
’24 164 183 313 371 1,030
’23 150 221 442 389 1,201
’22 44 179 365 412 1,001
’21 68 104 112 138 422
’20 53 173 214 257 697
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (73) 200 — — —
’25 (27) 258 393 346 971
’24 131 159 294 334 917
’23 109 191 406 353 1,059
’22 13 128 317 359 817
’21 48 69 79 92 287
’20 30 147 190 234 601
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 3.10 6.30 — — —
’25 3.20 5.88 4.98 3.05 17.12
’24 3.97 14.84 5.25 3.57 27.82
’23 1.96 3.79 5.29 4.20 15.18
’22 3.66 5.73 4.83 3.33 17.56
’21 0.97 1.87 2.67 2.41 7.91
’20 1.09 1.36 1.87 1.49 5.80
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.2
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
75.17 92.09 92.16 98.55 97.55 143.52 211.06 203.66 297.25 293.43

Analyst estimates 2026–2028

Powerpack
Low Price
116.40 116.53 129.47 163.42 169.86 249.84 318.71 318.74 481.26 435.92
High Price
12,000 14,000 13,000 13,000 12,000 11,000 12,100 11,000 5,500 5,900
Employees
0 0 0 0 0 0 0 0 1 1
Revenue/Emp
3,425 3,751 4,480 4,485 3,970 3,837 5,449 4,587 5,004 5,020
Revenue
31.72% 27.95% 26.22% 29.12% 28.65% 28.55% 34.24% 35.63% 37.73% 35.71%
Gross Margin
379 429 446 575 404 490 1,124 930 1,111 949
EBT
11.07% 11.44% 9.95% 12.82% 10.18% 12.77% 20.62% 20.28% 22.20% 18.90%
EBT Margin
250 366 611 473 320 422 924 767 1,312 741
Net Income
138 169 191 205 224 226 251 205 173 197
Depreciation
53.33 59.47 74.16 78.82 72.84 73.08 105.20 91.92 107.60 117.29
Revenue/Sh
3.86 5.75 10.09 8.28 5.85 8.01 17.80 15.35 28.17 17.27
Earnings/Sh
8.27 7.27 5.62 12.36 12.78 8.03 19.32 24.07 22.16 25.74
Cash Flow/Sh
(1.69) (2.54) (2.00) (1.56) (1.75) (2.57) (3.54) (2.85) (2.44) (3.07)
Capex/Sh
6.58 4.74 3.62 10.79 11.03 5.46 15.78 21.22 19.72 22.68
Free CF/Sh
38.41 40.09 43.00 46.45 46.56 50.09 58.39 56.69 52.97 41.95
Book Value/Sh
64 63 60 57 55 53 52 50 47 43
Shares
28.31 20.31 10.07 19.52 26.65 30.94 13.17 20.10 13.19 18.54
PE Ratio
2.05 1.97 1.36 2.05 2.14 3.40 2.23 3.37 3.43 2.73
PS Ratio
2.84 2.92 2.34 3.48 3.35 4.95 4.01 5.47 6.96 7.63
PB Ratio
2.15 2.33 1.56 2.33 2.44 4.07 2.63 3.75 3.66 3.08
EV/Sales
17.47 29.24 32.06 17.01 16.13 54.48 17.56 16.22 19.94 15.93
EV/FCF
531 459 339 703 697 422 1,001 1,201 1,030 1,102
Op' Cash Flow
(109) (160) (121) (89) (95) (135) (183) (142) (113) (131)
Capex
422 299 219 614 601 287 817 1,059 917 971
FCF
842 986 1,461 853 1,563 981 1,167 2,222 1,261 1,541
Working Cap'
596 1,586 1,588 1,592 2,081 2,927 2,583 2,289 1,891 2,882
Total Debt
211 1,208 784 1,240 1,184 2,603 2,218 1,713 1,137 1,770
Net Debt
2,467 2,528 2,597 2,643 2,538 2,630 3,024 2,829 2,463 1,795
Sh' Equity
6.32% 7.89% 11.59% 8.77% 5.62% 6.41% 12.77% 11.09% 21.10% 12.26%
ROA
12.74% 7.76% 9.41% 10.21% 8.19% 6.85% 14.36% 13.52% 19.84% 17.58%
ROIC
10.39% 14.63% 23.84% 17.99% 12.32% 16.28% 32.69% 26.22% 49.57% 34.79%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Carlisle Companies Incorporated peers in Building Products & Equipment

All 35 Building Products & Equipment stocks →

Carlisle Companies Incorporated (CSL) key facts

  • Carlisle Companies Incorporated (CSL) is a Building Products & Equipment company in the Industrials sector, listed on the New York Stock Exchange.
  • Carlisle Companies Incorporated’s revenue for fiscal 2025 (year ended December 2025) was $5.0 billion, roughly unchanged from fiscal 2024.
  • Net income was $740.7 million, or $17.27 per share (basic), a net margin of 14.8%.
  • As of September 25, 2026, CSL traded at $326.37, a market capitalization of $12.5 billion.
  • At that price the stock trades at 18.6× trailing-twelve-month earnings and 2.6× sales.
  • Carlisle Companies Incorporated pays an annual dividend of $3.40 per share, a yield of 0.88%, with a payout ratio of 20.1%.
  • Return on equity was 34.8% and debt-to-equity 1.78.

Source: company filings (standardised) and stockrow calculations.

Carlisle Companies Incorporated (CSL) Latest News

News by impact score

Fine-tune

24 Sep

3

StockStory designates Carlisle Companies (CSL) as the stock to sell among two profitable firms with solid fundamentals and one to avoid. CSL has a trailing GAAP operating margin of 19.9% but shows no organic revenue growth in the past two years, and only ~6.4% expected sales growth next year, implying shaky demand. EPS growth lags peers at 3.6% annually. At $324.04 per share, CSL trades at about 14.5x forward P/E. The report argues better opportunities exist elsewhere. The piece also covers two favored names: The Cigna Group (CI) with 13.8% annual sales growth, a large revenue base and 8.6x forward P/E, and IMAX (IMAX) with 20.2% margin, 17.9% revenue growth and a 26x forward P/E, noting strong ROIC and cash flow gains. Lack of organic growth and slower earnings growth flag a moderate downside risk for CSL relative to peers.

23 Sep

3

3M's Consumer business remains weak as demand in consumer retail markets slows, with cautious discretionary spending and lower retailer inventories weighing on results. Q2 2026 organic sales in Consumer fell 2.1%, following a 1.3% decline in Q1, as packaging & expression and home improvement stay soft. A 25-basis-point Federal Reserve rate hike adds to headwinds and could delay a recovery, with near-term hardline consumer product spending expected to stay subdued. Strength in the Safety and Industrial segment and solid demand in abrasives, industrial adhesives and tapes, personal safety, roofing granules, and aerospace/semiconductor data-center markets offer some offset. The piece notes peer Carlisle Companies CSL is benefiting from 10% revenue growth in Weatherproofing Technologies (8% organic) due to market-share gains and operational improvements. Weatherproofing Technologies growth offers CSL a modest positive lift amid mixed markets, yielding a moderate impact on its trajectory.

18 Sep

3

Carlisle (CSL) recorded board turnover alongside Q2 outperformance, raising questions about possible shifts in management strategy. Board turnover paired with quarterly outperformance indicates moderate strategic adjustments that could influence operations and sentiment without fundamentally altering long-term trajectory.

16 Sep

4

Carlisle Companies Incorporated leads Q2 building materials sector earnings, earning top ranking among peers for performance. Top Q2 earnings ranking highlights strong results likely to lift CSL stock and outlook.

10 Sep

3

Carlisle Companies Incorporated benefits from business strength while risks persist. Business strength supports performance but persistent risks may moderately influence trajectory.

26 Aug

3

Carlisle Companies Incorporated maintains strong prospects despite persisting headwinds. Strong prospects signal moderate effects on performance amid ongoing challenges.

14 Aug

3

Carlisle Companies beat Q4 earnings estimates driven by strong organic sales growth. Earnings beat with strong organic sales growth signals solid operational performance likely to support near-term stock performance.

12 Aug

3

Carlisle Companies Incorporated attains Dividend King status after 50 consecutive years of dividend increases, prompting higher investor expectations for sustained growth and performance. Dividend King milestone signals reliable dividend history and may lift sentiment but does not alter core operations or competitive trajectory.

7 Aug

3 transcript

Carlisle (CSL) released its Q2 2026 earnings call transcript covering financial results, segment performance, and forward outlook. Q2 earnings details moderately influence CSL financial trajectory and market views.

3

ITT posted Q2 earnings above estimates due to broad-based organic growth. Earnings beat with organic growth signals solid performance that can lift near-term valuation and sentiment.

30 Jul

4

Carlisle Companies reported strong Q2 results and raised full-year guidance, prompting reassessment of the reroofing investment case for CSL. Strong Q2 results and raised guidance point to improved financial performance and outlook that can materially shift investor views on CSL.

4

CSL posted Q2 earnings above estimates on record sales and raised its outlook. Record sales beat with raised outlook signals strong growth that can lift CSL stock and future performance.

4 transcript

Carlisle Companies Inc posted record revenue and EPS for Q2 2026. Record Q2 2026 revenue and EPS indicate strong results that can materially shift investor views and share price.

3

Carlisle (CSL) shares are soaring today. Soaring share price signals moderately positive market reaction that may influence near-term performance and sentiment.

3

Carlisle Companies (CSL) beat earnings expectations, shifting investor focus back to fair value assessment. Earnings beat creates moderate short-term effect on CSL valuation and sentiment.

3

Carlisle Companies adjusted prices, introduced new products, and sustained margins in Q2 despite market volatility. Q2 price actions and product launches support margins but signal only moderate effects on overall trajectory.

3 transcript

Carlisle Companies Incorporated held its Q2 2026 earnings call, reporting financial results, operational updates, and forward guidance for the company. Quarterly earnings calls release key metrics that can shift near-term investor views but rarely redefine long-term company direction.

29 Jul

3 transcript

Carlisle Companies reported Q2 results with revenue and earnings figures plus segment performance details and forward guidance during its earnings call. Q2 earnings and guidance supply key financial metrics likely to influence near-term stock movement without altering long-term strategy.

3

Carlisle (CSL) reported Q2 earnings with analysis of key metrics across segments. Q2 earnings metrics offer moderate insight into CSL operational results and investor views.

3

Carlisle Companies Incorporated reported strong sales for Q2 CY2026. Strong Q2 sales signal solid revenue momentum that can moderately lift near-term financial results and investor views.

3

Carlisle Companies Incorporated reported its second quarter financial results. Quarterly earnings release reveals financial performance metrics that shape near-term investor sentiment and valuation.

18 May

3

Carlisle Companies (CSL) released Q1 earnings, triggering buy-sell-hold analysis based on revenue, margins, segment performance and forward guidance amid construction and industrial market conditions. Q1 earnings and guidance provide moderate influence on CSL valuation and near-term investor positioning without indicating structural change.

2 May

4

Carlisle Companies Incorporated refreshes its leadership team and expands employee ownership to advance Vision 2030 strategy. Leadership refresh and expanded employee ownership directly support Vision 2030, enhancing strategic alignment and long-term performance potential.

24 Apr

4

Carlisle Companies Incorporated (CSL) released Q1 2026 earnings call summary detailing financial performance, operational updates, and future outlook. Quarterly earnings summary reveals key financial metrics and guidance shaping CSL's market performance and investor expectations.

4

Carlisle Companies Inc (CSL) Q1 2026 earnings call highlights navigating challenges amid strategic adjustments. Q1 2026 earnings highlights detail challenge navigation strategies, significantly impacting financial outlook and investor sentiment.

3

Carlisle Companies Incorporated (CSL) posted Q1 earnings that beat analyst estimates, though organic revenues fell year-over-year. Earnings beat supports short-term market sentiment, but organic revenue decline highlights growth headwinds.

3

Carlisle Companies Incorporated (CSL) Q1 results show margin expansion offsetting volume pressure through price increases amid input cost inflation. Margin expansion highlights pricing power and resilience against volume declines and cost inflation, moderately boosting financial performance.

23 Apr

4

Carlisle Companies Incorporated (CSL) Q1 earnings call highlights key financial results, operational updates, and forward guidance. Q1 earnings highlights reveal financial performance and guidance that significantly impact CSL's trajectory and investor sentiment.

4 transcript

Carlisle Companies (CSL) Q1 2026 earnings call transcript covers quarterly financial results, management discussion, strategic updates, and Q&A. Q1 2026 earnings transcript discloses financial performance and forward guidance that significantly influence stock valuation and market trajectory.

3

Carlisle Companies (CSL) Q1 earnings compared to estimates, with key metrics analyzed. Q1 earnings versus estimates influence financial performance and market sentiment moderately.

stockrow.com/CSL · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com