Carlisle Companies Incorporated CSL
- Market cap
- $12.5B
- P/E
- 18.6×
Follow CSL
Target Price Range
Analyst price targets
Free account| 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
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| 116.40 | 116.53 | 129.47 | 163.42 | 169.86 | 249.84 | 318.71 | 318.74 | 481.26 | 435.92 |
High Price
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| 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
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| 3,425 | 3,751 | 4,480 | 4,485 | 3,970 | 3,837 | 5,449 | 4,587 | 5,004 | 5,020 |
Revenue
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| 31.72% | 27.95% | 26.22% | 29.12% | 28.65% | 28.55% | 34.24% | 35.63% | 37.73% | 35.71% |
Gross Margin
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| 379 | 429 | 446 | 575 | 404 | 490 | 1,124 | 930 | 1,111 | 949 |
EBT
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| 11.07% | 11.44% | 9.95% | 12.82% | 10.18% | 12.77% | 20.62% | 20.28% | 22.20% | 18.90% |
EBT Margin
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| 250 | 366 | 611 | 473 | 320 | 422 | 924 | 767 | 1,312 | 741 |
Net Income
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| 138 | 169 | 191 | 205 | 224 | 226 | 251 | 205 | 173 | 197 |
Depreciation
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| 53.33 | 59.47 | 74.16 | 78.82 | 72.84 | 73.08 | 105.20 | 91.92 | 107.60 | 117.29 |
Revenue/Sh
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| 3.86 | 5.75 | 10.09 | 8.28 | 5.85 | 8.01 | 17.80 | 15.35 | 28.17 | 17.27 |
Earnings/Sh
|
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| 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
|
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| 6.58 | 4.74 | 3.62 | 10.79 | 11.03 | 5.46 | 15.78 | 21.22 | 19.72 | 22.68 |
Free CF/Sh
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| 38.41 | 40.09 | 43.00 | 46.45 | 46.56 | 50.09 | 58.39 | 56.69 | 52.97 | 41.95 |
Book Value/Sh
|
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| 64 | 63 | 60 | 57 | 55 | 53 | 52 | 50 | 47 | 43 |
Shares
|
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| 28.31 | 20.31 | 10.07 | 19.52 | 26.65 | 30.94 | 13.17 | 20.10 | 13.19 | 18.54 |
PE Ratio
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| 2.05 | 1.97 | 1.36 | 2.05 | 2.14 | 3.40 | 2.23 | 3.37 | 3.43 | 2.73 |
PS Ratio
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| 2.84 | 2.92 | 2.34 | 3.48 | 3.35 | 4.95 | 4.01 | 5.47 | 6.96 | 7.63 |
PB Ratio
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| 2.15 | 2.33 | 1.56 | 2.33 | 2.44 | 4.07 | 2.63 | 3.75 | 3.66 | 3.08 |
EV/Sales
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| 17.47 | 29.24 | 32.06 | 17.01 | 16.13 | 54.48 | 17.56 | 16.22 | 19.94 | 15.93 |
EV/FCF
|
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| 531 | 459 | 339 | 703 | 697 | 422 | 1,001 | 1,201 | 1,030 | 1,102 |
Op' Cash Flow
|
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| (109) | (160) | (121) | (89) | (95) | (135) | (183) | (142) | (113) | (131) |
Capex
|
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| 422 | 299 | 219 | 614 | 601 | 287 | 817 | 1,059 | 917 | 971 |
FCF
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| 842 | 986 | 1,461 | 853 | 1,563 | 981 | 1,167 | 2,222 | 1,261 | 1,541 |
Working Cap'
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| 596 | 1,586 | 1,588 | 1,592 | 2,081 | 2,927 | 2,583 | 2,289 | 1,891 | 2,882 |
Total Debt
|
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| 211 | 1,208 | 784 | 1,240 | 1,184 | 2,603 | 2,218 | 1,713 | 1,137 | 1,770 |
Net Debt
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| 2,467 | 2,528 | 2,597 | 2,643 | 2,538 | 2,630 | 3,024 | 2,829 | 2,463 | 1,795 |
Sh' Equity
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| 6.32% | 7.89% | 11.59% | 8.77% | 5.62% | 6.41% | 12.77% | 11.09% | 21.10% | 12.26% |
ROA
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| 12.74% | 7.76% | 9.41% | 10.21% | 8.19% | 6.85% | 14.36% | 13.52% | 19.84% | 17.58% |
ROIC
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| 10.39% | 14.63% | 23.84% | 17.99% | 12.32% | 16.28% | 32.69% | 26.22% | 49.57% | 34.79% |
ROE
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Carlisle Companies Incorporated peers in Building Products & Equipment
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| LII Lennox International, Inc. | $12.7B | 16.8× | Compare |
| MAS Masco Corporation | $13.3B | 15.8× | Compare |
| WMS Advanced Drainage Systems, Inc. | $9.7B | 22.8× | Compare |
| OC Owens Corning Inc | $9.5B | 0.0× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| SPXC SPX Technologies, Inc. | $8.6B | 30.7× | Compare |
| AAON AAON, Inc. | $7.0B | 45.7× | Compare |
| AWI Armstrong World Industries, Inc. | $6.9B | 22.3× | Compare |
| BLDR Builders FirstSource, Inc. | $6.3B | 64.3× | Compare |
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.
Carlisle Companies Incorporated (CSL) Latest News
24 Sep
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
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
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
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
Carlisle Companies Incorporated benefits from business strength while risks persist. Business strength supports performance but persistent risks may moderately influence trajectory.
26 Aug
Carlisle Companies Incorporated maintains strong prospects despite persisting headwinds. Strong prospects signal moderate effects on performance amid ongoing challenges.
14 Aug
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
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
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.
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
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.
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.
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.
Carlisle (CSL) shares are soaring today. Soaring share price signals moderately positive market reaction that may influence near-term performance and sentiment.
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.
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.
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
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.
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.
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.
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
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
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
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.
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.
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.
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
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.
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.
Carlisle Companies (CSL) Q1 earnings compared to estimates, with key metrics analyzed. Q1 earnings versus estimates influence financial performance and market sentiment moderately.