Carlisle Companies Incorporated

CSL Industrials Building Products & Equipment

Carlisle Companies Incorporated’s revenue for fiscal 2025 (year ended December 2025) was $5.0 billion, roughly unchanged from fiscal 2024. In the quarter to June 2026, revenue grew 8.33%, EPS grew 6.75%, free cash flow fell 22.5% and total debt rose 52.5%, each against the same quarter a year earlier. Dividend growth for twenty-five consecutive years.

333.86 1.63 −0.49%
Market cap
$13.3B
P/E
19.0×
Fwd P/E
18.5×
Dividend yield
1.36%
F-score
6/9
Altman Z
5.10
Beneish M
−2.83
Dividend safety
90/100

Insider Decisions trades per month

Total sells 28.22
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — 5 — — — — — — — —
Insider Ownership 2.64%

Capital & Financial Ratios $m

Market Cap 13,320.00
Revenue 5,097.00
Net Income 724.50
Free Cash Flow 866.60
Net Debt 2,219.60
Current Ratio 2.60 (at or above 1.5: strong)
Debt/Equity 1.78
P/E ratio 19.03
Fwd P/E 18.50
P/S ratio 2.63
P/B ratio 8.30 (above 6: high)
Past 5Y EPS Growth 24.17% (at or above 15%: strong)
This Y EPS Growth 8.42%
Next Y EPS Growth 14.09%
Next Y revenue growth 4.78%
Next 5Y EPS Growth 12.09%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 46.00%
10-year low 10-year high
P/S against its own 10 years 60.89%
10-year low 10-year high
P/B against its own 10 years 94.66%
10-year low 10-year high
EV/Sales against its own 10 years 61.56%
10-year low 10-year high
EV/FCF against its own 10 years 42.65%
10-year low 10-year high

Dividends

Payout Ratio 0.26
Annual Dividend Rate 4.55
Annual Dividend Yield 1.36%
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 special payouts not included in total or ratios

Assets vs Liabilities $m

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

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 $m

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
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

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
Fiscal quarters ending in the months shown.

Free Cash Flow $m

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
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

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 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
High 116.40 116.53 129.47 163.42 169.86 249.84 318.71 318.74 481.26 435.92
People
People Employees 12,000 14,000 13,000 13,000 12,000 11,000 12,100 11,000 5,500 5,900
Revenue/emp, $m 0.29 0.27 0.34 0.34 0.33 0.35 0.45 0.42 0.91 0.85
Income, $m
Income, $m Revenue 3,425 3,751 4,480 4,485 3,970 3,837 5,449 4,587 5,004 5,020
Gross margin, % 31.72 27.95 26.22 29.12 28.65 28.55 34.24 35.63 37.73 35.71
EBT 379 429 446 575 404 490 1,124 930 1,111 949
EBT margin, % 11.07 11.44 9.95 12.82 10.18 12.77 20.62 20.28 22.20 18.90
Net income 250 366 611 473 320 422 924 767 1,312 741
Depreciation 138 169 191 205 224 226 251 205 173 197
Per share, $
Per share, $ Revenue 53.33 59.47 74.16 78.82 72.84 73.08 105.20 91.92 107.60 117.29
Earnings 3.86 5.75 10.09 8.28 5.85 8.01 17.80 15.35 28.17 17.27
Cash flow 8.27 7.27 5.62 12.36 12.78 8.03 19.32 24.07 22.16 25.74
Capex (1.69) (2.54) (2.00) (1.56) (1.75) (2.57) (3.54) (2.85) (2.44) (3.07)
Free cash flow 6.58 4.74 3.62 10.79 11.03 5.46 15.78 21.22 19.72 22.68
Book value 38.41 40.09 43.00 46.45 46.56 50.09 58.39 56.69 52.97 41.95
Shares, m 64 63 60 57 55 53 52 50 47 43
Valuation, ×
Valuation, × P/E 28.31 20.31 10.07 19.52 26.65 30.94 13.17 20.10 13.19 18.54
P/S 2.05 1.97 1.36 2.05 2.14 3.40 2.23 3.37 3.43 2.73
P/B 2.84 2.92 2.34 3.48 3.35 4.95 4.01 5.47 6.96 7.63
EV/Sales 2.15 2.33 1.56 2.33 2.44 4.07 2.63 3.75 3.66 3.08
EV/FCF 17.47 29.24 32.06 17.01 16.13 54.48 17.56 16.22 19.94 15.93
Cash, $m
Cash, $m Operating cash flow 531 459 339 703 697 422 1,001 1,201 1,030 1,102
Capex (109) (160) (121) (89) (95) (135) (183) (142) (113) (131)
Free cash flow 422 299 219 614 601 287 817 1,059 917 971
Balance, $m
Balance, $m Working capital 842 986 1,461 853 1,563 981 1,167 2,222 1,261 1,541
Total debt 596 1,586 1,588 1,592 2,081 2,927 2,583 2,289 1,891 2,882
Net debt 211 1,208 784 1,240 1,184 2,603 2,218 1,713 1,137 1,770
Shareholders’ equity 2,467 2,528 2,597 2,643 2,538 2,630 3,024 2,829 2,463 1,795
Returns, %
Returns, % ROA 6.32 7.89 11.59 8.77 5.62 6.41 12.77 11.09 21.10 12.26
ROIC 12.74 7.76 9.41 10.21 8.19 6.85 14.36 13.52 19.84 17.58
ROE 10.39 14.63 23.84 17.99 12.32 16.28 32.69 26.22 49.57 34.79
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

Carlisle Companies Incorporated vs peers in Building Products & Equipment (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
MAS Masco Corporation $14.3B 16.8× 16.5× −2.88% (below 0%: shrinking) +25.00% (above 0%: growing) +67.78% (above 0%: growing) 43.57% 23.64% Compare
CSL Carlisle Companies Incorporated $13.3B 19.0× 18.5× +8.33% (above 0%: growing) +6.75% (above 0%: growing) −22.53% (below 0%: shrinking) 36.20% 22.45%
LII Lennox International, Inc. $12.4B 16.1× 20.8× +2.96% (above 0%: growing) −1.40% (below 0%: shrinking) +133.39% (above 0%: growing) 34.91% 22.97% Compare
WMS Advanced Drainage Systems, Inc. $9.7B 21.9× 21.2× +20.63% (above 0%: growing) +18.92% (above 0%: growing) −8.28% (below 0%: shrinking) 40.76% 25.43% Compare
OC Owens Corning Inc $9.0B — (loss-making) 13.4× +0.33% (above 0%: growing) −34.19% (below 0%: shrinking) +61.87% (above 0%: growing) 28.77% 17.49% Compare
SPXC SPX Technologies, Inc. $8.4B 29.5× 34.3× +22.92% (above 0%: growing) +40.18% (above 0%: growing) +96.84% (above 0%: growing) 40.18% 16.94% Compare
AWI Armstrong World Industries, Inc. $7.0B 23.0× 19.3× +11.16% (above 0%: growing) +12.44% (above 0%: growing) +13.13% (above 0%: growing) 41.31% 28.35% Compare
AAON AAON, Inc. $6.4B 37.8× 57.5× +101.23% (above 0%: growing) +263.16% (above 0%: growing) +52.96% (above 0%: growing) 24.32% 10.99% Compare
BLDR Builders FirstSource, Inc. $5.8B 59.4× 34.1× −8.77% (below 0%: shrinking) n/m −87.35% (below 0%: shrinking) 28.14% 3.33% Compare
Median of peers $8.7B 23.0× 21.0× +7.06% +18.92% +57.41% 37.55% 20.23%

All 35 Building Products & Equipment stocks →

Carlisle Companies Incorporated (CSL) key facts

  • Concern: Net income was $740.7 million, or $17.27 per share (basic), a net margin of 14.8%.
  • 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.
  • As of October 16, 2026, CSL traded at $333.86, a market capitalization of $13.3 billion.
  • At that price the stock trades at 19.0× trailing-twelve-month earnings and 2.6× sales; its P/E is higher than 46% of its own readings over the past ten years.
  • Carlisle Companies Incorporated pays an annual dividend of $4.55 per share, a yield of 1.36%, with a payout ratio of 26.1%.
  • Return on equity was 34.8% and debt-to-equity 1.78.
  • Its Piotroski F-score is 6 out of 9 and its Altman Z-score is 5.10 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

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