The earnings call highlighted Carlisle's strong performance in the reroofing segment and strategic acquisitions, but these were offset by challenges in new construction and market conditions leading to flat revenue and margin compression.

Company Guidance -

Q3 2025

During the Carlisle Companies Second Quarter 2025 Earnings Conference Call, the company reported a record adjusted EPS of $6.27, despite facing challenges in new construction and softer market conditions. Revenues for the quarter remained steady at $1.4 billion, with the commercial reroofing market showing resilience and contributing approximately 70% of CCM's commercial roofing business. The company returned $343 million to shareholders through dividends and share repurchases. Carlisle's strategic acquisition of Bonded Logic is expected to enhance its position in the growing insulation market. Despite market challenges, Carlisle maintained its Vision 2030 goals, targeting $40 adjusted EPS by 2030, and projected over 15% free cash flow margin for the year. Adjusted EBITDA for the quarter was $389 million with a margin of 26.9%, a decline of 190 basis points from the previous year, primarily due to volume deleverage and higher operating costs. The company's focus remains on executing its Vision 2030 initiatives and delivering long-term growth.

Record Adjusted EPS

Carlisle achieved a record adjusted EPS of $6.27 in the second quarter of 2025, showcasing resilience in a dynamic market.

Strong Reroofing Segment Performance

The commercial reroofing market aligned with long-term growth expectations, accounting for approximately 70% of CCM's commercial roofing business.

Strategic Acquisition of Bonded Logic

Carlisle's acquisition of Bonded Logic, expected to drive double-digit revenue CAGR in the insulation market, aligns with sustainability goals and Vision 2030.

Strong Free Cash Flow Generation

Carlisle generated free cash flow of $258 million in Q2 2025, maintaining a balanced approach to capital deployment.

Innovation and Product Development

Carlisle advanced several product development initiatives, including the introduction of new products like Dual Tank Flexible FAST Adhesive and Blueskin portfolio expansions.

Carlisle Companies (CSL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CSL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	5.87 / -	5.78	―	―	―
Jul 30, 2025	2025 (Q2)	6.58 / 6.27	6.24	0.48% (+0.03)
Apr 23, 2025	2025 (Q1)	3.42 / 3.61	3.72	-2.96% (-0.11)
Feb 04, 2025	2024 (Q4)	4.42 / 4.47	4.17	7.19% (+0.30)
Oct 24, 2024	2024 (Q3)	5.82 / 5.78	4.68	23.50% (+1.10)
Jul 24, 2024	2024 (Q2)	5.99 / 6.24	5.18	20.46% (+1.06)
Apr 25, 2024	2024 (Q1)	2.82 / 3.72	2.57	44.75% (+1.15)
Feb 06, 2024	2023 (Q4)	3.55 / 4.17	3.92	6.38% (+0.25)
Oct 26, 2023	2023 (Q3)	4.58 / 4.68	5.66	-17.31% (-0.98)
Jul 26, 2023	2023 (Q2)	4.67 / 5.18	6.15	-15.77% (-0.97)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CSL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$409.38	$353.68	-13.61%
Apr 23, 2025	$357.89	$379.35	+6.00%
Feb 04, 2025	$373.25	$339.89	-8.94%
Oct 24, 2024	$453.88	$412.89	-9.03%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Carlisle Companies (CSL) report earnings?

Carlisle Companies (CSL) is schdueled to report earning on Oct 23, 2025, After Close (Confirmed).

What is Carlisle Companies (CSL) earnings time?

Carlisle Companies (CSL) earnings time is at Oct 23, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CSL EPS forecast?

CSL EPS forecast for the fiscal quarter 2025 (Q3) is 5.87.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing