Carlisle Companies (CSL)
NYSE:CSL
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Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
6.45Last Year’s EPS
6.27Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced message: management delivered positive execution on profitability (adjusted EPS growth, EBITDA margin expansion, COS-driven productivity), maintained a strong balance sheet, and implemented pricing and product initiatives to offset raw material inflation. However, meaningful near-term headwinds remain—Q1 revenue fell 4%, new construction demand is soft, input costs are meaningfully higher (MDI/TPO double-digit increases), CWT experienced margin pressure, and Q1 cash flow was affected by a large tax payment. Management reaffirmed full-year guidance and outlined a path for margin recovery, but uncertainty from weather, interest rates, and geopolitical risks keeps near-term visibility limited.Company Guidance
Adjusted EPS and Margin Expansion
Adjusted EPS of $3.63, up 1% year over year; adjusted EBITDA of $235 million with adjusted EBITDA margin of 22.3%, a 50 basis point improvement versus prior year.
CCM Margin Improvement
CCM adjusted EBITDA margin expanded 30 basis points to 27.4% in Q1 despite a 5% revenue decline; management expects CCM Q2 margin near 31% and sequential improvement through Q3.
Strong Balance Sheet and Liquidity
Cash and cash equivalents of $771 million and $1.0 billion available on the revolving credit facility; net debt/EBITDA of 1.7x, inside the 1.0–2.0x target range, providing financial flexibility.
Capital Return and Shareholder Actions
Returned $296 million to shareholders in Q1 (share repurchases of $250 million and $46 million of dividends); on pace toward a $1 billion annual repurchase target for 2026.
Price Actions to Offset Cost Inflation
Two rounds of price increases (mid-March and mid-April) implemented to offset petrochemical-linked raw material and freight cost pressure; company expects price realization to drive revenue toward the higher end of low single-digit growth for 2026.
Product and Innovation Momentum
Plans to release approximately 10–12 new products in 2026, highlighted by ThermaThin R-7 insulation (awarded at IRE) with deliveries starting in July; additional product introductions and service enhancements aimed at improving contractor productivity and pricing power.
Reaffirmed 2026 Guidance and Vision 2030 Targets
Reaffirmed full-year 2026 outlook: low single-digit consolidated revenue growth (management indicating ~3% at the higher end), approximately 50 basis points of adjusted EBITDA margin expansion, and confidence in Vision 2030 long-term targets (targeting $40 adjusted EPS and 25%+ ROIC).
Improving Order Momentum and Reroofing Demand
Orders improved through the quarter, with the company exiting March with stronger momentum and April activity in line with seasonal norms; reroofing activity grew low single digits and remains a stable recurring revenue base.
CSL Earnings History
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 |
|---|---|---|---|
Apr 23, 2026 | $363.70 | $360.07 | -1.00% |
Feb 03, 2026 | $354.88 | $394.30 | +11.11% |
Oct 29, 2025 | $329.19 | $323.62 | -1.69% |
Jul 30, 2025 | $406.85 | $351.50 | -13.61% |
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 Jul 29, 2026, After Close (Confirmed).
What is Carlisle Companies (CSL) earnings time?
Carlisle Companies (CSL) earnings time is at Jul 29, 2026, 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 2026 (Q2) is 6.45.