The earnings call highlighted Carlisle's resilience in achieving record adjusted EPS and maintaining strong cash generation. However, challenges in new construction and a flat revenue growth indicate a balanced sentiment. Continued commitment to strategic goals and innovation offers a positive outlook despite macroeconomic pressures.

Company Guidance -

Q3 2025

During the Carlisle Companies' Second Quarter 2025 Earnings Call, the company reported a record adjusted EPS of $6.27, supported by stable revenues of $1.4 billion, despite challenges in new construction. The commercial reroofing market remains strong, accounting for approximately 70% of CCM's commercial roofing business, and is expected to maintain mid-single-digit growth for the year. Carlisle returned $343 million to shareholders and acquired Bonded Logic, enhancing their insulation market presence. The company anticipates a 150 basis point decline in adjusted EBITDA margin due to volume and pricing pressures but maintains confidence in long-term growth, targeting $40 of adjusted EPS by 2030. Carlisle's Vision 2030 focuses on innovation, sustainability, and strategic acquisitions to drive future success.

Record Adjusted EPS

Carlisle achieved a record adjusted EPS of $6.27, showcasing resilience in a dynamic building products landscape.

Strong Reroofing Business

The reroofing business at CCM remains strong, contributing to approximately 70% of CCM's commercial roofing business and aligning with long-term growth expectations.

Strategic Acquisition of Bonded Logic

Carlisle acquired Bonded Logic, enhancing its position in the growing insulation market with a focus on sustainability and innovation.

Robust Cash Generation

Carlisle generated free cash flow of $258 million and expects to maintain a free cash flow margin exceeding 15% for the year.

Commitment to Vision 2030

Carlisle continues to focus on its Vision 2030 goals, including achieving $40 of adjusted EPS by 2030 and maintaining a strong innovation pipeline.

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)	5.97 / -	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	$410.57	$354.71	-13.61%
Apr 23, 2025	$358.94	$380.46	+6.00%
Feb 04, 2025	$374.34	$340.88	-8.94%
Oct 24, 2024	$455.21	$414.09	-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 5.97.

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