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Carlisle Companies (CSL)
NYSE:CSL
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.41Last Year’s EPS
3.61Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call struck a constructive overall tone: Carlisle reported strong full-year financial results driven by high ROIC (≈25%), robust cash generation (operating cash flow > $1B and free cash flow of $972M), aggressive capital returns ($1.3B buybacks and a 10% dividend increase), and clear long-term targets under Vision 2030 supported by product innovation and operational improvements. Near-term headwinds were also acknowledged—organic revenue declines, margin compression in Q4 (300 bps) and a 13% drop in quarterly EPS, soft new construction and residential markets, and a muted M&A environment due to elevated seller valuations. Management provided a conservative but constructive 2026 outlook (low single-digit revenue growth, ~50 bps EBITDA expansion, $1B planned buybacks) and reiterated strategic levers (COS, innovation, disciplined M&A) to reach long-term goals. Overall, positives around cash generation, returns, strategic clarity and innovation outweigh the near-term demand and margin pressures.Company Guidance
Full-Year Revenue and Profitability
Full-year 2025 revenue of $5.0 billion; adjusted EPS of $19.40; adjusted EBITDA margin of 24.4%; ROIC approximately 25% (management describes as best-in-class).
Strong Cash Generation and Free Cash Flow
Fourth consecutive year with operating cash flow > $1.0 billion; record free cash flow of $972 million in 2025 representing a 19.4% free cash flow margin (well ahead of the Vision 2030 target of 15%).
Substantial Capital Returns to Shareholders
Returned nearly $1.5 billion in 2025 including $1.3 billion of share repurchases and $181 million of dividends; August marked the 49th consecutive annual dividend increase (up 10% year-over-year).
Quarterly Revenue Growth and Acquisition Contributions
Q4 consolidated revenue approximately $1.1 billion, up 0.4% year-over-year; recent acquisitions (PlastiFab, ThermoFoam, Bonded Logic) contributed ~$30 million incremental revenue in Q4.
Reaffirmation of Vision 2030 and Innovation Targets
Management reaffirmed Vision 2030 targets (adjusted EPS of $40, ROIC >25%) and increased R&D/product development ambition (targeting 3% of sales), with goal that 25% of revenue comes from products ≤5 years old by 2030; several commercial product launches (ThermaFin, temperature-sensing gun, RapidLock, SameShield, Appeal, VP Tech) already generating revenue.
Operational Excellence & Technology Adoption
Continued deployment of Carlisle Operating System (COS), expansion of automation and AI across manufacturing sites to improve changeover times, scrap, safety and quality; management expects COS and self-help to drive ~50 bps of consolidated EBITDA margin expansion in 2026.
Healthy Liquidity and Disciplined Capital Allocation
Strong balance sheet with $1.1 billion cash and $1.0 billion available on revolver at year-end; disciplined M&A approach focused on bolt-ons (examples: MTL, PlastiFab, ThermoFoam, Bonded Logic) and ongoing plan to repurchase ~$1 billion of shares in 2026.
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 |
|---|---|---|---|
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% |
Apr 23, 2025 | $355.69 | $377.01 | +5.99% |
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 Apr 23, 2026, After Close (Confirmed).
What is Carlisle Companies (CSL) earnings time?
Carlisle Companies (CSL) earnings time is at Apr 23, 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 (Q1) is 3.41.