While Carlisle Companies demonstrated strong performance in its CCM segment and maintained financial discipline with capital deployment, significant challenges in the new construction market and the CWT segment's performance dampened overall results. The flat revenue forecast and margin declines further balance out the positive aspects.

Company Guidance

During Carlisle Companies' Third Quarter 2025 Earnings Conference Call, the company provided guidance indicating a flat revenue outlook for the full year 2025, with an expected adjusted EBITDA margin decline of 250 basis points year-over-year. Despite a challenging environment in the new construction market due to high interest rates and economic uncertainties, the company achieved a third-quarter revenue of $1.3 billion, up 1% from the previous year, and an adjusted EPS of $5.61. Carlisle's focus on its Vision 2030 initiatives, including product innovation and strategic M&A, remains strong, with a commitment to generating $40 of adjusted EPS by 2030 and maintaining a 25% ROIC. The company also emphasized disciplined capital deployment, having repurchased 800,000 shares for $300 million and increased its dividend by 10%.

Stable Reroofing Demand

Reroofing demand, which represents approximately 70% of CCM's commercial roofing revenue, remains strong due to factors such as aging commercial building stock and energy efficiency mandates.

Successful Capital Deployment

Carlisle repurchased 800,000 shares for $300 million and raised its dividend by 10%, marking the 49th consecutive annual increase.

Innovation Pipeline and Vision 2030

New products like RapidLock and VP Tech are gaining traction, aligning with industry trends of energy efficiency and labor savings. Vision 2030 aims for 25% of revenue from recently introduced products.

Strong Financial Position

Carlisle has a net debt-to-EBITDA ratio of 1.4x, within the target range, and issued $1 billion of debt to enhance liquidity for growth initiatives.

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
Feb 10, 2026	2025 (Q4)	3.60 / -	4.47	―	―	―
Oct 29, 2025	2025 (Q3)	5.36 / 5.61	5.78	-2.94% (-0.17)
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)

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
Oct 29, 2025	$330.08	$324.50	-1.69%
Jul 30, 2025	$407.95	$352.45	-13.60%
Apr 23, 2025	$356.65	$378.03	+5.99%
Feb 04, 2025	$371.95	$338.71	-8.94%

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 Feb 10, 2026, After Close (Confirmed).

What is Carlisle Companies (CSL) earnings time?

Carlisle Companies (CSL) earnings time is at Feb 10, 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 2025 (Q4) is 3.6.

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