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Carlisle Companies (CSL)
NYSE:CSL
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Carlisle Companies (CSL) Price & Analysis

681 Followers

CSL Stock Chart & Stats

$361.70
$0.74(0.20%)
At close: 4:00 PM EST
$361.70
$0.74(0.20%)

Bulls Say, Bears Say

Bulls Say
Healthy MarginsCarlisle's sustained mid-30% gross margins and low-20% EBIT margins indicate durable product-level profitability and pricing power in building-envelope systems. These margin levels support reinvestment, absorption of cyclical volume swings, and long-term cash generation even with uneven top-line growth.
Consistent Cash GenerationReliable operating cash flow and FCF close to net income show the business converts earnings to cash consistently, enabling capex, M&A, and shareholder returns. Even with some year-to-year volatility, the firm's cash conversion underpins long-term financial flexibility and capital allocation.
Liquidity And Disciplined Capital ReturnsSubstantial cash, a large revolver and a net-debt/EBITDA ratio within stated targets provide buffer for cycles and fund strategic actions. Combined with large share repurchases and a $1B repurchase target, this reflects management's ability to deploy cash while preserving liquidity over the medium term.
Bears Say
Higher Leverage Vs Prior YearsA materially more levered capital structure reduces downside resilience; higher debt amplifies risk if cyclical demand softens. Increased leverage limits flexibility for opportunistic investment and raises refinancing exposure, making cash generation and margin durability more critical to sustain credit metrics.
Revenue Volatility And Soft Construction DemandThe firm is exposed to nonresidential/new-construction cyclicality; recent quarters show declining sales and historically uneven revenue trends. Persistent weakness in new construction and distributor destocking can depress volumes and prolong recovery, pressuring long-term growth visibility and planning.
Input-cost Inflation And CWT Mix PressureSustained petrochemical cost inflation and a mix shift toward lower-margin foam products compress margins if price realization lags. CWT has already shown margin pressure; persistent higher input costs and adverse mix could limit margin expansion and make earnings more sensitive to commodity cycles.

Carlisle Companies News

CSL FAQ

What was Carlisle Companies’s price range in the past 12 months?
Carlisle Companies lowest stock price was $293.43 and its highest was $435.92 in the past 12 months.
    What is Carlisle Companies’s market cap?
    Carlisle Companies’s market cap is $13.80B.
      When is Carlisle Companies’s upcoming earnings report date?
      Carlisle Companies’s upcoming earnings report date is Jul 29, 2026 which is in 45 days.
        How were Carlisle Companies’s earnings last quarter?
        Carlisle Companies released its earnings results on Apr 23, 2026. The company reported $3.63 earnings per share for the quarter, beating the consensus estimate of $3.333 by $0.297.
          Is Carlisle Companies overvalued?
          According to Wall Street analysts Carlisle Companies’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Carlisle Companies pay dividends?
            Carlisle Companies pays a Quarterly dividend of $1.1 which represents an annual dividend yield of 1.28%. See more information on Carlisle Companies dividends here
              What is Carlisle Companies’s EPS estimate?
              Carlisle Companies’s EPS estimate is 6.42.
                How many shares outstanding does Carlisle Companies have?
                Carlisle Companies has 40,465,076 shares outstanding.
                  What happened to Carlisle Companies’s price movement after its last earnings report?
                  Carlisle Companies reported an EPS of $3.63 in its last earnings report, beating expectations of $3.333. Following the earnings report the stock price went down -0.998%.
                    Which hedge fund is a major shareholder of Carlisle Companies?
                    Currently, no hedge funds are holding shares in CSL
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Carlisle Companies

                      Carlisle Companies Incorporated (CSL) is a multinational, diversified industrial enterprise that engineers and manufactures a broad array of products, serving markets across the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and other international regions. Its operations are structured across three primary business segments: Carlisle Construction Materials (CCM): This segment focuses on providing essential components for building envelopes across commercial, industrial, and residential sectors. Its offerings span single-ply roofing, rigid foam insulation, spray polyurethane foam, architectural metal systems, heating, ventilation, and air conditioning (HVAC) hardware and sealants, waterproofing membranes, and air and vapor barrier solutions. Carlisle Interconnect Technologies (CIT): Specializing in high-performance wires and cables, including optical fiber, this segment serves critical sectors such as commercial aerospace, military and defense electronics, medical devices, industrial applications, and test and measurement. CIT also delivers an extensive range of associated products, from sensors, connectors, and contacts to complex cable assemblies, harnesses, racks, trays, and installation kits. Complementing its product portfolio are specialized engineering and certification services. Carlisle Fluid Technologies (CFT): This segment develops and manufactures engineered solutions for the precise application of liquids and powders. Its offerings include specialized finishing equipment for sealants and adhesives, alongside integrated systems designed for processes such as spraying, pumping, mixing, metering, and curing various coatings. CFT's products cater to diverse markets such as automotive manufacturing, general industrial uses, protective coatings, wood finishing, and both specialty and automotive refinishing. Carlisle markets its extensive product range under a portfolio of recognized brands, including Carlisle, Binks, DeVilbiss, Ransburg, BGK, MS Powder, Thermax, Tri-Star, LHi Technology, Providien, SynTec, Weatherbond, Hunter Panels, Resitrix, Hertalan, Insulfoam, and Versico. Established in 1917, Carlisle Companies Incorporated maintains its corporate headquarters in Scottsdale, Arizona.

                      Carlisle Companies (CSL) Earnings & Revenues

                      CSL Company Deck

                      CSL Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      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.View all CSL earnings summaries

                      CSL Revenue Breakdown

                      70.93%70.93%29.07%
                      70.93% Carlisle Construction Materials
                      29.07% Carlisle Weatherproofing Technologies
                      tipranks

                      CSL Stock 12 Month Forecast

                      Average Price Target

                      $416.17
                      ▲(15.06% Upside)
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7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":321.973,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 6,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":316.527,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 5,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n   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