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Carlisle Companies (CSL)
NYSE:CSL
Earnings Data
Report Date
Apr 24, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
3.45Last Year’s EPS
3.72Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 04, 2025
|% Change Since: -6.86%
|Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted Carlisle's strong financial performance in 2024 with record adjusted EPS and successful strategic initiatives. However, the company faced significant market headwinds, particularly in Q4, and has concerns about tariffs and economic uncertainty in 2025. Despite these challenges, Carlisle maintains a positive outlook for 2025, driven by innovation, operational efficiencies, and strategic acquisitions.Company Guidance
During the Carlisle Company's Fourth Quarter 2024 Earnings Conference Call, the company reported a record adjusted EPS of $20.20 for the year, reflecting a 30% increase year-over-year. The adjusted EBITDA margin expanded by 150 basis points to 26.6%. Key strategic moves included the $2 billion sale of CIT, pivoting Carlisle into a pure-play building products company, and $700 million in acquisitions, notably MTL and Plasti-Fab, which are expected to generate synergies of over $20 million and $14 million, respectively. Looking ahead, Carlisle anticipates mid-single-digit revenue growth in 2025, driven by continued strength in reroofing activity and the full-year benefit from recent acquisitions, while expecting a 50 basis point expansion in adjusted EBITDA margin. They also aim to achieve $1 in EPS growth through recent acquisitions, with plans for disciplined capital deployment, including $800 million in share buybacks.Record Adjusted EPS and Strategic Shift
Carlisle achieved record adjusted EPS of $20.20 in 2024, marking a 30% year-over-year increase. The company completed its pivot to a pure-play building products company with the $2 billion sale of CIT.
Strong Margin Performance
Adjusted EBITDA margins expanded by 150 basis points to a record 26.6% in 2024, despite challenges in the residential markets and a low single-digit price decline in commercial markets.
Successful Acquisitions and Synergies
Carlisle completed synergistic acquisitions of MTL and Plasti-Fab, contributing to its market position. Expected synergies from MTL increased from $13 million to over $20 million.
Positive Outlook for 2025
Carlisle expects double-digit EPS growth in 2025, driven by mid-single-digit revenue growth and a 50 basis point expansion in adjusted EBITDA margin, supported by innovation and operational efficiencies.
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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
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CSL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 04, 2025 | $375.26 | $341.72 | -8.94% |
| Oct 24, 2024 | $456.32 | $415.11 | -9.03% |
| Jul 24, 2024 | $409.20 | $407.61 | -0.39% |
| Apr 25, 2024 | $378.41 | $396.76 | +4.85% |
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.
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FAQ
When does Carlisle Companies (CSL) report earnings?
Carlisle Companies (CSL) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is Carlisle Companies (CSL) earnings time?
Carlisle Companies (CSL) earnings time is at Apr 24, 2025, TBA Not 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 (Q1) is 3.45.
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