Carlisle Cos Inc
CSL
ISIN null / Valor 916251
Carlisle Cos Inc
UMushroom community rating:
About company
Carlisle Companies Incorporated operates as a prominent provider of Building Envelope products and solutions, aimed at enhancing the energy efficiency of buildings. The company's operations are segmented into Construction Materials (CCM) and Weatherproofing Technologies (CWT), through which it offers a range of innovative and environmentally responsible products. Carlisle is recognized for its commitment to delivering these solutions via a customer-centric approach known as the Carlisle Experience. Beyond its product offerings, the company places a strong emphasis on generating superior shareholder returns, adopting a balanced strategy in capital deployment. This strategy encompasses reinvestment in its core businesses, pursuing strategic acquisitions, executing share repurchases, and maintaining a trajectory of dividend growth.
Summarized from source with an LLMView SourceSector: Consumer ServicesLatest Results (11.11.2025):
Carlisle Cos Inc reported its second quarter 2025 financial results, demonstrating resilient performance in a challenging market. The company delivered flat revenue at approximately $1.4 billion while achieving a record adjusted EPS of $6.27, even as different segments exhibited mixed results amid evolving market dynamics and strategic acquisitions.
Revenue & Operating Margins
Carlisle Cos Inc's second quarter 2025 revenue remained flat at around $1.4 billion with an operating margin of 23.1% and an adjusted EBITDA margin of 26.9%. Despite a sluggish new construction landscape, the company maintained its margins above its Vision 2030 targets.
Earnings Performance
The quarter delivered a diluted EPS of $5.87 and record adjusted EPS of $6.27. While overall operating income and adjusted EBITDA experienced slight declines compared to the previous year, Carlisle's focused cost management helped sustain robust profitability.
Segment Insights
In the Carlisle Construction Materials (CCM) segment, revenue grew slightly to $1,096 million, driven by the acquisition of MTL, though operating income and adjusted EBITDA saw modest declines. Conversely, the Carlisle Weatherproofing Technologies (CWT) segment faced a decline in revenue to $354 million due to soft market conditions, particularly in residential and commercial end-markets.
Capital Allocation & Acquisitions
The company repurchased 0.8 million shares for $300 million and returned a total of $788 million to shareholders over six months through share repurchases and dividends. Additionally, strategic acquisitions such as Bonded Logic, Plasti-Fab, and ThermaFoam support Carlisle’s push towards its Vision 2030 goals by enhancing its product portfolio and generating anticipated annual synergies.
Full-Year Outlook
Carlisle Cos Inc has adjusted its full-year 2025 outlook, now expecting low-single-digit revenue growth and a decline in adjusted EBITDA margins by 150 basis points. This revision reflects cautious expectations amid ongoing market challenges, though the company remains committed to strategic initiatives and operational excellence.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
12926 M
Market cap (USD)
602,171
Daily traded volume (Shares)
371.17 / 365
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
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