Carlisle Cos Inc

CSL

Equity

ISIN null / Valor 916251

New York Stock Exchange, Inc (2025-10-20)

USD 329.32+1.68%

Carlisle Cos Inc
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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 Services

Record Earnings

For the full year 2024, Carlisle Cos Inc delivered a diluted EPS of $18.34 and an adjusted EPS of $20.20, representing a significant 30% increase compared to 2023. In the fourth quarter, diluted EPS reached $3.56 and adjusted EPS hit a record $4.47, up 7% year-over-year.

Revenue and Margins

Fourth quarter revenue slightly decreased by 0.4% to $1.1 billion. The operating margin stood at 19.9%, and the adjusted EBITDA margin was 25.1%. Despite a slight revenue dip, the company maintained strong profitability margins.

Strategic Acquisitions and Share Repurchases

Carlisle successfully completed the acquisition of Plasti-Fab, enhancing its EPS insulation capabilities. Additionally, the company repurchased $420 million of shares in Q4, bringing total share repurchases for 2024 to $1.6 billion, underscoring its commitment to returning capital to shareholders.

Outlook for 2025

The company anticipates mid-single-digit revenue growth and approximately 50 basis points of adjusted EBITDA margin expansion in 2025. Carlisle remains optimistic about continued growth supported by strong re-roofing demand, new product launches, and successful integration of recent acquisitions.

Summarized from source with an LLMView Source

Key figures

-30.1%1Y

21.9%3Y

163%5Y

Performance

35.5%1Y

32.1%3Y

30.0%5Y

Volatility