Key Takeaways CSL beat Q4 EPS estimates and topped revenue forecasts, even as adjusted earnings fell 13% from last year.Carlisle Construction and Weatherproofing revenues rose on acquisitions, while organic sales declined.CSL expects low-single-digit revenue growth in 2026, with adjusted EBITDA margin seen rising about 50 bps.Carlisle Companies Incorporated (CSL) reported fourth-quarter 2025 adjusted earnings of $3.90 per share, which beat the Zacks Consensus Estimate of $3.60. However, the bottom line decr ...

Core Insights - Carlisle (CSL) reported revenue of $1.13 billion for the quarter ended December 2025, reflecting a year-over-year increase of 0.4% and surpassing the Zacks Consensus Estimate of $1.1 billion by 2.24% [1] - The company's EPS for the quarter was $3.90, down from $4.47 in the same quarter last year, but exceeded the consensus estimate of $3.60 by 8.21% [1] Revenue Performance - Carlisle Construction Materials (CCM) generated revenues of $826.8 million, exceeding the four-analyst average estimate of $810.77 million, but showing a year-over-year decline of 0.8% [4] - Carlisle Weatherproofing Technologies (CWT) reported revenues of $300.9 million, surpassing the average estimate of $292.82 million and reflecting a year-over-year increase of 4% [4] Adjusted EBIT Metrics - Adjusted EBIT for Carlisle Construction Materials (CCM) was $198.7 million, exceeding the three-analyst average estimate of $182.97 million [4] - Adjusted EBIT for Corporate and unallocated was reported at -$21 million, slightly worse than the three-analyst average estimate of -$20.18 million [4] - Adjusted EBIT for Carlisle Weatherproofing Technologies (CWT) was $21.3 million, above the three-analyst average estimate of $20.86 million [4] Stock Performance - Shares of Carlisle have returned +3.1% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Carlisle (CSL) came out with quarterly earnings of $3.9 per share, beating the Zacks Consensus Estimate of $3.6 per share. This compares to earnings of $4.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.21%. A quarter ago, it was expected that this diversified manufacturer would post earnings of $5.47 per share when it actually produced earnings of $5.61, delivering a surprise of +2.56%.Over the last four quarters, the c ...

Carlisle Companies (NYSE:CSL) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsCharles Perron-Piché - Vice President of Equity ResearchChris Koch - Chairman, President, and CEODavid MacGregor - PresidentGarik Shmois - Managing DirectorKeith Hughes - Managing DirectorKevin Zdimal - CFOMehul Patel - VP of Investor RelationsTom Sano - Managing DirectorConference Call ParticipantsAdam Baumgarten - VP and Equity Research AnalystOperatorGood afternoon. My name is Joelle, and I will be your ...

Carlisle Companies (NYSE:CSL) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsCharles Perron-Piché - Vice President of Equity ResearchChris Koch - Chairman, President, and CEODavid MacGregor - PresidentGarik Shmois - Managing DirectorKeith Hughes - Managing DirectorKevin Zdimal - CFOMehul Patel - VP of Investor RelationsTom Sano - Managing DirectorConference Call ParticipantsAdam Baumgarten - VP and Equity Research AnalystOperatorGood afternoon. My name is Joelle, and I will be your ...

Carlisle Companies (NYSE:CSL) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Speaker7Good afternoon. My name is Joelle, and I will be your conference call operator today. At this time, I would like to welcome everyone to the Carlisle Companies' fourth quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, we will conduct a question-and-answer session. I would like to turn the call over to Mr. Mehul Patel, Carlisle Vice Pre ...

Forward Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally use words such as "expect," "foresee," "anticipate," "believe," "project," "should," "estimate," "will," "plans," "intends," "forecast," and similar expressions, and reflect our expectations concerning the future. Such statements are made based on known events and circumstances at the ti ...

Exhibit 99.1 PRESS RELEASE 2/3/26 Carlisle Companies Reports Fourth Quarter Results SCOTTSDALE, ARIZONA, February 3, 2026 - Carlisle Companies Incorporated (NYSE:CSL) today announced its fourth quarter 2025 financial results. Comments from Chris Koch, Chair, President and Chief Executive Officer "Throughout 2025, despite continued headwinds in new construction and a complex economic environment, we continued to execute against our Vision 2030 strategy, and we remain very confident in our key long-term finan ...

Carlisle Companies Incorporated (NYSE:CSL) is set to release its quarterly earnings with an anticipated EPS of $3.63 and revenue of $1.11 billion.CSL trades at a forward P/E ratio of 17.1, indicating a potential investment opportunity given its below 10-year average.The company's robust balance sheet and strategic growth initiatives position it well for future profitability and market leadership in the building materials industry.Carlisle Companies Incorporated (NYSE:CSL) is a prominent player in the buildi ...

Core Insights - The article emphasizes the importance of roof maintenance, noting that most roofs last between 20 to 30 years without repairs or replacement [1] Group 1 - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings [1] - The focus of the analysis is on identifying high-quality dividend-growing and undervalued investment opportunities [1] - The goal is to achieve a strong total return through cash dividends and capital gains [1]