M&G PLC Makes New $11.91 Million Investment in Carlisle Companies Incorporated $CSL
M&G PLC has acquired a new stake of 36,209 shares, valued at $11.91 million, in Carlisle Companies Incorporated. This investment represents approximately 0.09% ownership in the company. Despite this new investment, Carlisle Companies' CFO and CEO recently sold significant amounts of company stock, totaling over $28 million from insider sales within the last 90 days.
Rhumbline Advisers Trims Holdings in Carlisle Companies Incorporated $CSL
Rhumbline Advisers reduced its stake in Carlisle Companies (CSL) by 3.6% in the third quarter, while other institutional investors like Vermillion & White Wealth Management Group LLC and Blue Trust Inc. increased their holdings. The company recently reported better-than-expected quarterly earnings and declared a quarterly dividend of $1.10 per share. Insiders have sold a significant number of shares, with CFO Kevin P. Zdimal selling 24,180 shares worth nearly $9.87 million.
Insider Selling: Carlisle Companies (NYSE:CSL) Insider Sells 6,049 Shares of Stock
Carlisle Companies (NYSE:CSL) insider Stephen Schwar sold 6,049 shares of the company's stock for over $2.52 million, reducing his stake by 41.46%. The sale occurred after the company reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend. Analyst consensus for CSL is currently a "Hold" with an average price target of $392.50.
CARLISLE COMPANIES INC SEC 10-K Report
Carlisle Companies Inc. has released its 2025 Form 10-K report, highlighting financial performance, business operations, and strategic initiatives. Despite a decrease in net income to $740.7 million, the company focuses on innovation, operational excellence, and strategic acquisitions under its Vision 2030 strategy, particularly in the non-residential construction market. Carlisle faces challenges from acquisition valuations, market concentration, and fluctuating material costs but remains confident in its ability to generate strong returns and pursue value-enhancing opportunities.
Schwar Stephen, vice chair of CCM at Carlisle, sells $2.5M in CSL stock
Stephen Schwar, Vice Chair of CCM at Carlisle Companies INC (NASDAQ:CSL), sold 6,049 shares of common stock for over $2.5 million and exercised options for an additional 1,500 shares. This transaction occurred on February 12, 2026, leaving him with 8,540 directly owned shares. The news follows Carlisle's Q4 2025 earnings report, where EPS surpassed expectations while revenue slightly missed forecasts.
Carlisle Companies Incorporated $CSL is Lodge Hill Capital LLC's 4th Largest Position
Lodge Hill Capital LLC increased its stake in Carlisle Companies Incorporated (NYSE:CSL) by 41.0% in the third quarter, making CSL its fourth-largest holding and owning 0.33% of the company's stock. Other institutional investors also adjusted their positions, with institutional ownership now standing at 89.52%. Carlisle Companies reported Q4 earnings that beat consensus estimates and a revenue increase of 0.4% year-over-year, while also declaring a quarterly dividend of $1.10 per share.
Candriam S.C.A. Has $4.30 Million Stake in Carlisle Companies Incorporated $CSL
Candriam S.C.A. significantly reduced its stake in Carlisle Companies Incorporated by 76.8% in the third quarter, now holding 13,083 shares valued at approximately $4.30 million. This divestment comes alongside notable insider selling from the CFO and CEO in February. Despite this, Carlisle Companies reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend of $1.10 per share.
Insider Selling: Carlisle Companies (NYSE:CSL) VP Sells 1,800 Shares of Stock
Carlisle Companies (NYSE:CSL) VP David Smith sold 1,800 shares of the company's stock for over $745,000, reducing his stake by 32.75%. This insider selling follows the company's recent strong quarterly earnings, which beat analyst estimates, and the declaration of a quarterly dividend. Analysts currently have a "Hold" consensus rating on CSL with a price target of $392.50.
Carlisle Cos VP, sustainability, sells $745k in CSL stock By Investing.com
David W. Smith, VP of Sustainability at Carlisle Companies Inc (NYSE:CSL), sold 1,780 shares of common stock for $745,290 after exercising options for an equal number of shares. Following these transactions, Smith directly owns 3,697 shares. Separately, Carlisle Companies reported Q4 2025 earnings per share of $3.90, beating forecasts, but revenue of $1.1 billion was slightly below expectations.
Carlisle Companies Executives Sell Shares Worth Over $25 Million
Executives at Carlisle Companies, including the Chair, President & CEO D Christian Koch, VP & CFO Kevin P Zdimal, and VP of Sustainability David W Smith, have sold shares totaling over $25 million in recent SEC filings. Koch sold 36,260 shares for nearly $15 million, Zdimal sold 24,180 shares for almost $10 million, and Smith sold 1,800 shares for over $745,000. These transactions have adjusted their direct and indirect stock ownership in the company.
ProShare Advisors LLC Sells 10,363 Shares of Carlisle Companies Incorporated $CSL
ProShare Advisors LLC reduced its holdings in Carlisle Companies (NYSE:CSL) by 11.1%, selling 10,363 shares and retaining 82,610 shares valued at approximately $27.18 million. This comes as Carlisle Companies reported strong quarterly earnings, beating analyst expectations with an EPS of $3.90 and revenue of $1.13 billion, and declared a quarterly dividend of $1.10 per share. Despite some analyst price target adjustments, the consensus rating for CSL remains "Hold" with an average target price of $392.50.
5 Must-Read Analyst Questions From Carlisle's Q4 Earnings Call
Carlisle's Q4 earnings call highlighted the resilience of its reroofing business amidst softness in new construction. CEO Chris Koch emphasized the competitive edge from their systems approach and long-term warranties. Analysts probed on achieveing EPS targets, demand sustainability, pricing, and destocking, with management largely optimistic about leveraging technology, M&A, and potential construction recovery.
Carlisle Creates Carlisle Engineered Transportation Solutions
Carlisle Companies Incorporated has formed Carlisle Engineered Transportation Solutions, combining its Carlisle Tire & Wheel, Carlisle Industrial Brake & Friction, and Carlisle Power Transmission units. This strategic move aims to foster best practice sharing, establish a distinct platform, and reinforce Carlisle's standing with manufacturers and distributors. Carlisle is a global manufacturing company based in Charlotte, N.C.
Carlisle Q4 Earnings: Revenue & Profit Beat, Outlook Points to 2026 Improvement - News and Statistics
Carlisle's Q4 earnings surpassed analyst expectations for revenue, EPS, and adjusted EBITDA, driven mainly by its resilient reroofing business despite a decline in operating margin and organic revenue. The company's management highlighted operational excellence and technological advancements as key drivers, with an outlook suggesting potential improvements in volume and sales in Q2 2026 if construction activity recovers. The CEO and CFO also addressed analyst concerns regarding strategy, margin expansion, pricing stability in reroofing, and mixed raw material cost trends.
Mirae Asset Global Investments Co. Ltd. Has $94,000 Stock Holdings in Carlisle Companies Incorporated $CSL
Mirae Asset Global Investments Co. Ltd. significantly reduced its stake in Carlisle Companies (NYSE:CSL) by 90.9% in the third quarter, reporting 287 shares valued at $94,000 in its latest SEC filing. While Mirae Asset trimmed its holdings, other institutional investors, such as Bank of New York Mellon Corp, Sands Capital Management, and JPMorgan Chase & Co., either increased or acquired new positions in Carlisle. Analysts currently hold a consensus "Hold" rating on CSL, with an average price target of $392.50, following recent positive earnings results and a declared quarterly dividend.
Research Alert: CFRA Keeps Buy On Shares Of Carlisle Companies Incorporated
CFRA has maintained a "Buy" rating on shares of Carlisle Companies Incorporated (CSL). This article also briefly mentions Unity Software's (U.US) fourth-quarter financial results, reporting revenue of $609 million, which beat expectations, and a loss of 66 cents per share.
Carlisle Companies (CSL) Margin Compression Challenges Bullish Earnings Narratives
Carlisle Companies (CSL) reported Q4 2025 revenue of US$1,127.7 million and basic EPS of US$3.21, with trailing net profit margins falling from 17.3% to 14.8%. While the company has a strong five-year EPS growth of 15.9%, recent results show slower growth forecasts (5.7% annual earnings growth, 3.1% revenue growth) compared to the broader US market. The article highlights mixed valuation signals, with the stock trading above its DCF fair value despite the margin compression and slower projected growth.
Carlisle Companies Triumphs with Q4 Earnings Beat and Recognition in Industry
Carlisle Companies reported strong Q4 results, exceeding analyst expectations with an EPS of $3.90 and impressive revenue of $1.13B. The company, celebrating 65 years on the NYSE, was recognized as a "Most Honored Company" and unveiled its Vision 2030 strategy focusing on innovation, capital distribution, and operational excellence. Despite challenging market conditions, Carlisle forecasts continued revenue growth and plans a significant $1 billion share repurchase program to enhance shareholder value.
Carlisle Q4 Earnings Beat Estimates, Organic Revenues Decline Y/Y
Carlisle Companies Incorporated (CSL) reported Q4 2025 adjusted earnings of $3.90 per share, surpassing the Zacks Consensus Estimate of $3.60, despite a 13% year-over-year decrease. Total revenues of $1.13 billion also beat estimates, increasing 0.4% year-over-year, though organic revenues declined by 2.5%. For 2026, Carlisle anticipates low single-digit revenue growth and an approximately 50 basis point increase in adjusted EBITDA margin, with a free cash flow margin expected to exceed 15%.
Carlisle Companies Inc (CSL) Stock Price Up 10.54% on Feb 4
Carlisle Companies Inc (CSL) saw its stock price surge by 10.54% on February 4th, reaching an intraday high of $395.26 before closing at $393.36. This performance places CSL 9.76% below its 52-week high. Wall Street analysts maintain an "Outperform" status with an average target price of $384.72, while GuruFocus estimates a fair value of $401.24.
Carlisle Companies Incorporated (NYSE:CSL) Q4 2025 Earnings Call Transcript
Carlisle Companies Incorporated (NYSE:CSL) reported its Q4 2025 earnings, with adjusted EPS of $3.90, exceeding expectations. The company generated $5 billion in revenue for the full year 2025, achieved strong cash flow, and repurchased $1.3 billion in shares. Carlisle reiterated its Vision 2030 targets of $40 adjusted EPS and over 25% ROIC, despite anticipated challenges in new construction markets, relying on steady re-roofing demand, innovation, strategic acquisitions, and operational excellence for growth.
How Carlisle’s 2026 Low-Growth Guide And Dividend Move At Carlisle Companies (CSL) Has Changed Its Investment Story
Carlisle Companies (CSL) has issued 2026 earnings guidance forecasting low-single-digit consolidated revenue growth and affirmed a US$1.10 per share dividend. This guidance suggests a shift in the company's investment narrative towards prioritizing earnings quality, disciplined capital returns, margin discipline, and cash generation over rapid growth. While the updated outlook tempers growth expectations, it emphasizes the company's focus on shareholder payouts and financial health, providing investors with a clearer view of management's strategy.
CSL Q4 Deep Dive: Reroofing Demand and Product Innovation Offset Construction Weakness
Carlisle Companies (NYSE:CSL) exceeded revenue and EPS expectations in Q4 CY2025, driven by strong reroofing demand and new product innovation which compensated for weakness in new construction. The company reported flat year-on-year sales of $1.13 billion and non-GAAP profit of $3.90 per share. Management anticipates modest revenue growth in 2026, supported by ongoing reroofing needs, strategic acquisitions, and increased R&D investment for new product development.
Carlisle (NYSE:CSL) Posts Better-Than-Expected Sales In Q4 CY2025, Stock Soars
Carlisle Companies (NYSE:CSL) surpassed Wall Street's revenue and earnings expectations in Q4 CY2025, with sales of $1.13 billion and adjusted EPS of $3.90. Despite flat year-on-year sales, the company's operating margin saw a slight decline in the quarter, though its five-year EPS growth remains strong. The stock rose 5.9% immediately following the report.
Carlisle (NYSE:CSL) Posts Better-Than-Expected Sales In Q4 CY2025, Stock Soars
Carlisle Companies (NYSE:CSL) exceeded Wall Street's revenue and earnings expectations in Q4 CY2025, with sales of $1.13 billion flat year-on-year but still beating estimates by 1.4%, and non-GAAP EPS of $3.90, an 8.9% beat. Despite a sluggish five-year revenue growth rate, the company demonstrated strong long-term EPS growth due to increasing profitability and share buybacks. The stock rose 5.9% immediately after the report, reflecting a decent quarter with key metrics above expectations.
Carlisle Companies Announces Sale of Trail King
Carlisle Companies has sold its specialty trailer business, Trail King Industries, to CC Industries. Carlisle expects to record a gain on the sale, noting that while Trail King was experiencing sales growth, its business cycle was not aligned with Carlisle's growth platform. Trail King will continue to operate as a stand-alone entity under CC Industries, with Carol Lowe remaining as president.
How Carlisle’s 2026 Low-Growth Guide And Dividend Move At Carlisle Companies (CSL) Has Changed Its Investment Story
Carlisle Companies (CSL) has issued 2026 earnings guidance predicting low-single-digit revenue growth and affirmed a US$1.10 per share dividend. This signals a shift towards prioritizing earnings quality, strong capital returns, and shareholder payouts over rapid growth. While tempering growth expectations, the revised outlook reinforces management's focus on margin discipline and cash generation, making CSL an investment for those comfortable with stability and returns rather than aggressive expansion.
Carlisle Companies Q4 Profit Dwon, Sales Edge Up; Announces $1 Bln Share Buyback
Carlisle Companies (CSL) reported a decrease in fourth-quarter profit due to higher costs, with income from continuing operations totaling $133.4 million or $3.19 per share, down from $162.4 million or $3.56 per share year-over-year. Despite the profit dip, quarterly revenue slightly increased to $1.128 billion from $1.123 billion, and the company announced a plan to buy back up to $1 billion in shares in 2026. For fiscal 2026, Carlisle anticipates low-single-digit revenue growth.
Carlisle Companies Reports Strong Q4 2025 Earnings with Strategic Growth Outlook
Carlisle Companies reported strong financial results for Q4 2025, with $5 billion in revenue, adjusted EPS of $19.40, and adjusted EBITDA margins of 24.4%. The company also generated $972 million in free cash flow, repurchased $1.3 billion in shares, and increased dividends for the 49th consecutive year. Carlisle is investing in R&D to drive innovation and reaffirmed its Vision 2030 targets of $40 adjusted EPS and over 25% ROIC, with expectations for low single-digit revenue growth in 2026.
Earnings call transcript: Carlisle Q4 2025 beats EPS estimates, stock rises
Carlisle Companies Incorporated (CSL) exceeded Q4 2025 EPS estimates with $3.90 against a forecast of $3.59, leading to a 3.65% stock increase in after-hours trading, despite a slight revenue miss. The company reported full-year adjusted EPS of $19.40 and maintained strong operational cash flow, and plans to launch 10 new products in 2026 while focusing on operational excellence and strategic investments, aiming for Vision 2030 targets of $40 adjusted EPS.
Carlisle: Fourth Quarter Earnings Overview
Carlisle Companies Inc. reported strong fourth-quarter earnings, with a net income of $127.4 million and adjusted earnings of $3.90 per share, surpassing analyst expectations. Quarterly revenue reached $1.13 billion, also exceeding forecasts. For the full year, the company posted a profit of $740.7 million on revenues of $5.02 billion.
Carlisle Companies Reports 8% Revenue Decline in Q4 2025 Amid Lower Market Demand and Supply Chain Challenges
Carlisle Companies reported an 8% decline in revenue for Q4 2025, reaching $1.2 billion compared to $1.3 billion in Q4 2024. Net income also decreased to $150 million from $180 million. The company attributed the decline to lower market demand and ongoing supply chain complications, though cost-saving measures and R&D investments were highlighted to mitigate impact and foster long-term growth.
Carlisle (NYSE:CSL) Posts Better-Than-Expected Sales In Q4 CY2025, Stock Soars
Carlisle Companies (NYSE:CSL) exceeded Wall Street's revenue and profit expectations in Q4 CY2025, with sales reaching $1.13 billion and non-GAAP EPS at $3.90. Despite flat year-on-year sales and a decline in operating margin for the quarter, the company's stock rose 5.9% following the announcement, reflecting a decent quarter with several key metrics outperforming estimates. Analysts anticipate modest revenue and EPS growth for the next year.
Carlisle Companies Reports Fourth Quarter Results
Carlisle Companies (NYSE: CSL) announced its fourth quarter and full-year 2025 financial results, with Q4 revenue up 0.4% to $1.1 billion and full-year operating cash flow reaching $1.1 billion. Despite headwinds in new construction, the company achieved diluted EPS of $3.19 and adjusted EPS of $3.90 for the quarter, largely driven by a strong re-roofing market and strategic execution. Carlisle repurchased $1.3 billion in shares during 2025 and provided a 2026 outlook of low-single-digit revenue growth and approximately 50 basis points of adjusted EBITDA margin expansion.
Carlisle (CSL) Reports Q4: Everything You Need To Know Ahead Of Earnings
Carlisle Companies (CSL) is set to report its Q4 earnings after market close on Tuesday, with analysts expecting flat year-on-year revenue of $1.11 billion and adjusted earnings of $3.58 per share. The company beat revenue expectations by 1.2% last quarter. Peers like Sherwin-Williams and AZZ have already reported positive Q4 results, indicating a favorable sentiment in the building products segment, although Carlisle's stock price has remained unchanged in the last month amidst this trend.
Analysts Offer Insights on Industrial Goods Companies: Carlisle Companies (CSL) and Parker Hannifin (PH)
Analysts from William Blair and KeyBanc have provided insights on two industrial goods companies: Carlisle Companies (CSL) and Parker Hannifin (PH). Ryan Merkel of William Blair initiated coverage on Carlisle Companies with a Hold rating, while Jeffrey Hammond of KeyBanc reiterated a Buy rating on Parker Hannifin. The report includes current stock prices, analyst ratings, and price targets for both companies.
25,290 Shares in Carlisle Companies Incorporated $CSL Acquired by Novare Capital Management LLC
Novare Capital Management LLC acquired 25,290 shares of Carlisle Companies (CSL) worth approximately $8.32 million during the third quarter, representing about 0.06% of the company's stock. This transaction is part of a trend where institutional investors collectively own about 89.52% of CSL. Despite recent price target trims by several firms, analyst consensus remains a "Hold" for Carlisle Companies, which recently beat its quarterly earnings and revenue estimates.
Jason L Taylor Decides To Exercise Options At Carlisle Companies Worth $0
Jason L Taylor, President at Carlisle Companies (NYSE: CSL), exercised stock options for 0 shares of CSL on January 29, 2026, with an exercise price of $0.0 per share. Carlisle Companies is a holding company focused on single-ply roofing products and warranted systems, with its revenue primarily from its Construction Materials segment in the U.S. The company exhibits strong revenue growth and profitability metrics, alongside a conservative financial approach and potential undervaluation based on P/E and P/S ratios.
Carlisle Companies Declares Regular Quarterly Dividend
Carlisle Companies Incorporated (NYSE: CSL) has declared a quarterly dividend of $1.10 per share. This dividend is payable on March 2, 2026, to shareholders of record as of February 17, 2026. Carlisle is a leading supplier of building envelope products and is committed to generating shareholder returns and achieving net-zero greenhouse gas emissions by 2050.
The Bull Case For Carlisle Companies (CSL) Could Change Following Its Vision 2030 Acquisition Drive – Learn Why
Carlisle Companies is pursuing its Vision 2030 strategy through acquisitions in metal systems, insulation, and recycled materials to enhance its building solutions portfolio and cater to energy-efficient construction demands. While this strategy strengthens Carlisle's long-term narrative, it also introduces near-term execution risks regarding integration, margin management, and debt control. Investors are urged to consider these risks, as well as the company's current valuation, especially with modest earnings growth and recent market underperformance ahead of upcoming Q4 2025 results.
How Carlisle Could Become a Powerhouse Stock
Carlisle Companies (CSL) is positioned for significant growth, leveraging demand for energy-efficient building materials and its "Vision 2030" strategy. This plan targets 5% organic revenue growth, over 15% free cash flow margins, and 25% adjusted EBITDA margins, aiming for $40 in adjusted earnings per share. Strategic acquisitions, increased automation, and R&D spending are key to achieving these ambitious goals, making CSL an attractive long-term investment despite recent market choppiness.
How Carlisle Has Captured Big Profits in a Growth Industry
Carlisle Companies (NYSE: CSL), a manufacturer of waterproofing, roofing, and insulation products, has achieved significant financial success due to its specialized offerings and disciplined capital allocation. The company has quadrupled revenue and nearly eight-folded adjusted EBITDA since 2010, driven by updated building codes, increased demand for weather protection, and a focus on energy efficiency. Carlisle has a strong commitment to shareholders, nearing 50 consecutive years of dividend increases and engaging in substantial stock buybacks.
Carlisle Companies Inc (CSL) Shares Down 3.07% on Jan 20
Carlisle Companies Inc (CSL) shares dropped 3.07% on January 20th, reaching an intraday low of $348.63 before closing at $352.57. This puts the stock 19.12% below its 52-week high and 20.15% above its 52-week low. Wall Street analysts forecast an average target price of $385.39, implying a potential upside of 9.31%, while GuruFocus estimates a fair value of $400.63, suggesting a 13.63% upside.
Carlisle Companies to Announce Fourth Quarter 2025 Results on February 3, 2026
Carlisle Companies Incorporated (NYSE: CSL) will release its fourth quarter 2025 financial results on February 3, 2026, after market close. A conference call is scheduled for 5:00 PM ET on the same day to discuss these results, accessible via webcast or telephone. The company, a supplier of innovative building envelope products, emphasizes its commitment to shareholder returns and sustainability.
This Growth Stock Is Building Its Case to Smart Investors
The article highlights Carlisle Companies (NYSE: CSL) as a compelling investment in the growing construction materials sector, driven by strong residential and commercial construction activity in the U.S. It emphasizes Carlisle's commitment to innovation and operational efficiency in providing essential building envelope solutions like roofing, waterproofing, and insulation. The company's focus on both new construction and remodeling, combined with its established brands, positions it well for continued growth.
Single-ply Membranes Market Is Going to Boom |• GAF • Carlisle Companies Incorporated
This report provides a comprehensive analysis of the global Single-ply Membranes market from 2026 to 2033, detailing market conditions, growth potential, and strategic insights. It covers market drivers, restraints, opportunities, competitive landscape, regional coverage, and key players such as GAF and Carlisle Companies Incorporated. The study aims to help decision-makers identify growth opportunities and strengthen market entry strategies.
How Carlisle Companies Incorporated (CSL) Affects Rotational Strategy Timing
This article analyzes Carlisle Companies Incorporated (CSL) using AI models to provide trading strategies. Key findings indicate strong near and mid-term sentiment, with a potential short setup presenting a significant risk-reward ratio. The analysis offers position trading, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis to guide investors.
2 Reasons to Watch CSL and 1 to Stay Cautious
Carlisle Companies (CSL) has experienced a 10.2% loss in shares over the past six months, despite demonstrating outstanding long-term EPS growth of 24.7% and an excellent free cash flow margin averaging 15.3% over five years. However, slow organic revenue growth of 2.4% over the last two years suggests potential waning demand in its core business, prompting investors to consider whether its current trading price of 18.5x forward P/E presents a buying opportunity. The analysis concludes that CSL's positive attributes generally outweigh its negatives.
2 Reasons to Watch CSL and 1 to Stay Cautious
Carlisle Companies (CSL) has experienced a disappointing 10.2% loss in its share price over the past six months, although its long-term EPS growth and free cash flow margin are strong positive indicators. However, its slow organic growth suggests waning demand in its core business. Despite recent price action, the analysis suggests CSL's positive attributes outweigh the negatives.
Carlisle Companies Earns “Most Honored Company” Designation from Extel All-America Executive Team Rankings for the Third Straight Year
Carlisle Companies Incorporated has been named a "Most Honored Company" by Extel's 2025 All-America Executive Team rankings for the third consecutive year, achieving top rankings in 7 out of 8 categories in the Homebuilders & Building Products industry. This recognition highlights Carlisle's commitment to transparency and engagement with the investment community, driven by its Vision 2030 value creation strategy. Extel's survey, considered an industry benchmark, involved 3,837 members of the investment community.
