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CSLCarlisle Companies Incorporated
$328.55$13.1B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
CSL logo

Carlisle Companies Incorporated

CSL
NYSE · Construction
$328.55
At close - Sep 22, 4:00 PM EDT - USD
Market Cap$13.29B
P/E19.2x
52W High$432.91
Volume732.97K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Reroofing Resilience Offsets Cyclical Commercial Exposure

Carlisle's pivot to a pure-play building products franchise is yielding structural margin gains, with gross margin expanding to 36.2% in 2026Q2 and operating margin reaching 22.4%, supported by pricing power and SG&A discipline. The defensive reroofing segment...

GrowthMixed
ProfitabilityStrong
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

CSL price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

10/12 Beats

EPS beat 10 of last 12 quarters

02

Valuation risk

-7% Peers

P/E is 7% below peer median

03

Market leadership

RS 36 · Lag

Laggard (Underperforming 64% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Oct 29
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue grew 8.3% YoY in 2026Q2 to $1.6B, with gross margin expanding to 36.2% and operating margin to 22.4%, reflecting strong pricing power and operating leverage.

Analyst Consensus+25.4% target
Buy(26 analysts)
16 Buy10 Hold0 Sell

The Bull Case

Upside Catalysts

Strong Q1 financial performance

Carlisle Companies reported Q1 revenue of US$1,052.1 million and basic EPS of US$3.13, indicating a strong start to 2026 for margin-focused investors.

Innovative building products

Through its Construction Materials and Weatherproofing Technologies divisions, Carlisle delivers labor-reducing and innovative solutions, enhancing its market position.

Leadership in foodservice products

Carlisle FoodService Products is a leading provider of professional-grade solutions for the foodservice, healthcare, and janitorial markets, driving growth.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
CSL+1.07%
S&P 500 (^GSPC)+13.20%
1-Year Return
CSL-1.68%
S&P 500 (^GSPC)+15.98%
3-Year Return
CSL+34.00%
S&P 500 (^GSPC)+85.95%
5-Year Return
CSL+70.64%
S&P 500 (^GSPC)+80.39%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
18.9x
Forward P/EExpansion
15.4x
EV/EBITDA20th %ile
12.4x
FCF YieldCash Flow
7.4%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
18.9x
18.7x
60th· Fair
EV/EBITDA
12.4x
14.1x
20th· Low
Price/FCF
13.5x
15.1x
0th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$183.66-44.1%
Base (Fair)$327.39+4.0%
Bull$472.53+43.8%
$183.66 Bear$327.39 Base$472.53 Bull
Current Market Price: $328.55
Trades at a 0.4% premium to Base DCF ($327.39)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$5.02B+0.3% YoY
Net income
$741M-43.5% YoY
Free cash flow
$971M+2.6% YoY
Operating margin
19.9%-2.9 pts YoY
ROIC (TTM)20.6%
Avg ROIC 5Y-
ROE (TTM)34.8%
Piotroski Score5 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate10/12 (83%)
Revenue Beat Rate7/12 (58%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 29, 2026
$7.03+10.7%
vs $6.35
$1.6B+6.4%
vs $1.5B
Q2 2026
Apr 23, 2026
$3.63+9.0%
vs $3.33
$1.1B-0.9%
vs $1.1B
Q1 2026
Feb 3, 2026
$3.90+8.9%
vs $3.58
$1.1B+1.7%
vs $1.1B
Q4 2025
Oct 29, 2025
$5.61+2.6%
vs $5.47
$1.3B+21.3%
vs $1.1B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Seeking Alpha·5d ago
The Dividend Kings Ranked By Quality Scores (September 2026)

Dividend Kings have a 50+ year track record of increasing dividends, showcasing resilience through economic challenges. I rank the Dividend Kings using my 9F Quality Scores, blending qualitative and quantitative factors for a robust, investment-grade assessment. ADP stands out as the best total-return candidate. It is undervalued, high-quality, and offering a strong projected dividend growth rate and Adjusted Chowder Number.

Zacks Investment Research·Sep 15, 2026
Here's Why Carlisle (CSL) is a Strong Value Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research·Sep 10, 2026
Carlisle Benefits From Business Strength, Risks Persist

CSL gains from strong construction demand, segment growth and shareholder returns, though rising costs, margin pressure and debt pose risks.

Defense World·Sep 10, 2026
Amundi Has $85.12 Million Position in Carlisle Companies Incorporated $CSL

Amundi lifted its holdings in Carlisle Companies Incorporated (NYSE: CSL) by 0.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 234,717 shares of the conglomerate's stock after purchasing an additional 1,781 shares during the period. Amundi owned 0.59% of Carlisle Companies worth $85,116,000

Filtered for Carlisle Companies IncorporatedMore Headlines
04

Compare before deciding

Benchmark CSL against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Carlisle Companies Incorporated (CSL)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
CSL logoCSLCarlisle Companies IncorporatedCurrent
$328.55$13.29B19.190.33%14.76%34.79%1.28%
AWI logoAWIArmstrong World Industries, Inc.
$163.81$6.92B23.1412.11%18.6%35.36%—
IBP logoIBPInstalled Building Products, Inc.
$211.94$5.71B21.831%8.46%37.2%—
OC logoOCOwens Corning
$126.66$10.2B-20.23-7.95%-6.8%-16.94%—
TREX logoTREXTrex Company, Inc.
$44.13$4.59B24.791.98%14.68%17.38%—
SWK logoSWKStanley Black & Decker, Inc.
$92.13$13.91B34.77-1.53%4.07%6.9%—

Compare CSL vs Peers

Carlisle Companies Incorporated (CSL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AWI

Most directly comparable listed peer for CSL.

Scale Benchmark

vs DHI

Larger-name benchmark to compare CSL against a more recognizable public peer.

Peer Set

Compare Top 5

vs AWI, IBP, OC, TREX

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

CSL SEC Filings & Documents

Carlisle Companies Incorporated (CSL) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 29, 2026·SEC

Material company update

Apr 30, 2026·SEC

Material company update

Apr 23, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 13, 2026·SEC

FY 2025

Feb 14, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Jul 30, 2026·SEC

FY 2026

Apr 24, 2026·SEC

FY 2025

Oct 30, 2025·SEC

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CSL Frequently Asked Questions

Carlisle Companies Incorporated (CSL) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Carlisle Companies Incorporated's revenue?

Carlisle Companies Incorporated (CSL) reported $5.10B in revenue for fiscal year 2025. This represents a 401% increase from $1.02B in 1996.

How fast is Carlisle Companies Incorporated growing?

Carlisle Companies Incorporated (CSL) grew revenue by 0.3% over the past year. Growth has been modest.

Is CSL profitable?

Yes, Carlisle Companies Incorporated (CSL) is profitable, generating $724.5M in net income for fiscal year 2025 (14.8% net margin).

Dividend & Returns
Does CSL pay dividends?

Yes, Carlisle Companies Incorporated (CSL) pays a dividend with a yield of 1.28%. This makes it attractive for income-focused investors.

What is CSL's return on equity?

Carlisle Companies Incorporated (CSL) has a return on equity (ROE) of 34.8%. This is excellent, indicating efficient use of shareholder capital.

What is Carlisle Companies Incorporated's free cash flow?

Carlisle Companies Incorporated (CSL) generated $866.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in CSL back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →