Carlisle's revenue growth re-accelerated to 8.6% in 2026Q3 after a 4.0% decline in 2026Q1, and gross margin reached 36.2% in 2026Q2 before easing to 33.8%, suggesting pricing power is recovering but not yet fully proven.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth swung from a 4.0% decline in 2026Q1 to 8.6% in 2026Q3 while operating margin compressed from 23.1% in 2025Q2 to 20.0% in 2026Q3, indicating limited operating leverage on recent top-line gains.
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.
Through its Construction Materials and Weatherproofing Technologies divisions, Carlisle delivers labor-reducing and innovative solutions, enhancing its market position.
Carlisle FoodService Products is a leading provider of professional-grade solutions for the foodservice, healthcare, and janitorial markets, driving growth.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $5.92+0.5% vs $5.89 | $1.5B+2.7% vs $1.4B |
Q3 2026 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 |
Dividend Kings have outperformed SPY YTD, rising 13.5% versus SPY's 12.32%, with a strong October rebound. Twenty-six Dividend Kings appear both potentially undervalued and offer long-term annualized expected returns of at least 10%. Dividend growth for the Kings in 2026 averages 4.65%, with recent increases from GRC, NWN, and RPM.
Carlisle (CSL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
First Citizens Bank and Trust Co. lessened its holdings in Carlisle Companies Incorporated (NYSE: CSL) by 44.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,554 shares of the conglomerate's stock after selling 2,043 shares during the quarter. First Citizens Bank
Carlisle Companies Incorporated (NYSE: CSL - Get Free Report) has been assigned a consensus rating of "Hold" from the ten brokerages that are currently covering the company, MarketBeat reports. Six analysts have rated the stock with a hold recommendation and four have issued a buy recommendation on the company. The average twelve-month price objective among brokerages
Benchmark CSL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Carlisle Companies Incorporated (CSL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $375.74 | $15.2B | 20.71 | 0.33% | 13.78% | 44.18% | 1.12% | |
| $171.23 | $7.24B | 22.57 | 12.11% | 18.38% | 35.94% | 0.74% | |
| $220.06 | $5.93B | 24.75 | 1% | 7.87% | 34.75% | 1.47% | |
| $121.31 | $9.77B | -22.41 | -7.95% | -4.41% | -11.68% | 2.29% | |
| $54.74 | $5.69B | 31.30 | 1.98% | 13.89% | 17.59% | — | |
| $114.85 | $17.34B | 20.29 | -1.53% | 5.53% | 9.39% | 2.86% |
Carlisle Companies Incorporated (CSL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Carlisle Companies Incorporated (CSL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Jul 29, 2026·SEC
Apr 30, 2026·SEC
Get notified when CSL posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Carlisle Companies Incorporated (CSL) stock FAQ — growth, dividends, profitability & financials explained
Carlisle Companies Incorporated (CSL) reported $5.21B in revenue over the trailing twelve months. Revenue was $5.02B in fiscal year 2025. That is 393% more than the $1.02B of fiscal year 1996.
Carlisle Companies Incorporated (CSL) grew revenue by 4.0% over the trailing twelve months, compared with the twelve months before.
Yes. Carlisle Companies Incorporated (CSL) earned $718.4M in net income over the trailing twelve months (a 13.8% net margin).
Yes. Carlisle Companies Incorporated (CSL) pays a dividend that yields 1.12% at the current price, a moderate yield.
Carlisle Companies Incorporated (CSL) had a return on equity (ROE) of 44.2% over the trailing twelve months. That is well above the market's typical 10-15%.
Carlisle Companies Incorporated (CSL) generated $750.5M in free cash flow over the trailing twelve months.
