Carlisle Companies Reports Strong Q4 Earnings and Buyback Plan
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Should l Buy CSL?
Source: seekingalpha
Carlisle Companies Inc. shares rose 4.84% as the stock reached a 20-day high amid a mixed market backdrop, with the Nasdaq-100 down 0.40% and the S&P 500 up 0.12%.
The company reported adjusted earnings of $3.90 per share for Q4, surpassing analyst expectations of $3.58, indicating strong performance amid stable demand in commercial markets. Additionally, Carlisle announced a plan to repurchase up to $1 billion of shares in 2026, aiming to enhance shareholder value despite a slight revenue growth of 0.4% year-over-year. The company anticipates low-single-digit revenue growth for 2026, reflecting cautious optimism about future market demand.
This positive earnings report and the share buyback plan are likely to bolster investor confidence, showcasing Carlisle's commitment to returning value to shareholders while navigating current market challenges.
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Analyst Views on CSL
Wall Street analysts forecast CSL stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSL is 385.33 USD with a low forecast of 356.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 401.010
Low
356.00
Averages
385.33
High
400.00
Current: 401.010
Low
356.00
Averages
385.33
High
400.00
About CSL
Carlisle Companies Incorporated is a manufacturer and supplier of building envelope products and solutions that enable energy efficiency in buildings. Its segments include Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). The CCM segment produces a complete line of energy-efficient single-ply roofing products and warranted roof systems and accessories for the commercial building industry, including ethylene propylene diene monomer (EPDM), thermoplastic polyolefin (TPO) and polyvinyl chloride (PVC) membrane, polyisocyanurate (polyiso) insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. CWT segment produces building envelope solutions that drive energy efficiency and sustainability in commercial and residential applications. Its products include waterproofing and moisture protection products, protective roofing underlayments, fully integrated liquid and sheet applied air/vapor barriers and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sales Growth: The company achieved quarterly sales of $580.620 million, exceeding the analyst consensus estimate of $533.890 million, demonstrating strong market demand and driving sustained performance growth.
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- Dividend Stock Dynamics: The current price of CSL is above its 200-day moving average, suggesting a relatively strong performance among dividend stocks, which may attract more investors seeking stable income, thereby enhancing its market appeal.
- Market Sentiment Analysis: Although the current stock price is positioned in the middle of its 52-week range, perceptions of CSL may vary due to its dividend policy and future growth potential, necessitating investors to monitor relevant financial metrics for informed decision-making.
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- Buyback Plan: The company announced a plan to repurchase up to $1 billion of shares in 2026, aiming to enhance shareholder value, and despite the current profit decline, the buyback could potentially boost earnings per share.
- Slight Revenue Increase: Quarterly revenue edged up to $1.128 billion from $1.123 billion a year earlier, demonstrating the company's stability in the market despite facing cost pressures.
- Future Outlook: Carlisle anticipates low-single-digit percentage revenue growth for fiscal 2026, reflecting cautious optimism about future market demand, even as it navigates current challenges.
See More
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- Cash Flow and Shareholder Returns: The company generated $972 million in free cash flow, representing a 19.4% cash flow margin, while repurchasing $1.3 billion in shares and returning $181 million in dividends in 2025, marking the 49th consecutive annual dividend increase and boosting shareholder confidence.
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- Future Outlook and Strategic Goals: Management reaffirmed Vision 2030 targets of $40 adjusted EPS and over 25% ROIC, with expectations for low single-digit revenue growth in 2026, indicating strong confidence in future market conditions and a commitment to sustained growth.
See More
Carlisle Companies Reports Strong Q4 Earnings and 2026 Outlook
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- Slight Revenue Growth: The company achieved revenue of $1.13 billion in Q4, a 0.4% increase year-over-year, slightly exceeding Wall Street's forecast of $1.11 billion, reflecting resilience in re-roofing demand despite softness in new construction.
- Cash Flow and Buybacks: Carlisle generated $1.1 billion in operating cash flow in 2025 and repurchased $300 million in shares during Q4, totaling $1.3 billion for the year, showcasing robust cash generation and effective capital management.
- Future Outlook: The company anticipates low-single-digit revenue growth for 2026 and plans to repurchase up to $1 billion in shares, demonstrating confidence in future growth and a strong balance sheet.
See More
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- U.S. Stock Market Performance: Stock indexes in the U.S. closed mixed on Wednesday, indicating varied performance across different sectors.
- Index Movements: The S&P 500 rose by 0.53%, while the Dow Jones Industrial Average fell by 0.51%, and the Nasdaq Composite experienced a decline of 1.51%.
See More
Cirrus Logic Reports Strong Q3 Earnings, Shares Surge
- Earnings Beat: Cirrus Logic reported third-quarter earnings of $2.97 per share, surpassing the analyst consensus estimate of $2.44 per share, indicating a significant improvement in profitability and boosting investor confidence.
- Sales Growth: The company achieved quarterly sales of $580.620 million, exceeding the analyst consensus estimate of $533.890 million, demonstrating strong market demand and driving sustained performance growth.
- Stock Surge: Following the positive earnings report, Cirrus Logic's shares jumped 7.6% to $134.10 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Optimistic Guidance: Cirrus Logic provided fourth-quarter sales guidance that is expected to exceed market estimates, further solidifying its competitive position in the semiconductor industry.
See More
CSL Stock Price Fluctuation and Dividend Stock Dynamics
- Price Fluctuation Range: CSL's stock has a 52-week low of $293.43 and a high of $435.92, with the last trade at $385.55, indicating significant volatility over the past year and reflecting varying market expectations regarding its future performance.
- Dividend Stock Dynamics: The current price of CSL is above its 200-day moving average, suggesting a relatively strong performance among dividend stocks, which may attract more investors seeking stable income, thereby enhancing its market appeal.
- Market Sentiment Analysis: Although the current stock price is positioned in the middle of its 52-week range, perceptions of CSL may vary due to its dividend policy and future growth potential, necessitating investors to monitor relevant financial metrics for informed decision-making.
- Investor Focus: The fluctuations in CSL's stock price and its dividend performance could influence investment strategies, particularly in the context of seeking long-term stable returns, making the analysis of its price trends and market dynamics crucial.
See More
Carlisle Companies Reports Lower Q4 Profit Amid Higher Costs
- Profit Decline: Carlisle Companies reported fourth-quarter income from continuing operations of $133.4 million or $3.19 per share, down from $162.4 million or $3.56 per share in the prior year, indicating rising costs and expenses that may negatively impact investor confidence.
- Buyback Plan: The company announced a plan to repurchase up to $1 billion of shares in 2026, aiming to enhance shareholder value, and despite the current profit decline, the buyback could potentially boost earnings per share.
- Slight Revenue Increase: Quarterly revenue edged up to $1.128 billion from $1.123 billion a year earlier, demonstrating the company's stability in the market despite facing cost pressures.
- Future Outlook: Carlisle anticipates low-single-digit percentage revenue growth for fiscal 2026, reflecting cautious optimism about future market demand, even as it navigates current challenges.
See More
Carlisle Companies Reports Strong Q4 2025 Earnings with Strategic Growth Outlook
- Strong Financial Performance: Carlisle Companies achieved $5 billion in revenue for 2025, with adjusted EPS at $19.40 and adjusted EBITDA margins of 24.4%, reflecting robust market performance and profitability.
- Cash Flow and Shareholder Returns: The company generated $972 million in free cash flow, representing a 19.4% cash flow margin, while repurchasing $1.3 billion in shares and returning $181 million in dividends in 2025, marking the 49th consecutive annual dividend increase and boosting shareholder confidence.
- Innovation and Market Demand: Carlisle plans to increase R&D investments to 3% of sales and aims for 25% of revenue to come from products launched within the last five years by 2030, demonstrating foresight in addressing the needs of North America's nonresidential building market.
- Future Outlook and Strategic Goals: Management reaffirmed Vision 2030 targets of $40 adjusted EPS and over 25% ROIC, with expectations for low single-digit revenue growth in 2026, indicating strong confidence in future market conditions and a commitment to sustained growth.
See More
Carlisle Companies Reports Strong Q4 Earnings and 2026 Outlook
- Earnings Beat: Carlisle Companies reported adjusted earnings of $3.90 per share for Q4, surpassing analyst expectations of $3.58, indicating strong performance amid stable demand in commercial markets.
- Slight Revenue Growth: The company achieved revenue of $1.13 billion in Q4, a 0.4% increase year-over-year, slightly exceeding Wall Street's forecast of $1.11 billion, reflecting resilience in re-roofing demand despite softness in new construction.
- Cash Flow and Buybacks: Carlisle generated $1.1 billion in operating cash flow in 2025 and repurchased $300 million in shares during Q4, totaling $1.3 billion for the year, showcasing robust cash generation and effective capital management.
- Future Outlook: The company anticipates low-single-digit revenue growth for 2026 and plans to repurchase up to $1 billion in shares, demonstrating confidence in future growth and a strong balance sheet.
See More
