Carlisle Companies Aims for 50 Years of Dividend Increases with $15 Billion Market Cap
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: Fool
- Significant Revenue Growth: Carlisle Companies has seen its revenue quadruple from 2010 to 2024, demonstrating strong recovery capabilities in the construction industry, particularly after overcoming challenges from the 2009 financial crisis and the 2020 pandemic to achieve new sales records.
- Enhanced Profitability: Adjusted EBITDA has nearly increased eightfold during the same period, with EBITDA margins approaching double, making Carlisle the only building products company with over $2 billion in annual sales and free cash flow margins above 15%, indicating robust financial health.
- Generous Shareholder Returns: The company aims to achieve a milestone of 50 consecutive years of annual dividend increases this year, having doubled its payout in the last four years, with a current dividend yield of 1.25%, which not only boosts investor confidence but also reflects strong cash flow management.
- Stock Buyback Strategy: Over the past three years, Carlisle has executed approximately $3.5 billion in stock buybacks, reducing its outstanding share count by 28%, a strategy that enhances earnings per share and supports stock price appreciation, further increasing long-term shareholder value.
Get Free Real-Time Notifications for Any Stock
Monitor tickers like CSL with instant alerts to capture every critical market movement.
Sign up for free to build your custom watchlist and receive professional-grade stock notifications.
Analyst Views on CSL
Wall Street analysts forecast CSL stock price to rise 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: 341.010
Low
356.00
Averages
385.33
High
400.00
Current: 341.010
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.
Carlisle Companies Sets Vision 2030 with 5% Organic Growth Target
- Strategic Vision: Carlisle Companies' Vision 2030 aims to enhance efficiency through its internal operating system, targeting a 5% organic revenue growth that will further solidify its position in the building materials market.
- Financial Goals: The company plans to maintain free cash flow margins above 15% and adjusted EBITDA margins at 25% or more, with a target of achieving a 25% return on invested capital, potentially leading to $40 in adjusted earnings per share by 2030.
- Innovation-Driven Growth: Carlisle intends to boost R&D spending to ensure that new products contribute 25% of total revenue by 2030, while advanced automation technology is expected to reduce costs by 1% to 2% of revenue annually, enhancing overall operational efficiency.
- Acquisition Strategy: Recent acquisitions of metal systems specialist MTL, insulation provider Plasti-Fab, and recycled denim insulation pioneer Bonded Logic are anticipated to yield significant synergy-related cost savings and open new markets, supporting the company's Vision 2030 objectives.
Continue Reading
Carlisle's Vision 2030 Strategy Targets 5% Annual Revenue Growth
- Strategic Vision: Carlisle's Vision 2030 aims for 5% organic revenue growth, maintaining free cash flow margins above 15%, and adjusted EBITDA margins of over 25%, potentially delivering substantial returns for shareholders.
- Cost Control: The company plans to enhance efficiency by leveraging advanced automation and technology to cut annual costs by 1% to 2% of revenue, significantly improving operational performance and competitive positioning.
- R&D Investment: Carlisle intends to increase R&D spending to 25% of total revenue by 2030, driving new product development to expand market share and meet evolving customer demands.
- Acquisition Integration: Recent acquisitions of metal systems specialist MTL, insulation provider Plasti-Fab, and recycled denim insulation pioneer Bonded Logic are expected to generate significant synergies and cost savings, supporting the achievement of the Vision 2030 goals.
Continue Reading