Carlisle Companies Reports Strong Q4 2025 Earnings with Strategic Growth Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy CSL?
Source: seekingalpha
- 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.
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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: 343.480
Low
356.00
Averages
385.33
High
400.00
Current: 343.480
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 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
Carlisle Companies Q4 2025 Earnings Highlights
- Earnings Beat: Carlisle Companies reported a Q4 2025 non-GAAP EPS of $3.90, exceeding expectations by $0.32, indicating strong profitability despite revenue challenges.
- Stable Revenue: The company’s revenue for Q4 stood at $1.1 billion, flat year-over-year, but fell short of the $10 million market expectation, highlighting growth challenges in a competitive landscape.
- Cash Flow and Buybacks: In 2025, Carlisle generated $1.1 billion in operating cash flow and repurchased $300 million in shares during Q4, totaling $1.3 billion for the year, enhancing shareholder returns and market confidence.
- Future Outlook: The company anticipates low single-digit revenue growth for 2026 and aims for approximately 50 basis points of adjusted EBITDA margin expansion, reflecting management's confidence and strategic planning for future performance.
See More
Carlisle Companies to Announce Q4 Earnings on February 3
- Earnings Announcement Date: Carlisle Companies is set to release its Q4 earnings on February 3 after market close, with a consensus EPS estimate of $3.58, reflecting a 19.9% year-over-year decline, which may impact investor sentiment.
- Revenue Expectations: The anticipated revenue for Q4 is $1.11 billion, representing a modest 0.9% year-over-year increase, indicating the company's resilience in the current economic climate, potentially attracting investors seeking stable returns.
- Historical Performance Review: Over the past two years, Carlisle has beaten EPS and revenue estimates 63% of the time, demonstrating a level of financial stability that may bolster market confidence in its future performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and three downward adjustments, while revenue estimates experienced two upward and four downward revisions, reflecting a cautious market outlook on the company's growth prospects.
See More
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.
See More
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.
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
Carlisle Companies Q4 2025 Earnings Highlights
- Earnings Beat: Carlisle Companies reported a Q4 2025 non-GAAP EPS of $3.90, exceeding expectations by $0.32, indicating strong profitability despite revenue challenges.
- Stable Revenue: The company’s revenue for Q4 stood at $1.1 billion, flat year-over-year, but fell short of the $10 million market expectation, highlighting growth challenges in a competitive landscape.
- Cash Flow and Buybacks: In 2025, Carlisle generated $1.1 billion in operating cash flow and repurchased $300 million in shares during Q4, totaling $1.3 billion for the year, enhancing shareholder returns and market confidence.
- Future Outlook: The company anticipates low single-digit revenue growth for 2026 and aims for approximately 50 basis points of adjusted EBITDA margin expansion, reflecting management's confidence and strategic planning for future performance.
See More
Carlisle Companies to Announce Q4 Earnings on February 3
- Earnings Announcement Date: Carlisle Companies is set to release its Q4 earnings on February 3 after market close, with a consensus EPS estimate of $3.58, reflecting a 19.9% year-over-year decline, which may impact investor sentiment.
- Revenue Expectations: The anticipated revenue for Q4 is $1.11 billion, representing a modest 0.9% year-over-year increase, indicating the company's resilience in the current economic climate, potentially attracting investors seeking stable returns.
- Historical Performance Review: Over the past two years, Carlisle has beaten EPS and revenue estimates 63% of the time, demonstrating a level of financial stability that may bolster market confidence in its future performance.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and three downward adjustments, while revenue estimates experienced two upward and four downward revisions, reflecting a cautious market outlook on the company's growth prospects.
See More
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.
See More
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.
See More
