CSL Earnings Prediction
The chart below shows how CSL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CSL sees a +0.60% change in stock price 10 days leading up to the earnings, and a -0.04% change 10 days following the report. On the earnings day itself, the stock moves by +0.44%. This data can give you a slight idea of what to expect for the next quarter's release.
CSL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.12B
-0.41%
-15.80%
Gross Margin
36.11%
-2.98%
-6.38%
Operating Margin
22.83%
-0.95%
-5.50%
Net Margin
14.46%
-14.94%
-21.80%
EPS
3.56
-15.64%
-32.06%
No Data Available
CSL Earnings Analysis
Carlisle Companies Inc Corporation (CSL.N) Earnings Conference Call
Positive
Adjusted EPS Growth: Record adjusted EPS of $20.2 in 2024, a 30% increase year over year, driven by a growing recurring revenue stream from reroofing.
Record EBITDA Margin Expansion: Adjusted EBITDA margins expanded by 150 basis points to a record 26.6%, reflecting strong operational efficiency and pricing discipline.
Strategic Acquisition Success: Successfully deployed nearly $700 million into strategic acquisitions, enhancing market position and capabilities in the building products sector.
Shareholder Value Enhancement: Returned $1.8 billion to shareholders in 2024 through share buybacks and increased dividends, demonstrating strong capital management and commitment to shareholder value.
Mid Single-Digit Revenue Growth: Expecting mid single-digit revenue growth in 2025, driven by continued strength in reroofing activity and the full-year benefit from recent acquisitions.
Negative
Revenue Decline Challenges: CWT's revenues declined by 7% in Q4 due to softer residential end markets and price pressures, indicating significant challenges in the residential sector.
EBITDA Margin Decline: Adjusted EBITDA margin for Q4 decreased by 130 basis points to 25.1%, primarily driven by lower volumes and negative price costs, reflecting operational difficulties.
Stagnant Revenue Despite EPS Growth: Despite a record adjusted EPS of $4.47 in Q4, the overall revenue remained flat year over year at $1.1 billion, suggesting stagnation in growth amidst market headwinds.
Cautious Revenue Outlook: The company anticipates continued market challenges into the first half of 2025, indicating a cautious outlook for revenue growth and operational performance.
Weather-Related Revenue Loss: The impact of unfavorable weather conditions in Q4 is estimated to have caused a revenue loss of $10 to $15 million, further compounding the challenges faced during the quarter.
CSL FAQs
How does CSL typically perform around its earnings report dates?
Is Carlisle Companies Inc (CSL) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
CSL Earning Call Sentiment
Earnings call transcript: Carlisle's Q4 2024 EPS beats forecast, stock dips
CSL.N
-0.99%Positive
The earnings call reflects a balanced outlook. Positive factors include strong EPS growth, strategic M&A, and shareholder returns through buybacks. However, market headwinds, pricing pressures, and economic uncertainties offset these positives. Management's avoidance of direct answers on tariffs adds uncertainty. Overall, the mixed signals suggest a neutral sentiment.
