Carlisle Companies (CSL)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
$378.96-4.98%
Close 2026-11-05 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
QuarterlyIQ Insights · CSL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks CSL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
With the strength of our imperative business model, resilient re-roofing demand, and our leadership position in North America, we remain committed to advancing Vision 2030 through organic growth, syn…
Stated in 4 of 4 supplied quarters. Management reported: “"CCM grew revenue 8%, driven by strong volume from our strategic initiatives, including growing traction in data centers, together with solid re-roofing demand and price realization.” “With the strength of our imperative business model, resilient re-roofing demand, and our leadership position in North America, we remain committed to advancing Vision 2030 through organic growth, synergistic acquisitions, margin expansion, and increased free cash flow, and we remain confident in our path to $40 of adjusted EPS and 25%-plus ROIC."” Revenue was $1.463 billion in 2026-Q3.
“With the strength of our imperative business model, resilient re-roofing demand, and our leadership position in North America, we remain committed to advancing Vision 2030 through organic growth, syn…”
“We remain committed to advancing our Vision 2030 strategy through organic growth, bolt-on acquisitions, margin expansion, increased free cash flow, and disciplined capital allocation.”
“Our team executed with discipline against our Vision 2030 priorities, delivering adjusted EPS of $3.63 and increasing adjusted EBITDA margin by 50 basis points.”
“EBITDA margin expansion Comments from Chris Koch, Chair, President and Chief Executive Officer "Throughout 2025, despite continued headwinds in new construction and a complex economic environment, we…”
Our balance sheet remains strong, and we remain on track with our $1.2 billion share repurchase target for 2026.
Stated in 4 of 4 supplied quarters. Management reported: “Our balance sheet remains strong, and we remain on track with our $1.2 billion share repurchase target for 2026.” “EBITDA margin of 22.3%, up 50 bps year-over-year • Repurchased $250 million of shares, maintaining $1 billion share repurchase target for 2026 • Reaffirming Full-Year 2026 outlook of +LSD revenue and ~50 bps adj.”
“Our balance sheet remains strong, and we remain on track with our $1.2 billion share repurchase target for 2026.”
CWT operating income increased 31% to $39 million, and adjusted EBITDA grew 13% with 60 basis points of margin expansion, reflecting our investments in automation, manufacturing consolidation, and in…
Stated in 4 of 4 supplied quarters. Management reported: “CWT operating income increased 31% to $39 million, and adjusted EBITDA grew 13% with 60 basis points of margin expansion, reflecting our investments in automation, manufacturing consolidation, and in-house expanded polystyrene resin capacity.” “EBITDA margin of 22.3%, up 50 bps year-over-year • Repurchased $250 million of shares, maintaining $1 billion share repurchase target for 2026 • Reaffirming Full-Year 2026 outlook of +LSD revenue and ~50 bps adj.”
We also continued to advance our innovation pipeline, with nine of the twelve new products planned for this year now in the market.
Stated in 4 of 4 supplied quarters. Management reported: “We also continued to advance our innovation pipeline, with nine of the twelve new products planned for this year now in the market.” “Across the business, we are on track to launch many new products in 2026, reflecting strong momentum in our innovation pipeline.”
“We also continued to advance our innovation pipeline, with nine of the twelve new products planned for this year now in the market.”
Launch planned products and continue investing in research and innovation to support Vision 2030 growth objectives.
Over the trailing year it converted 0.76x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 54% for the rest of the cohort, n=6652).
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-05.
“Carlisle is committed to generating superior shareholder returns and maintaining a balanced capital deployment approach, including investments in our businesses, strategic acquisitions, share repurch…”
“EBITDA margin of 22.3%, up 50 bps year-over-year • Repurchased $250 million of shares, maintaining $1 billion share repurchase target for 2026 • Reaffirming Full-Year 2026 outlook of +LSD revenue and…”
“We also plan to repurchase up to $1 billion of shares in 2026."”
“CWT operating income increased 31% to $39 million, and adjusted EBITDA grew 13% with 60 basis points of margin expansion, reflecting our investments in automation, manufacturing consolidation, and in…”
“We remain committed to advancing our Vision 2030 strategy through organic growth, bolt-on acquisitions, margin expansion, increased free cash flow, and disciplined capital allocation.”
“EBITDA margin of 22.3%, up 50 bps year-over-year • Repurchased $250 million of shares, maintaining $1 billion share repurchase target for 2026 • Reaffirming Full-Year 2026 outlook of +LSD revenue and…”
“"Looking to 2026, our outlook reflects low-single-digit revenue growth with approximately 50 basis points of adjusted EBITDA margin expansion.”
“"We also continued to advance our innovation pipeline to support our Vision 2030 objectives.”
“Across the business, we are on track to launch many new products in 2026, reflecting strong momentum in our innovation pipeline.”
“We increased investments in innovation to develop new market-leading products.”