Carlisle Companies Incorporated Earnings Recaps
Q2 2026
Jul 31, 2026
Carlisle’s shares rose 6.4% post-earnings as revenue growth and margin improvement in CWT, along with strong execution in reroofing demand and strategic initiatives, outpaced inflationary cost pressures and margin compression concerns.
Key takeaways
- Second quarter revenue increased 8% to a record $1.6 billion, driven by an 8% gain in CCM and a 10% increase in CWT.
- Adjusted EPS rose 12% to $7.03, supported by share repurchases and higher operating earnings despite elevated raw material and freight costs.
- Adjusted EBITDA margin declined 70 basis points to 26.2%, reflecting cost inflation outpacing pricing realization this quarter, with CCM margin falling 90 basis points but holding above 30%.
- CWT margin improved 380 basis points sequentially to 19%, benefiting from structural efficiency initiatives and ongoing cost discipline.
- Full year revenue guidance was raised to mid single-digit growth, while margin forecast was lowered by 50 basis points to flat adjusted EBITDA margin year over year, signaling cautious margin outlook despite pricing actions.
Q3 2025
Oct 30, 2025
Carlisle Companies reported third-quarter revenues of $1.3 billion, a 1% year-over-year increase, driven by resilient reroofing demand amid challenges in new construction.
Key takeaways
- Adjusted EPS reached $5.61, reflecting strong operational performance despite ongoing pressures in new construction markets.
- Maintained an adjusted EBITDA margin of over 30%, supported by solid recurring revenue from reroofing activities.
- Continued capital discipline with a $300 million share repurchase and a 10% dividend increase, marking the 49th consecutive annual dividend rise.
- Focused on integrating recent acquisitions, which are expected to enhance capabilities and revenue streams.
- Innovation strategy aims for 25% of revenue from new products, aligning with market trends on energy efficiency and labor-saving solutions.