Here is how Carlisle (CSL) and Sumitomo Corp. (SSUMY) have performed compared to their sector so far this year.
Carlisle Companies is capitalizing on a wave of commercial reroofing demand, driving market-beating returns independent of AI trends. CSL's Q1 2026 results showed resilient profitability despite a 4% revenue decline, with adjusted EPS up 0.6% and EBITDA margin expanding to 22.3%. Shares trade at a forward PE of 16.4, an 18% discount to fair value, with an 11.1% annual EPS growth consensus and a 1.3% dividend yield backed by a low payout ratio.
Carlisle (CSL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
| Industrial Conglomerates Industry | Industrials Sector | D. Christian Koch CEO | XSTU Exchange | 142339100 CUSIP |
| US Country | 5,900 Employees | 18 May 2026 Last Dividend | 20 Mar 2007 Last Split | - IPO Date |
Carlisle Companies Incorporated stands as a pivotal manufacturer and supplier of building envelope products and solutions across a broad geographic footprint encompassing the United States, Europe, North America, Asia, the Middle East, Africa, and various international markets. With its foundation laid in 1917, Carlisle has evolved to operate through two significant segments: Carlisle Construction Materials and Carlisle Weatherproofing Technologies. Centered in Scottsdale, Arizona, the company is committed to delivering a comprehensive range of products designed for commercial and residential buildings, aiming to enhance the efficiency and lifespan of building envelopes.
Single-Ply Roofing Products and Warranted Roof Systems: Carlisle specializes in the production of high-quality single-ply roofing materials and systems, offering ethylene propylene diene monomer (EPDM), thermoplastic polyolefin (TPO), and polyvinyl chloride (PVC) membrane solutions. These solutions are complemented by a range of accessories designed to ensure the integrity and durability of roofing systems for both commercial and residential applications.
Building Envelope Solutions: The company offers an extensive portfolio of building envelope solutions aimed at enhancing waterproofing and moisture protection. This includes high-performance products such as protective roofing underlayments, fully integrated liquid and sheet-applied air/vapor barriers, sealants/primers, and flashing systems. Carlisle’s offerings are engineered to provide superior defense against water damage and to ensure the sustainable performance of buildings.
Roof Coatings and Mastics, Spray Polyurethane Foam, and Coating Systems: Carlisle extends its product line to include roof coatings and mastics designed to offer additional protection and extend the life of roofing systems. Furthermore, the company delivers spray polyurethane foam (SPF) and coating systems, providing a seamless, insulated, and waterproof roofing option that contributes to energy efficiency and durability.
Engineered Metal Roofing and Wall Panel Systems: For those seeking robust and aesthetically pleasing roofing and wall solutions, Carlisle manufactures engineered metal roofing and wall panel systems. These systems are suitable for a wide range of architectural styles, offering both functionality and design versatility.
Insulation and Engineered Products for HVAC Applications: Completing its range of services, Carlisle produces block-molded expanded polystyrene insulation and engineered products specifically designed for heating, ventilation, and air conditioning (HVAC) applications. These products aim to enhance the thermal efficiency and comfort of buildings, marking a comprehensive approach to building envelope solutions.
All products are distributed under trusted brand names, including Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan, ensuring quality and performance in every offering.