Besides Wall Street's top-and-bottom-line estimates for Carlisle (CSL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2026.
Carlisle Companies is positioned for strong growth, driven by aging U.S. commercial roofs and stricter energy standards. CSL targets $40 adjusted EPS by 2030, with consensus projecting robust double-digit EPS growth through 2028. Shares trade at a 16% discount to fair value, with a forward PE of 15.5 versus a 10-year average of 19.7.
Carlisle (CSL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The prospects of the Zacks Diversified Operations industry are hindered by high operating costs and ongoing supply-chain challenges. HON, MMM, ITT and CSL are notable stocks in the industry.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Carlisle Companies offers compelling long-term upside, targeting $40 EPS by 2030 and maintaining high ROIC after a strategic transformation. CSL's business model is resilient, with >90% North American revenue and a focus on commercial reroofing, supported by aging building stock. Recent financials show stagnation—FY25 revenue up 0.3%, EPS down to $19.4, and flat FY26 guidance—but management's execution track record inspires confidence.
Aristotle Capital Boston LLC reduced its stake in Carlisle Companies Incorporated (NYSE: CSL) by 27.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,843 shares of the conglomerate's stock after selling 3,328 shares during the period. Aristotle Capital Boston
Carlisle Companies is a compelling Buy at $374, with a target price of $428 and 14% upside, driven by anticipated Fed rate cuts and construction recovery. CSL's Q4 and 2025 results exceeded revenue and EPS expectations, but margins contracted due to weak construction and rising costs; free cash flow and capital returns remain robust. Management and consensus expect a soft Q1 and flat H1 2026, with revenue and margin growth resuming in H2 2026 as construction activity rebounds.
CSL delivers a Q4 earnings beat and modest revenue growth, but profits slid year over year as organic sales weakened and margins tightened.
Carlisle Companies Incorporated (CSL) Q4 2025 Earnings Call Transcript
The headline numbers for Carlisle (CSL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Carlisle (CSL) came out with quarterly earnings of $3.9 per share, beating the Zacks Consensus Estimate of $3.6 per share. This compares to earnings of $4.47 per share a year ago.