Carlisle Companies Inc. (CSL)
Waterproof Your Portfolio Using Carlisle Companies
Carlisle Companies offers a compelling investment at a modest discount, driven by robust demand for commercial roofing replacements and energy-efficient building solutions. CSL targets $40 adjusted EPS by 2030, supported by aging roof cycles, regulatory tailwinds, and opportunistic M&A, with a strong balance sheet and 1.4x net debt/EBITDA. The stock trades at a forward P/E of 17.1, below its 10-year average, and could deliver 16%-plus annual total returns through 2030 if growth expectations are met.
Reasons Why You Should Avoid Betting on Carlisle Stock Right Now
CSL struggles as construction markets weaken, costs rise and debt swells, with segment slowdowns and currency headwinds weighing on recent performance.
The Most Important Investment Lessons I've Ever Shared
My investment strategy centers on concentrated positions in high-quality, dividend-growing companies within energy, defense, logistics, and construction, favoring long-term value over short-term trends. I embrace the 'equity yield curve' approach, seeking alpha by buying top-tier businesses when they're out of favor, accepting cyclical risk for superior long-term returns. Recent reader feedback highlighted the need for clearer communication of risks, especially for retirees, and the importance of distinguishing my conviction from others' allocation needs.
Carlisle Q3 Earnings Beat Estimates, Organic Revenues Decline Y/Y
CSL posts mixed Q3 results as earnings slip despite revenue growth, boosted by acquisitions and strong cash generation.
Carlisle (CSL) Beats Q3 Earnings and Revenue Estimates
Carlisle (CSL) came out with quarterly earnings of $5.61 per share, beating the Zacks Consensus Estimate of $5.47 per share. This compares to earnings of $5.78 per share a year ago.
Earnings Preview: Carlisle (CSL) Q3 Earnings Expected to Decline
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.
Carlisle: 2025 Weakness Creates 2026 Opportunity
Carlisle Companies is rated a Buy, with shares undervalued after a correction and offering 14% upside to a $376 target price. CSL's resilient earnings, robust cash flow, and capital returns (notably $700M in buybacks and a 17.6% dividend hike) support valuation. Despite margin compression from weak construction, stable demand for re-roofing and energy efficiency, plus acquisition synergies, underpin long-term growth.
Carlisle Announces Share Repurchase Authorization for 7.5M Shares
CSL boosts shareholder rewards with a new authorization to repurchase up to 7.5 million shares, adding to its existing program.
Carlisle Gains From Business Strength & Buyouts Amid Headwinds
CSL rides Construction Materials strength and acquisitions, but the housing slowdown and high debt weigh on results.
My 5% Rule: The Easiest Retirement Investing Strategy I'll Ever Share
Apple's long-term success shows the power of buying and holding high-quality stocks, compounding wealth over decades. Chasing high yields often leads to poor outcomes; focus on dividend growth and quality to avoid 'sucker yields.' My 5% Rule balances income and growth: build a portfolio of high-quality dividend growers, aiming for a 5% yield at retirement.
Carlisle Prices Senior Notes Offering Worth $1B in Aggregate
CSL prices $1B in senior notes to fund debt repayment, capital spending, buybacks and acquisitions.
3 Stocks in Focus That Announced Dividend Hikes Amid Market Volatility
PAAS, CSL and DHT announce fresh dividend hikes, offering steady income streams amid renewed market volatility.
