Carlisle Companies Incorporated (CSL) AI Stock Analysis

Carlisle Companies Incorporated operates as a diversified manufacturer of engineered products across the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and beyond. The business is organized into three segments: Carlisle Construction Materials, Carlisle Interconnect Technologies, and Carlisle Fluid Technologies. Carlisle Construction Materials supplies building envelope solutions such as single-ply roofing, rigid foam insulation, spray polyurethane foam, architectural metal, HVAC hardware, sealants, waterproofing, and air and vapor barrier systems. Carlisle Interconnect Technologies manufactures wires, cables, optical fibers, sensors, connectors, and cable assemblies for aerospace, defense, medical, and industrial uses. Carlisle Fluid Technologies provides engineered liquid and powder products, sealants, adhesives, and finishing equipment.

Between FY2021 and FY2025, Carlisle expanded revenue from $3.84B to $5.02B, achieving a 5-year revenue CAGR of 4.8% from FY2020 to FY2025. Annual performance varied, with revenue rising 42.0% in FY2022, dropping 15.8% in FY2023, increasing 9.1% in FY2024, and rising 0.3% in FY2025. Gross margin expanded from 28.6% in FY2021 to 35.7% in FY2025, while operating margin rose from 14.9% to 19.9%. Net income stood at $740.7M in FY2025, yielding an EPS of $19.39. In the latest quarter ended June 30, 2026, quarterly revenue grew 8.3% year-over-year and quarterly earnings rose 7.2%, supporting trailing twelve month revenue of $5.10B and a profit margin of 14.2%.

As of June 30, 2026, Carlisle held $665.3M in cash and short-term investments against $2.88B in total debt, resulting in net debt of $2.22B. Total assets stood at $6.23B and shareholders' equity was $1.62B, yielding a debt-to-equity ratio of 1.78 and a current ratio of 2.60. Operating cash flow reached $1.10B in FY2025, funding capital expenditures of $131.2M and delivering free cash flow of $970.6M. The company used its cash flow to return capital to shareholders, spending $1.30B on share buybacks and $181.1M on dividends in FY2025.

At a share price of $333.86, Carlisle holds a market capitalization of $13.26B and an enterprise value of $15.09B. The stock trades at a trailing P/E of 19.0x and a forward P/E of 13.5x, both lower than the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its EV/EBITDA multiple is 12.1x compared to the peer median of 13.9x, while its price-to-sales ratio of 2.6x sits above the peer median of 1.5x. Over the past year, Carlisle returned 6.0%, trailing the S&P 500 (SPY) return of 16.8%, and over five years returned 61.9% compared to 83.0% for SPY.

Carlisle pays a quarterly dividend with an annualized forward rate of $5.00, yielding 1.50%. The dividend has been paid for 42 consecutive years and grew at an annualized rate of 15.4% over five years. Supported by an EPS of $17.59 over the trailing twelve months, the dividend payout ratio is 22.6%. The company's last ex-dividend date was August 19, 2026.

Wall Street coverage includes 3 Strong Buy, 2 Buy, and 5 Hold ratings, with 0 Sell ratings. The mean price target of $398.25 sits 19.3% above the October 16, 2026 closing price of $333.86. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $5.26B and EPS of $21.09, representing 8.7% EPS growth. Carlisle has beaten EPS expectations in all 4 of its last 4 quarters, with its next earnings release scheduled for October 28, 2026.

This page is an AI-written research summary of Carlisle Companies Incorporated (CSL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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