Carlisle Companies Aims for 50 Years of Dividend Increases with $15 Billion Market Cap
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy CSL?
Source: Fool
- Significant Revenue Growth: Carlisle Companies has seen its revenue quadruple from 2010 to 2024, demonstrating strong recovery capabilities in the construction industry, particularly after overcoming challenges from the 2009 financial crisis and the 2020 pandemic to achieve new sales records.
- Enhanced Profitability: Adjusted EBITDA has nearly increased eightfold during the same period, with EBITDA margins approaching double, making Carlisle the only building products company with over $2 billion in annual sales and free cash flow margins above 15%, indicating robust financial health.
- Generous Shareholder Returns: The company aims to achieve a milestone of 50 consecutive years of annual dividend increases this year, having doubled its payout in the last four years, with a current dividend yield of 1.25%, which not only boosts investor confidence but also reflects strong cash flow management.
- Stock Buyback Strategy: Over the past three years, Carlisle has executed approximately $3.5 billion in stock buybacks, reducing its outstanding share count by 28%, a strategy that enhances earnings per share and supports stock price appreciation, further increasing long-term shareholder value.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CSL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on CSL
Wall Street analysts forecast CSL stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 388.760
Low
356.00
Averages
385.33
High
400.00
Current: 388.760
Low
356.00
Averages
385.33
High
400.00
About CSL
Carlisle Companies Incorporated is a manufacturer and supplier of building envelope products and solutions that enable energy efficiency in buildings. Its segments include Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). The CCM segment produces a complete line of energy-efficient single-ply roofing products and warranted roof systems and accessories for the commercial building industry, including ethylene propylene diene monomer (EPDM), thermoplastic polyolefin (TPO) and polyvinyl chloride (PVC) membrane, polyisocyanurate (polyiso) insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. CWT segment produces building envelope solutions that drive energy efficiency and sustainability in commercial and residential applications. Its products include waterproofing and moisture protection products, protective roofing underlayments, fully integrated liquid and sheet applied air/vapor barriers and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
COMSTOCK METALS MOVES FORWARD WITH COMMISSIONING OF INDUSTRY-SCALE FACILITY
Industry Advances: The article discusses recent advancements in the metal industry, highlighting innovations and improvements in production processes.
Facility Commissioning: It emphasizes the importance of facility commissioning in ensuring that new industrial setups operate efficiently and meet regulatory standards.
See More
Al Gore's Investment Firm Acquires Spotify Shares and Divests from Analog Devices
- Investment Changes: Generation Investment Management, co-founded by Al Gore, exited two semiconductor companies in Q4.
- New Acquisitions: The firm invested in shares of a trending streaming provider during the same period.
See More
Moderna's Flu Vaccine Receives FDA Review Approval
- FDA Review Decision: The FDA's agreement to review Moderna's experimental mRNA flu vaccine reverses its earlier refusal, stunning Wall Street and the medical community, marking a significant advancement in vaccine development.
- Positive Market Reaction: Following the FDA review announcement, Moderna's shares rose over 6%, reflecting investor confidence in the company's future flu vaccine market potential and paving the way for its goal of breaking even by 2028.
- New Application Strategy: Moderna's revised regulatory approach seeks full approval for adults aged 50 to 64 and accelerated approval for those 65 and older, addressing FDA criticisms of its trial design and enhancing the vaccine's market competitiveness.
- Changing Regulatory Environment: The FDA's decision highlights significant shifts in U.S. vaccine regulatory policies, particularly under the leadership of the new Secretary of Health and Human Services, with Moderna's application process facing stricter scrutiny, illustrating the complexities and challenges of vaccine regulation.
See More
Officer of Carlisle Companies (CSL.US) Plans to Sell $14.5 Million in Common Stock via Form 144
Stock Sale Announcement: Christian Koch, an officer at Carlisle Companies (CSL.U.S), plans to sell 36,260 shares of its common stock.
Market Value: The total market value of the shares being sold is approximately $14.5 million.
See More
U.S. Markets Closed Wednesday with Mixed Results as Super Micro Computer Outperformed and Boston Scientific Underperformed
- U.S. Stock Market Performance: Stock indexes in the U.S. closed mixed on Wednesday, indicating varied performance across different sectors.
- Index Movements: The S&P 500 rose by 0.53%, while the Dow Jones Industrial Average fell by 0.51%, and the Nasdaq Composite experienced a decline of 1.51%.
See More
Cirrus Logic Reports Strong Q3 Earnings, Shares Surge
- Earnings Beat: Cirrus Logic reported third-quarter earnings of $2.97 per share, surpassing the analyst consensus estimate of $2.44 per share, indicating a significant improvement in profitability and boosting investor confidence.
- Sales Growth: The company achieved quarterly sales of $580.620 million, exceeding the analyst consensus estimate of $533.890 million, demonstrating strong market demand and driving sustained performance growth.
- Stock Surge: Following the positive earnings report, Cirrus Logic's shares jumped 7.6% to $134.10 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Optimistic Guidance: Cirrus Logic provided fourth-quarter sales guidance that is expected to exceed market estimates, further solidifying its competitive position in the semiconductor industry.
See More
COMSTOCK METALS MOVES FORWARD WITH COMMISSIONING OF INDUSTRY-SCALE FACILITY
Industry Advances: The article discusses recent advancements in the metal industry, highlighting innovations and improvements in production processes.
Facility Commissioning: It emphasizes the importance of facility commissioning in ensuring that new industrial setups operate efficiently and meet regulatory standards.
See More
Al Gore's Investment Firm Acquires Spotify Shares and Divests from Analog Devices
- Investment Changes: Generation Investment Management, co-founded by Al Gore, exited two semiconductor companies in Q4.
- New Acquisitions: The firm invested in shares of a trending streaming provider during the same period.
See More
Moderna's Flu Vaccine Receives FDA Review Approval
- FDA Review Decision: The FDA's agreement to review Moderna's experimental mRNA flu vaccine reverses its earlier refusal, stunning Wall Street and the medical community, marking a significant advancement in vaccine development.
- Positive Market Reaction: Following the FDA review announcement, Moderna's shares rose over 6%, reflecting investor confidence in the company's future flu vaccine market potential and paving the way for its goal of breaking even by 2028.
- New Application Strategy: Moderna's revised regulatory approach seeks full approval for adults aged 50 to 64 and accelerated approval for those 65 and older, addressing FDA criticisms of its trial design and enhancing the vaccine's market competitiveness.
- Changing Regulatory Environment: The FDA's decision highlights significant shifts in U.S. vaccine regulatory policies, particularly under the leadership of the new Secretary of Health and Human Services, with Moderna's application process facing stricter scrutiny, illustrating the complexities and challenges of vaccine regulation.
See More
Officer of Carlisle Companies (CSL.US) Plans to Sell $14.5 Million in Common Stock via Form 144
Stock Sale Announcement: Christian Koch, an officer at Carlisle Companies (CSL.U.S), plans to sell 36,260 shares of its common stock.
Market Value: The total market value of the shares being sold is approximately $14.5 million.
See More
U.S. Markets Closed Wednesday with Mixed Results as Super Micro Computer Outperformed and Boston Scientific Underperformed
- U.S. Stock Market Performance: Stock indexes in the U.S. closed mixed on Wednesday, indicating varied performance across different sectors.
- Index Movements: The S&P 500 rose by 0.53%, while the Dow Jones Industrial Average fell by 0.51%, and the Nasdaq Composite experienced a decline of 1.51%.
See More
Cirrus Logic Reports Strong Q3 Earnings, Shares Surge
- Earnings Beat: Cirrus Logic reported third-quarter earnings of $2.97 per share, surpassing the analyst consensus estimate of $2.44 per share, indicating a significant improvement in profitability and boosting investor confidence.
- Sales Growth: The company achieved quarterly sales of $580.620 million, exceeding the analyst consensus estimate of $533.890 million, demonstrating strong market demand and driving sustained performance growth.
- Stock Surge: Following the positive earnings report, Cirrus Logic's shares jumped 7.6% to $134.10 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Optimistic Guidance: Cirrus Logic provided fourth-quarter sales guidance that is expected to exceed market estimates, further solidifying its competitive position in the semiconductor industry.
See More
