Carlisle Companies Q4 2025 Earnings Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy CSL?
Source: seekingalpha
- Earnings Beat: Carlisle Companies reported a Q4 2025 non-GAAP EPS of $3.90, exceeding expectations by $0.32, indicating strong profitability despite revenue challenges.
- Stable Revenue: The company’s revenue for Q4 stood at $1.1 billion, flat year-over-year, but fell short of the $10 million market expectation, highlighting growth challenges in a competitive landscape.
- Cash Flow and Buybacks: In 2025, Carlisle generated $1.1 billion in operating cash flow and repurchased $300 million in shares during Q4, totaling $1.3 billion for the year, enhancing shareholder returns and market confidence.
- Future Outlook: The company anticipates low single-digit revenue growth for 2026 and aims for approximately 50 basis points of adjusted EBITDA margin expansion, reflecting management's confidence and strategic planning for future performance.
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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.
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