Carlisle Companies
About: Carlisle Companies Inc is a holding company. The company manufactures and sells single-ply roofing products and warranted systems and accessories for the commercial building industry. The company is organized into two segments including Carlisle Construction Materials and Carlisle Weatherproofing Technologies. The company's product portfolio includes moisture protection products, protective roofing underlayments, integrated air and vapor barriers, spray polyurethane foam and coating systems, and others. The majority of the company's revenue comes from the Carlisle Construction Materials segment, and more than half of the total revenue is earned in the United States.
Employees: 5,500
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
103% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $5.68M
46% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 67
14% more capital invested
Capital invested by funds: $13.9B [Q1] → $15.8B (+$1.93B) [Q2]
5.54% more ownership
Funds ownership: 92.93% [Q1] → 98.46% (+5.54%) [Q2]
3% more funds holding
Funds holding: 727 [Q1] → 746 (+19) [Q2]
1% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 267
25% less funds holding in top 10
Funds holding in top 10: 8 [Q1] → 6 (-2) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
JP Morgan
Tomohiko Sano
|
$410
|
Overweight
Maintained
|
17 Sep 2025 |
Loop Capital
Garik Shmois
|
$395
|
Hold
Downgraded
|
31 Jul 2025 |
Financial journalist opinion
Based on 8 articles about CSL published over the past 30 days