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
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
129% more call options, than puts
Call options by funds: $24.9M | Put options by funds: $10.9M
34% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 88
2% more funds holding
Funds holding: 732 [Q3] → 750 (+18) [Q4]
1.75% more ownership
Funds ownership: 86.15% [Q3] → 87.9% (+1.75%) [Q4]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q3] → 9 (-1) [Q4]
16% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 281
17% less capital invested
Capital invested by funds: $17.9B [Q3] → $14.9B (-$3.07B) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$390
3%
upside
Avg. target
$425
12%
upside
High target
$460
21%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Truist Securities Keith Hughes 26% 1-year accuracy 9 / 35 met price target | 3%upside $390 | Hold Maintained | 24 Apr 2025 |
Baird Timothy Wojs 32% 1-year accuracy 12 / 37 met price target | 21%upside $460 | Outperform Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 16 articles about CSL published over the past 30 days
Neutral
Business Wire
1 day ago
Carlisle Companies Elects James D. Frias as New Lead Independent Director
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--The Board of Directors of Carlisle Companies Incorporated (NYSE:CSL) today elected James D. Frias as Lead Independent Director succeeding Robin J. Adams, who previously held the position. Mr. Adams will retire as a Director of the Company after serving 15 years on the Board. Mr. Frias has been a Director of the Company since February 2015. Mr. Frias is former Chief Financial Officer, Treasurer and Executive Vice President of Nucor Corporation. Chris Koch, Cha.
Neutral
Business Wire
1 day ago
Carlisle Companies Declares Regular Quarterly Dividend
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--The Board of Directors of Carlisle Companies Incorporated (NYSE:CSL) has declared a dividend of $1.00 per share, payable on June 2, 2025, to shareholders of record at the close of business on May 19, 2025. About Carlisle Companies Incorporated Carlisle Companies Incorporated is a leading supplier of innovative building envelope products and solutions for more energy efficient buildings. Through its building products businesses – Carlisle Construction Material.
Positive
Zacks Investment Research
5 days ago
4 Diversified Operations Stocks to Consider on Promising Industry Trends
The Zacks Diversified Operations industry has been gaining from strength across the aerospace, defense, and oil & gas markets. HON, MMM, CSL and GFF are some notable stocks in the industry.
Positive
Zacks Investment Research
6 days ago
Carlisle Q1 Earnings Beat, Construction Materials Sales Up Y/Y
CSL's first-quarter 2025 results benefit from higher revenues across the Carlisle Construction Materials segment.
Neutral
Seeking Alpha
6 days ago
Carlisle Companies Incorporated (CSL) Q1 2025 Earnings Call Transcript
Carlisle Companies Incorporated (NYSE:CSL ) Q1 2025 Earnings Conference Call April 23, 2025 5:00 PM ET Company Participants Mehul Patel - VP, IR Chris Koch - Chair, President & CEO Kevin Zdimal - CFO Conference Call Participants Tim Wojs - Baird Susan Maklari - Goldman Sachs Bryan Blair - Oppenheimer Garik Shmois - Loop Capital Adam Baumgarten - Zelman & Associates David MacGregor - Longbow Research Keith Hughes - Truist Operator Good afternoon. My name is John, and I will be your operator for today.
Positive
Zacks Investment Research
1 week ago
Compared to Estimates, Carlisle (CSL) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for Carlisle (CSL) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 week ago
Carlisle (CSL) Beats Q1 Earnings Estimates
Carlisle (CSL) came out with quarterly earnings of $3.61 per share, beating the Zacks Consensus Estimate of $3.53 per share. This compares to earnings of $3.72 per share a year ago.
Neutral
Business Wire
1 week ago
Carlisle Companies Reports First Quarter Results
SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today announced its first quarter 2025 financial results. Revenue of $1.1 billion, diluted EPS of $3.13 and adj. EPS of $3.61 Operating margin of 16.8% and adj. EBITDA margin of 21.8% Repurchased 1.2 million shares for $400 million, increasing share repurchase target to $1 billion for 2025 Reaffirming Full-Year outlook of mid-single-digit revenue growth and ~50 bps adj. EBITDA margin expansion Comments from Chris Koc.
Neutral
Seeking Alpha
1 week ago
Buckle Up Buttercup - Here's What Every (Dividend) Investor Needs To Hear Right Now
Trade uncertainty, Fed drama, and stretched valuations are driving a powerful capital rotation away from U.S. assets, impacting the dollar, debt, and equities. Despite headwinds, I remain confident in the structural strengths of the U.S. economy, emphasizing value stocks and real businesses over market noise. The U.S. still offers some of the best investment opportunities, particularly in value and dividend stocks, even as global investors seek international value.
Positive
Seeking Alpha
1 week ago
The 50/50 Dividend Strategy: One Of My Favorite Ways To Build Wealth
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