Carlisle Companies

CSL

Market cap $14.6B

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) will release first quarter 2026 results on Thursday, April 23, 2026, after market close. A conference call to discuss these results has been scheduled for 5pm ET on Thursday, April 23, 2026. The call can be accessed via webcast, along with related materials, at www.carlisle.com/investors/events-and-presentations and via telephone as follows: Domestic toll free: 800-715-9871 International: 646-307-1963 Conference ID:.

The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes are highly likely to outperform the market.

The prospects of the Zacks Diversified Operations industry are hindered by high operating costs and ongoing supply-chain challenges. HON, MMM, ITT and CSL are notable stocks in the industry.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Carlisle Companies Incorporated (NYSE:CSL) today published its 2025 Annual Report, highlighting resilient financial performance, continued execution of Vision 2030, and significant progress in building a scalable, enterprise-wide innovation engine. “2025 marked a year of meaningful progress against our Vision 2030 strategy along with solid results in a challenging environment,” said Chris Koch, Chair, President and Chief Executive Officer. “We delivered $5.0.

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Explore the exciting world of Carlisle Companies (CSL 1.59%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

Value investing is about identifying misalignments between price and medium to long-term fundamentals, not just low multiples. I focus on high-quality, cyclical value stocks like Union Pacific, Old Dominion Freight Line, and Carlisle Companies during downturns. Hidden growth and undervalued quality, as seen in Texas Pacific Land and ONEOK, offer significant upside when the market misjudges resilience or growth.

Carlisle Companies offers compelling long-term upside, targeting $40 EPS by 2030 and maintaining high ROIC after a strategic transformation. CSL's business model is resilient, with >90% North American revenue and a focus on commercial reroofing, supported by aging building stock. Recent financials show stagnation—FY25 revenue up 0.3%, EPS down to $19.4, and flat FY26 guidance—but management's execution track record inspires confidence.

Carlisle Companies (CSL), TransDigm (TDG), and Amazon (AMZN) are my top watchlist picks for high-conviction, long-term value in the current market. CSL offers a 28.5% ROIC, trades at 17.3x earnings, and targets $40 EPS under Vision 2030, despite cyclical headwinds in construction. TDG's PE-like model, 75% aftermarket EBITDA, and aggressive M&A support 14–15% expected annual returns, with risk hedged on $30B gross debt.

Carlisle Companies and Progressive Corp. exemplify asymmetric, high-conviction opportunities with strong moats, attractive valuations, and resilient business models. CSL targets robust growth via Vision 2030, aiming for $40+ EPS, >25% ROIC, and significant exposure to the resilient commercial reroofing market. PGR leverages data analytics and disciplined underwriting, delivering exceptional profitability, market share gains, and a compelling 6.6% total yield including special dividends.