Headquartered in Scottsdale, AZ Fiscal year ends December NYSE: CSL carlisle.com
Carlisle Companies Incorporated (NYSE: CSL) supplies building envelope products and solutions aimed at more energy-efficient buildings. It operates through two reporting segments.
- **Carlisle Construction Materials (CCM):** commercial roofing systems sold into re-roofing and new construction markets, including growing exposure to data centers. CCM generates the majority of company revenue.
- **Carlisle Weatherproofing Technologies (CWT):** weatherproofing products such as roof coatings and expanded polystyrene-based products for residential and non-residential construction. CWT has invested in automation, manufacturing consolidation and in-house EPS resin capacity.
Carlisle sells to contractors, distributors and building owners, primarily in North America. Its pitch centers on labor-reducing, environmentally responsible products and service it calls the 'Carlisle Experience.' Operations are run under the Carlisle Operating System (COS) continuous-improvement framework.
The company follows its Vision 2030 strategy, which targets $40 of adjusted EPS and 25%-plus ROIC through organic growth, synergistic building envelope acquisitions, margin expansion and higher free cash flow. It returns substantial capital through share repurchases and dividends, having raised its dividend for 50 consecutive years. Carlisle has committed to net-zero greenhouse gas emissions by 2050. Updated
Both lines beat expectations, yet the stock sold off because adjusted EBITDA margin compressed 210 basis points as petroleum-based raw material, diesel and freight costs ran ahead of pricing. Management calls it timing, guiding to flat margin in Q4 as price increases build, and raised the dividend for a 50th straight year.
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Carlisle Companies Incorporated (NYSE: CSL) supplies building envelope products and solutions aimed at more energy-efficient buildings.
24/7 Wall St.'s 12-month price target for CSL is $450.19, rated Buy. The Wall Street consensus target is $401.88. CSL price prediction →
