Carlisle Companies Incorporated
331.23-9.26 (-2.72%)
Oct 29, 4:00:02 PM EDT · NYSE · CSL · USD
Key Stats
Market Cap
14.16BP/E (TTM)
18.56Basic EPS (TTM)
17.85Dividend Yield
0.01%Recent Filings
8-K
8-K
New 7.5M share repurchase authorized
Carlisle Companies announced on September 3, 2025, a new share repurchase program authorizing up to 7.5 million additional shares of common stock, adding to the 1.2 million remaining from the 2023 authorization. Management will execute buys flexibly in open markets or private deals over an indefinite period. This bolsters Carlisle's balanced capital strategy amid its push for superior shareholder returns. Repurchases signal confidence in the business.
8-K
Carlisle completes $1B notes offering
Carlisle Companies completed a $1 billion public notes offering on August 20, 2025, issuing $500 million of 5.250% notes due 2035 and $500 million of 5.550% notes due 2040. These senior unsecured obligations rank equally with existing debt, paying semi-annual interest from March 2026, while allowing redemption at make-whole prices before maturity or at par thereafter. The move bolsters Carlisle's long-term capital access. Yet restrictions limit secured debt.
10-Q
Q2 FY2025 results
Carlisle held revenues steady at $1,449.5 million for Q2 ended June 30, 2025, flat year-over-year yet down slightly from Q1's $1,095.8 million (derived), buoyed by CCM's non-residential strength while CWT grappled with residential softness. Operating income dipped 11.2% y/y to $335.0 million, with margins contracting to 23.1% from higher fixed-cost absorption, but diluted EPS from continuing operations landed at $5.87 on 43.4 million shares, consistent with the two-class method. Acquisitions drove growth, closing ThermaFoam in February for $52.9 million cash (recognizing $34.1 million goodwill and $6.7 million finite-lived intangibles over 9 years) and Bonded Logic in June for $60.7 million cash ($35.9 million goodwill, $9.0 million technology over 15 years). Cash fell to $68.4 million after $700.0 million repurchases and $57.8 million capex, with free cash flow at $231.1 million (derived) and $1.0 billion revolver available against $1,891.5 million debt; operating cash flow outpaced YTD needs. Competition in building products erodes pricing power amid cyclical construction swings.
8-K
Q2 flat revenue, record EPS
Carlisle Companies reported Q2 2025 revenue flat at $1.4 billion year-over-year, with adjusted EPS hitting a record $6.27 amid slumping new construction. CCM eked out 0.6% revenue growth via the MTL acquisition, while CWT dropped 2% on residential weakness; margins held at 23.1% operating and 26.9% adjusted EBITDA. The company acquired Bonded Logic to bolster insulation offerings, yet revised FY 2025 guidance to low-single-digit revenue growth and 150 bps adjusted EBITDA margin decline due to persistent market delays. Acquisitions drive synergies exceeding $34 million annually.
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