Update shared on 14 Nov 2025
Fair value Decreased 1.40%Analysts have lowered their price target for Carlisle Companies from $374.75 to $369.50. They cite tempered expectations around revenue growth and profit margins, which offset a slightly higher future P/E ratio.
What's in the News
- The company completed a buyback tranche between July and September 2025, repurchasing 800,000 shares for $296.04 million. This brings the total to over 32.7 million shares repurchased since 1999 (Key Developments).
- Carlisle Companies increased its equity buyback plan on September 3, 2025, expanding the authorization by 7.5 million shares to a total of 46,012,890 shares (Key Developments).
- The company provided new consolidated earnings guidance for the fourth quarter of 2025, projecting a low single-digit percentage revenue decline year-over-year and revised its 2025 full-year outlook to flat revenue (Key Developments).
Valuation Changes
- The consensus analyst price target has decreased from $374.75 to $369.50.
- The discount rate has risen slightly, moving from 8.40% to 8.88%.
- Revenue growth expectations have declined from 3.21% to 2.78%.
- Net profit margin projections have fallen from 16.90% to 15.73%.
- The future P/E ratio has increased modestly, moving from 17.92x to 18.38x.
Disclaimer
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