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CSL: Ongoing Share Repurchases Will Support Shareholder Returns Into 2025

Update shared on 28 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
-29.7%
7D
4.4%

Analysts have reiterated their price target for Carlisle Companies at $369.50. They cite consistent fair value calculations and only minor adjustments to key forecast assumptions.

What's in the News

  • From July 1, 2025 to September 30, 2025, Carlisle Companies repurchased 800,000 shares, representing 1.88% of outstanding shares for $296.04 million. With this tranche, a total of 32,745,873 shares (60.41%) have been repurchased under the longstanding buyback program (Key Developments).
  • The company announced revised consolidated earnings guidance for the fourth quarter and fiscal year 2025, expecting fourth quarter revenues to decline by a low-single-digit percentage year-over-year and projecting flat revenue growth for the full year (Key Developments).
  • On September 3, 2025, Carlisle Companies increased its equity buyback authorization by 7,500,000 shares, raising the total authorization to 46,012,890 shares (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at $369.50.
  • Discount Rate has decreased slightly from 8.88% to 8.86%.
  • Revenue Growth projections are unchanged, staying at approximately 2.78%.
  • Net Profit Margin estimate is effectively stable, holding at around 15.73%.
  • Future P/E has risen modestly from 18.38x to 18.92x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.