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Update shared on17 Sep 2025

Fair value Decreased 2.35%
AnalystConsensusTarget's Fair Value
US$415.57
19.6% undervalued intrinsic discount
17 Sep
US$333.99
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1Y
-21.5%
7D
-11.6%

The slight reduction in Carlisle Companies’ consensus price target primarily reflects a notable downgrade in expected annual revenue growth, with the new target now at $415.57.


What's in the News


  • The Board of Directors authorized a new share buyback plan, allowing repurchase of up to 7,500,000 shares.
  • BofA Securities, Wells Fargo Securities, and TD Securities were each added as Co-Lead Underwriters for the company's $496.495 million and $498.275 million fixed-income offerings.
  • The Board approved a 10% increase in the regular quarterly dividend to $1.10 per share, or $4.40 annualized.
  • The company provided 2025 financial guidance, expecting revenue growth in the low-single-digit percentage range year-over-year.
  • Between April and June, 800,000 shares were repurchased for $296.58 million; in total, 31,945,873 shares have been bought back under the long-term program.

Valuation Changes


Summary of Valuation Changes for Carlisle Companies

  • The Consensus Analyst Price Target has fallen slightly from $425.57 to $415.57.
  • The Consensus Revenue Growth forecasts for Carlisle Companies has significantly fallen from 4.9% per annum to 4.4% per annum.
  • The Net Profit Margin for Carlisle Companies remained effectively unchanged, moving only marginally from 17.26% to 16.97%.

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.