Carlisle Companies (CSL) Stock Overview
Operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 3/6 |
| Dividends | 4/6 |
CSL Community Fair Values
Create NarrativeSee what 29 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Carlisle Companies Incorporated Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$360.96 |
| 52 Week High | US$435.92 |
| 52 Week Low | US$293.43 |
| Beta | 0.86 |
| 1 Month Change | 8.14% |
| 3 Month Change | 6.21% |
| 1 Year Change | -0.91% |
| 3 Year Change | 49.73% |
| 5 Year Change | 90.26% |
| Change since IPO | 32,323.08% |
Recent News & Updates
Seeking Alpha • 6h
AI-Proof Market-Beating Returns: Carlisle Companies
Summary Carlisle Companies is capitalizing on a wave of commercial reroofing demand, driving market-beating returns independent of AI trends. CSL's Q1 2026 results showed resilient profitability despite a 4% revenue decline, with adjusted EPS up 0.6% and EBITDA margin expanding to 22.3%. Shares trade at a forward PE of 16.4, an 18% discount to fair value, with an 11.1% annual EPS growth consensus and a 1.3% dividend yield backed by a low payout ratio. CSL's disciplined share buybacks and consistent dividend growth position it for 15% annual total returns through 2031, though input costs and construction cycles are key risks. Read the full article on Seeking AlphaAnalysis Article • Jun 19
Carlisle Companies (CSL) Stock Could Be 12% Undervalued As Buy Signals Build
Carlisle Companies (CSL) is drawing fresh attention after a combination of strong buy analyst consensus, positive technical signals, and a recent quarter that showed declines in both revenue and net profit. See our latest analysis for Carlisle Companies. At a share price of US$360.96, Carlisle Companies has logged a 10.8% 1 month share price return and a 10.2% 3 month share price return, while its 5 year total shareholder return of 102.1% points to meaningfully stronger gains over the longer...
Narrative Update • Jun 05
CSL: Continued Buybacks And Stable Outlook Will Support Future Upside Potential
Analysts have kept their price target for Carlisle Companies effectively unchanged at about $410, with slight model tweaks to the discount rate and future P/E assumptions rather than any shift in the underlying growth or margin outlook. What's in the News Carlisle Companies reported that from January 1, 2026 to March 31, 2026, it repurchased 700,000 shares, or 1.71% of its stock, for US$249.77 million under its long running buyback program announced on November 3, 1999.Narrative Update • May 19
CSL: Ongoing Share Repurchases Will Support Attractive Forward Return Potential
Carlisle Companies' analyst price target has moved from about $386 to about $410 as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News From January 1, 2026 to March 31, 2026, Carlisle Companies repurchased 700,000 shares, representing 1.71% of its stock, for US$249.77 million under its long running buyback program (Key Developments).Recent updates
Seeking Alpha • 6h
AI-Proof Market-Beating Returns: Carlisle Companies
Summary Carlisle Companies is capitalizing on a wave of commercial reroofing demand, driving market-beating returns independent of AI trends. CSL's Q1 2026 results showed resilient profitability despite a 4% revenue decline, with adjusted EPS up 0.6% and EBITDA margin expanding to 22.3%. Shares trade at a forward PE of 16.4, an 18% discount to fair value, with an 11.1% annual EPS growth consensus and a 1.3% dividend yield backed by a low payout ratio. CSL's disciplined share buybacks and consistent dividend growth position it for 15% annual total returns through 2031, though input costs and construction cycles are key risks. Read the full article on Seeking AlphaAnalysis Article • Jun 19
Carlisle Companies (CSL) Stock Could Be 12% Undervalued As Buy Signals Build
Carlisle Companies (CSL) is drawing fresh attention after a combination of strong buy analyst consensus, positive technical signals, and a recent quarter that showed declines in both revenue and net profit. See our latest analysis for Carlisle Companies. At a share price of US$360.96, Carlisle Companies has logged a 10.8% 1 month share price return and a 10.2% 3 month share price return, while its 5 year total shareholder return of 102.1% points to meaningfully stronger gains over the longer...Narrative Update • Jun 05
CSL: Continued Buybacks And Stable Outlook Will Support Future Upside Potential
Analysts have kept their price target for Carlisle Companies effectively unchanged at about $410, with slight model tweaks to the discount rate and future P/E assumptions rather than any shift in the underlying growth or margin outlook. What's in the News Carlisle Companies reported that from January 1, 2026 to March 31, 2026, it repurchased 700,000 shares, or 1.71% of its stock, for US$249.77 million under its long running buyback program announced on November 3, 1999.Narrative Update • May 19
CSL: Ongoing Share Repurchases Will Support Attractive Forward Return Potential
Carlisle Companies' analyst price target has moved from about $386 to about $410 as analysts factor in updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News From January 1, 2026 to March 31, 2026, Carlisle Companies repurchased 700,000 shares, representing 1.71% of its stock, for US$249.77 million under its long running buyback program (Key Developments).Narrative Update • Apr 24
CSL: Buybacks And Acquisition Plans Will Support Measured Future Returns
Analysts have trimmed their price target for Carlisle Companies by about $9, reflecting slightly lower assumptions for fair value, revenue growth, profit margins and future P/E multiples. What's in the News Carlisle Companies reaffirmed earnings guidance for 2026, indicating expectations for consolidated revenues to be up by a low single digit % year over year (Company guidance).Narrative Update • Apr 09
CSL: Ongoing Buybacks And Acquisition Plans Will Support Future Returns
Carlisle Companies' analyst price target has been adjusted slightly lower to about $395 from roughly $397. Analysts updated their fair value views using modestly different assumptions for discount rate, revenue growth and future P/E, while keeping profit margin expectations essentially unchanged.Narrative Update • Mar 26
CSL: Ongoing Buybacks Will Support Future Returns Despite Modest Revenue Outlook
Analysts have kept their price target on Carlisle Companies steady at about $396.63, reflecting updated inputs for discount rate, revenue growth, profit margin, and future P/E, without a clear shift in their overall view of the shares. What's in the News Carlisle Companies issued earnings guidance for 2026, indicating an expectation for consolidated revenues to be up by a low single digit % year over year.Narrative Update • Mar 11
CSL: Ongoing Buybacks And Acquisition Plans Will Drive Future Returns
Analysts have raised their price target for Carlisle Companies to about $397 from about $390, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E that feed into their valuation work. What's in the News Carlisle Companies issued earnings guidance for 2026, expecting consolidated revenues to be up by a low single digit percentage year over year.Narrative Update • Feb 25
CSL: Steady Outlook Suggests Buybacks And Acquisitions Will Shape Future Returns
Analysts have kept their Carlisle Companies price target steady at $389.75, reflecting only small tweaks to assumptions such as discount rate, profit margin and future P/E rather than a change in their overall view of the stock. What's in the News Carlisle Companies issued earnings guidance for 2026, expecting consolidated revenue to be up by a low single digit percentage year over year.Narrative Update • Feb 10
CSL: Buybacks And Moderate 2026 Outlook Will Shape Future Returns
Narrative Update on Carlisle Companies Analysts have lifted their price target for Carlisle Companies from US$371.25 to US$389.75, reflecting updated assumptions for slightly different discount rates, revenue growth expectations, profit margin outlook, and a revised forward P/E framework. What's in the News Carlisle Companies issued earnings guidance for 2026, indicating an expectation for consolidated revenues to be up by a low single digit % year over year (Corporate guidance).Narrative Update • Jan 27
CSL: Share Repurchases And Flat 2025 Outlook Will Guide Future Returns
Analysts have raised their price target for Carlisle Companies to about $371.25 from roughly $369.50. They cite updated assumptions that include a slightly higher profit margin outlook and a modestly higher future P/E multiple, partially offset by marginally lower revenue growth and a slightly higher discount rate.Narrative Update • Jan 12
CSL: Share Repurchases And Flat 2025 Outlook Will Shape Future Returns
Analysts have kept their price target for Carlisle Companies steady at approximately US$369.50, citing only minor tweaks to discount rate, revenue growth, profit margin, and forward P/E assumptions that do not materially change their overall view. What's in the News Carlisle Companies reported that from July 1, 2025 to September 30, 2025, it repurchased 800,000 shares for US$296.04 million, equal to 1.88% of its shares.Narrative Update • Dec 27
CSL: Aggressive Share Repurchases Will Support Future Earnings Power
Analysts have slightly adjusted their price target for Carlisle Companies, maintaining a fair value estimate of $369.50 as marginal tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions left their overall outlook largely unchanged. What's in the News Carlisle Companies reported that from July 1, 2025 to September 30, 2025, it repurchased 800,000 shares for approximately $296 million, bringing total buybacks under its long running program to about 32.7 million shares, or over 60 percent of shares outstanding (Key Developments).Narrative Update • Dec 13
CSL: Ongoing Buybacks And Stable Margins Will Support Future Shareholder Returns
Analysts have slightly raised their price target on Carlisle Companies, lifting the fair value estimate to approximately $370 per share. They cite modest adjustments to discount rate assumptions and forward valuation multiples, while maintaining a stable long term outlook for growth and profitability.Analysis Article • Dec 11
Carlisle Companies (NYSE:CSL) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrative Update • Nov 28
CSL: Ongoing Share Repurchases Will Support Shareholder Returns Into 2025
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.Narrative Update • Nov 14
CSL: Expanded Buyback Authorization Will Drive Long-Term Value
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.Narrative Update • Oct 31
CSL: Share Repurchases And Rising Margins Will Drive Future Upside
Analysts have slightly reduced their price target for Carlisle Companies from $384.29 to $374.75, citing modest downward adjustments in projected revenue growth and fair value estimates. At the same time, profit margin forecasts ticked higher.Narrative Update • Oct 17
Resilient Commercial Reroofing And Sustainable Insulation Will Shape The Industry
Analysts have revised their price target for Carlisle Companies downward, decreasing it from $407.71 to $384.29. They cite slightly softer projected revenue growth, even as profit margins show modest improvement.Narrative Update • Oct 03
Resilient Commercial Reroofing And Sustainable Insulation Will Shape The Industry
The analyst price target for Carlisle Companies has been revised downward from $415.57 to $407.71. Analysts cite softer revenue growth projections and a modestly lower profit margin outlook as key factors in their updated assessment.Narrative Update • Sep 17
Resilient Commercial Reroofing And Sustainable Insulation Will Shape The Industry
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.Analysis Article • Jul 31
Calculating The Fair Value Of Carlisle Companies Incorporated (NYSE:CSL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Carlisle Companies fair value estimate is US$449 Current share...Analysis Article • Jul 15
Pinning Down Carlisle Companies Incorporated's (NYSE:CSL) P/E Is Difficult Right Now
Carlisle Companies Incorporated's ( NYSE:CSL ) price-to-earnings (or "P/E") ratio of 21.5x might make it look like a...Analysis Article • Jun 30
Here's Why Carlisle Companies (NYSE:CSL) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 26
Carlisle: Not A Bad Bet, If You Can Withstand Short-Term Uncertainties
Summary The stock of Carlisle Companies has lagged its industrial peers and the Russell 1000 over the past year, witnessing a -9% decline. End-market conditions, particularly for the residential markets, look dicey in H1, and this could continue to weigh on CSL. However, CSL is poised to deliver sturdy operating leverage over the next 3 years with aggregate EBITDA margin improvement of 200bps over the next 3 years, and superior earnings growth. CSL is likely one of the favorites of the archetypal income investor, but we have a mixed perspective on its dividend at this juncture. CSL is trading below all its 3 key moving averages on the daily chart, but the long-term charts offer some hope. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Carlisle Companies: A Very Interesting Construction Materials Business
Summary Carlisle Companies has seen a 25% pullback, bringing shares to year-ago levels, presenting a potential buying opportunity given its solid 2024 outlook and ambitious 2030 targets. The company has fully transitioned to a pure-play building product business, achieving impressive operating margins and focusing on innovation and megatrends like energy efficiency and recycling. Despite a 16% fall in 2023 sales, Carlisle's strategic acquisitions and divestments have positioned it for growth, with 2024 sales expected to increase by 5% and margins to expand. With shares trading at 18-19 times current earnings and a goal to double EPS by 2030, I am increasingly optimistic and plan to buy dips. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Carlisle Companies: Trump's Policies, Industry Trends To Aid Earnings
Summary Carlisle Companies Incorporated has good potential midterm earnings drivers ahead with an improving housing market outlook and Trump's tax & tariff policies. The Q3 results were representative of stability amid challenging short-term industry trends. Over the long term, Carlisle's accretive M&A strategy has driven great results with a good ROIC, driving the company's growth. CSL stock is valued near fairly, and I estimate a fair value of around $411. Read the full article on Seeking AlphaShareholder Returns
| CSL | US Building | US Market | |
|---|---|---|---|
| 7D | 2.1% | 1.8% | -1.8% |
| 1Y | -0.9% | 13.6% | 23.3% |
Return vs Industry: CSL underperformed the US Building industry which returned 15.6% over the past year.
Return vs Market: CSL underperformed the US Market which returned 25.7% over the past year.
Price Volatility
| CSL volatility | |
|---|---|
| CSL Average Weekly Movement | 5.2% |
| Building Industry Average Movement | 6.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: CSL has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: CSL's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1917 | 5,900 | Chris Koch | www.carlisle.com |
Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally. It operates through two segments, Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). The CCM segment offers single-ply roofing solutions, including ethylene propylene diene monomer, thermoplastic polyolefin, polyvinyl chloride membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings.
Carlisle Companies Incorporated Fundamentals Summary
| CSL fundamental statistics | |
|---|---|
| Market cap | US$14.57b |
| Earnings (TTM) | US$728.60m |
| Revenue (TTM) | US$4.98b |
20.0x
P/E Ratio2.9x
P/S RatioIs CSL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CSL income statement (TTM) | |
|---|---|
| Revenue | US$4.98b |
| Cost of Revenue | US$3.21b |
| Gross Profit | US$1.77b |
| Other Expenses | US$1.04b |
| Earnings | US$728.60m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 18.05 |
| Gross Margin | 35.57% |
| Net Profit Margin | 14.64% |
| Debt/Equity Ratio | 174.7% |
How did CSL perform over the long term?
See historical performance and comparisonDividends
1.2%
Current Dividend Yield25%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/22 18:18 |
| End of Day Share Price | 2026/06/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Carlisle Companies Incorporated is covered by 18 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Timothy Wojs | Baird |
| Daniel Wang | Berenberg |
| Joel Tiss | BMO Capital Markets Equity Research |