Analyst Consensus ?
ConsensusBuy25 ratings
Bullish1664.0%
Neutral936.0%
Bearish00.0%
Carlisle Companies Incorporated · CSL · FY2025 Q4 · Calendar Q1 2026
Carlisle Reaffirms Vision 2030, Citing Reroofing and Product Innovation
Carlisle’s stated outlook rests on durable commercial reroofing demand, higher product content, and execution on product development and operations. The case is supported by reaffirmed Vision 2030 ambitions and a constructive 2026 outlook, but depends on converting innovation and acquisitions into growth while managing construction softness and input-cost pressures.
Reported After market closeNYSEBasic Materials
$14.54B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.90
Consensus $3.58
EPS surprise
+8.9%
Reported versus consensus
Reported revenue
$1.13B
Consensus $1.11B
Revenue surprise
+1.7%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+11.1%
Event window
SPY move
-0.5%
Same window
Abnormal move
+11.6%
Stock minus SPY
Volume
4.5×
Versus trailing sessions
Subsequent drift
-5.2%
Up to 20 sessions
CSLSPY benchmark
Ask FN2 about CSL FY2025 Q4
Transcript, numbers and history already loaded
Why did CSL rise 11.1% after beating EPS estimates in FY2025 Q4?What changed in CSL's guidance and outlook in FY2025 Q4?Give me the bull and bear case for CSL after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the FY2025 call moves the focus from a lowered full-year outlook and near-term channel disruption toward a maintained 2026 outlook, reaffirmed Vision 2030 targets, and planned margin expansion. Management also emphasized increased R&D, new products, and continued disciplined bolt-on acquisitions.
Guidance delta
Management maintained its outlook, with low-single-digit revenue growth and approximately 50 basis points of EBITDA margin expansion for 2026, as summarized in the call analysis. Vision 2030 goals of $40 adjusted EPS and greater than 25% ROIC were reaffirmed.
Key takeaways
- Management described commercial reroofing as a resilient demand source amid softer new construction.
- The 2026 outlook calls for low-single-digit revenue growth and approximately 50 basis points of EBITDA margin expansion.
- Product launches, higher R&D investment, operational improvement, and bolt-on acquisitions are central to the stated growth plan.
Management priorities
- Advance Vision 2030, including product innovation and an increase in R&D investment to 3% of sales.
- Pursue operational excellence through the Carlisle Operating System, automation, and AI initiatives.
- Continue disciplined building-envelope acquisitions and capital returns, including planned share repurchases and dividend growth.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$376.31Current
$355Low
$419.55Average
$480High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Baird | Outperform | Outperform | Maintain | Oct 13, 2026 |
| Truist Securities | Hold | Hold | Maintain | Jul 7, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Apr 24, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Mar 9, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Oct 13, 2025 |
| Loop Capital | Hold | Buy | Downgrade | Jul 31, 2025 |
| Zelman & Assoc | Neutral | Underperform | Upgrade | Apr 14, 2025 |
| Jefferies | Hold | Buy | Downgrade | Sep 26, 2023 |
| BMO Capital | Outperform | Outperform | Maintain | May 1, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Apr 11, 2023 |
| Zelman | Buy | Buy | Maintain | Nov 15, 2021 |
| Northcoast Research | Buy | Neutral | Upgrade | Jun 30, 2021 |
| Longbow Research | Neutral | Buy | Downgrade | Apr 12, 2021 |
| Berenberg | Buy | Buy | Maintain | Jan 14, 2020 |
| Buckingham Research | Neutral | Buy | Downgrade | Jul 8, 2019 |
| B. Riley Securities | Buy | Buy | Maintain | Oct 24, 2018 |
| B. Riley FBR | Buy | Buy | Maintain | Oct 24, 2018 |
| Buckingham | Buy | Buy | Maintain | Sep 5, 2017 |
| Topeka | Buy | Buy | Maintain | May 26, 2016 |
| Wunderlich | Buy | Buy | Maintain | Dec 16, 2015 |
| KeyBanc | Equal Weight | Sector Weight | Maintain | Sep 29, 2015 |
| RBC Capital | Perform | Sector Perform | Maintain | Nov 25, 2014 |
| FBR Capital | Outperform | Market Perform | Upgrade | Apr 15, 2014 |
| SunTrust Robinson Humphrey | Buy | Neutral | Upgrade | Jul 24, 2013 |
| Citigroup | Neutral | Neutral | Maintain | Apr 25, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $376.31. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Robert W. Baird | Analyst unavailable | $410 | $345.55 | +9.0% | Oct 29, 2026 |
| D.A. Davidson | Garik Shmois | $355 | $321.74 | -5.7% | Oct 9, 2026 |
| D.A. Davidson | Analyst unavailable | $410 | $362.52 | +9.0% | Aug 24, 2026 |
| Robert W. Baird | Analyst unavailable | $412 | $334.54 | +9.5% | Jul 30, 2026 |
| Robert W. Baird | Analyst unavailable | $405 | $345.39 | +7.6% | Jul 20, 2026 |
| Raymond James | Sam Darkatsh | $425 | $361.28 | +12.9% | Apr 27, 2026 |
| Truist Financial | Keith Hughes | $360 | $368.57 | -4.3% | Apr 24, 2026 |
| Oppenheimer | Analyst unavailable | $425 | $363.7 | +12.9% | Apr 24, 2026 |
| Robert W. Baird | Timothy Wojs | $425 | $363.7 | +12.9% | Apr 24, 2026 |
| Robert W. Baird | Analyst unavailable | $402 | $357.71 | +6.8% | Apr 15, 2026 |
| Robert W. Baird | Analyst unavailable | $420 | $355.84 | +11.6% | Feb 4, 2026 |
| Truist Financial | Keith Hughes | $340 | $330 | -9.6% | Oct 30, 2025 |
| Robert W. Baird | Analyst unavailable | $385 | $323.92 | +2.3% | Oct 13, 2025 |
| Truist Financial | Keith Hughes | $350 | $338.01 | -7.0% | Sep 22, 2025 |
| Loop Capital Markets | Analyst unavailable | $395 | $410.57 | +5.0% | Jul 31, 2025 |
| Truist Financial | Keith Hughes | $390 | $373.01 | +3.6% | Apr 24, 2025 |
| Robert W. Baird | Timothy Wojs | $506 | $480.93 | +34.5% | Oct 15, 2024 |
| Loop Capital Markets | Garik Shmois | $475 | $420.3 | +26.2% | Sep 18, 2024 |
| Oppenheimer | Bryan Blair | $480 | $401.71 | +27.6% | Sep 4, 2024 |
| Robert W. Baird | Timothy Wojs | $500 | $430.54 | +32.9% | Jul 15, 2024 |
| Robert W. Baird | Timothy Wojs | $435 | $400.5 | +15.6% | Apr 9, 2024 |
| Goldman Sachs | Susan Maklari | $455 | $391.19 | +20.9% | Apr 3, 2024 |
| Robert W. Baird | Timothy Wojs | $300 | $245.33 | -20.3% | Apr 18, 2022 |
Track every rating change on CSL the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationCarlisle 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.…
Historical context
All CSL earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| LYB LyondellBasell Industries N.V. | FY2026 Q3 · Calendar Q4 2026 | -1.2% | +5.0% | LyondellBasell Q3 Earnings: Strong Cash Flow, Cautious Outlook |
| VALE Vale S.A. | FY2026 Q3 · Calendar Q4 2026 | -24.6% | +1.9% | Vale balances cost resilience with iron-ore and copper execution risks |
| TECK Teck Resources Limited | FY2026 Q3 · Calendar Q4 2026 | +26.4% | +1.1% | Teck posts strong Q3 as copper growth offsets merger and labor risks |
Latest beats and misses
Who reports nextBeat on EPS
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
Get the CSL recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T05:40:42.038981+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T05:40:42.035990+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.