Carlisle (CSL) Q1 FY26 earnings call

Carlisle navigated a challenging Q1 FY26, achieving adjusted EBITDA margin expansion and EPS growth despite a revenue decline driven by weather and prior-year timing factors. The company reaffirmed its full-year outlook, banking on strong operational execution, recent price increases to offset rising raw material costs, and continued strength in its resilient reroofing segment, while remaining cautious on new construction and geopolitical risks.