CS
CSL
CSL What Carlisle Companies promised, and what happened
Guidance
What management said, and what became of it
26 of 36 judged targets kept · 62 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| CCM adjusted EBITDA margin | approaching that 31% | Mar 2026 | adjusted EBITDA margin was 30.7%, down 90 basis points year-over-year | Achieved |
| Full-year adjusted EBITDA margin expansion | approximately 50 basis points of expansion | Dec 2025 | lowering margins 50 basis points to now reflect flat adjusted EBITDA margin year-over-year | Revised Down |
| Consolidated revenue growth | down low single digits | Dec 2025 | Revenue for the first quarter was $1.1 billion, down 4% year-over-year | Missed |
The full ledger
Open Carlisle Companies’s full ledger
A free account opens 5 company ledgers a month. All 98 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 98 tracked commitments for Carlisle Companies
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.