Jun 2026 (Q2 FY26) — Jul 29, 2026
Carlisle Companies Q2 FY26 — Record Revenue and EPS Despite Cost Headwinds
Read the full callCarlisle Companies (CSL) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Carlisle Companies earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,570 | +8.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 22.4 | −0.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 255 | −0.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
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 |
10 of CARLISLE COMPANIES INC's 98 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 95 more targets are in the full ledger.
Claimed
- Record Q2 revenue of $1.6 billion, increasing 8% year-over-year.
- Record adjusted EPS of $7.03, increasing 12% year-over-year.
- CCM achieved adjusted EBITDA margins of 30.7% despite significant raw material and freight inflation.
- CWT's adjusted EBITDA margin improved 380 basis points sequentially from Q1.
- Increased full year 2026 share repurchase target from $1 billion to $1.2 billion.
Qualified
- Adjusted EBITDA margin declined 70 basis points year-over-year to 26.2% due to raw material and freight costs.
- Experienced negative price/cost in Q2, with CCM impacted by approximately $40 million.
- Lowered full year 2026 adjusted EBITDA margin outlook by 50 basis points to flat year-over-year due to increased raw material and freight inflation.
- Commercial new construction declined mid-single digits.
Price
$335.49 +2.76% · +$9
Performance +1.6% 1Y
1Y: $330.16 on 14 Oct 2025 → $335.49. High $418.74 (11 Feb 2026), low $295.41 (20 Nov 2025).
- Previous close
- $326.49
- 52-week range
- $295.41 – $418.74
- One year
- +1.26%
Overview
- Symbol
- CSL
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Record Q2 revenue of $1.6 billion, increasing 8% year-over-year.
- Record adjusted EPS of $7.03, increasing 12% year-over-year.
- CCM achieved adjusted EBITDA margins of 30.7% despite significant raw material and freight inflation.
- CWT's adjusted EBITDA margin improved 380 basis points sequentially from Q1.
- Increased full year 2026 share repurchase target from $1 billion to $1.2 billion.
Qualified
- Adjusted EBITDA margin declined 70 basis points year-over-year to 26.2% due to raw material and freight costs.
- Experienced negative price/cost in Q2, with CCM impacted by approximately $40 million.
- Lowered full year 2026 adjusted EBITDA margin outlook by 50 basis points to flat year-over-year due to increased raw material and freight inflation.
- Commercial new construction declined mid-single digits.
The full ledger
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Call summaries
Mar 2026 (Q1 FY26) — Apr 23, 2026
Carlisle Q1 FY26 — Margin Expansion Despite Revenue Decline
Read the full callEvery analysed call
Carlisle Companies earnings calls (CSL)
Financials
What the filings say
Net profit, year on year: 0% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,334 | 1,123 | 1,096 | 1,450 | 1,347 | 1,128 | 1,052 | 1,570 |
| Operating profit | 316 | 224 | 184 | 335 | 294 | 190 | 180 | 353 |
| Operating margin | 23.7% | 19.9% | 16.8% | 23.1% | 21.8% | 16.9% | 17.1% | 22.4% |
| Interest | 19 | 17 | 15 | 15 | 21 | 28 | 28 | 27 |
| Profit before tax | 322 | 202 | 175 | 324 | 278 | 172 | 163 | 334 |
| Tax rate | 23.3% | 19.6% | 19.9% | 21.0% | 23.1% | 22.6% | 21.8% | 22.8% |
| Net profit | 244 | 163 | 143 | 256 | 214 | 127 | 128 | 255 |
| EPS ($ per share) | 5.31 | — | 3.23 | 5.93 | 5.02 | — | 3.12 | 6.33 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 79 | 79 | 79 | 79 | 79 | 79 | 79 | 79 |
| Reserves | 3,351 | 3,721 | 3,929 | 4,238 | 5,027 | 5,634 | 6,773 | 7,333 |
| Total liabilities | 2,652 | 2,853 | 3,329 | 4,617 | 4,198 | 3,791 | 3,353 | 4,468 |
| Fixed assets | 760 | 784 | 672 | 760 | 602 | 655 | 712 | 807 |
| Total assets | 5,249 | 5,496 | 5,866 | 7,247 | 7,222 | 6,620 | 5,817 | 6,263 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 339 | 703 | 697 | 422 | 1,001 | 1,201 | 1,030 | 1,102 |
| Cash from investing | 629 | -695 | -123 | -1,486 | -61 | 352 | 1,230 | -240 |
| Cash from financing | -541 | -461 | -25 | 488 | -862 | -1,350 | -2,110 | -504 |
| Net cash flow | 427 | -452 | 551 | -578 | 76 | 206 | 148 | 359 |
| Capital expenditure | -121 | -89 | -95 | -135 | -183 | -142 | -113 | -131 |
| Free cash flow | 219 | 614 | 601 | 287 | 817 | 1,059 | 917 | 971 |
CSL revenue by segment
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Carlisle Construction Materials | — | — | 73% | 76% | 74% | — | 72% | 75% | +7.8% |
| Carlisle Weatherproofing Technologies | 25% | 26% | 27% | 24% | 26% | 27% | 28% | 25% | +9.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2026 · share of revenue
- US 90%
- Europe 5%
- North America Excluding The United States 4%
- Other International 1%
As CSL cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
67 filings between Dec 2, 2025 and Sep 10, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$28.22M
18 sales by 5 insiders
Compensation
not trading decisions- 28
- Award — granted as compensation
- 8
- Option exercise — converted options into shares
- 10
- Tax withheld — shares kept back by the company to cover tax
Also filed: 2 other filings, 1 disposition to issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| KOCH D CHRISTIAN | — | $14.99M | Feb 10, 2026 |
| Zdimal Kevin P | — | $9.87M | Feb 10, 2026 |
| Schwar Stephen | — | $2.52M | Feb 12, 2026 |
| SMITH DAVID W | — | $745.3K | Feb 10, 2026 |
| Easton Andrew C | — | $95.0K | Feb 19, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 10, 2026 | Singh Jesse G Director | Option exercise | 4,070 | — |
| Sep 10, 2026 | Singh Jesse G Director | Disposition to issuer | 505 | $0 |
| Sep 10, 2026 | Ricard Corrine D. Director | Other | 197 | $65.0K |
| Sep 10, 2026 | Frias James D Director | Other | 197 | $65.0K |
| Apr 29, 2026 | Collins Jonathan R. Director | Option exercise | 5,902 | — |
| Apr 28, 2026 | Palmer Sheryl Director | Award | 505 | $0 |
| Apr 28, 2026 | Ricard Corrine D. Director | Award | 505 | $0 |
| Apr 28, 2026 | Singh Jesse G Director | Award | 505 | $0 |
| Apr 28, 2026 | Myers Charles David Director | Award | 505 | $0 |
| Apr 28, 2026 | Frias James D Director | Award | 505 | $0 |
| Apr 28, 2026 | Hansen Maia Director | Award | 505 | $0 |
| Feb 19, 2026 | Easton Andrew C VP & Chief Accounting Officer | Option exercise | 300 | $45.0K |
| Feb 19, 2026 | Easton Andrew C VP & Chief Accounting Officer | Sale | 233 | $95.0K |
| Feb 12, 2026 | Schwar Stephen Vice Chair of CCM | Sale | 1,500 | $625.7K |
| Feb 12, 2026 | Schwar Stephen Vice Chair of CCM | Option exercise | 1,500 | $163.1K |
| Feb 12, 2026 | Schwar Stephen Vice Chair of CCM | Sale | 4,549 | $1.90M |
| Feb 10, 2026 | SMITH DAVID W VP, Sustainability | Option exercise | 1,020 | $226.8K |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 200 | $83.5K |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 2,533 | $1.06M |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 128 | $52.2K |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 4,199 | $1.71M |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 1,447 | $589.6K |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 5,824 | $2.36M |
| Feb 10, 2026 | KOCH D CHRISTIAN Chair, President & CEO | Sale | 1,706 | $708.0K |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 5,414 | $2.20M |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 2,129 | $885.5K |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Sale | 2,306 | $934.4K |
| Feb 10, 2026 | KOCH D CHRISTIAN Chair, President & CEO | Sale | 11,652 | $4.83M |
| Feb 10, 2026 | KOCH D CHRISTIAN Chair, President & CEO | Sale | 10,622 | $4.39M |
| Feb 10, 2026 | SMITH DAVID W VP, Sustainability | Sale | 1,020 | $422.3K |
| Feb 10, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Option exercise | 7,720 | $1.72M |
| Feb 10, 2026 | SMITH DAVID W VP, Sustainability | Option exercise | 780 | $195.7K |
| Feb 10, 2026 | KOCH D CHRISTIAN Chair, President & CEO | Sale | 12,280 | $5.06M |
| Feb 10, 2026 | SMITH DAVID W VP, Sustainability | Sale | 780 | $323.0K |
| Feb 10, 2026 | KOCH D CHRISTIAN Chair, President & CEO | Option exercise | 36,260 | $8.06M |
| Jan 31, 2026 | Wallace Susan VP & CHRO | Tax withheld | 128 | $43.6K |
| Jan 31, 2026 | Wallace Susan VP & CHRO | Award | 224 | — |
| Jan 31, 2026 | SMITH DAVID W VP, Sustainability | Award | 362 | — |
| Jan 31, 2026 | PATEL MEHUL VP, Investor Relations | Award | 201 | — |
| Jan 31, 2026 | READY FRANK J. President, CWT | Tax withheld | 961 | $327.6K |
| Jan 31, 2026 | READY FRANK J. President, CWT | Award | 1,840 | — |
| Jan 31, 2026 | Selbach Scott C Exec VP, Govt Relations & Secy | Tax withheld | 1,938 | $660.6K |
| Jan 31, 2026 | KOCH D CHRISTIAN Chair, President & CEO | Tax withheld | 10,195 | $3.48M |
| Jan 31, 2026 | KOCH D CHRISTIAN Chair, President & CEO | Award | 15,034 | — |
| Jan 31, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Tax withheld | 3,575 | $1.22M |
| Jan 31, 2026 | PATEL MEHUL VP, Investor Relations | Tax withheld | 137 | $46.7K |
| Jan 31, 2026 | Zdimal Kevin P VP & Chief Financial Officer | Award | 6,697 | — |
| Jan 31, 2026 | Schwar Stephen Vice Chair of CCM | Tax withheld | 914 | $311.6K |
| Jan 31, 2026 | Schwar Stephen Vice Chair of CCM | Award | 1,833 | — |
| Jan 31, 2026 | Easton Andrew C VP & Chief Accounting Officer | Tax withheld | 106 | $36.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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