Carlisle Stock Price, News & Analysis

Carlisle Companies (NYSE:CSL) reported Q1 2025 financial results with revenue of $1.1 billion, flat year-over-year, and diluted EPS of $3.13. The company achieved an operating margin of 16.8% and adjusted EBITDA margin of 21.8%.

Despite challenges from residential construction softness and winter weather, Carlisle remains relatively unaffected by tariffs with over 90% of materials sourced and sales in North America. The company is raising its 2025 share repurchase target from $800 million to $1 billion, having already repurchased 1.2 million shares for $400 million in Q1.

The company reaffirmed its full-year outlook of mid-single-digit revenue growth and ~50 bps adjusted EBITDA margin expansion. Recent acquisitions (MTL, Plasti-Fab, ThermaFoam) contributed $50 million in Q1 revenue. Free cash flow expectations remain at approximately $1 billion for 2025.

Carlisle Companies (NYSE:CSL) has scheduled its first quarter 2025 earnings release for Wednesday, April 23, 2025, after market close. The company will host a conference call at 5pm ET on the same day to discuss the results.

Carlisle, a leading supplier of innovative building envelope products, operates through two main divisions: Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). The company focuses on providing energy-efficient building solutions and has committed to achieving net-zero greenhouse gas emissions by 2050.

The earnings call will be accessible via webcast at www.carlisle.com/investors/events-and-presentations and through telephone dial-in options. An audio replay will be available on the company's website after the call.

Ag Growth International (AGI) announces three new independent director nominees for election at its 2025 annual meeting: Jean-Philippe Choquette (major shareholder), Daniel Halyk (CEO of Total Energy Services), and Corrine Ricard (former President of Mosaic Fertilizantes).

Current directors Bill Maslechko and David White will retire, while Board Chair Janet Giesselman plans to step down at the 2026 annual meeting. Following these changes, the Board will comprise eight directors, with seven of nine AGI directors having joined in the last four years.

The nominations follow a comprehensive search process led by independent directors with support from an international search firm. The new nominees bring expertise in agriculture, investment, and public company operations. The Board will formally elect a new Chair following Giesselman's retirement in 2026.

Carlisle Companies (NYSE:CSL) has published its 2024 Annual Report, marking a strategic transformation into a pure play building products company. The company reported significant achievements including a 30% year-over-year increase in adjusted EPS to $20.20, 9% revenue growth, and a record adjusted EBITDA margin of 26.6%, up 150 basis points from the previous year.

The report highlights progress on Vision 2030 objectives, focusing on new product innovation, strategic acquisitions, and capital allocation. Carlisle operates through two main divisions: Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT), delivering innovative building envelope products for energy-efficient buildings. The company maintains a balanced capital deployment approach and has committed to achieving net-zero greenhouse gas emissions by 2050.

Carlisle Companies (NYSE:CSL) has announced the development of its new innovation accelerator program, reinforcing its commitment to innovation as part of its Vision 2030 strategy. The program aims to engage with entrepreneurs and start-ups globally to identify, develop, and commercialize new products focused on energy efficiency, labor savings, and integrated solutions.

The initiative is part of Carlisle's broader R&D investment portfolio, demonstrating the company's dedication to delivering innovative building envelope products and solutions for more energy-efficient buildings through its business units: Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). The company maintains its commitment to generating superior shareholder returns, balanced capital deployment, and achieving net-zero greenhouse gas emissions by 2050.

Carlisle Companies (NYSE:CSL) reported Q4 2024 results with revenue of $1.1 billion, down 0.4% year-over-year, while delivering record full-year diluted EPS of $18.34 and adjusted EPS of $20.20, up 30% from 2023. The company achieved Q4 operating margin of 19.9% and adjusted EBITDA margin of 25.1%.

Despite challenging macroeconomic conditions affecting the construction industry, including higher interest rates and weather impacts, Carlisle completed strategic acquisitions including Plasti-Fab and deployed $1.6 billion in share repurchases during 2024. The company's full-year revenue grew 9% with record adjusted EBITDA margin of 26.6%.

For 2025, Carlisle projects mid-single-digit revenue growth and approximately 50 basis points of adjusted EBITDA margin expansion, supported by solid re-roofing demand and recent acquisitions.

Carlisle Companies (NYSE:CSL) has completed the acquisition of ThermaFoam, a Texas-based expanded polystyrene insulation manufacturer. The acquisition aligns with Carlisle's Vision 2030 strategy to become a pure play building products company and follows their recent Plasti-Fab acquisition.

ThermaFoam, based in the Dallas/Fort Worth area, produces expanded polystyrene insulation products for commercial, residential, and infrastructure construction markets. This strategic move expands Carlisle's geographic presence in Texas and the South Central United States while leveraging their vertically integrated expanded polystyrene capabilities.

Carlisle Companies (NYSE:CSL) has announced that its Board of Directors has declared a regular quarterly dividend of $1.00 per share. The dividend will be paid on March 3, 2025, to shareholders who are recorded as holders of the company's stock at the close of business on February 18, 2025.

Carlisle Companies (NYSE:CSL) has announced the election of Sheryl D. Palmer to its Board of Directors, effective immediately. Palmer, who currently serves as President, CEO, and Chairman of Taylor Morrison Home , brings over 35 years of cross-functional industry experience in the building sector. Her expertise spans land acquisition, sales and marketing, development, and operations management.

Palmer's background includes senior leadership roles at Blackhawk Corp. and Pulte Homes/Del Webb She is also actively involved in non-profit organizations supporting homeless families and building industry talent development, and serves on the Executive Committee of the Joint Center for Housing Studies of Harvard University.

The appointment aligns with Carlisle's Vision 2030 initiatives, as the company continues its focus on innovative building envelope products and solutions for energy-efficient buildings through its subsidiaries Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT).