Carlisle Companies: Cyclical Construction Recovery Supports Valuation Upside [Seeking Alpha]
Carlisle Companies Incorporated (CSL)
Last carlisle companies incorporated earnings: 4/21 04:01 pm
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US:NYSE Investor Relations:
carlisle.com/investors/default.aspx
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Source: Seeking Alpha
CSL's Q4 and 2025 results exceeded revenue and EPS expectations, but margins contracted due to weak construction and rising costs; free cash flow and capital returns remain robust. Management and consensus expect a soft Q1 and flat H1 2026, with revenue and margin growth resuming in H2 2026 as construction activity rebounds. CSL maintains low debt, aggressive buybacks, and dividend growth, offering sector-leading profitability and capital returns despite cyclical risks tied to construction demand. Justin Paget/DigitalVision via Getty Images Investment Thesis Carlisle Companies ( CSL ) is a beneficiary of low rates in the US economy. The cyclical downturn in construction is likely to end as economic activity improves, which in turn will require a gradual This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote
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CSL
News
- Carlisle Companies (CSL) had its price target raised by JPMorgan Chase & Co. from $400.00 to $420.00. They now have an "overweight" rating on the stock.MarketBeat
- MDA Space Ltd (MDALF) Q4 2025 Earnings Call Highlights: Record Revenue Growth and Strategic ... [Yahoo! Finance]Yahoo! Finance
- Carlisle Companies (CSL) had its price target raised by Oppenheimer Holdings, Inc. from $400.00 to $435.00. They now have an "outperform" rating on the stock.MarketBeat
- Carlisle Companies (NYSE:CSL) was given a new $420.00 price target on by analysts at Robert W. Baird.MarketBeat
- CSL Q4 Deep Dive: Reroofing Demand and Product Innovation Offset Construction Weakness [Yahoo! Finance]Yahoo! Finance
CSL
Earnings
- 2/3/26 - Beat
CSL
Sec Filings
- 3/2/26 - Form 4
- 3/2/26 - Form 4
- 3/2/26 - Form 4
- CSL's page on the SEC website