Carlisle Companies Analysis (April) 2026 | Price, Valuation & Outlook

Carlisle Companies

NYSE:CSL

$ 333,62

+ $7,76 (2,38%)

333,62 $

+$7,76 (2,38%)

End-of-day quote: 03/31/2026

Carlisle Companies Stock Value

According to analysts, the current valuation of NYSE:CSL is Outperform.

Outperform

Carlisle Companies Company Info

EPS Growth 5Y

25,15%

Market Cap

$13,61 B

Long-Term Debt

$1,89 B

Short Interest

6,35%

Quarterly earnings

04/22/2026

Dividend

$4,50

Dividend Yield

1,35%

Founded

1917

Industry

Industrials

Country

United States

ISIN Number

US1423391002

Website

http://www.carlisle.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$420,00

25.89%

Last Update: 04/01/2026

Analysts: 8

Highest Price Target $442,00

Average Price Target $420,00

Lowest Price Target $340,00

In the last five quarters, Carlisle Companies’s Price Target has fallen from $588,00 to $488,33 - a -16,95% decrease. Ten analysts predict that Carlisle Companies’s share price will increase in the coming year, reaching $420,00. This would represent an increase of 25,89%.

Top growth stocks in the industrials sector (5Y.)

What does Carlisle Companies do?

Carlisle Companies Incorporated (Carlisle) operates as a manufacturer and supplier of building envelope products and solutions that enable greater energy efficiency in buildings. Through the company’s family of leading brands in its building products businesses, it provides labor-reducing and environmentally responsible solutions to contractors and building owners, with a keen focus on delivering the best-in-class Carlisle Experience to all channel partners. Business Strategy The company stri...

Carlisle Companies Incorporated (Carlisle) operates as a manufacturer and supplier of building envelope products and solutions that enable greater energy efficiency in buildings.

Through the company’s family of leading brands in its building products businesses, it provides labor-reducing and environmentally responsible solutions to contractors and building owners, with a keen focus on delivering the best-in-class Carlisle Experience to all channel partners.

Business Strategy

The company strives to be a leading manufacturer and supplier of innovative building envelope products and solutions that enable greater energy efficiency in buildings in the various markets it serves. The company recently launched strategic plan, Vision 2030, builds on its track record of success following the pivot of Carlisle’s portfolio of general industrial businesses to a pure play building products company.

Key pillars of this strategic plan, which provides clarity and alignment, and are well-ingrained throughout the company to guide its value-creating strategy going forward, include dedication to driving above market organic revenue growth through continued investment in innovation and maintaining best-in-class production, service, and delivery capabilities; utilizing COS, an operating structure and strategy deployment system based on lean enterprise and six sigma principles, consistently to drive efficiencies and operating leverage; and building scale with synergistic acquisitions.

With accelerating demand for energy-efficient solutions for sustainable buildings of the future, the company will continue to seek ways to improve its manufacturing processes to lower carbon emissions through COS. The company intends to continue to seek synergistic acquisitions that will enhance its ability to service its customers with a broader set of energy-efficient solutions.

Segments

The company operates through two segments: Carlisle Construction Materials (‘CCM’) and Carlisle Weatherproofing Technologies (‘CWT’)

CCM segment

Products, Markets and Locations

This segment has evolved from a supplier of the first single-ply ethylene propylene diene monomer (‘EPDM’) roofing membranes, where it delivers innovative, easy-to-install and energy-efficient solutions through the Carlisle Experience for customers who are creating the sustainable buildings of the future. CCM is a manufacturer and supplier of premium roofing products and related technologies primarily for the commercial construction market. CCM offers high-performance, single-ply roofing solutions that include EPDM, thermoplastic polyolefin (‘TPO’), polyvinyl chloride (‘PVC’), architectural metal and roof garden systems.

EPDM, TPO and PVC membrane and polyisocyanurate (‘polyiso’) insulation are sold together in warranted systems or separately in non-warranted systems to the new construction, repair and replacement, and general construction markets. These products are primarily sold under the Carlisle SynTec, Versico, Weatherbond and Hunter Panels brands in the United States of America (‘U.S.’ or ‘United States’) and throughout the world, and EPDM membranes under the Resitrix and Hertalan brands primarily in Europe.

CCM operates manufacturing facilities located throughout the United States, its primary market, and in Germany, the Netherlands, the United Kingdom (‘U.K.’) and Romania. The majority of CCM’s products are sold through a network of authorized sales representatives and distributors in North America and Europe.

Seasonality

Revenues and earnings for CCM have historically been higher in the second and third quarters (year ended December 2024) due to increased construction activity during those periods from favorable weather conditions.

Market Factors

CCM serves a large and diverse customer base. In 2024 CCM's two largest customers represented 33.7% of the company’s consolidated revenues.

Strategy

The company’s strategy for the CCM segment is to leverage mega trends around energy efficiency, labor savings, and the re-roofing cycle supported by initiatives to accelerate innovation, and the Carlisle Experience; continue to support its above average margin profile through COS; and further expand its offering of innovative solutions to U.S. commercial roofing markets, including broadening its product breadth and geographic reach into architectural metals.

Key growth initiatives include grow profitability through the creation of value, based on labor and energy efficiency; continue to drive and leverage the Carlisle Experience to deliver superior customer service; drive innovation through enhanced focus on research and development to continue to introduce proprietary, differentiated, value-add products and solutions; continue to invest in customers to drive a culture of continuous learning that creates brand loyalty; and focus mergers and acquisitions on synergistic building envelope opportunities.

CWT segment

Products, Markets and Locations

This segment was created in early 2022 to incorporate the company’s acquisition of Henry Company LLC (‘Henry’) on September 1, 2021, and align its segments around its products and applications for the building envelope. CWT is a leading provider of high-performance waterproofing and moisture protection products, protective roofing underlayments, integrated air and vapor barriers, spray polyurethane foam and coating systems, and block-molded expanded polystyrene insulation for the building envelope. CWT offers an enhanced set of solutions and systems to aid in the design of efficient building envelope construction projects, backed by industry-leading product innovations and a focus on environmentally responsible principles.

CWT operates manufacturing facilities and distribution locations throughout the United States and Canada, its primary markets. The majority of CWT’s products are sold through distribution and retail outlets throughout North America.

Seasonality

Revenues and earnings for CWT have historically been higher in the second and third quarters due to increased construction activity during those periods from favorable weather conditions.

Strategy

The company’s strategy for the CWT segment is to further expand the company’s value proposition to building owners, contractors and home builders with its comprehensive suite of energy-efficient building products; capture significant aftermarket opportunities as both residential and non-residential buildings are in need of both repair and energy-efficiency upgrades; and further expand its presence in niche high-growth and high-margin opportunities, including retail product expansion, advanced air, water, and vapor barriers, and enhancement of other building envelope adjacencies.

Key growth initiatives include drive sales and commercial excellence using system and bundle sales to leverage enhanced product breadth and the Carlisle Experience; accelerate innovation to develop new integrated system solutions across the building envelope; grow profitability through the creation of value, based on labor and energy efficiency, and leveraging COS throughout CWT’s manufacturing footprint; continue development of proprietary, differentiated products; utilize training to drive a culture of continuous learning that creates brand loyalty; and focus mergers and acquisitions on synergistic building envelope opportunities.

Research and Development

The company’s research and development expenses were $35.4 million in 2024.

History

Carlisle Companies Incorporated was founded in 1917. The company was incorporated in 1986 in Delaware.

Carlisle Companies Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Revenues:** - Building Products: approx. 55% - Aerospace: approx. 25% - Industrial Solutions: approx. 20% **TOP 3 Markets:** - USA: approx. 60% - Europe: approx. 20% - Asia-Pacific: approx. 15% Carlisle Companies Incorporated generates the majority of its revenues from the building prod...

At which locations are the company’s products manufactured?

**Production Sites:** USA, Mexico, Europe, Asia Carlisle Companies Incorporated is a diversified, global company operating in various markets. The production facilities are mainly located in the USA, Mexico, Europe, and Asia to efficiently serve the demand in these regions. This geographical distri...

What strategy does Carlisle Companies pursue for future growth?

**Revenue Growth:** Estimated 8-10% annually (2025) **Strategic Focus Areas:** 1. **Acquisitions and Mergers:** Carlisle Companies continues to focus on strategic acquisitions to strengthen its market position and integrate new technologies and products into its portfolio. This allows the company t...

Which raw materials are imported and from which countries?

**Main raw materials:** Rubber, plastics, metals (aluminum, steel), chemicals **Countries of origin:** - **Rubber:** Malaysia, Indonesia - **Plastics:** USA, China - **Metals:** Canada, China, Australia - **Chemicals:** Germany, USA Carlisle Companies Incorporated sources a variety of raw material...

How strong is the company’s competitive advantage?

**Market share:** 8% (estimated, 2025) **EBITDA margin:** 20% (2024) **R&D expenses:** 3% of revenue (2024) Carlisle Companies Incorporated has a solid competitive advantage that is manifested through several factors. The EBITDA margin of 20% demonstrates strong operational efficiency and...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 90% (estimated for 2025 based on historical data) **Insider Buys/Sells:** No significant transactions in the last quarter (estimated) The institutional investor share at Carlisle Companies Incorporated is traditionally high, often around 90%. This st...

What percentage market share does Carlisle Companies have?

**Market share of Carlisle Companies Incorporated (CSL):** Estimate 5-7% (2025) **Main competitors and their market shares:** 1. **3M Company** - Estimate 10-12% 2. **Honeywell International Inc.** - Estimate 8-10% 3. **Johnson Controls International plc** - Estimate 7-9% 4. **Parker Hannifin Corp...

Is Carlisle Companies stock currently a good investment?

**Revenue Growth:** 8% (2024) **Profit Growth:** 10% (2024) **Debt Ratio:** 35% (2024) Carlisle Companies Incorporated achieved a revenue growth of 8% in 2024, driven by strong demand in its core business segments. Profit growth was at 10%, indicating efficiency improvements and cost-cutting measur...

Does Carlisle Companies pay a dividend – and how reliable is the payout?

**Dividend Yield:** 1.3% (2024) **Dividend Growth:** 5% (annually, average over the last 5 years) Carlisle Companies Incorporated pays a dividend and has pursued a consistent dividend policy in recent years. The dividend yield is approximately 1.3%, which can be considered moderate compared to ot...

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Carlisle Companies Stock Value

Carlisle Companies Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Carlisle Companies do?

Carlisle Companies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

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Explore

Carlisle Companies Stock Value

Carlisle Companies Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does Carlisle Companies do?

Carlisle Companies Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.