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Carlisle Companies (CSL)
NYSE:CSL
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
6.68Last Year’s EPS
6.24Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 7.34%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a balanced view of Carlisle's performance with solid revenue and strategic achievements amidst significant challenges such as weather, macroeconomic conditions, and residential market weakness. The company's innovation efforts and capital returns were positive highlights, but these were tempered by declines in adjusted EBITDA margin and pricing pressures.Company Guidance
In the first quarter of 2025, Carlisle reported revenue of $1.1 billion, which was essentially flat compared to the previous year. The company achieved a diluted EPS of $3.13 and an adjusted EPS of $3.61. Despite challenges such as unfavorable weather and economic uncertainty, the CCM segment showed resilience, with revenues of $799 million, supported by strong reroofing activity and the 2024 MTL acquisition. The CWT segment faced headwinds with revenues of $297 million, down 5% year-over-year due to softness in residential markets. Carlisle reaffirmed its full-year guidance for mid-single-digit revenue growth and an adjusted EBITDA margin expansion of approximately 50 basis points. The company anticipates a year-over-year adjusted EPS growth exceeding 10% and plans to maintain an ROIC above 25% with free cash flow margins above 15%. Carlisle also continued its focus on capital allocation by repurchasing 1.2 million shares for $400 million in the first quarter, with plans to deploy approximately $1 billion into share repurchases in 2025.Solid Revenue Despite Challenges
Carlisle reported revenue of $1.1 billion for Q1 2025, which was essentially flat year-over-year despite unfavorable weather conditions and economic uncertainties.
Strong Reroofing Activity
Reroofing demand, representing 70% of CCM's commercial business, continues to drive resilient performance, offsetting negative macroeconomic conditions.
MTL Acquisition Performance
The MTL acquisition exceeded expectations, contributing to a $50 million increase in revenue and is on track to achieve over $20 million in synergies.
Capital Return to Shareholders
Carlisle repurchased 1.2 million shares for $400 million and increased its dividend by 17.6%, reflecting strong confidence in future growth.
Innovation and Product Development
Carlisle's investment in R&D and new product introductions are expected to contribute significantly to growth, with a goal of generating 25% of revenues from new products by 2030.
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CSL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CSL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 23, 2025 | $359.82 | $381.39 | +5.99% |
| Feb 04, 2025 | $375.26 | $341.72 | -8.94% |
| Oct 24, 2024 | $456.32 | $415.11 | -9.03% |
| Jul 24, 2024 | $409.20 | $407.61 | -0.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Carlisle Companies (CSL) report earnings?
Carlisle Companies (CSL) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Carlisle Companies (CSL) earnings time?
Carlisle Companies (CSL) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CSL EPS forecast?
CSL EPS forecast for the fiscal quarter 2025 (Q2) is 6.68.
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