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Operating Margin Breakdown
Examines the profit margins of different operations, offering a view into cost management effectiveness and pricing strategy.Construction Materials remains the primary margin engine but shows sharp cyclical swings and is currently well below its recent peaks; management’s expectation that CCM margins will rebound toward the low‑30s in Q2 depends on swift price realization and productivity gains. Weatherproofing Technologies is the most volatile and margin‑constrained unit, hit by mix shifts to lower‑margin foam and petrochemical inflation; management’s ~19–22% near‑term targets imply a steep sequential recovery investors should validate. The disappearance of Interconnect and Fluid margins after 2023 reflects portfolio reclassification, concentrating risk in CCM and CWT.
Date | Construction Materials | Weatherproofing Technologies | Interconnect Technologies | Fluid Technologies |
|---|---|---|---|---|
Jun 30, 2026 | 29.00 | 11.00 | 0.00 | 0.00 |
Mar 31, 2026 | 24.00 | 6.00 | 0.00 | 0.00 |
Dec 31, 2025 | 24.00 | 4.00 | 0.00 | 0.00 |
Sep 30, 2025 | 28.00 | 9.00 | 0.00 | 0.00 |
Jun 30, 2025 | 30.00 | 12.00 | 0.00 | 0.00 |
Mar 31, 2025 | 24.00 | 5.00 | 0.00 | 0.00 |
Dec 31, 2024 | 27.00 | 9.00 | 0.00 | 0.00 |
Sep 30, 2024 | 30.00 | 14.00 | 0.00 | 0.00 |
Jun 30, 2024 | 32.00 | 16.00 | 0.00 | 0.00 |
Mar 31, 2024 | 27.00 | 14.00 | 0.00 | 0.00 |