Carlisle Companies Incorporated (CSL)

Over the past six months, Carlisle Companies Inc. (CSL) stock has experienced various movements. As of February 6, 2026, the closing stock price was $403.86. The stock was up 4.99% over the past 30 days but down 13.85% over the past 12 months. The 52-week high for CSL was $435.92, reached on July 28, 2025, and the 52-week low was $293.43 on November 20, 2025. Recent events impacting the stock include the company's fourth-quarter 2025 earnings report on February 3, 2026, where Carlisle beat estimated earnings by 8.0%, reporting an EPS of $3.9 against an estimate of $3.6. Revenue for Q4 2025 was $1.13 billion, surpassing market expectations of $1.11 billion. For the full year 2025, Carlisle reported $5 billion in revenue and an adjusted EPS of $19.40. The company also generated over $1 billion in operating cash flow for the fourth consecutive year and repurchased $1.3 billion of shares in 2025, returning $181 million through dividends. Carlisle also recorded its 49th consecutive annual dividend increase in August 2025, raising it by 10% year-over-year. William Blair initiated research coverage of Carlisle Companies on January 30, 2026.

Demand for Carlisle Companies' products and services exhibits seasonality, primarily influenced by construction cycles. Construction and demand typically increase during the warmer months, specifically in the second and third quarters of the year. Consequently, the fourth and first quarters are generally slower earnings periods. While new commercial and residential construction markets are anticipated to remain soft through the first half of 2026, with a gradual bottoming out mid-year and an upward inflection in the second half, the re-roofing cycle provides a more consistent and resilient demand base. Over 70% of the U.S. non-residential footprint is more than 25 years old, and roofs typically require replacement every 20-30 years, ensuring a steady re-roofing demand that is less cyclical to broader economic activity. Harsh weather in the first quarter can also lead to a stronger construction season later in the year.

Carlisle Companies Incorporated (CSL) is a diversified manufacturer and supplier of highly engineered products, primarily focusing on building envelope solutions that promote energy efficiency in buildings. The company operates within the building products sector and industry, structured around Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). Major products include energy-efficient single-ply roofing products, warranted roof systems, and accessories for the commercial building industry, such as EPDM, TPO, and PVC membranes. Carlisle also produces polyiso insulation, engineered metal roofing and wall panel systems, waterproofing and moisture protection products, protective roofing underlayments, and fully integrated liquid and sheet applied air/vapor barriers. The company has evolved to include ancillary products like spray-foam insulation and roof coatings, all aimed at enhancing building envelope efficiency.

Carlisle Companies Inc. maintains a significant global presence, operating manufacturing facilities, sales offices, and distribution centers across North America, Europe, and Asia. Key operational locations in the United States include Carlisle, PA; Solon, OH; St. Augustine, FL; and Toledo, OH. In Europe, the company has a presence in Waalwijk, Netherlands.

Carlisle Companies has established a strong brand reputation as a recognized leader and a differentiated provider of integrated building envelope solutions. The company is known for its industry-leading innovation, offering a comprehensive portfolio of products and long-dated warranties that contribute to customer loyalty. Carlisle's commitment to enhancing product innovation, strengthening customer loyalty, and improving service quality through what it calls the "Carlisle Experience" further bolsters its reputation. The company's Vision 2030 strategy emphasizes product innovation and operational efficiency, aiming to develop market-leading solutions. No specific events negatively impacting Carlisle's brand reputation in the past year were found in the provided search results.

Institutional investors hold a significant portion of Carlisle Companies Inc. stock, with approximately 60.03% to 80.25% institutional ownership. Individual investors and public companies own about 38.76% to 29.39% of the stock, while insiders hold around 1.21% to 1.27%. Major institutional shareholders include Vanguard Fiduciary Trust Co., BlackRock Advisors LLC, Eaton Vance Management, and State Street Corporation. Other notable institutional holders include Silvercrest Asset Management Group, Inc., Schweizerische Nationalbank, SEI Investments Co., and Sumitomo Mitsui Trust Group, Inc.