Carlisle
Builds commercial roofing and weatherproofing systems for the full building envelope.
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Profile
Sells commercial roofing, insulation, waterproofing, air and vapor barriers, metal systems, coatings, and HVAC products through two building-envelope segments. Commercial roofing is the economic center, with re-roofing accounting for most activity and the portfolio shaped by construction demand, contractor availability, and acquisition integration.
Supplies commercial roofing and building-envelope systems through Carlisle Construction Materials and Carlisle Weatherproofing Technologies.
CCM sells single-ply membranes, insulation, metal roof and wall systems, and accessories. CWT adds waterproofing, air and vapor barriers, sealants, coatings, spray foam, expanded-polystyrene and natural-fiber insulation, and HVAC products. The Carlisle Operating System provides a common continuous-improvement framework for manufacturing and integration.
Commercial roofing is the economic center, with re-roofing representing most activity and most employees working in US operations. Demand depends on repair and replacement cycles, construction volumes, contractor labor availability, and energy-efficiency needs. Recent acquisitions expand insulation and metal-system capabilities, making integration another operating dependency.
Company facts
Key statistics
Year to date +8.6% · Average volume (30d) 454.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | $410 | ||
| Jul 30, 2026 | Robert W. Baird | Target | $405 | $412 | |
| Jul 20, 2026 | Robert W. Baird | Target | $425 | $405 | |
| Apr 27, 2026 | Raymond James | Target | $425 | ||
| Apr 24, 2026 | Truist Financial | Target | $340 | $360 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $6.35 | $7.03 | +10.7% | $1.48B | $1.57B | +6.4% | +10.56% |
| Apr 23, 2026Q1 FY26 | $3.31 | $3.63 | +9.7% | $1.06B | $1.05B | −0.9% | −1.00% |
| Feb 3, 2026Q4 FY25 | $3.58 | $3.90 | +8.9% | $1.11B | $1.13B | +1.7% | +11.11% |
| Oct 29, 2025Q3 FY25 | $5.47 | $5.61 | +2.6% | $1.11B | $1.35B | +21.3% | −1.69% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.10B | $1.45B | $1.35B | $1.13B | $1.05B | $1.57B | |
| Gross profit | $385.7M | $541.1M | $485.2M | $380.6M | $363.2M | $568.4M | |
| Operating income | $183.6M | $335.0M | $293.9M | $191.1M | $180.3M | $352.5M | |
| Net income | $143.3M | $255.8M | $214.2M | $127.4M | $127.7M | $255.2M | |
| Diluted EPS | $3.20 | $5.88 | $4.98 | $3.05 | $3.10 | $6.27 | |
| Gross margin | 35.2% | 37.3% | 36.0% | 33.8% | 34.5% | 36.2% | |
| Operating margin | 16.8% | 23.1% | 21.8% | 16.9% | 17.1% | 22.4% |
Fiscal years (4-quarter sums)FY21 $4.81B · FY22 $6.22B · FY23 $4.59B · FY24 $5.00B · FY25 $5.02B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $665.3M · Total debt $2.88B · Total assets $6.23B · Shareholders' equity $1.62B
Dividends
Raised for 38 straight years — most recently to $1.25 from $1.10 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 19, 2026 | Aug 19 | Sep 1 | $1.25 | raised from $1.10 |
| May 18, 2026 | May 18 | Jun 1 | $1.10 | |
| Feb 17, 2026 | Feb 17 | Mar 2 | $1.10 | |
| Nov 14, 2025 | Nov 14 | Dec 1 | $1.10 | |
| Aug 19, 2025 | Aug 19 | Sep 2 | $1.10 | raised from $1.00 |
| May 19, 2025 | May 19 | Jun 2 | $1.00 | |
| Feb 18, 2025 | Feb 18 | Mar 3 | $1.00 | |
| Nov 15, 2024 | Nov 15 | Dec 2 | $1.00 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 40.47M · Float 39.15M · 96.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.13M | 10.22% | 13F | Aug 7, 2026 |
| Morgan Stanley | 2.48M | 6.14% | 13F | Aug 13, 2026 |
| State Street Corp | 2.10M | 5.18% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 1.97M | 4.87% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.83M | 4.52% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 19, 2026 | Andrew C. Easton | officer: VP & Chief Accounting Officer | −233 | $407.57 |
| Feb 12, 2026 | Stephen Schwar | officer: Vice Chair of CCM | −6,049 | $417.36 |
| Feb 10, 2026 | David W. Smith | officer: VP, Sustainability | −780 | $414.05 |
| Feb 10, 2026 | D. Christian Koch | officer: Chair, President & CEO | −36,260 | $413.38 |
| Feb 10, 2026 | Kevin P. Zdimal | officer: VP & Chief Financial Officer | −24,180 | $408.04 |
Peers
- RPM
Tremco-led rival in roofing restoration and weatherproofing
- Owens Corning
Large insulation rival with adjacent roofing product overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Carlisle | $356.53 | −0.05% | $14.43B | 20.5 | 15.7 | 2.8 | +8.3% |
| RPM | $106.65 | +0.03% | $13.62B | 20.6 | 17.7 | 1.7 | +7.2% |
| Owens Corning | $143.13 | −0.03% | $11.53B | — | 13.0 | 1.2 | +0.3% |
| Median | 20.6 | 15.4 | 1.5 | +3.8% |