CSL
Carlisle Companies Inc (CSL) Q1 2026 Earnings Call Highlights: Navigating Challenges with ...
Article Summary
HOLD- Carlisle Companies Inc. (NYSE: CSL) reported modest revenue and EBITDA growth despite a 4% decline in Q1 2026 revenue, supported by strong margin expansion and $250 million in share repurchases.
- Carlisle Companies maintained a strong financial position with $771 million in cash and cash equivalents and a low net debt-to-EBITDA ratio of 1.7 times, with $73 million in free cash flow used reflecting a $125 million tax-related payment.
- Full-year guidance calls for low-single-digit revenue growth and approximately 50 basis points of adjusted E-BITDA margin expansion as construction activity remains soft across residential and nonresidential markets, with no near-term recovery expected.
- However, the company anticipates continued macroeconomic pressure and limited visibility due to oil cost volatility and prolonged geopolitical conflicts.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 0.3% | 25% | 20.0 ptsMinimal (0.3%) - Very weak |
| EPS Growth Next 5Y ? | 11.8% | 25% | 35.0 ptsBelow Screener (11.8%) - Modest outlook |
| Target Price Upside ? | 4.9% | 20% | 20.0 ptsMinimal Upside (4.9%) - Target: $399.43 vs Current: $380.75 |
| Gross Margin % ? | 35.3% | 15% | 60.0 ptsSolid (35.3%) - Decent margins |
| Drawdown from 52-Wk High ? | -12.7% | 15% | 40.0 ptsMild Pullback (-12.7%) - Light entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About CSL
- Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally.
- It operates through two segments, Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT).
- The CCM segment offers single-ply roofing solutions, including ethylene propylene diene monomer, thermoplastic polyolefin, polyvinyl chloride membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings.
- Its CWT segment provides waterproofing and moisture protection products; protective roofing underlayment; fully integrated liquid and sheet applied air/vapor barriers; sealants/primers and flashing systems; roof coatings and mastics; spray polyurethane foam and coating systems for a range of thermal protection applications and other premium polyurethane products; block-molded expanded polystyrene insulation; engineered products for HVAC applications; and products for a variety of industrial and surfacing applications.
- The company sells its products under the Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan brands.
- The company was founded in 1917 and is headquartered in Scottsdale, Arizona.