CSL official logo CSL
CSL 1-star rating from Upturn Advisory
Carlisle Companies Incorporated (CSL) company logo

Carlisle Companies Incorporated (CSL)

Carlisle Companies Incorporated (CSL) 1-star rating from Upturn Advisory
$329.23
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Upturn Advisory Summary

11/05/2025: CSL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

2 star rating from financial analysts

7 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $372.88

1 Year Target Price $372.88

Analysts Price Target For last 52 week
$372.88 Target price
52w Low $309.74
Current$329.23
52w High $468.82

Analysis of Past Performance

Type Stock
Historic Profit 7.79%
Avg. Invested days 40
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 13.23B USD
Price to earnings Ratio 18.05
1Y Target Price 372.88
Price to earnings Ratio 18.05
1Y Target Price 372.88
Volume (30-day avg) 7
Beta 0.95
52 Weeks Range 309.74 - 468.82
Updated Date 11/6/2025
52 Weeks Range 309.74 - 468.82
Updated Date 11/6/2025
Dividends yield (FY) 1.25%
Basic EPS (TTM) 17.54

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-10-30
When After Market
Estimate 5.67
Actual 5.61

Profitability

Profit Margin 15.48%
Operating Margin (TTM) 21.82%

Management Effectiveness

Return on Assets (TTM) 9.84%
Return on Equity (TTM) 32.45%

Valuation

Trailing PE 18.05
Forward PE 13.57
Enterprise Value 16014206483
Price to Sales(TTM) 2.64
Enterprise Value 16014206483
Price to Sales(TTM) 2.64
Enterprise Value to Revenue 3.2
Enterprise Value to EBITDA 12.56
Shares Outstanding 41785774
Shares Floating 41172622
Shares Outstanding 41785774
Shares Floating 41172622
Percent Insiders 1.14
Percent Institutions 106.53

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Carlisle Companies Incorporated

Carlisle Companies Incorporated(CSL) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Carlisle Companies Incorporated was founded in 1917 as Carlisle Tire and Rubber Company. It has evolved from a tire manufacturer to a diversified industrial company with a global presence. Significant milestones include expansion into roofing, construction materials, and aerospace components.

Company business area logo Core Business Areas

  • Carlisle Construction Materials (CCM): CCM is a leading supplier of a comprehensive range of roofing, waterproofing, insulation, and lining systems for commercial and residential buildings.
  • Carlisle Interconnect Technologies (CIT): CIT designs and manufactures high-performance wire and cable, including optical fiber, RF/microwave, and power cables, as well as complete cable assemblies and connectors for demanding applications.
  • Carlisle Fluid Technologies (CFT): CFT manufactures equipment for the supply, application, and curing of sprayed materials including finishing, powder, sealing, and bonding. The products are used for the manufacturing of automotive, aerospace, transportation, and industrial markets.

leadership logo Leadership and Structure

The leadership team is headed by the CEO, with business segments managed by presidents. The organizational structure is decentralized, promoting autonomy within each segment.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Single-Ply Roofing Membranes (CCM): Carlisle SynTec Systems offers single-ply roofing membranes like TPO, EPDM, and PVC. They hold a significant market share in the commercial roofing market, estimated at around 25%. Competitors include GAF, Johns Manville, and Sika Sarnafil.
  • Specialty Wire and Cable (CIT): CIT produces specialty wire and cable for aerospace, defense, medical, and industrial markets. They hold around 15% of the specialty wire and cable market. Competitors include TE Connectivity, Amphenol, and Molex.
  • Spray Finishing Equipment (CFT): DeVilbiss, Binks and Ransburg brands provide spray finishing and fluid handling equipment. Competitors include Graco, ITW, and Nordson.

Market Dynamics

industry overview logo Industry Overview

The industries Carlisle serves are experiencing growth driven by infrastructure investments, increased building construction, and advancements in aerospace and medical technologies.

Positioning

Carlisle is positioned as a solutions provider, offering differentiated products and services in specialized niche markets. Their decentralized structure allows for agility and responsiveness to market changes.

Total Addressable Market (TAM)

TAM for Carlisle's core markets is estimated at around $50 billion. Carlisle is well-positioned to capture a larger share of this TAM through organic growth and strategic acquisitions.

Upturn SWOT Analysis

Strengths

  • Diversified business model
  • Strong brand recognition in key markets
  • Decentralized organizational structure promoting agility
  • Solid financial performance and cash flow generation

Weaknesses

  • Exposure to cyclical industries
  • Dependence on raw material prices
  • Integration challenges with acquired companies

Opportunities

  • Expansion into new geographic markets
  • Growth through strategic acquisitions
  • Development of innovative products and technologies
  • Increased infrastructure spending by governments

Threats

  • Economic downturns impacting key markets
  • Increased competition from global players
  • Fluctuations in raw material prices
  • Regulatory changes affecting industries served

Competitors and Market Share

Key competitor logo Key Competitors

  • GAF (Private)
  • Johns Manville (BRK.A)
  • Sika AG (SIKA.SW)

Competitive Landscape

Carlisle's advantages include its diversified business model and strong brand recognition. Disadvantages include exposure to cyclical industries and dependence on raw material prices.

Major Acquisitions

Arisawa Manufacturing Co., Ltd's Transportation Division

  • Year: 2023
  • Acquisition Price (USD millions): 270
  • Strategic Rationale: To expand Carlisle Interconnect Technologies presence in Japan to better serve customers in the aerospace, test and measurement, and medical markets.

Growth Trajectory and Initiatives

Historical Growth: Carlisle has achieved growth through organic initiatives and strategic acquisitions.

Future Projections: Analysts project continued revenue and earnings growth for Carlisle, driven by favorable market conditions and effective execution of its growth strategies.

Recent Initiatives: Recent initiatives include acquisitions in the construction materials and specialty wire and cable markets, as well as investments in research and development.

Summary

Carlisle Companies is a diversified industrial company with a strong presence in construction materials, interconnect technologies, and fluid technologies. Its diversified portfolio mitigates risk. Solid financials and a history of acquisitions support continued growth. However, cyclical industry exposure and raw material price volatility should be monitored.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Carlisle Companies Incorporated Investor Relations
  • Company SEC Filings (10-K, 10-Q)
  • Market Research Reports
  • Analyst Estimates
  • Financial News Outlets

Disclaimers:

The information provided is for informational purposes only and should not be construed as investment advice. Market share estimates are approximate and based on available data. Actual results may vary.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

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About Carlisle Companies Incorporated

Exchange NYSE
Headquaters Scottsdale, AZ, United States
IPO Launch date 1987-11-05
Chairman, President & CEO Mr. D. Christian Koch
Sector Industrials
Industry Building Products & Equipment
Full time employees 5500
Full time employees 5500

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. Carlisle Companies Incorporated was founded in 1917 and is headquartered in Scottsdale, Arizona.