
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT
- About


Carlisle Companies Incorporated (CSL)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/13/2025: CSL (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $400.57
1 Year Target Price $400.57
3 | Strong Buy |
1 | Buy |
3 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.79% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 13.85B USD | Price to earnings Ratio 18.15 | 1Y Target Price 400.57 |
Price to earnings Ratio 18.15 | 1Y Target Price 400.57 | ||
Volume (30-day avg) 7 | Beta 0.99 | 52 Weeks Range 309.74 - 474.43 | Updated Date 10/12/2025 |
52 Weeks Range 309.74 - 474.43 | Updated Date 10/12/2025 | ||
Dividends yield (FY) 1.24% | Basic EPS (TTM) 17.85 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.12% | Operating Margin (TTM) 23.2% |
Management Effectiveness
Return on Assets (TTM) 10.58% | Return on Equity (TTM) 31.4% |
Valuation
Trailing PE 18.15 | Forward PE 13.57 | Enterprise Value 16014206483 | Price to Sales(TTM) 2.77 |
Enterprise Value 16014206483 | Price to Sales(TTM) 2.77 | ||
Enterprise Value to Revenue 3.2 | Enterprise Value to EBITDA 12.56 | Shares Outstanding 42750735 | Shares Floating 42134661 |
Shares Outstanding 42750735 | Shares Floating 42134661 | ||
Percent Insiders 1.12 | Percent Institutions 102.91 |
Upturn AI SWOT
Carlisle Companies Incorporated

Company Overview
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.
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 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
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
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 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.
Peer Comparison
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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 | Website https://www.carlisle.com |
Full time employees 5500 | Website https://www.carlisle.com |
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.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.