Carlisle Companies Inc
XMUN:CLE
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Carlisle Companies Inc
XMUN:CLE
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Carlisle Companies Inc
Carlisle Companies makes specialty products that sit in the middle of construction and industry. A big part of the business is commercial roofing and building-envelope materials, such as roof membranes, insulation, and waterproofing products that help keep large buildings dry and energy efficient. It also sells engineered products used in industrial, aerospace, and other technical applications. Its customers are mainly roofing contractors, distributors, builders, manufacturers, and original equipment makers. Carlisle earns money by manufacturing these products and selling them through a network of channel partners and direct business relationships. In some lines, it also makes money from replacement and aftermarket demand, which helps support repeat sales after the original installation or equipment sale. What makes Carlisle different is that it is not a broad, commodity industrial company. It focuses on niche products where reliability, technical performance, and long product life matter a lot. That gives it a strong role in the value chain: it supplies specialized components and systems that are hard to swap out once customers design them into a building or machine.
Carlisle Companies makes specialty products that sit in the middle of construction and industry. A big part of the business is commercial roofing and building-envelope materials, such as roof membranes, insulation, and waterproofing products that help keep large buildings dry and energy efficient. It also sells engineered products used in industrial, aerospace, and other technical applications.
Its customers are mainly roofing contractors, distributors, builders, manufacturers, and original equipment makers. Carlisle earns money by manufacturing these products and selling them through a network of channel partners and direct business relationships. In some lines, it also makes money from replacement and aftermarket demand, which helps support repeat sales after the original installation or equipment sale.
What makes Carlisle different is that it is not a broad, commodity industrial company. It focuses on niche products where reliability, technical performance, and long product life matter a lot. That gives it a strong role in the value chain: it supplies specialized components and systems that are hard to swap out once customers design them into a building or machine.
Revenue: Carlisle reported first-quarter revenue of $1.1 billion, down 4% year over year, with weather delays and the absence of about $15 million of tariff-related pull-forward weighing on sales.
Margins held up: Even with softer volumes, adjusted EBITDA margin expanded 50 basis points to 22.3% and adjusted EPS rose 1% to $3.63, showing strong cost control and productivity.
Outlook reaffirmed: Management kept full-year 2026 guidance unchanged, still expecting low single-digit revenue growth and about 50 basis points of EBITDA margin expansion, but now sees revenue closer to the high end of that range because of pricing.
Price actions: Carlisle announced two rounds of price increases, each roughly 5% to 8%, plus freight surcharges, to offset rising petrochemical and freight costs tied to geopolitical disruption.
Demand backdrop: Reroofing remained solid and improved low single digits, while new construction stayed soft because of high rates and macro uncertainty; management said April trends and backlog conversion have improved as weather eased.
CWT improvement path: Carlisle said CWT margins should improve through the year, with Kevin Zdimal expecting roughly 19% in Q2 and 22% in Q3, and at least 100 basis points of full-year margin expansion.
Capital returns: The company returned $296 million to shareholders in the quarter and remains on pace for a $1 billion buyback target in 2026.
