Overview

• Building products supplier's Q4 revenue rose 0.4%, beating analyst expectations

• Adjusted EPS for Q4 was $3.90

• Company repurchased $300 mln of shares in Q4

Outlook

• Carlisle expects FY 2026 revenue to grow low-single-digit percentage year-over-year

• Company plans to repurchase up to $1 billion of shares in 2026

• Carlisle anticipates 50 basis point expansion in adjusted EBITDA margins for 2026

Result Drivers

• RE-ROOFING DEMAND - Strong re-roofing demand stabilized CCM's performance amid weak new construction markets

• ACQUISITIONS AND INITIATIVES - CWT's revenue growth driven by recent acquisitions and operational initiatives

• STRATEGIC INVESTMENTS - Investments in innovation and automation supported long-term growth initiatives

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

• Wall Street's median 12-month price target for Carlisle Companies Inc is $396.00, about 15.3% above its February 2 closing price of $343.48

• The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw89h4bla

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)