Carlisle's stock surged 7.35% in the after-hours session following the release of its fourth-quarter financial results, which exceeded analyst expectations, and the announcement of a significant share repurchase program.

The industrial conglomerate reported quarterly adjusted earnings of $3.90 per share, beating the consensus estimate of $3.59. Revenue for the quarter came in at $1.128 billion, also surpassing the expected $1.110 billion. The company's performance was supported by strong re-roofing demand, which stabilized its Carlisle Construction Materials segment amid weaker new construction markets.

Furthermore, Carlisle provided a positive outlook for 2026, forecasting low-single-digit revenue growth and approximately 50 basis points of adjusted EBITDA margin expansion. The most significant catalyst for the after-hours rally was the company's announcement of a plan to repurchase up to $1 billion of its shares in 2026, signaling strong confidence in its financial position and commitment to returning capital to shareholders.