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
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $1.13 bln | $1.11 bln (10 Analysts) |
Q4 EPS | $3.19 | ||
Q4 Net Income | $127.40 mln |
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
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(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.)