earnings
confidence high
sentiment positive
materiality 0.75
Carlisle Q3 adj EPS $4.68, revenue $1.3B down 15.8%; adj EBITDA margin up 100 bps
CARLISLE COMPANIES INC
2023-Q3 EPS reported
$11.00
revenue$3,459,400,000
- GAAP diluted EPS $4.32, adjusted EPS $4.68; revenue $1.3B (-15.8% YoY).
- CCM adj EBITDA margin 31.7% (sequential improvement); CWT adj EBITDA margin 23.4% (+890 bps YoY).
- Repurchased 1.2M shares for $330M in Q3; $580M in repurchases YTD.
- CIT reclassified to discontinued ops, completing portfolio pivot to pure-play building products.
- Q4 guidance: CCM revenue -3% to -5%, CWT revenue -10% YoY.