earnings
confidence high
sentiment neutral
materiality 0.75
Carlisle Q1: revenue $1.1B, adj. EPS $3.61; raises buyback target to $1B; reaffirms FY outlook
CARLISLE COMPANIES INC
2025-Q1 EPS reported
$3.20
revenue$1,095,800,000
- Revenue $1.1B, essentially flat YoY; diluted EPS $3.13 vs $3.52; adj. EPS $3.61 vs $3.72.
- Operating margin 16.8% down 370bps; adj. EBITDA margin 21.8% down 240bps.
- CCM revenue +2% (organic -1%); CWT revenue -5% (organic -12%) on residential softness.
- Repurchased 1.2M shares for $400M; 2025 buyback target raised to $1B from $800M.
- Reaffirms FY2025 outlook: mid-single-digit revenue growth, ~50bps adj. EBITDA margin expansion.