earnings
confidence high
sentiment positive
materiality 0.80
Carlisle Q2 record revenue $1.57B, adj EPS $7.03 (+12% YoY); raises FY revenue outlook
CARLISLE COMPANIES INC
- Record revenue $1.57B (+8% YoY); record diluted EPS $6.36, record adj EPS $7.03 (+12% YoY).
- CCM revenue $1.18B (+8% organic); CWT revenue $389M (+10% organic).
- Adjusted EBITDA margin 26.2% (down 70bps YoY) due to raw material cost inflation outpacing pricing.
- Repurchased $250M in Q2; increased FY 2026 share repurchase target to $1.2B.
- Raised FY 2026 revenue outlook to mid-single-digit growth; flat adj EBITDA margin.