Company Overview

Carlisle Companies Incorporated is a leading global manufacturer and supplier of innovative building envelope products and solutions, serving markets across the United States, Europe, North America, and internationally. Founded in 1917 and headquartered in Scottsdale, Arizona, the company has established a strong reputation for quality and reliability in the construction industry.

Business Structure and Operations

Carlisle operates through two primary segments, each focusing on distinct but complementary areas within the building envelope market:

- Carlisle Construction Materials (CCM) Segment: This segment is a dominant force in the commercial roofing market, offering a comprehensive suite of single-ply roofing solutions. Products include ethylene propylene diene monomer (EPDM), thermoplastic polyolefin (TPO), polyvinyl chloride (PVC) membranes, polyisocyanurate (polyiso) insulation, and engineered metal roofing and wall panel systems. These are designed for both commercial and residential buildings.

- Carlisle Weatherproofing Technologies (CWT) Segment: This segment focuses on a broad range of waterproofing and protective solutions. It provides products such as protective roofing underlayments, integrated liquid and sheet-applied air/vapor barriers, sealants, primers, flashing systems, roof coatings, mastics, spray polyurethane foam (SPF) and coating systems for thermal protection, block-molded expanded polystyrene (EPS) insulation, engineered products for HVAC applications, and various other industrial and surfacing products.

Product Portfolio and Brands

The company markets its extensive range of products under well-recognized and trusted brand names, including Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan. The Carlisle Construction Materials segment is the primary revenue driver for the company, with a significant portion of its overall revenue generated within the United States.

Financial Performance and Market Position

Carlisle Companies has demonstrated robust financial performance, underpinned by its market leadership and strategic acquisitions. As of September 2025, the company commands a Market Capitalization of $16.8 billion.

Key Financial Metrics (as of September 2025):

- Market Capitalization: $16.8 billion

- Shares Outstanding: 42.65 million

- Revenue (TTM): $5.002 billion

- EPS (TTM): $17.87

- P/E Ratio (TTM): 22.03

- Forward P/E: 18.45

- Return on Equity (ROE TTM): 31.37%

2024 Performance Highlights:

- Revenue: $5.00 billion, reflecting a 9.08% increase year-over-year from $4.59 billion.

- Earnings: $1.31 billion, a substantial increase of 71.08%.

Profitability Metrics:

- Gross Margin: 36.92%

- Operating Margin: 20.73%

- Net Profit Margin: 16.12%

Cash Flow and Financial Health:

- Operating Cash Flow (Last 12 Months): $972.30 million

- Capital Expenditures: $113.70 million

- Free Cash Flow: $858.60 million

Dividend Information

Carlisle Companies is committed to returning value to its shareholders. The company pays an annual dividend of $4.00 per share, resulting in a dividend yield of approximately 1.06%. This commitment is further reinforced by its share repurchase programs. The Board of Directors has authorized management to buy back up to an additional 7.5 million shares of the Company's common stock over an indefinite period, demonstrating confidence in the company's future prospects.

Key Competitive Advantages

Carlisle Companies holds a commanding position in the building envelope industry due to several key strengths:

- Market Leadership: Dominant presence in commercial roofing and comprehensive building envelope solutions.

- Diversified Product Portfolio: A wide array of roofing, waterproofing, and insulation products catering to various needs.

- Extensive Geographic Presence: Operations spanning across the United States, Europe, and significant international markets.

- Strong Brand Recognition: A portfolio of well-established and trusted brands within the construction materials sector.

- Focus on Innovation: Continuous development and introduction of energy-efficient and sustainable building solutions.

Recent Corporate Developments

The company has actively pursued growth through strategic acquisitions and continuous operational enhancements. Recent initiatives have included completing asset acquisitions aimed at expanding its product offerings and further solidifying its market position within the building materials sector.

Investment Profile

CSL is trading on the New York Stock Exchange (NYSE) and is recognized as a representative stock within the building materials and construction sector indices. Analysts generally consider the stock to be fairly valued.

Carlisle Companies Incorporated's strong financial performance, leadership in its core markets, and strategic focus on innovation and sustainability position it favorably to capitalize on emerging trends in sustainable construction and building renovation. With its diversified revenue streams and strong customer relationships, CSL remains a key player in the commercial and residential building envelope market, offering a compelling investment profile for growth and value.