CSL Carlisle Companies Inc.

$CSL Q3 revenue rose 9% to 1.463 billion dollars and adjusted EPS hit a third quarter record of 5.92 dollars, up 6%. Adjusted EBITDA was flat though, 348.1 million dollars, with margin down 210 basis points to 23.8%. Raw material and freight costs ran ahead of price realization, and management pushed price-cost parity out a quarter, now expected as Carlisle exits 2026. Income from continuing operations actually fell 3%. The EPS record leans pretty heavily on the share count, down 8% after 350 million dollars of buybacks in the quarter.

$CSL reported earnings after the close: EPS of $5.92 vs. $5.89 estimated, a beat of 0.5%. I used Stock Meadow to review the results. What do you think?

$CSL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $5.92 up 5.53% YoY • Reported revenue of $1.46B up 8.65% YoY • Carlisle expects fourth-quarter revenues to increase at a high-single-digit percentage year-over-year, with consolidated adjusted EBITDA margin flat year-over-year; outlook does not assume a near-term recovery in new construction markets.

$CSL reports earnings today after the close. I’m bullish heading into the report: CSL has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow. What are you watching for?

$CSL reports earnings tomorrow after the close. I’m bullish heading into the report: CSL has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $5.89. What are you watching for?