Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

CARLISLE COMPANIES INC
Next earnings Jul 28, 2026 (after close) · consensus $6.49 EPS, $1.49B rev
Last earnings +2.9% on 2026-04-23
High-return building-products compounder with 41% ROE and heavy buybacks; flat revenue and an EPS dip are the price of patience at a reasonable 21x.
Sources: SEC EDGAR (CIK 0000790051, latest 10-Q filed 2026-04-24) · EODHD · analysis by claude-code · as of 6/21/2026, 8:43:16 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~55% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Carlisle is a focused, high-quality building-products company (led by its CCM roofing segment) executing a 'Vision 2030' plan of synergistic acquisitions and new-product innovation. The returns profile is excellent: a 20.0% operating margin, 14.8% net margin and a striking 41.3% return on equity, with $1.10B of operating cash flow (+6.9%). Management is an aggressive capital returner — it retired 8.2% of shares via $1.30B of buybacks and raised the dividend 5.0% to $181M, concentrating ownership for remaining holders.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $3.84B | $5.45B | $4.59B | $5.00B | $5.02B |
| Gross profit | — | $1.87B | $1.63B | — | — |
| Operating income | $573M | $1.20B | $983M | $1.14B | $1.00B |
| Net income | $422M | $924M | $767M | $1.31B | $741M |
| Diluted EPS | $7.91 | $17.56 | $15.18 | $27.82 | $17.12 |
| Net margin | 11.0% | 17.0% | 16.7% | 26.2% | 14.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-04-29 | Collins Jonathan R. Director | Exercise | 5.90K | |
| 2026-04-28 | Palmer Sheryl Director | Award | 505.00 |