Carlisle Companies (CSL)
Industrials · Engineered building products and specialty materials
Carlisle Companies is a diversified manufacturer of building products, specialty materials, and industrial components serving construction, automotive, and transportation markets.
What Carlisle Companies does
Carlisle Companies manufactures and distributes engineered building products, specialty materials, and industrial solutions across multiple segments. The company operates through its Carlisle Construction Materials (CCM) segment serving roofing and building products markets, Carlisle Weather Technologies (CWT) serving residential and commercial construction, and other specialty materials and automotive-related businesses. Its Vision 2030 strategy emphasizes growth through synergistic acquisitions, new product innovation, and operational excellence in niche markets serving construction, automotive, and transportation end-markets.
Themes: ["Commercial roofing / building envelope","Residential weatherization / construction","Specialty materials and engineered products","Automotive OEM / transportation","Building products distribution"]
Fundamentals
- Price$330.00 as of 2026-07-09 close
- Market cap$13.4B as of 2026-07-10
- 1-year return-17.4% as of 2026-07-09 close
- P/E18.46 as of 2026-07-10
- Net margin+14.6% as of 2026-07-10
- Gross margin+35.6% as of 2026-07-10
- ROE+38.4% as of 2026-07-10
- Debt / equity1.74 as of 2026-07-10
- Revenue growth (YoY)-0.5% as of 2026-07-10
- Revenue CAGR (3y)-2.7% SEC XBRL
- Beta0.86 as of 2026-07-10
Dividend: yield +1.3%; 4-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Heavy dependency on acquisition execution and integration to achieve Vision 2030 growth strategy; failure to identify and successfully integrate acquisitions at reasonable valuations could impair goodwill and intangible assets materially","Concentration risk with key customers in niche markets (particularly CCM segment), where significant customer loss or pricing pressure from large distributors could materially adversely affect revenues and profitability","Exposure to cyclical construction markets and macroeconomic sensitivity, particularly in commercial repair/replacement and residential construction segments; economic downturns in these end-markets could significantly reduce demand"]
Competitors & peers
- GAF Materials (private subsidiary of Berkshire Hathaway)
- DuPont de Nemours (DD)
- 3M Company (MMM)
- Evonik Industries
- Eastman Chemical Company (EMN)
- Huntsman Corporation (HUN)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.