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Carlisle Companies
Carlisle Companies (CSL) investor relations material
Carlisle Companies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary3 Feb, 2026
Executive summary
Achieved $5.02 billion in revenue for 2025, with adjusted EPS of $19.40 and adjusted EBITDA margin of 24.4%.
Generated $1.1 billion in operating cash flow and $972 million in free cash flow, with a free cash flow margin of 19.4%.
Returned $1.5 billion to shareholders in 2025 through $1.3 billion in share repurchases and $181 million in dividends, marking the 49th consecutive annual dividend increase.
Advanced Vision 2030 priorities, including leadership strengthening, innovation, and operational excellence.
Maintained a strong balance sheet, supporting investments in innovation, customer experience, and operational excellence.
Financial highlights
Q4 2025 revenue was $1.13 billion, up 0.4% year-over-year; adjusted EPS was $3.90, down 13% year-over-year.
Q4 adjusted EBITDA was $249 million (22.1% margin), down from $282 million (25.1% margin) a year ago.
CCM Q4 revenue was $827 million, down 0.8% year-over-year; adjusted EBITDA margin was 26.8%.
CWT Q4 revenue was $301 million, up 4% year-over-year, with adjusted EBITDA margin of 15.9%.
Full-year CCM adjusted EBITDA margin was 29.2%; CWT was 17.3%.
Outlook and guidance
2026 consolidated revenue expected to grow low single digits, with 50 basis points of adjusted EBITDA margin expansion.
CCM and CWT both forecasted to achieve low single-digit revenue growth, driven by strong reroofing demand and contributions from recent acquisitions.
Q1 2026 revenue expected to be down low single digits due to harsh weather and prior tariff pull-forward; recovery anticipated in the second half.
Plan to repurchase up to $1 billion in shares in 2026 and maintain ROIC of approximately 25%.
Vision 2030 targets reaffirmed: $40 adjusted EPS, 25%+ ROIC, 25%+ EBITDA margin, and 30%+ EBITDA margin at CCM.
M&A criteria for 2026 capital deployment?
What specific segment actions drive 2026 margin expansion?
New construction recovery timeline or indicators?
Given 2025 M&A challenges, 2026 capital deployment?
Detail innovation's impact on content per square foot.
What drives 2026 EBITDA margin expansion?
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Next Carlisle Companies earnings date
Q1 202622 Apr, 2026
Carlisle Companies
Next Carlisle Companies earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
Carlisle Companies Incorporated is a manufacturing company focused on building envelope products for commercial, industrial, and institutional structures. Following a strategic restructuring in 2024, the company streamlined its operations to concentrate on engineered solutions for the construction sector. Its offerings include commercial roofing systems, architectural metal components, and thermal insulation materials designed to support energy efficiency and weather resistance. Carlisle serves customers across North America and select international markets, supplying products used in new construction, renovation, and maintenance projects. The company is headquartered in Scottsdale, Arizona, and its shares are listed on the NYSE.
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