Carlisle Companies (CSL) Investor presentation summary

Vision and strategic direction

• Vision 2030 aims to build on the success of Vision 2025, targeting over $40 adjusted EPS and a share price above $400 by 2030, with a focus on innovation, M&A, and customer-centric solutions.

• Strategic shift to a pure play building products company, emphasizing core business, higher margins, and value creation through portfolio focus.

• Key financial goals include 5%+ organic revenue CAGR, 25%+ adjusted EBITDA margin, 15%+ free cash flow to sales, and maintaining ROIC of at least 25%.

Value creation and operational excellence

• The Carlisle Value Creation Model leverages the Carlisle Experience, price-to-value, continuous improvement, and a repeatable M&A playbook.

• Superior capital allocation and a Lean Sigma culture drive operational excellence and margin expansion.

• Approximately $4 billion returned to shareholders through buybacks and dividends.

Innovation and R&D investment

• R&D investment will increase from 0.6% to 3% of sales, aiming for 25% of revenues from new products by 2030.

• Innovation is segmented into business lifecycle, evolutionary, and revolutionary categories, each receiving dedicated resources.

• Focus areas include energy efficiency, labor savings, and integrated solutions, with a $1B R&D spend planned over the Vision 2030 period.