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Carlisle Companies (CSL) investor relations material
Carlisle Companies Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Achieved record adjusted EPS of $6.27 in Q2 2025, with revenues steady at $1.45B year-over-year despite softness in new construction and residential markets.
Commercial re-roofing remained resilient, now about 70% of CCM's business, offsetting new construction headwinds.
Strategic acquisitions, including Bonded Logic, expanded sustainable insulation offerings and supported Vision 2030.
$343M returned to shareholders in Q2 via dividends and share repurchases, emphasizing disciplined capital allocation.
Focus on innovation, automation, and operational efficiency to drive long-term growth and margin improvement.
Financial highlights
Q2 2025 revenue was $1,449.5M (flat year-over-year); adjusted EBITDA was $389.3M (26.9% margin, down 190 bps); adjusted EPS reached $6.27 (up 0.5%).
Operating income for Q2 2025 was $335M (23.1% margin, down from 26.0% in Q2 2024).
Free cash flow for the quarter was $258M; six-month free cash flow was $228M; cash from operations was $289M.
Net debt to EBITDA ratio at 1.4x, with $68M in cash and $1B available under the revolving credit facility.
Share repurchases totaled $700M year-to-date; dividends paid were $88M in the first half of 2025.
Outlook and guidance
FY 2025 outlook revised to low single-digit revenue growth at both CCM and CWT, with a 150 bps decline in adjusted EBITDA margin expected.
Free cash flow margin expected to exceed 15% for the year; capital expenditures projected at ~$150M.
Segment EBITDA margin guidance: CCM at ~31% in Q3 and ~29% in Q4; CWT at ~20% in both Q3 and Q4.
Management expects continued pressure on new construction and residential end-markets for the remainder of 2025.
What COS actions are driving EBITDA growth?
Assess Bonded Logic synergy with Henry UltraTouch.
Explain CWT's volume deleverage impact.
Detail CWT's footprint rationalization plans.
Assess Bonded Logic's long-term margin targets.
How does AI enhance the Carlisle experience?
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Next Carlisle Companies earnings date
Q3 202529 Oct, 2025
Next Carlisle Companies earnings date
Q3 202529 Oct, 2025
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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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