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Carlisle Companies (CSL) investor relations material
Carlisle Companies Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 revenue grew 1% year-over-year to $1.35 billion, with adjusted EPS of $5.61 and diluted EPS of $4.97, reflecting resilience amid macroeconomic headwinds and strong commercial re-roofing demand.
CCM segment maintained robust performance due to stable reroofing demand, while CWT faced softness in residential new construction and distribution channel volatility.
Recent acquisitions (Bonded Logic, ThermaFoam, Plasti-Fab, PFB, MTL) contributed to growth, with integration and synergy targets progressing ahead of plan.
Share repurchases totaled $1 billion year-to-date, with the buyback target raised to $1.3 billion and a 10% dividend increase, marking the 49th consecutive annual increase.
Innovation pipeline delivered new products focused on energy efficiency and labor-saving technologies.
Financial highlights
Q3 2025 revenue: $1,346.9M (up 1% YoY); adjusted EBITDA: $348.7M (margin 25.9%, down 170 bps YoY); adjusted EPS: $5.61 (down 2.9% YoY); diluted EPS: $4.97 (down 6.2% YoY).
Free cash flow for the first nine months: $620M; cash and equivalents at quarter-end: $1.1B.
Q3 2025 operating income: $293.9M (down 7.1% YoY); gross margin decreased to 36.0% from 38.6% YoY.
Long-term debt: $2.88B as of September 30, 2025; total equity: $1.99B.
Free cash flow margin for the quarter at 29.2%.
Outlook and guidance
Full-year 2025 revenue expected to be flat year-over-year, with adjusted EBITDA margin down 250 basis points but remaining in the mid-20s percent range.
Q4 2025 consolidated revenues expected to decline low-single-digit percent YoY; CCM down, CWT up low-single-digit percent.
Q4 adjusted EBITDA margin projected at approximately 21%.
Capital expenditures forecasted at ~$130M; base tax rate of 23-24%.
CCM distribution channel changes: Explain impact.
CWT organic decline: Growth strategy impact?
Revised outlook: Vision 2030 $40 EPS path?
M&A target pace for 2026 and rationale?
Resolution of distribution channel disruption?
New product innovation's role in 2026 pricing?
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Next Carlisle Companies earnings date
Q4 20253 Feb, 2026
Next Carlisle Companies earnings date
Q4 20253 Feb, 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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