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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Carlisle Companies
Carlisle Companies (CSL) investor relations material
Carlisle Companies Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 revenue rose 9% YoY to $1.4634B, including 9% organic growth; adjusted EPS reached a record $5.92, up 6%.
Adjusted EBITDA was $348.1M versus $348.7M; its margin fell 210 bps YoY to 23.8% as input and freight inflation outpaced pricing.
CCM and CWT revenue growth outpaced underlying markets, supported by re-roofing, strategic initiatives, share gains and pricing.
Financial highlights
Q3 net income was $208.1M versus $214.2M; diluted EPS from continuing operations was $5.22 versus $4.97, while adjusted EPS was $5.92 versus $5.61.
Q3 operating cash flow was $314.1M; free cash flow from continuing operations was $277.3M after $37M of capex, versus $392.7M in Q3 2025.
Nine-month revenue rose 5% to $4.086B; adjusted EBITDA was $994.7M versus $976.4M, and adjusted EPS was $16.55 versus $15.47.
Nine-month operating cash flow was $511.2M and free cash flow from continuing operations was $406.9M, versus $715.8M and $620.3M, respectively, in the prior-year period.
Outlook and guidance
Q4 consolidated revenue is expected to grow high single digits YoY, with CCM and CWT each up high single digits; adjusted EBITDA margin is expected to be flat YoY.
Q4 segment margin outlook: CCM flat YoY and CWT up ~100 bps; price-cost is expected to remain negative by ~$10M in each segment before reaching parity exiting 2026.
Year-end price-cost parity assumes stable input and freight costs and no further pricing actions; pricing benefits are expected to build through Q4 and into 2027.
FY 2026 ROIC is expected at ~25% and free cash flow margin at ~15%; outlook assumes no near-term recovery in new construction markets.
Vision 2030 targets include $40+ adjusted EPS, 25%+ adjusted EBITDA margin, 25%+ ROIC and 15%+ FCF margin.
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Latest events from Carlisle Companies
- Record Q2 revenue and EPS growth, raised outlook, and $1.2B repurchase target despite inflation.CSL
Q2 2026 - Adjusted EPS up 1% and margin expansion achieved despite 4% revenue decline in Q1 2026.CSLQ1 2026
- Vision 2030 aims for $40+ EPS and $400+ share price through innovation and operational excellence.CSLInvestor presentation
- Annual meeting to address director elections, executive pay, and auditor ratification.CSLProxy Filing
- Proxy covers director elections, executive pay, auditor ratification, and strong governance.CSLProxy Filing
- 2025 saw $5.02B revenue, $1.5B returns, and 2026 targets growth and margin expansion.CSLQ4 2025
- Record Q3 EPS and margin gains driven by CCM, with continued capital returns and acquisitions.CSLQ3 2024
- Q2 saw 11% revenue growth, record margins, and a raised 2024 outlook on strong execution.CSLQ2 2024
- Record EPS, margin expansion, and acquisitions drive strong 2024 and positive 2025 outlook.CSLQ4 2024
Next Carlisle Companies earnings date
Q4 20265 Feb, 2027
Carlisle Companies
Next Carlisle Companies earnings date
Q4 20265 Feb, 2027
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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.