Zacks Research Issues Pessimistic Outlook for CSL Earnings

Carlisle Companies Incorporated (NYSE:CSL) – Equities research analysts at Zacks Research reduced their Q1 2026 earnings per share estimates for Carlisle Companies in a research report issued on Tuesday, February 24th. Zacks Research analyst Team now expects that the conglomerate will post earnings per share of $3.37 for the quarter, down from their prior estimate of $3.62. The consensus estimate for Carlisle Companies’ current full-year earnings is $22.31 per share. Zacks Research also issued estimates for Carlisle Companies’ Q2 2026 earnings at $6.28 EPS, Q4 2026 earnings at $4.54 EPS, FY2026 earnings at $20.53 EPS and FY2028 earnings at $27.16 EPS.

A number of other brokerages have also recently issued reports on CSL. Weiss Ratings restated a “hold (c)” rating on shares of Carlisle Companies in a research note on Monday, December 29th. Oppenheimer upped their price target on Carlisle Companies from $400.00 to $435.00 and gave the company an “outperform” rating in a research report on Friday. William Blair began coverage on shares of Carlisle Companies in a report on Friday, January 30th. They set a “market perform” rating on the stock. Finally, Robert W. Baird set a $420.00 target price on shares of Carlisle Companies in a research note on Wednesday, February 4th. Four equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Carlisle Companies has an average rating of “Hold” and a consensus target price of $395.83.

Carlisle Companies Trading Down 0.3%

Shares of CSL stock opened at $394.56 on Thursday. The firm has a market cap of $16.13 billion, a P/E ratio of 23.06, a PEG ratio of 1.27 and a beta of 0.94. The company has a 50 day moving average of $365.30 and a 200-day moving average of $349.46. The company has a quick ratio of 2.49, a current ratio of 3.09 and a debt-to-equity ratio of 1.60. Carlisle Companies has a 12-month low of $293.43 and a 12-month high of $435.92.

Carlisle Companies (NYSE:CSL) last announced its quarterly earnings data on Tuesday, February 3rd. The conglomerate reported $3.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.60 by $0.30. The firm had revenue of $1.13 billion during the quarter, compared to the consensus estimate of $1.11 billion. Carlisle Companies had a return on equity of 41.58% and a net margin of 14.76%.The business’s revenue for the quarter was up .4% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.47 EPS.

Institutional Trading of Carlisle Companies

Hedge funds have recently added to or reduced their stakes in the business. MidFirst Bank bought a new position in shares of Carlisle Companies during the fourth quarter valued at about $148,000. River Road Asset Management LLC boosted its holdings in Carlisle Companies by 28.9% during the 4th quarter. River Road Asset Management LLC now owns 330,729 shares of the conglomerate’s stock valued at $105,787,000 after acquiring an additional 74,071 shares during the period. Virtu Financial LLC bought a new position in Carlisle Companies during the 4th quarter worth approximately $1,767,000. MV Capital Management Inc. purchased a new position in Carlisle Companies in the 4th quarter worth approximately $149,000. Finally, Corient Private Wealth LLC increased its stake in Carlisle Companies by 5.4% in the 4th quarter. Corient Private Wealth LLC now owns 444,603 shares of the conglomerate’s stock worth $134,619,000 after purchasing an additional 22,806 shares during the period. 89.52% of the stock is owned by institutional investors.

Insider Transactions at Carlisle Companies

In other news, VP David W. Smith sold 1,800 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $414.05, for a total value of $745,290.00. Following the completion of the sale, the vice president directly owned 3,697 shares in the company, valued at approximately $1,530,742.85. The trade was a 32.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Kevin P. Zdimal sold 24,180 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $408.04, for a total transaction of $9,866,407.20. Following the completion of the sale, the chief financial officer directly owned 30,094 shares of the company’s stock, valued at $12,279,555.76. This trade represents a 44.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 68,289 shares of company stock valued at $28,125,467 over the last 90 days. Company insiders own 1.50% of the company’s stock.

Carlisle Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Stockholders of record on Tuesday, February 17th will be issued a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Tuesday, February 17th. Carlisle Companies’s dividend payout ratio is presently 25.72%.

Key Stories Impacting Carlisle Companies

Here are the key news stories impacting Carlisle Companies this week:

• Positive Sentiment: Oppenheimer raised its price target on Carlisle to $435 and maintained an “outperform” rating, implying meaningful upside from current levels and signaling confidence in Carlisle’s medium‑term outlook. Article Title
• Neutral Sentiment: Zacks published a FY2028 EPS projection of $27.16 for Carlisle — a longer‑horizon estimate that adds context to growth expectations but is further out and less likely to move near‑term price than the FY2026/2027 changes. Article Title
• Negative Sentiment: Zacks cut a string of near‑term EPS estimates across 2026–2027 (multiple quarters and full‑year), reducing FY2027 from $27.78 to $24.44 and trimming FY2026 and several quarterly forecasts — signaling lower expected earnings growth than previously modeled and increasing downside risk to forward valuation/consensus. Article Title

About Carlisle Companies

Carlisle Companies Inc is a diversified global manufacturer serving a broad array of markets with engineered products, systems and solutions. The company’s operations span several core business segments, including construction materials, fluid technologies, interconnect technologies, brake and friction systems, and engineered products. Carlisle is known for its expertise in developing high-performance building envelope solutions, precision-engineered hoses and fluid-handling components, lightweight interconnect systems for aerospace and defense, and heavy-duty brake and friction products.

Within its construction materials segment, Carlisle offers single-ply roofing membranes, polyiso insulation, and waterproofing systems designed for commercial and industrial buildings.