Monitor next quarter for signs of revenue recovery as weather impacts subside and pricing actions take effect; the reaffirmed guidance suggests management confidence despite near-term headwinds.
Price Chart
Executive Summary
Carlisle reported Q1 2026 revenue of $1.05B (down 4% YoY) and adjusted EPS of $3.63 (up 1% YoY), missing consensus EPS of $3.34 by $0.29. Despite the revenue decline due to weather and soft construction markets, the company reaffirmed its full-year outlook of low-single-digit revenue growth and 50 bps EBITDA margin expansion, while maintaining its $1B share repurchase target.
Key Financial Metrics
Key Facts
- Q1 2026 revenue was $1.052B, down 4% year-over-year
- Adjusted EPS was $3.63, up 1% year-over-year, beating consensus of $3.34 by $0.29
- Operating margin improved to 17.1% and adjusted EBITDA margin expanded 50 bps to 22.3%
- Company reaffirmed full-year 2026 outlook of low-single-digit revenue growth and 50 bps adjusted EBITDA margin expansion
- Repurchased $250M of shares, maintaining $1B full-year target
Financial Impact
Revenue down $43.7M YoY, adjusted EPS beat by $0.29
Risk Factors
- Continued softness in commercial new construction markets
- Adverse weather conditions constraining contractor activity
- Ongoing raw material cost inflation and supply chain disruptions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000790051-26-000015 |
| Document: csl-20260423.htm | 0000790051-26-000015 |
| Document: 0000790051-26-000015-index-headers.html | 0000790051-26-000015 |
| Document: 0000790051-26-000015-index.html | 0000790051-26-000015 |
| Document: 0000790051-26-000015.txt | 0000790051-26-000015 |
| 8-K Data (Synthetic) | 0000790051-26-000015 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 5, 2026 21w ago | 144 | $372.42 $369.88 | ▼ −0.68% | ▼ −1.75% | $332.54 (−10.71%) |
Apr 30, 2026 22w ago | 8-K | $354.86 $340.66 | ▼ −4.00% | ▼ −6.56% | $332.54 (−6.29%) |
Apr 23, 2026 23w ago | 8-K | $360.38 $327.31 | ▼ −9.18% | ▼ −13.12% | $332.54 (−7.73%) |
Mar 17, 2026 28w ago | DEFA14A | $343.47 $347.68 | ▲ +1.22% | ▼ −8.64% | $332.54 (−3.18%) |
US Market Status
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