The flat Q4 adjusted EBITDA margin guidance suggests cost headwinds from petroleum-derived raw materials and freight will persist into early 2027. Monitor pricing realization trajectory and raw material cost trends in the next quarter to assess when margin expansion resumes.
Price Chart
Executive Summary
Carlisle Companies reported Q3 2026 revenue of $1.4634B, up 9% YoY, and adjusted EPS of $5.92, up 6% YoY, slightly above the consensus estimate of $5.90. Revenue beat the $1.42B consensus. However, adjusted EBITDA margin contracted 210 bps to 23.8% due to raw material and freight cost inflation outpacing pricing realization, and the company guided for flat Q4 adjusted EBITDA margin YoY, signaling continued margin pressure.
Key Financial Metrics
Key Facts
- Q3 2026 revenue of $1.4634B, up 9% YoY (organic growth 8.8%)
- Adjusted EPS of $5.92, up 6% YoY, a record for Q3
- GAAP diluted EPS of $5.22, up 5% YoY
- Adjusted EBITDA margin of 23.8%, down 210 bps YoY from 25.9%
- CCM revenue up 8% to $1.0849B, but adjusted EBITDA margin down 200 bps to 28.2%
- CWT revenue up 9% to $378.5M, adjusted EBITDA margin up 60 bps to 18.0%
- Q4 2026 outlook: high-single-digit revenue growth with flat adjusted EBITDA margin YoY
- Quarterly dividend increased 14%, marking 50th consecutive annual increase
- Repurchased $350M of shares in Q3; $850M YTD toward $1.2B full-year target
- Free cash flow from continuing operations of $277.3M in Q3, $406.9M YTD
Financial Impact
Revenue beat consensus by ~$43M (3.1%); adjusted EPS beat consensus by $0.02 (0.3%); margin compression is the key negative
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Carlisle Construction Materials (CCM) | $1.1B | +8.4% |
| Carlisle Weatherproofing Technologies (CWT) | $378.5M | +9.4% |
Risk Factors
- Raw material and freight cost inflation outpacing pricing realization, pressuring margins
- Renewed escalation of Middle East conflict driving input costs higher than anticipated
- Flat Q4 adjusted EBITDA margin guidance implies no near-term margin recovery
- Softness in commercial and residential new construction markets persists
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000790051-26-000048 |
| Document: csl-20261028.htm | 0000790051-26-000048 |
| Document: 0000790051-26-000048-index-headers.html | 0000790051-26-000048 |
| Document: 0000790051-26-000048-index.html | 0000790051-26-000048 |
| Document: 0000790051-26-000048.txt | 0000790051-26-000048 |
| 8-K Data (Synthetic) | 0000790051-26-000048 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 28, 2026 2d ago | 8-K | $345.21 | awaiting T+5 | awaiting T+5 | $376.31 (+9.01%) |
Oct 27, 2026 2d ago | SC 13G/A | $345.21 | awaiting T+5 | awaiting T+5 | $376.31 (+9.01%) |
Oct 20, 2026 9d ago | Institutional Cluster | $340.10 $348.57 | ▼ −2.49% | ▼ −2.93% | $376.31 (−10.65%) |
May 5, 2026 25w ago | 144 | $372.42 $351.05 | ▼ −5.74% | ▼ −6.87% | $376.31 (+1.04%) |
Apr 30, 2026 26w ago | 8-K | $354.86 $360.08 | ▲ +1.47% | ▼ −0.88% | $376.31 (+6.04%) |
Apr 23, 2026 27w ago | 8-K | $360.38 $355.26 | ▼ −1.42% | ▼ −2.33% | $376.31 (+4.42%) |
Mar 17, 2026 32w ago | DEFA14A | $343.47 $338.24 | ▼ −1.52% | ▲ +1.13% | $376.31 (+9.56%) |
US Market Status
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