Carlisle Q3 Earnings Beat Estimates, Organic Revenues Decline Y/Y

Carlisle Companies Incorporated CSL reported third-quarter 2025 adjusted earnings of $5.61 per share, which beat the Zacks Consensus Estimate of $5.47. However, the bottom line decreased 2.9% year over year.Carlisle’s total revenues of $1.35 billion beat the consensus estimate of $1.33 billion and increased 1% year over year. Organic revenues fell 2.1% year over year. Acquisitions boosted the top line by 2.9% while foreign-currency translation had a positive impact of 0.2%.CSL's Segmental DiscussionCarlisle has divested its Carlisle Interconnect Technologies segment. The company now reports under the following two segments.Revenues from the Carlisle Construction Materials segment increased 0.3% year over year to $1.0 billion. Our estimate for segmental revenues was $1.01 billion. Organic revenues were flat. Revenues were driven by solid re-roof activity, partially offset by the weakness in the new construction market. Adjusted EBITDA of $303 million decreased 8% year over year.Revenues from the Carlisle Weatherproofing Technologies segment increased 3% year over year to $346 million, due to buyouts of Plasti-Fab and ThermaFoam, partially offset by continued softness in residential and commercial end markets. Our estimate for segmental revenues was $354.9 million. Organic revenues slipped 8%. Adjusted EBITDA of $60 million declined 13% year over year.Carlisle Companies Incorporated Price, Consensus and EPS Surprise Carlisle Companies Incorporated price-consensus-eps-surprise-chart | Carlisle Companies Incorporated QuoteCSL’s Margin ProfileCarlisle’s cost of sales increased 5.2% year over year to $861.7 million. Selling and administrative expenses decreased 7.2% to $177.9 million. Research and development expenses totaled $12.4 million, up 53.1% year over year.CSL recorded an operating income of $293.9 million, down 7.1% year over year. The operating margin decreased 190 basis points to 21.8% from the year-ago quarter. Our estimate for the operating margin was pegged at 22.6%.Carlisle’s Balance Sheet and Cash FlowAt the end of the third quarter, Carlisle had cash and cash equivalents of $1.11 billion compared with $753.5 million at the end of 2024. Long-term debt (including the current portion) was $2.9 billion compared with $1.89 billion reported at the end of 2024.In the first nine months of 2025, CSL provided net cash of $715.8 million for operating activities compared with $659.7 million in the year-ago period.In the same period, CSL rewarded its shareholders with a dividend payment of $135.3 million, up 6.2% year over year. The company bought back shares worth $1 billion, down 14.2% year over year.CSL’s OutlookFor the fourth quarter of 2025, Carlisle expects revenues from the Construction Materials segment to decrease in low single-digits, while the Weatherproofing Technologies segment is projected to increase in low single-digits year over year.For 2025, the company expects revenues to be flat on a year-over-year basis. Adjusted EBITDA margin is expected to contract approximately 250 bps. The free cash flow margin is expected to be more than 15%.CSL Zacks Rank & Stocks to ConsiderThe company currently carries a Zacks Rank #5 (Strong Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Performance of Other CompaniesDover Corporation DOV reported earnings of $2.62 per share in third-quarter 2025, beating the Zacks Consensus Estimate of $2.50. This compares with earnings of $2.27 per share a year ago.Dover posted revenues of $2.08 billion in the quarter, missing the Zacks Consensus Estimate by 0.6%. This compares with year-ago revenues of $1.98 billion.Ardagh Metal Packaging S.A. AMBP came out with earnings of eight cents per share in the third quarter of 2025, beating the Zacks Consensus Estimate of seven cents. This compares with earnings of eight cents per share a year ago.Ardagh Metal posted revenues of $1.43 billion in the quarter, beating the Zacks Consensus Estimate by 2.7%. This compares with year-ago revenues of $1.31 billion. Packaging Corporation of America PKG reported earnings of $2.73 per share in the third quarter, missing the Zacks Consensus Estimate of $2.83. This compares with earnings of $2.65 per share a year ago.Packaging Corp. posted revenues of $2.31 billion in the quarter, surpassing the Zacks Consensus Estimate by 2.2%. This compares with year-ago revenues of $2.18 billion.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dover Corporation (DOV): Free Stock Analysis Report Packaging Corporation of America (PKG): Free Stock Analysis Report Carlisle Companies Incorporated (CSL): Free Stock Analysis Report Ardagh Metal Packaging S.A. (AMBP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks