Earnings Releases·Oct 28, 2026, 4:07 PM ET

Carlisle Companies — Third Quarter 2026 Earnings Summary

Consolidated revenue grew 9% year-over-year to $1.5 billion for the quarter, while diluted EPS rose 5% to $5.22; however, operating margin contracted 180 basis points to 20.0% and adjusted EBITDA margin fell 210 basis points to 23.8% due to raw material and freight cost inflation outpacing pricing realization.
Management expects fourth-quarter revenue to grow in the high-single digits with flat adjusted EBITDA margins, anticipating margin expansion to resume in 2027 as material costs normalize and pricing benefits accumulate.
Carlisle achieved "Dividend King" status with a 14% quarterly dividend increase and repurchased $350 million of shares in the quarter, maintaining a $1.2 billion annual buyback target while advancing "Vision 2030" goals.
Business segments showed resilience with CCM revenue up 8% and CWT revenue up 9%, driven by re-roofing demand and share gains despite weakness in new construction markets and elevated input costs from Middle East conflicts.