Zacks Research Issues Optimistic Estimate for CSL Earnings

Carlisle Companies Incorporated (NYSE:CSL) – Analysts at Zacks Research raised their Q3 2027 earnings per share (EPS) estimates for shares of Carlisle Companies in a research note issued to investors on Wednesday, August 26th. Zacks Research analyst Team now anticipates that the conglomerate will post earnings of $6.99 per share for the quarter, up from their prior forecast of $6.98. The consensus estimate for Carlisle Companies’ current full-year earnings is $21.27 per share. Zacks Research also issued estimates for Carlisle Companies’ Q1 2028 earnings at $3.50 EPS.

A number of other analysts have also recently weighed in on the stock. Robert W. Baird set a $412.00 price objective on shares of Carlisle Companies in a report on Thursday, July 30th. DA Davidson began coverage on shares of Carlisle Companies in a research note on Monday. They set a “neutral” rating and a $410.00 target price for the company. Weiss Ratings upgraded shares of Carlisle Companies from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday. Finally, Truist Financial dropped their price target on shares of Carlisle Companies from $360.00 to $340.00 and set a “hold” rating on the stock in a research note on Tuesday, July 7th. Five investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Carlisle Companies currently has an average rating of “Hold” and an average target price of $402.43.

Carlisle Companies Stock Performance

Shares of CSL opened at $361.03 on Friday. Carlisle Companies has a 1 year low of $293.43 and a 1 year high of $432.91. The company has a market cap of $14.34 billion, a price-to-earnings ratio of 20.71, a price-to-earnings-growth ratio of 1.15 and a beta of 0.85. The company has a debt-to-equity ratio of 1.78, a quick ratio of 2.04 and a current ratio of 2.60. The firm has a fifty day moving average of $359.33 and a 200-day moving average of $357.71.

Carlisle Companies (NYSE:CSL) last issued its quarterly earnings data on Wednesday, July 29th. The conglomerate reported $7.03 EPS for the quarter, topping analysts’ consensus estimates of $6.35 by $0.68. The firm had revenue of $1.57 billion during the quarter, compared to the consensus estimate of $1.48 billion. Carlisle Companies had a return on equity of 47.58% and a net margin of 14.21%.The firm’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the business earned $6.27 EPS.

Carlisle Companies Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Wednesday, August 19th will be paid a $1.25 dividend. The ex-dividend date of this dividend is Wednesday, August 19th. This is a positive change from Carlisle Companies’s previous quarterly dividend of $1.10. This represents a $5.00 annualized dividend and a dividend yield of 1.4%. Carlisle Companies’s dividend payout ratio (DPR) is currently 28.69%.

Institutional Investors Weigh In On Carlisle Companies

A number of hedge funds and other institutional investors have recently modified their holdings of CSL. Goldman Sachs Group Inc. grew its position in Carlisle Companies by 36.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 105,468 shares of the conglomerate’s stock valued at $35,912,000 after buying an additional 28,414 shares in the last quarter. Baird Financial Group Inc. raised its position in shares of Carlisle Companies by 8.4% during the 2nd quarter. Baird Financial Group Inc. now owns 2,549 shares of the conglomerate’s stock worth $952,000 after buying an additional 197 shares in the last quarter. Jump Financial LLC bought a new stake in shares of Carlisle Companies during the 2nd quarter worth about $1,345,000. Bank of Nova Scotia lifted its stake in shares of Carlisle Companies by 118.6% in the 2nd quarter. Bank of Nova Scotia now owns 1,646 shares of the conglomerate’s stock worth $615,000 after acquiring an additional 893 shares during the period. Finally, Sei Investments Co. lifted its stake in shares of Carlisle Companies by 40.0% in the 2nd quarter. Sei Investments Co. now owns 115,396 shares of the conglomerate’s stock worth $43,088,000 after acquiring an additional 32,996 shares during the period. 89.52% of the stock is currently owned by institutional investors.

Key Headlines Impacting Carlisle Companies

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

• Positive Sentiment: Higher earnings expectations: Zacks Research increased its EPS forecasts for Carlisle’s first and second quarters of 2027, fourth quarter and full year 2027, second quarter of 2028, and full year 2028. The FY2027 estimate rose to $24.31 from $24.25, while the FY2028 forecast increased to $27.05 from $26.98, signaling modestly improved expectations for long-term profitability.
• Positive Sentiment: Growth opportunities remain intact: Carlisle continues to benefit from strong roofing demand, acquisitions and shareholder returns. Its latest reported quarter also showed revenue growth and earnings above analyst expectations, supporting the company’s fundamental outlook. Carlisle Exhibits Strong Prospects Despite Persisting Headwinds
• Neutral Sentiment: Analyst stance remains cautious: DA Davidson upgraded Carlisle to “hold,” while the broader analyst consensus is also “hold.” The ratings do not indicate strong conviction that the stock will outperform in the near term.
• Negative Sentiment: Margin pressure persists: Rising raw-material and freight costs are weighing on profitability in 2026. These headwinds could offset some of the benefits from demand growth and acquisitions, helping explain why the stock has decreased despite the upward earnings revisions.

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.