Zacks Research Issues Pessimistic Outlook for CSL Earnings

Carlisle Companies Incorporated (NYSE:CSL) – Investment analysts at Zacks Research reduced their Q3 2026 earnings per share estimates for shares of Carlisle Companies in a report released on Tuesday, February 24th. Zacks Research analyst Team now expects that the conglomerate will post earnings per share of $6.35 for the quarter, down from their prior estimate of $6.49. The consensus estimate for Carlisle Companies’ current full-year earnings is $22.31 per share. Zacks Research also issued estimates for Carlisle Companies’ Q1 2027 earnings at $3.99 EPS, Q2 2027 earnings at $7.71 EPS, Q3 2027 earnings at $7.22 EPS, Q4 2027 earnings at $5.53 EPS and FY2027 earnings at $24.44 EPS.

CSL has been the topic of several other research reports. Robert W. Baird set a $420.00 target price on shares of Carlisle Companies in a report on Wednesday, February 4th. Oppenheimer increased their price target on Carlisle Companies from $400.00 to $435.00 and gave the company an “outperform” rating in a report on Friday. William Blair assumed coverage on Carlisle Companies in a research note on Friday, January 30th. They issued a “market perform” rating on the stock. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Carlisle Companies in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Carlisle Companies presently has a consensus rating of “Hold” and an average target price of $395.83.

Carlisle Companies Stock Performance

Shares of CSL stock opened at $394.56 on Friday. The company has a quick ratio of 2.49, a current ratio of 3.09 and a debt-to-equity ratio of 1.60. The company has a 50 day moving average price of $365.30 and a 200-day moving average price of $349.46. Carlisle Companies has a 52 week low of $293.43 and a 52 week high of $435.92. The firm has a market capitalization of $16.13 billion, a PE ratio of 23.06, a P/E/G ratio of 1.27 and a beta of 0.94.

Carlisle Companies (NYSE:CSL) last released its quarterly earnings data on Tuesday, February 3rd. The conglomerate reported $3.90 EPS for the quarter, beating the consensus estimate of $3.60 by $0.30. Carlisle Companies had a return on equity of 41.58% and a net margin of 14.76%.The company had revenue of $1.13 billion for the quarter, compared to analysts’ expectations of $1.11 billion. During the same period last year, the firm posted $4.47 earnings per share. Carlisle Companies’s revenue was up .4% compared to the same quarter last year.

Carlisle Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Tuesday, February 17th will be given a dividend of $1.10 per share. The ex-dividend date is Tuesday, February 17th. This represents a $4.40 annualized dividend and a yield of 1.1%. Carlisle Companies’s payout ratio is 25.72%.

Insider Buying and Selling

In other Carlisle Companies news, CFO Kevin P. Zdimal sold 24,180 shares of the business’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $408.04, for a total transaction of $9,866,407.20. Following the completion of the sale, the chief financial officer owned 30,094 shares of the company’s stock, valued at approximately $12,279,555.76. The trade was a 44.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, VP David W. Smith sold 1,800 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $414.05, for a total value of $745,290.00. Following the completion of the sale, the vice president owned 3,697 shares of the company’s stock, valued at approximately $1,530,742.85. The trade was a 32.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 68,289 shares of company stock valued at $28,125,467 over the last three months. 1.50% of the stock is currently owned by company insiders.

Institutional Trading of Carlisle Companies

Several institutional investors and hedge funds have recently added to or reduced their stakes in CSL. MML Investors Services LLC lifted its stake in shares of Carlisle Companies by 1.1% in the 4th quarter. MML Investors Services LLC now owns 2,497 shares of the conglomerate’s stock valued at $799,000 after purchasing an additional 27 shares during the last quarter. Raiffeisen Bank International AG lifted its position in Carlisle Companies by 12.8% in the fourth quarter. Raiffeisen Bank International AG now owns 247 shares of the conglomerate’s stock worth $80,000 after buying an additional 28 shares during the last quarter. Vermillion & White Wealth Management Group LLC lifted its position in Carlisle Companies by 69.6% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 78 shares of the conglomerate’s stock worth $29,000 after buying an additional 32 shares during the last quarter. Blue Trust Inc. boosted its stake in Carlisle Companies by 4.9% during the third quarter. Blue Trust Inc. now owns 679 shares of the conglomerate’s stock worth $223,000 after buying an additional 32 shares during the period. Finally, DNB Asset Management AS increased its position in Carlisle Companies by 0.3% during the second quarter. DNB Asset Management AS now owns 12,255 shares of the conglomerate’s stock valued at $4,576,000 after acquiring an additional 33 shares during the last quarter. Institutional investors own 89.52% of the company’s stock.

More Carlisle Companies News

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

• Positive Sentiment: Oppenheimer raised its price target on Carlisle to $435 and maintained an “outperform” rating, implying meaningful upside from current levels and signaling confidence in Carlisle’s medium‑term outlook. Article Title
• Neutral Sentiment: Zacks published a FY2028 EPS projection of $27.16 for Carlisle — a longer‑horizon estimate that adds context to growth expectations but is further out and less likely to move near‑term price than the FY2026/2027 changes. Article Title
• Negative Sentiment: Zacks cut a string of near‑term EPS estimates across 2026–2027 (multiple quarters and full‑year), reducing FY2027 from $27.78 to $24.44 and trimming FY2026 and several quarterly forecasts — signaling lower expected earnings growth than previously modeled and increasing downside risk to forward valuation/consensus. Article Title

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.