Zacks Research Has Bearish Estimate for CSL Q1 Earnings

Carlisle Companies Incorporated (NYSE:CSL) – Research analysts at Zacks Research cut their Q1 2026 earnings estimates for shares of Carlisle Companies in a note issued to investors on Tuesday, February 24th. Zacks Research analyst Team now anticipates that the conglomerate will earn $3.37 per share for the quarter, down from their prior estimate of $3.62. The consensus estimate for Carlisle Companies’ current full-year earnings is $22.31 per share. Zacks Research also issued estimates for Carlisle Companies’ Q2 2026 earnings at $6.28 EPS, Q4 2026 earnings at $4.54 EPS, FY2026 earnings at $20.53 EPS and FY2028 earnings at $27.16 EPS.

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

Several other equities research analysts have also recently commented on the stock. Truist Financial dropped their price target on shares of Carlisle Companies from $350.00 to $340.00 and set a “hold” rating on the stock in a research report on Thursday, October 30th. Weiss Ratings reiterated a “hold (c)” rating on shares of Carlisle Companies in a report on Monday, December 29th. JPMorgan Chase & Co. cut their target price on shares of Carlisle Companies from $410.00 to $400.00 and set an “overweight” rating for the company in a research note on Thursday, October 30th. Robert W. Baird set a $420.00 price target on shares of Carlisle Companies in a research report on Wednesday, February 4th. Finally, William Blair initiated coverage on Carlisle Companies in a research report on Friday, January 30th. They set a “market perform” rating for the company. Four equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $392.50.

Carlisle Companies Stock Up 0.5%

CSL opened at $395.64 on Thursday. The company has a debt-to-equity ratio of 1.60, a quick ratio of 2.49 and a current ratio of 3.09. The company has a market capitalization of $16.17 billion, a PE ratio of 23.12, a P/E/G ratio of 1.26 and a beta of 0.94. The stock’s fifty day moving average is $363.98 and its 200-day moving average is $349.26. Carlisle Companies has a one year low of $293.43 and a one year high of $435.92.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Elevation Point Wealth Partners LLC purchased a new position in shares of Carlisle Companies during the 2nd quarter valued at $25,000. Twin Peaks Wealth Advisors LLC acquired a new stake in Carlisle Companies during the second quarter valued at $25,000. BOK Financial Private Wealth Inc. purchased a new position in Carlisle Companies in the fourth quarter valued at about $27,000. Traub Capital Management LLC acquired a new position in Carlisle Companies in the 2nd quarter worth about $28,000. Finally, Vermillion & White Wealth Management Group LLC raised its stake in shares of Carlisle Companies by 69.6% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 78 shares of the conglomerate’s stock worth $29,000 after purchasing an additional 32 shares in the last quarter. Institutional investors and hedge funds own 89.52% of the company’s stock.

Insiders Place Their Bets

In other Carlisle Companies news, CEO D Christian Koch sold 36,260 shares of Carlisle Companies stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $413.38, for a total transaction of $14,989,158.80. Following the transaction, the chief executive officer owned 113,238 shares of the company’s stock, valued at $46,810,324.44. The trade was a 24.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Kevin P. Zdimal sold 24,180 shares of the stock in a transaction that occurred on 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 directly owned 30,094 shares of the company’s stock, valued at $12,279,555.76. This trade represents a 44.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 68,289 shares of company stock worth $28,125,467 over the last three months. Company insiders own 1.50% of the company’s stock.

Carlisle Companies Announces Dividend

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

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.