Carlisle Companies Incorporated (CSL) Stock

Carlisle Companies Incorporated (CSL) is a Materials stock trading at $367.56 (as of 2026-08-21), with a market capitalization of $14.60B and a trailing P/E of 20.1. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Carlisle Companies Incorporated manufactures engineered products through three segments: Construction Materials, Interconnect Technologies, and Fluid Technologies. It makes building-envelope and related products, wires and cables plus sensors, connectors, contacts and assemblies for industries including aerospace/defense and medical, and engineered liquid and powder products and sealants.

Understand Carlisle Companies Incorporated: how it makes money

Carlisle Companies manufactures engineered building envelope and other engineered industrial products, including single-ply roofing and rigid foam insulation, and sells these products through its reportable segments to construction customers and contractors.

Profit is structurally driven by the Carlisle Construction Materials franchise, which concentrates on building-envelope solutions (including roofing and insulation products), so earnings sensitivity comes from construction reroofing and related demand mix, including emphasis on energy and environmental certified products.

Business quality (Mixed): Clear segment structure and multiple product lines within construction-related building envelopes, but the information provided here limits visibility into how much of revenue comes from the other two reportable segments.

Valuation: At 20× earnings, CSL trades 15% below the Rubber & Plastic Products average (24×). Note: one-time items can distort reported P/E.

Bull case

  • Construction-focused product content: The Construction Materials segment produces building envelopes for commercial, industrial, and residential buildings, including single-ply roofing products and rigid foam insulations.
  • Energy efficiency product positioning: A high share of sales is derived from products that are certified under Leadership in Energy and Environmental Design (LEED) (percentage of sales derived from LEED certified products).

Bear case

  • Demand exposure to reroofing cycles: An operating demand indicator (Reroofing Demand Share) is highlighted, which implies business performance can be sensitive to reroofing demand conditions.
  • Limited segment visibility from the provided data: Only Construction Materials-related revenue is provided, so it is harder to assess how much risk and upside sits in the other reportable segments (Carlisle Interconnect Technologies and Carlisle Fluid Technologies) using the facts given.
Valuation — source: SEC EDGAR (first-party)
Price$367.56
Market Cap$14.60B
P/E Ratio20.1
EV / EBITDA13.9
Price / Book9.03
Price / Sales2.86
FCF Yield5.9%
DCF Value (model)$213.70
DCF Upside vs Price-41.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$5.02B
Net Margin14.8%
Revenue Growth (YoY)8.3%
EPS Growth (YoY)6.7%
FCF Growth (YoY)-22.5%
Financial Health — source: SEC EDGAR
Altman Z-Score5.28 (safe)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Stock P/E20.1
Sector P/E (Materials)25.9
Industry P/E (Rubber & Plastic Products)24.5
vs Sector-22.2%
vs Industry-17.7%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($1.42B)
Institutional Holders Tracked10
Congressional Trades (recent)4
Company
SectorMaterials
IndustryRubber & Plastic Products
CEOD. Christian Koch
Employees5,500
CountryUS
IPO Date2012-05-03

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CSL earnings history · CSL institutional & insider holders · CSL KPIs & operating metrics · CSL financials · CSL investor presentations & press releases · CSL SEC filings · CSL peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.