Zacks Research Has Negative Outlook for CSL Q3 Earnings

Carlisle Companies Incorporated (NYSE:CSL) – Zacks Research cut their Q3 2026 earnings per share (EPS) estimates for Carlisle Companies in a report issued on Wednesday, August 19th. Zacks Research analyst Team now forecasts that the conglomerate will post earnings of $6.07 per share for the quarter, down from their prior estimate of $6.43. The consensus estimate for Carlisle Companies’ current full-year earnings is $21.21 per share. Zacks Research also issued estimates for Carlisle Companies’ Q4 2026 earnings at $4.69 EPS, FY2026 earnings at $21.42 EPS, Q1 2027 earnings at $3.84 EPS, Q2 2027 earnings at $7.95 EPS, Q3 2027 earnings at $6.98 EPS, Q4 2027 earnings at $5.48 EPS, FY2027 earnings at $24.25 EPS, Q2 2028 earnings at $9.29 EPS and FY2028 earnings at $26.98 EPS.

A number of other research analysts have also commented on CSL. Raymond James Financial initiated coverage on Carlisle Companies in a report on Monday, April 27th. They set an “outperform” rating and a $425.00 price target for the company. Truist Financial lowered their price objective 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. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Carlisle Companies in a research report on Wednesday, June 24th. Oppenheimer upped their target price on shares of Carlisle Companies from $420.00 to $425.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Finally, Robert W. Baird set a $412.00 price target on shares of Carlisle Companies in a report on Thursday, July 30th. Five research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Carlisle Companies presently has a consensus rating of “Moderate Buy” and a consensus price target of $401.17.

Carlisle Companies Stock Performance

CSL opened at $366.05 on Thursday. The company has a quick ratio of 2.04, a current ratio of 2.60 and a debt-to-equity ratio of 1.78. The stock’s 50 day moving average price is $357.77 and its two-hundred day moving average price is $358.16. The firm has a market capitalization of $14.54 billion, a P/E ratio of 21.00, a price-to-earnings-growth ratio of 1.12 and a beta of 0.85. Carlisle Companies has a 12-month low of $293.43 and a 12-month high of $432.91.

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

Carlisle Companies Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Wednesday, August 19th will be issued a $1.25 dividend. This is a positive change from Carlisle Companies’s previous quarterly dividend of $1.10. The ex-dividend date of this dividend is Wednesday, August 19th. This represents a $5.00 annualized dividend and a yield of 1.4%. Carlisle Companies’s payout ratio is currently 25.24%.

Institutional Trading of Carlisle Companies

Institutional investors have recently modified their holdings of the company. MML Investors Services LLC raised its stake in shares of Carlisle Companies by 1.1% in the fourth 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 in the last quarter. Raiffeisen Bank International AG boosted its stake in Carlisle Companies by 12.8% during 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 in the last quarter. Fifth Third Wealth Advisors LLC boosted its stake in Carlisle Companies by 1.4% during the first quarter. Fifth Third Wealth Advisors LLC now owns 2,146 shares of the conglomerate’s stock worth $716,000 after buying an additional 29 shares in the last quarter. Boston Common Asset Management LLC increased its holdings in Carlisle Companies by 0.6% in the 1st quarter. Boston Common Asset Management LLC now owns 5,190 shares of the conglomerate’s stock valued at $1,731,000 after buying an additional 30 shares during the period. Finally, Next Level Private LLC increased its holdings in Carlisle Companies by 0.3% in the 1st quarter. Next Level Private LLC now owns 12,265 shares of the conglomerate’s stock valued at $4,092,000 after buying an additional 33 shares during the period. Institutional investors and hedge funds own 89.52% of the company’s stock.

Key Carlisle Companies News

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

• Positive Sentiment: Zacks raised Carlisle’s FY2026 EPS forecast to $21.42 from $21.02, above the current consensus estimate of $21.21. It also increased FY2027 EPS to $24.25 from $23.79 and FY2028 EPS to $26.98 from $26.46, signaling improved longer-term earnings expectations.
• Positive Sentiment: Several quarterly forecasts were lifted, including Q4 2026 EPS to $4.69 from $4.54, Q1 2027 EPS to $3.84 from $3.81, Q2 2027 EPS to $7.95 from $7.73, Q4 2027 EPS to $5.48 from $5.12, and Q2 2028 EPS to $9.29 from $8.84. These upgrades provide a positive earnings-growth signal for CSL.
• Positive Sentiment: Carlisle recently joined the group of “Dividend Kings” after achieving 50 consecutive years of dividend increases, reinforcing its reputation for shareholder returns and potentially supporting income-focused investor demand. This Company Just Hit 50 Straight Years of Dividend Increases
• Neutral Sentiment: A separate report compared FGI Industries and Carlisle Companies but did not announce a material change to Carlisle’s operations, outlook, or valuation. Head-To-Head Survey: FGI Industries vs. Carlisle Companies
• Negative Sentiment: Zacks reduced its Q3 2026 EPS forecast to $6.07 from $6.43 and its Q3 2027 forecast to $6.98 from $7.13. These cuts could temper enthusiasm, but they are outweighed by the broader increases to full-year and other quarterly estimates.

Carlisle Companies Company Profile

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.