Diversified Industrials / Building Products & Solutions
Strategic Profile
Carlisle maintains a strong market position through premium brand portfolio (SynTec, Versico, WeatherBond, Binks, DeVilbiss) and disciplined capital allocation strategy. The company pursues balanced growth via organic expansion, strategic acquisitions, and shareholder returns, with Vision 2030 targeting innovation-driven growth and net-zero greenhouse gas emissions.
Cyborg Score Rationale
Carlisle demonstrates solid fundamentals with $5B+ annual revenue, strong ROE of 32.45%, attractive dividend yield of 1.35%, and analyst consensus 'Buy' rating. The company benefits from exposure to energy-efficient building trends and has strategically deployed capital. Challenges include elevated leverage (Debt/Equity of 1.45) and modest FY26 guidance for low-single-digit revenue growth.
Top Insights
Carlisle reached a 65-year NYSE trading milestone in January 2026, reflecting decades of market resilience and consistent shareholder value creation
The company reported Q4 2025 adjusted EPS of $3.90, exceeding consensus of $3.58, though FY26 guidance signals decelerating growth trajectory
Leadership transition in November 2025 with Jason Taylor joining as President of Construction Materials division, bringing deep industry experience from Beacon/QXO
Recent acquisition of Plasti-Fab aligns with Vision 2030 strategy, expanding polyurethane and building envelope capabilities in higher-margin segments
Named Competitors
Illinois Tool Works — Diversified manufacturer with construction and specialty products
Owens Corning — Building envelope and insulation products for construction
Atkore — Electrical/mechanical products for construction and industrial
Beacon Building Products — Distribution and specialty products for residential and light commercial
Recent Developments
(February 2026) Q4 2025 earnings beat with $3.90 adjusted EPS vs. $3.58 consensus; FY26 revenue guidance of low-single-digit percentage growth
(January 2026) Carlisle rang closing bell at NYSE marking 65 years as publicly traded company, reaffirming Vision 2030 strategic priorities
(November 2025) Jason Taylor appointed President of Construction Materials segment, replacing retiring Steve Schwar as Vice Chair
(October 2025) Q3 2025 revenue of $1.3B up 1% YoY; mixed results supported by acquisitions and operational improvements
Open the full interactive Carlisle Companies Incorporated report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.