Carlisle (CSL)
Builds commercial roofing and weatherproofing systems for the full building envelope.
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Sells commercial roofing, insulation, waterproofing, air and vapor barriers, metal systems, coatings, and HVAC products through two building-envelope segments. Commercial roofing is the economic center, with re-roofing accounting for most activity and the portfolio shaped by construction demand, contractor availability, and acquisition integration.
Supplies commercial roofing and building-envelope systems through Carlisle Construction Materials and Carlisle Weatherproofing Technologies.
CCM sells single-ply membranes, insulation, metal roof and wall systems, and accessories. CWT adds waterproofing, air and vapor barriers, sealants, coatings, spray foam, expanded-polystyrene and natural-fiber insulation, and HVAC products. The Carlisle Operating System provides a common continuous-improvement framework for manufacturing and integration.
Commercial roofing is the economic center, with re-roofing representing most activity and most employees working in US operations. Demand depends on repair and replacement cycles, construction volumes, contractor labor availability, and energy-efficiency needs. Recent acquisitions expand insulation and metal-system capabilities, making integration another operating dependency.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | Target: — | Target: $410 |
| Jul 30, 2026 | Robert W. Baird | Target | Target: $405 | Target: $412 |
| Jul 20, 2026 | Robert W. Baird | Target | Target: $425 | Target: $405 |
| Apr 27, 2026 | Raymond James | Target | Target: — | Target: $425 |
| Apr 24, 2026 | Truist Financial | Target | Target: $340 | Target: $360 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $665.3M · Total debt $2.88B · Total assets $6.23B · Shareholders' equity $1.62B
- Revenue
- $1.57B
- Operating income
- $352.5M
- Net income
- $255.2M
HistoryDividendAnnual yield
| Institutions | ≥ 91.75% | 36.44M shares | |
|---|---|---|---|
| 807 holders · as of Jun 30, 2026 · largest filers only | |||
| Insiders | 0.97% | 385.6K shares | |
| 22 holders · as of Sep 11, 2026 | |||
| Other | ≤ 7.28% | 2.89M shares | |
| remainder | |||
39.71M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the 100 largest filers, so at least this.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.41% | 4.13M | as of Jun 30, 2026 |
Eaton Vance ManagementInstitution | 9.93% | 3.94M | filed Feb 12, 2021 |
Morgan StanleyInstitution | 6.25% | 2.48M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.28% | 2.10M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.96% | 1.97M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 19, 2026 | Andrew C. Easton | officer: VP & Chief Accounting Officer | −233 | $407.57 |
| Feb 12, 2026 | Stephen Schwar | officer: Vice Chair of CCM | −6,049 | $417.36 |
| Feb 10, 2026 | David W. Smith | officer: VP, Sustainability | −780 | $414.05 |
| Feb 10, 2026 | D. Christian Koch | officer: Chair, President & CEO | −36,260 | $413.38 |
| Feb 10, 2026 | Kevin P. Zdimal | officer: VP & Chief Financial Officer | −24,180 | $408.04 |
- RPM
Tremco-led rival in roofing restoration and weatherproofing
- Owens Corning
Large insulation rival with adjacent roofing product overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Carlisle | $328.04 | −0.16% | $13.29B | 18.9 | 14.6 | 2.6 | +8.3% |
| RPM | $100.07 | −0.95% | $12.91B | 19.5 | 16.7 | 1.6 | +7.2% |
| Owens Corning | $124.32 | −1.85% | $10.20B | — | 11.3 | 1.0 | +0.3% |
| Median | 19.5 | 14.0 | 1.3 | +3.8% |