Carlisle Companies Reports Q3 2026 Results with 9% Revenue Growth and 14% Dividend Hike
CARLISLE COMPANIES INC
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Filing Summary
Carlisle Companies Inc. (NYSE: CSL) – Q3 2026 Earnings Release
• Revenue: $1.46B (+9% YoY) • Diluted EPS: $5.22 (+5% YoY) | Adjusted EPS: $5.92 (+6% YoY) • Operating Margin: 20.0% (-180 bps YoY) | Adj. EBITDA Margin: 23.8% (-210 bps YoY) • Capital Returns: $350M repurchased in Q3 ($850M YTD); dividend increased 14% (50th consecutive year) • Q4 Outlook: High-single-digit consolidated revenue growth YoY with flat adjusted EBITDA margin.
Comprehensive Analysis
Executive Summary
On October 28, 2026, Carlisle Companies Incorporated filed a Form 8-K under Item 2.02 (Results of Operations and Financial Condition) furnishing its third-quarter financial results for the period ended September 30, 2026.
Key Financial Highlights
- Revenues: Totaled $1,463.4 million, an increase of 9% compared to $1,346.9 million in Q3 2025.
- Operating Income: $293.2 million, virtually flat compared to $293.9 million in the prior-year period. Operating margin compressed 180 basis points to 20.0%.
- Adjusted EBITDA: $348.1 million versus $348.7 million in Q3 2025; adjusted EBITDA margin contracted 210 basis points to 23.8% due to rising petroleum-derived input and freight costs lagging price realization.
- Earnings Per Share: Diluted EPS rose 5% to $5.22, and adjusted EPS increased 6% to a record Q3 figure of $5.92.
Segment Performance
- Carlisle Construction Materials (CCM): Revenue increased 8% (9% organic) to $1.1 billion, driven by solid re-roofing demand and strategic volume growth, including data centers. Adjusted EBITDA reached $306 million (+1%).
- Carlisle Weatherproofing Technologies (CWT): Revenue grew 9% (10% organic) to $379 million. Adjusted EBITDA climbed 13% to $68 million, with adjusted EBITDA margin expanding 60 bps to 18.0%, benefiting from automation, consolidation, and internal resin production.
Capital Allocation & Guidance
- Capital Return: Carlisle repurchased $350 million of shares during Q3 ($850 million YTD), remaining on track for its $1.2 billion 2026 target. Carlisle increased its quarterly dividend by 14%, reaching 50 consecutive years of dividend increases ("Dividend King").
- Liquidity: Carlisle ended Q3 with $547 million in cash and cash equivalents and $1.0 billion of available revolving credit facility capacity.
- Q4 2026 Outlook: Expects high-single-digit consolidated revenue growth year-over-year for both CCM and CWT, alongside a flat year-over-year adjusted EBITDA margin.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
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