Building products firm Carlisle beats Q3 revenue estimates, boosts share buyback to $1.3 billion

Carlisle Companies

29/10/2025 20:46

Overview

Carlisle Q3 revenue rose 1% yr/yr to $1.3 bln, beating analyst expectations

Adjusted EPS for Q3 was $5.61, with no analyst estimate provided

Company raised share repurchase target to $1.3 bln for 2025

Outlook

Carlisle revises 2025 full-year outlook to flat revenue year-over-year

Company expects 2025 adj. EBITDA margin down 250 bps from 2024

Carlisle sees Q4 consolidated revenue down low-single-digit percentage year-over-year

Result Drivers

COMMERCIAL RE-ROOFING - CCM benefited from solid demand in commercial re-roofing, offsetting weaker new construction, according to CEO Chris Koch

DISTRIBUTION CHANNEL CHANGES - Temporary disruptions in the distribution channel affected CCM's order patterns, but are expected to stabilize

ACQUISITIONS OFFSET HEADWINDS - CWT's revenue increased due to acquisitions, despite lower volumes in residential and commercial markets

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.34 bln
$1.32 bln (9 Analysts)
Q3 EPS
$4.97
Q3 Net Income
$214.2 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

Wall Street's median 12-month price target for Carlisle Companies Inc is $377.50, about 9.8% above its October 28 closing price of $340.49

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBwQPFrza

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)