Quarterly ResultJul 29, 2026, 04:14 PM
Carlisle Reports Record Q2 Revenue $1.6B, Adj. EPS $7.03
AI Summary
Carlisle Companies Incorporated announced record financial results for the second quarter ended June 30, 2026. The company reported record revenue of $1.6 billion, an 8% increase year-over-year, and record adjusted EPS of $7.03, up 12%. Despite a challenging macroeconomic environment with rising raw material and freight costs, Carlisle delivered strong performance, driven by strategic initiatives and pricing actions. The company also increased its full-year share repurchase target to $1.2 billion and raised its FY 2026 revenue outlook to mid-single-digit growth.
Key Highlights
- Record Q2 revenue of $1.6 billion, up 8% year-over-year.
- Record diluted EPS of $6.36 and adjusted EPS of $7.03, both up 12% year-over-year.
- Operating margin was 22.4% and adjusted EBITDA margin was 26.2%.
- Repurchased $250 million of shares in Q2, increasing full-year target to $1.2 billion.
- Raised FY 2026 revenue outlook to mid-single-digit growth with flat adjusted EBITDA margin.
- Carlisle Construction Materials (CCM) revenue increased 8% to $1,181 million.
- Carlisle Weatherproofing Technologies (CWT) revenue increased 10% to $389 million.
- Cash and cash equivalents stood at $665 million as of June 30, 2026.
Price Impact
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