AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Carlisle grew Q2 revenue 8.3% YoY to $1.57B and diluted EPS 8% to $6.36, as above-market volume gains in both segments offset gross margin compression from Middle East-driven raw material and freight inflation.
Biggest Revenue Drivers
Carlisle Construction Materials (CCM)$1,181.3M+7.8% YoY
Volume increases from continued execution of strategic growth initiatives supported by solid commercial re-roofing demand
Increased volumes from share gains and the 2025 acquisition of Bonded Logic
Largest Expense Items
Selling and administrative expenses$199.3M+1.2% YoY
Higher wage/benefit expenses ($6.0M) and commissions ($4.6M), partially offset by lower acquisition-related costs and professional fees ($5.5M)
Interest expense$27.4M+86.4% YoY
Higher long-term debt balances associated with notes issued August 20, 2025
Research and development expenses$11.4M+2.7% YoY
Higher new product development expenses supporting Vision 2030 innovation pillar
Margins: Gross margin fell to 36.2% from 37.3% and operating margin to 22.4% from 23.1%, as petrochemical raw material and freight cost inflation from the Middle East conflict outpaced Q2 price increases; management expects pricing benefits to build through 2H26 and into 2027.
Watch Items from the Filing
Middle East conflict drove rapid petroleum-derived raw material and freight cost inflation that outpaced Q2 price increases, compressing gross margin to 36.2% from 37.3%.
Company raised full-year 2026 revenue outlook to mid-single-digit growth with operating and adjusted EBITDA margins approximately flat, citing pricing recovery and easier comparisons.
Increased full-year share repurchase target to $1.2 billion after buying back $250M in Q2 (already $500M year-to-date).
Interest expense rose 86.4% YoY to $27.4M from higher long-term debt tied to $1.0B of notes issued in August 2025.
CWT operating margin fell to 10.7% from 12.0% YoY on elevated input/freight costs, though adjusted EBITDA margin improved 380bps sequentially on automation and capacity investments.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Smith David WVP, SustainabilityOption exercise · Feb 10, 2026
Congress trading in CSL
4 transactions in CSL reported by 3 members of Congress under the STOCK Act, most recent trade Aug 4, 2025. Reported transactions, not recommendations.
About CARLISLE COMPANIES INC (CSL): stock profile, AI score and financials
CARLISLE COMPANIES INC (CSL) stock profile, AI quality score, and SEC EDGAR financial data, a Materials sector company. 13F Pro's AI-powered ranking engine scores CSL at 59.1/100 on a composite quality score built from its SEC filings, placing it at rank #958 of 2,925 stocks — the top half of the AI-ranked universe. CSL scores in the top quartile across balance sheet strength (89.3), revenue scale (78.1). Areas of concern include revenue growth (29.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CARLISLE COMPANIES INC reports quarterly revenue of $1.6B, net income of $255.2M, an operating margin of 22.4%. CSL trades on the NYSE exchange and files with the SEC under CIK 790051. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CSL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CARLISLE COMPANIES INC directly from SEC EDGAR.