What is the 13F Pro Quality Score for CSL?

13F Pro ranks CARLISLE COMPANIES INC (CSL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CSL's current score at https://13fpro.ai/company/CSL (free sign-up required for the full ranking).

Which hedge funds own the most CSL stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CSL include BlackRock,, MORGAN STANLEY, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/CSL as soon as new 13F filings post.

Where does 13F Pro source CSL data?

All CARLISLE COMPANIES INC fundamentals and ownership data come directly from SEC EDGAR. CARLISLE COMPANIES INC files with the SEC under CIK 790051. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CSL in?

CARLISLE COMPANIES INC (CSL) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives CSL's revenue?

Per CARLISLE COMPANIES INC's latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Carlisle Construction Materials (CCM) ($1,181.3M, +7.8% YoY); Carlisle Weatherproofing Technologies (CWT) ($389.0M, +9.9% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/CSL.

What are CSL's largest expenses?

CARLISLE COMPANIES INC's latest 10-Q reports these as the largest expense items: Selling and administrative expenses ($199.3M, +1.2% YoY); Interest expense ($27.4M, +86.4% YoY); Research and development expenses ($11.4M, +2.7% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is CSL research updated on 13F Pro?

CSL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CARLISLE COMPANIES INC(CSL)Stock Analysis

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Materials →NYSElarge

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SEC EDGAR: CIK 790051 CSL stock profile & AI dashboard →

13F Pro Quality Score

59.4/100

Rank #931 of 2,960 stocksTOP 50%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

29.6/100

Profitability

68.6/100

Balance Sheet

89.3/100

Earnings Quality

55.1/100

Free Cash Flow

68.3/100

Institutional Flow

55.4/100

Revenue Scale

78.2/100

Dilution Risk

67.4/100

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Why CSL Scores 59/100

exact factor attribution · 2026-09-12

CSL's composite is driven by scale and capital efficiency, held back by revenue growth and earnings growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+4.2 pts

78th pct

Capital efficiency

+3.9 pts

89th pct

Profitability

+2.8 pts

69th pct

Free cash flow

+2.7 pts

68th pct

Shareholder dilution

+0.9 pts

67th pct

Earnings quality

+0.5 pts

55th pct

Institutional flow

+0.3 pts

55th pct

Earnings growth

-1.8 pts

13th pct

Revenue growth

-4.1 pts

30th pct

Latest change (2026-08-02): 65 → 62 · ↓ Revenue growth 48→34; ↓ Earnings growth 38→27

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

CSL Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for CARLISLE COMPANIES INC (CSL), a Materials sector company. 13F Pro's AI-powered ranking engine scores CSL at 59.4/100 on a 32-signal composite quality model, placing it at rank #931 of 2,960 stocks — the top half of the AI-ranked universe. CSL scores in the top quartile across balance sheet strength (89.3), revenue scale (78.2). Areas of concern include revenue growth (29.6), 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%. Top institutional holders of CSL by reported 13-F value include BlackRock, MORGAN STANLEY, STATE STREET, based on the most recent SEC filings. 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. CARLISLE COMPANIES INC's 13F Pro composite quality score has ranged between 46 and 74 since 2021, currently 59.4 — a stable long-term trajectory across 69 quarterly and live scoring snapshots.

✦

Fun facts about CARLISLE COMPANIES INC

Quirks, history, and lore behind CSL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. diversified industrial company · mid-cap · listed on the NYSE · headquartered in Arizona.
2
The Numbers
Annual revenues in the range of $4–5 billion, spread across multiple business segments serving construction, aerospace, and industrial end markets.
3
The History
Originally founded in the mid-20th century as a roofing and construction products business, it has since grown through decades of acquisitions into a sprawling multi-segment conglomerate.
4
The Secret
Despite being classified in Materials, its portfolio stretches deep into specialty defense and aerospace components — not your average shingles-and-lumber play.
5
The Lore
Its Construction Materials segment is one of the largest producers of roofing systems in North America, keeping buildings dry from coast to coast.
6
The Giveaway
Named after a historic Pennsylvania town, this company's ticker is also a common automotive fluid abbreviation — and its products touch everything from your roof to a fighter jet.

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What's Driving CSL's Business? Latest 10-Q Breakdown

✓ 18/18 datapoints verified

AI-extracted from CARLISLE COMPANIES INC's 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

Carlisle Weatherproofing Technologies (CWT)$389.0M+9.9% YoY

Increased volumes from share gains and the 2025 acquisition of Bonded Logic

Biggest Revenue Drivers

Total revenue: $1.57B+8.3% YoY

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

Carlisle Weatherproofing Technologies (CWT)$389.0M+9.9% YoY

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.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.6B

Net Income

Q2 2026

$255.2M

Free Cash Flow

Q2 2026

$200.1M

Operating Margin

Q2 2026

22.4%

ROIC

Q2 2026

31.3%

D/E Ratio

Q2 2026

1.79

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+0.3% YoY

$5.02BFY 2025

FY22 $6.59BFY23 $4.59BFY24 $5.00BFY25 $5.02B

Net Income

-43.5% YoY

$740.7MFY 2025

FY22 $924.0MFY23 $767.4MFY24 $1.31BFY25 $740.7M

Operating Income

-12.3% YoY

$1.00BFY 2025

FY22 $1.28BFY23 $982.8MFY24 $1.14BFY25 $1.00B

EPS (Diluted)

-38.5% YoY

$17.12FY 2025

FY22 $17.56FY23 $15.18FY24 $27.82FY25 $17.12

Total Assets

+7.7% YoY

$6.26BFY 2025

FY22 $7.22BFY23 $6.62BFY24 $5.82BFY25 $6.26B

Total Debt

+52.7% YoY

$2.89BFY 2025

FY22 $2.88BFY23 $2.69BFY24 $1.89BFY25 $2.89B

Op. Cash Flow

+6.9% YoY

$1.10BFY 2025

FY22 $1.00BFY23 $1.20BFY24 $1.03BFY25 $1.10B

Free Cash Flow

+5.8% YoY

$970.6MFY 2025

FY22 $817.4MFY23 $1.06BFY24 $917.0MFY25 $970.6M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$5.02B +0.3%	$5.00B +9.1%	$4.59B -30.4%	$6.59B +71.8%	$3.84B -3.4%	$3.97B
Net Income	$740.7M -43.5%	$1.31B +70.9%	$767.4M -16.9%	$924.0M +119.1%	$421.7M +31.7%	$320.1M
Operating Income	$1.00B -12.3%	$1.14B +16.3%	$982.8M -23.0%	$1.28B +122.5%	$573.4M +17.5%	$487.8M
EPS (Diluted)	$17.12 -38.5%	$27.82 +83.3%	$15.18 -13.6%	$17.56 +122.0%	$7.91 +36.4%	$5.80
Total Assets	$6.26B +7.7%	$5.82B -12.1%	$6.62B -8.3%	$7.22B -0.3%	$7.25B +23.5%	$5.87B
Total Debt	$2.89B +52.7%	$1.89B -29.7%	$2.69B -6.7%	$2.88B -12.0%	$3.28B +57.5%	$2.08B
Operating Cash Flow	$1.10B +6.9%	$1.03B -14.2%	$1.20B +20.0%	$1.00B +137.3%	$421.7M -39.5%	$696.7M
Free Cash Flow	$970.6M +5.8%	$917.0M -13.4%	$1.06B +29.6%	$817.4M +184.9%	$286.9M -52.3%	$601.2M

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Available Research

13F Pro tracks comprehensive data for CARLISLE COMPANIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CSL

BlackRock, Inc.
$1.5B4,133,983 sh
MORGAN STANLEY
$900.8M2,483,124 sh
STATE STREET CORP
$760.6M2,096,647 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$714.3M1,969,109 sh
VANGUARD CAPITAL MANAGEMENT LLC
$663.2M1,828,259 sh
First Eagle Investment Management, LLC
$447.8M1,234,540 sh
Bank of New York Mellon Corp
$405.2M1,117,146 sh
FRANKLIN RESOURCES INC
$290.4M800,517 sh
SANDS CAPITAL MANAGEMENT, LLC
$290.2M799,872 sh
GEODE CAPITAL MANAGEMENT, LLC
$278.2M769,018 sh

Fund	Value	Shares
BlackRock, Inc.	$1.5B	4,133,983
MORGAN STANLEY	$900.8M	2,483,124
STATE STREET CORP	$760.6M	2,096,647
VANGUARD PORTFOLIO MANAGEMENT LLC	$714.3M	1,969,109
VANGUARD CAPITAL MANAGEMENT LLC	$663.2M	1,828,259
First Eagle Investment Management, LLC	$447.8M	1,234,540
Bank of New York Mellon Corp	$405.2M	1,117,146
FRANKLIN RESOURCES INC	$290.4M	800,517
SANDS CAPITAL MANAGEMENT, LLC	$290.2M	799,872
GEODE CAPITAL MANAGEMENT, LLC	$278.2M	769,018

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Is CSL a good stock to buy?

13F Pro's AI-powered analysis of CARLISLE COMPANIES INC (CSL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CSL are available on the CSL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CSL is classified as a large company.

Which hedge funds own CSL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CSL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CARLISLE COMPANIES INC's investment landscape.