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Carlisle Companies CSL

Carlisle Companies scores average on business quality (5.0 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$320.36Oct 9, 2026
Business qualityAverage
Next earningsOct 22, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What Carlisle Companies does

    Carlisle Companies makes engineered building products, focusing on roofing systems and waterproofing solutions sold to commercial contractors. Property owners pay for these materials to protect large structures from weather.

  2. What it does best

    Carlisle leads in operating margin within its peer group at 20.0%, compared to CARR at 8.2%. This efficiency stems from a disciplined focus on proprietary roofing membranes and insulation that command pricing power.

  3. The main risk

    Debt-to-equity sits at 1.6x alongside $1.8B in net debt, leaving the balance sheet exposed to prolonged construction slowdowns that could strain interest coverage of 9.7x.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margin reaches 20.0% and free cash flow margin tracks strongly, supported by disciplined cost control that preserves high returns on equity of 41.1%.

MoatFair

Switching costs protect its commercial roofing systems, locking in contractors who rely on proven waterproofing. Operating margin sits in the top quartile at the 76th sector percentile.

GrowthSlow

Revenue growth stalls at 0.3%, trailing the sector's 22nd percentile as demand cools from historical highs following the 2022 peak of $5.4B.

Financial healthFair

Debt-to-equity of 1.6x and net debt of $1.8B weigh on the balance sheet, though interest is covered 9.7x by earnings and free cash flow reached $867M. Getting softer.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on CSL

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is CSL a good business?

Carlisle Companies scores average on the Cluenex quality check (5.0 of 10), measured against its own industry. Profitability is strong, moat fair, growth slow and financial health fair.

Are insiders buying CSL?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does CSL report earnings?

Oct 22, 2026, after the close.

For members

See CSL today

  • Today's verdict on CSL, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Carlisle Companies (CSL)”, https://cluenex.com/stocks/csl/, data as of Oct 10, 2026.