Carlisle Posts Record Q2 Revenue and EPS, Raises Full-Year Outlook

summarizeSummary

Carlisle Companies reported record Q2 2026 results, with revenue up 8% to $1.57 billion and adjusted EPS up 12% to $7.03, beating estimates. The company raised its full-year revenue outlook and increased its share repurchase target to $1.2 billion.

check_boxKey Events · Earnings and Guidance · CSL

• Record Q2 Revenue and EPS

  Revenue of $1.57 billion, up 8% year-over-year, driven by volume growth in both CCM and CWT segments. Diluted EPS of $6.36 and adjusted EPS of $7.03, up 12%.

• Raised Full-Year Revenue Outlook

  FY 2026 revenue now expected to grow mid-single digits, up from prior guidance, with flat adjusted EBITDA margins. Reflects pricing actions and continued momentum.

• Increased Share Repurchase Target

  Repurchased $250 million in Q2, raising full-year 2026 target to $1.2 billion. $500 million repurchased year-to-date, returning significant capital to shareholders.

• Margin Resilience Amid Cost Inflation

  Adjusted EBITDA margin of 26.2%, down 70 bps YoY, as raw material and freight cost inflation outpaced pricing. Pricing actions implemented in April, July, and August expected to improve margins in H2 2026.

auto_awesomeAnalysis · CSL · Manufacturing

A strong second quarter saw Carlisle deliver revenue of $1.57 billion, beating consensus by $90 million, while adjusted EPS climbed 12% year-over-year to $7.03. The company lifted its full-year revenue growth forecast to mid-single digits, signaling confidence even as raw material costs create headwinds. Management's commitment to returning capital is underscored by $250 million in share repurchases and an increased full-year buyback target of $1.2 billion. This earnings beat and guidance raise are likely to move the stock.