Overview * Carlisle Q3 revenue rose 1% yr/yr to $1.3 bln, beating analyst expectations * Adjusted EPS for Q3 was $5.61, with no analyst estimate provided * Company raised share repurchase target to $1.3 bln for 2025 Outlook * Carlisle revises 2025 full-year outlook to flat revenue year-over-year * Company expects 2025 adj. EBITDA margin down 250 bps from 2024 * Carlisle sees Q4 consolidated revenue down low-single-digit percentage year-over-year Result Drivers * COMMERCIAL RE-ROOFING – CCM benefited from solid demand in commercial re-roofing, offsetting weaker new construction, according to CEO Chris Koch * DISTRIBUTION CHANNEL CHANGES – Temporary disruptions in the distribution channel affected CCM's order patterns, but are expected to stabilize * ACQUISITIONS OFFSET HEADWINDS – CWT's revenue increased due to acquisitions, despite lower volumes in residential and commercial markets Key Details Metric Beat/Mis Actual Consensu s s Estimate Q3 Beat $1.34 $1.32 Revenue bln bln (9 Analysts ) Q3 EPS $4.97 Q3 Net $214.2 Income mln Analyst Coverage * The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell" * The average consensus recommendation for the construction supplies & fixtures peer group is "buy" * Wall Street's median 12-month price target for Carlisle Companies Inc is $377.50, about 9.8% above its October 28 closing price of $340.49 * The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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