CSL

CARLISLE COMPANIES INC

Ticker: CSLMaterialsRubber & Plastics
HQ SCOTTSDALE, AZCIK 790051FY end 12-31Book / share $60.38Shares 41M
Revenue (FY)
$5.02B+0.33%
TTM $5.10B
Op. margin
19.97%-2.88%
TTM 19.95%
Net income
$740.70M-43.54%
TTM $724.50M
Operating cash
$1.10B+6.94%
TTM $1.01B
Free cash flow
$970.60M+5.85%
TTM $866.60M
Return on equity
0.00%
Debt / equity
Shares outstanding
43.2M-8.28%
TTM 40.8M

The business

Carlisle Companies Incorporated (NYSE: CSL) operates as a leading supplier of innovative building envelope products and solutions for energy-efficient buildings. The company maintains its website at www.carlisle.com and employs approximately 5,900 people across North America and Europe, with 91 principal facilities comprising 6.3 million square feet of owned space and 3.5 million square feet of leased space.

The company operates through two primary reportable segments. Carlisle Construction Materials (CCM) manufactures premium roofing products and related technologies for the commercial construction market, generating approximately 74 percent of consolidated revenues. CCM offers high-performance single-ply roofing solutions including ethylene propylene diene monomer (EPDM), thermoplastic polyolefin (TPO), and polyvinyl chloride (PVC) membranes, along with polyisocyanurate insulation and architectural metal roofing systems. These products are sold under leading brands including Carlisle SynTec, Versico, Weatherbond, Hunter Panels, Resitrix, and Hertalan, primarily through authorized sales representatives and distributors across North America and Europe.

Carlisle Weatherproofing Technologies (CWT) provides high-performance waterproofing and moisture protection products, protective roofing underlayments, integrated air and vapor barriers, spray polyurethane foam and coating systems, and expanded polystyrene insulation products for both commercial and residential applications. CWT generates approximately 26 percent of consolidated revenues and operates manufacturing facilities and distribution locations throughout North America.

The company's strategic vision, termed Vision 2030, emphasizes driving above-market organic revenue growth through innovation, maintaining best-in-class production and service capabilities, implementing the Carlisle Operating System (COS) based on lean enterprise and six sigma principles, building scale through synergistic acquisitions, developing exceptional talent, and maintaining balanced capital deployment including shareholder returns. Carlisle generated total revenues of $5.0 billion in 2025 and maintains a century-long legacy of sustainability practices, including recycling initiatives and commitments to achieving net-zero greenhouse gas emissions by 2050. The company serves diverse customer bases across commercial and residential construction markets, with particular strength in the re-roofing segment, which represents approximately 70 percent of its commercial roofing business.

Sector
Materials
Industry
Rubber & Plastics
HQ
SCOTTSDALE, AZ
FY end
12-31
CIK
790051
SIC
3060
Financial performance · annual
20132025
$-659.19M$1.32B$3.30B$5.27B$7.25B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds CARLISLE COMPANIES INC — across funds, superinvestors and bonds · N-PORT 2026Q1 · 13F 2026-03-31

556
funds hold it
1 of 36
superinvestors hold it
$5.92B
fund-held value
43.5%
of shares held by funds
5
bond issues held by funds

Top fund holders

Fund% of fundValue
iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.42%$450.56M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.02%$432.61M
Eaton Vance Atlanta Capital SMID-Cap Fund
EAASX · Eaton Vance Growth Trust
4.20%$413.29M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.19%$314.51M
Franklin Rising Dividends Fund
FRDAX · Franklin Managed Trust
0.86%$221.86M

Superinvestors in CARLISLE COMPANIES INC

Bill NygrenDECREASED -8.1%
Harris Associates (Oakmark)
<0.1%

Share of each manager's reported 13F portfolio.

Bonds held by funds

Funds report holding 5 issues of CARLISLE COMPANIES INC's debt, $392.23M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 3.58%, maturing 20272040.

IssueCouponMaturesFundsFund-held
Carlisle Cos Inc2.750%2030-03-0154$147.48M
Carlisle Cos Inc5.250%2035-09-1574$73.70M
Carlisle Cos Inc3.750%2027-12-0147$72.39M
Carlisle Cos Inc2.200%2032-03-0148$61.69M
Carlisle Cos Inc5.550%2040-09-1552$36.97M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

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15 years of CARLISLE COMPANIES INC's financials

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