Carlisle Companies reported Q3 2025 earnings, with revenue of $1.3469 billion, up 1.0% year‑over‑year.
Adjusted earnings per share were $5.61, which met or beat consensus estimates of $5.36 to $5.47. The company’s adjusted EPS guidance for 2025 remains at $5.61.
Operating margin fell to 21.8% from 23.7% in Q3 2024, and adjusted EBITDA margin declined to 25.9% from 27.6%. Net margin was reported at 16.12% in the risk assessment, but the company highlighted margin compression due to higher input costs and supply‑chain disruptions.
The company’s net debt‑to‑EBITDA ratio stood at 1.4x, and the balance sheet remains strong. Management reiterated a flat revenue outlook for the full year and a 250‑basis‑point lower adjusted EBITDA margin compared with prior guidance.
Segment performance varied: Carlisle Construction Materials (CCM) drove growth with strong reroofing demand, reporting adjusted EBITDA margins above 30%, while Carlisle Weatherproofing Technologies (CWT) faced headwinds, with organic revenue falling and adjusted EBITDA declining.
The results support the company’s Vision 2030 strategy, and management announced a new share‑repurchase authorization, a 10% dividend increase, and a $1 billion bond issuance to bolster liquidity.
Management cited inflationary pressures, supply‑chain disruptions, and softer new‑construction activity as the primary drivers of margin compression and revenue deceleration.
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