CHARGED ALPHA
Stock Analysis
CSL Unclassified Latest YouTube: Q1 2026

Carlisle Companies Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

CSL Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$331.00
-22.82 (-6.45%)
Trailing / Forward P/E
19.32x
Forward: 14.12x
Market cap / Volume
Volume:
Revenue / Earnings Growth
-4.0%
Earnings: -3.2%
Margins
17.4% op
Gross: 35.6% · Net: 14.6%
Balance sheet
3.38x current
Debt / Equity: 174.7
52-week range / Beta
$293.43 - $435.92
Beta: 0.85
Analyst target
$407.29
Upside: 23.0%
Cash / shareholder return
5.39% FCF yield
Dividend yield: 1.22%

Company context

Industry: Building Products & Equipment
Country: United States
Employees:
Price to book: 8.09x
Return on equity: 38.2%
Carlisle Companies Incorporated operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, and internationally. It operates through two segments, Carlisle Construction Materials (CCM) and Carlisle Weatherproofing Technologies (CWT). The CCM segment offers single-ply roofing solutions, including ethylene propylene diene monomer, thermoplastic polyolefin, polyvinyl chloride membrane, polyiso insulation, and engineered metal roofing and wall panel systems for commercial and residential buildings. Its CWT segment provides waterproofing and moisture protection products; protective roofing underlayment; fully integrated liquid and sheet applied air/vapor barriers; sealants/primers and flashing systems; roof coatings and mastics; spray polyurethane foam and coating systems for a range of thermal protection applications and other premium polyurethane products; block-molded expanded polystyrene insulation; engineered products for HVAC applications; and products for a variety of industrial and surfacing applications. The company sells its products under the Carlisle SynTec, Versico, WeatherBond, Hunter Panels, Resitrix, and Hertalan brands. The company was founded in 1917 and is headquartered in Scottsdale, Arizona.

Price chart

Market context for CSL

Competitive view

CSL vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Carlisle Companies Inc. latest YouTube video thumbnail YouTube
Carlisle Companies Inc.
CSL
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
CSL
$13.39B
Carlisle Companies Inc.
ADBE
$87.82B
ADBE
SSNC
$15.76B
SS&C Technologies Holdings Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
CSL
19.3x
Carlisle Companies Inc.
ADBE
12.6x
ADBE
SSNC
20.3x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
CSL
14.1x
Carlisle Companies Inc.
ADBE
8.0x
ADBE
SSNC
8.7x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
CSL
-4.0%
Carlisle Companies Inc.
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
CSL
-3.2%
Carlisle Companies Inc.
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
CSL
17.4%
Carlisle Companies Inc.
ADBE
35.3%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
CSL
35.6%
Carlisle Companies Inc.
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
CSL
14.6%
Carlisle Companies Inc.
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
CSL
38.2%
Carlisle Companies Inc.
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
CSL
5.4%
Carlisle Companies Inc.
ADBE
10.5%
ADBE
SSNC
8.1%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
CSL
174.73x
Carlisle Companies Inc.
ADBE
61.44x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
CSL
3.38x
Carlisle Companies Inc.
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
CSL
0.85
Carlisle Companies Inc.
ADBE
1.43
ADBE
SSNC
1.11
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
CSL
1.2%
Carlisle Companies Inc.
ADBE
ADBE
SSNC
1.6%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
CSL
23.0%
Carlisle Companies Inc.
ADBE
23.3%
ADBE
SSNC
42.2%
SS&C Technologies Holdings Inc.

Episode timeline

Episode archive for CSL

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
CSL Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Carlisle Companies Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | Carlisle Companies Inc. (CSL) | S&P 500 Deep Dive — Ep. 198
Quarterly earnings-analysis entry for Carlisle Companies Inc.. Use the links on the right to open the video or podcast episode.