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CSCSL

Carlisle Companies Incorporated

Rising onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversation
$CSL·$13B·Construction Materials·Basic Materials
$314.70-1.8%YTD-1.8%1Y-5.1%
Price updated 11h ago·X counts updated 5d ago
CSCSL
$CSLCarlisle Companies Incorporated
$314.70-1.77%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CSL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Sep 1Sep 13
Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-08-25

CSL is up 75% from lows in under 3 months, with RBC noting the FY26 beat and 2H strength in the core Ig business — 'the worst is now behind them.' Bulls report daily +5% pops in ATH FOMO, targets to $200 on the current pace, and pair CSL with COH as beaten-down blue chips popping on outlook. Skeptical voices frame the move as macro/positioning flow rather than fundamental inflection, but the tone across the sample is confidently bullish.

Read what X is saying about $CSL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CSL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Specialty roofing/weatherproofing pure-play flat YTD with a director resignation.

Carlisle Companies is the specialty commercial-roofing and weatherproofing pure-play after prior portfolio divestitures — real Q2 beat cadence, tape flat YTD as the market waits for the next inflection.

  • Q2 EPS $7.03 versus $6.35 estimate; four-quarter surprise track +11%, +9%, +9%, +3% — a consistent small-beat pattern.
  • Director Jesse Singh resigned Sept 10 citing an employment change (not a disagreement); board reduced to six members pending replacement.
  • Zacks tagged it a Strong Value Stock Sept 15; Amundi holds an $85M position.
  • P/E TTM 20, EV/EBITDA 13, ROE 38%, FCF yield 6.8% — high-quality print despite debt-to-equity 1.75.

Q3 report Nov 4 against $5.99 is the next test; the CWT segment beat cadence is the story.

Differs from X sentimentThe captured X sample references 'Ig business' and RBC FY26 beat — that's the ASX-listed CSL Limited (blood plasma), not Carlisle Companies. Ticker collision.

What to watch: Q3 earnings Nov 4, commercial-roofing (CWT) volume trend, and any successor director nomination.

On the calendar: Q3 earnings on 2026-11-04

x signal ticker collisionfloat missing

Read the AI verdict on $CSL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufacturer of premium building envelope products including commercial roofing, waterproofing, and insulation systems.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction Materials sits in its cycle right now — and what that implies for $CSL.

Construction Materials · Basic Materials

AI data-centre construction and IIJA infrastructure spending are the commercial and public demand pillars for aggregates, cement, and engineered building materials; residential is the weak link — BLDR -29% YTD reflects a slower housing recovery, while CRH and JCI benefit directly from data-center foundation and HVAC volumes.

What this means for $CSL

Direct beneficiary — Carlisle's commercial roofing membranes and building envelope waterproofing are direct inputs to the data center and commercial construction wave; both new build and renovation cycles support CCM and CWT segment volumes.

Industry benchmark

10-name peer basket
+3.4%YTD
+11.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
38.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$7.03$6.35+10.7%
Q1 2026Apr 23, 2026$3.63$3.33+9.0%
Q4 2025Feb 3, 2026$3.90$3.58+8.9%
Q3 2025Oct 29, 2025$5.61$5.47+2.6%
Next earningsWed, Nov 4·consensus EPS $5.99

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.1B-4.0%34.5%17.1%$3.12$-73.0M
Q4 FY25$1.1B+0.4%33.8%16.9%$3.07$346.1M
Q3 FY25$1.3B+1.0%36.0%21.8%$5.02$393.4M
Q2 FY25$1.4B-0.1%37.3%23.1%$5.93$258.3M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.3B$5.3B – $5.3B$21.05$20.78 – $21.278
FY27$5.5B$5.4B – $5.6B$24.06$23.72 – $24.568
FY28$5.8B$5.8B – $6.0B$27.49$26.57 – $28.665
FY29$6.0B$5.9B – $6.1B$28.45$28.04 – $29.032
FY30$6.2B$6.2B – $6.3B$30.85$30.41 – $31.482

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 39.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.835-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 22 other (17 awards · 2 exempts · 2 others · 1 return) in window

See when $CSL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change
AI summary

Jesse G. Singh resigned as a director of Carlisle Companies (CSL) effective September 10, 2026, citing a change in his employment situation — not any disagreement with management or the board. The resignation reduces the board to six members. A search for a replacement director may follow.

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 10 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The Dividend Kings Ranked By Quality Scores (September 2026)seekingalpha.com·1d agoHere's Why Carlisle (CSL) is a Strong Value Stockzacks.com·4d agoCarlisle Benefits From Business Strength, Risks Persistzacks.com·9d agoAmundi Has $85.12 Million Position in Carlisle Companies Incorporated $CSLdefenseworld.net·9d agoSSUMY vs. CSL: Which Stock Is the Better Value Option?zacks.com·11d ago

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Voices on X · last 7 days

No standout posts about $CSL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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