Carlisle Companies (CSL) Stock Forecast & Price Target

Carlisle Companies Inc. experienced a positive momentum in its overall sales, with the Carlisle Weatherproofing Technologies (CWT) segment growing by 3% year-over-year to $346 million, driven primarily by strategic acquisitions that contributed $39 million in revenue. The Carlisle Construction Materials (CCM) segment also showed resilience, with a slight increase in sales to $1,001 million, despite organic sales remaining flat, indicating the potential for future growth through acquisitions. Additionally, the company's ability to outperform earnings expectations, as reflected in the 3Q25 EPS of $5.61 exceeding estimates, combined with favorable conditions in the regulatory environment for sustainability initiatives and expected improvements in the non-residential construction market, further supports a positive outlook for Carlisle Companies's stock.

Carlisle Companies Inc. faces a negative outlook primarily due to expected declines in volume and sales across its core segments, particularly with a projected low single-digit contraction in the Carlisle Construction Materials (CCM) segment. The company reported an 8% year-over-year decrease in EBITDA, highlighting financial strain as results fell below market expectations, contributing to an overall adjusted EBITDA contraction of 5.2%. Additionally, risks associated with a significant contraction in non-residential building investment, inflation on raw materials, and competitive pricing behavior further compound the challenges facing Carlisle's financial performance.